Investment Q&A

Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks

Q: Will artificial intelligence utilization in finance and markets be able to replace stock pickers and in the end financial advisers/analyst since analysis of companies data will be faster and perhaps more reliable and objective than performed by a human irregardless of his skills and experience. Already automated portfolios are created by a computer based on certain investment goals.
I would be interested in your perspective on this matter.
Thank you
Miroslaw

Q: Can you provide any insight on US healthcare Select SPDR fund,?
Thanks

Q: Hi Peter and Team,

In the event that the US decides to get its potash from Russia (Trump and Putin are now and always have been close buddies), what effect will that have on Nutrien? It's been a volatile holding for us, but we've held on to it, I'm concerned that if it loses a lot of its export market to the US, it's going to tank. Your thoughts?

Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al

Q: Greetings 5i, what would be your primary concerns with buying corporate bonds issued by Home Equity Bank? Specific security is: CORP HMEQ 6.552 10/18/27 43739CAB7

Thank you.

Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?

Q: Good day. Your last question on this company was nine years ago. Could you give me a brief rundown on whether you believe it's investible given the current climate? I've been doing well in it, but have only about 1% and am interested in increasing that.

Q: Is EFR a good buy in the current environment if one is looking at a 3-5 year hold period? Note: although I prefer Canadian dividend-bearing securities, I am in a sufficiently low tax bracket for there to be no material disadvantage for purchasing a foreign asset with a sufficiently high yield.

Q: Just few more covered call gold ETF questions and I promise to stop flogging this horse and make a decision ..... Of the five ETF's 5i recommended { AMAX, CGXF,BASE,GLCC,GDXY } Could 5i give me the return, unit price gain/loss plus dividends for each ETF as a percentage ? .... As both AMAX and GDXY have only been around a year just go back for that period of time for each one. This will be long enough for me to assess as I am looking for gold volatility pre and post Trump's election.....

I notice all have an upward trend except GDXY. Could 5i speculate on the reason why ? Of course the question is does that 32.5% dividend more than make up for it ? I should be able to see that by your evaluations of returns for the other ETF's in comparison ......

And finally, hypothetically, if 5i were forced to choose one or two of these to " hide " in while assessing just exactly how bad Trump is going to make things for Canada . Which would be your two favorites, first and second, and why ? ...... Thanks for your terrific service ..... Garth .....

Q: Hi there,

I'm evaluating the fixed income portion of my portfolio and am debating between a ladder GIC vs a HISA ETF. I understand GICs are locked in rates and HISA etfs are floating, but can you provide any insight as to the general historical differences in performance over historical time? In other words, say 100k split into 5 rungs of 20k vs 100k in a floating rate HISA etf - is there any difference in performance historically?

Thank you!

Q: What do you think of HUBL for income generation and do you think the 9-10% yield is sustainable?

Any better alternatives in the 8-10% range?

Q: What US & CDN ETFs replicate the DJIA. Is there an ETF that you would recommend. Thanks … Cal

Q: What would the change of interest rates going up or down have on yield and the etf price on ZFH.ca. And the possible magnitude of yield and ETF price.
Thanks.

Q: Dear 5i team.

Looking at the chart of ZFH, it appears to be volitile around general market downturns. Can you explain how/why a bond fund like this has this much downside when markets panic and sell off? Looks fairly correlated to me.

Many thanks for your help.

Q: Do you have a preference between XBB and VAB?

Thanks as always

Q: In the description of the ETF, it mentions the following: "The Fund will invest primarily in debt instruments of Canadian corporations that are not investment grade." -- I have difficulty reconciling the "not investment grade" with your previous comment "solid, fairly conservative ETF, especially considering we are entering a tarif war. What am I missing?

André

Q: Hi Peter and team,
More and more cities in the States are adopting robotaxis, do you see this trend having a significant negative impact on UBER's core business?
Cheers,
H

Q: I'm impressed by the performance of the Hamilton Etfs, managing a crazy high 'dividend' and not really losing price. How will the Hamilton covered call ETFs (I've listed only a couple examples) do in a down market -- will they outperform or underperform the market ? I know they are new products; are these ETFs at risk of 'bait and switch' in terms of some unseen fees or reduced distributions?

Q: Do you think the “invest in the European market” theme might catch on with and support NBIS going forward? Being based in Amsterdam and emerging as of the larger European AI data center providers outside of GCP, AWS, and Azure I see this as a potentially significant tailwind if they can deliver. I’ve also been seeing more direct marketing from Nebius on my Reddit feed which I see as a positive that their sales teams are ramping up. Curious about your perspective on this.