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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!
Read Answer Asked by Josh on August 20, 2024
Q: Do you see any of the grocers as investible for a good total return ? How would you rank MRU, L, EMP.A ?

Thanks for your advice.
Ian
Read Answer Asked by Ian on August 20, 2024
Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.

Thank you
Read Answer Asked by J Stephen on August 20, 2024
Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks
Read Answer Asked by v on August 20, 2024
Q: Good afternoon, I am realigning my RRSP account using geographic and asset type recommendations. The asset allocator recommends that 15% of my portfolio be in fixed income. Can you please recommend a few fixed-income ETFs? Also, should fixed-income holdings be mostly domestic or include international as well? Lastly, would you consider CASH.CA part of the fixed-income component of a portfolio or simply a place to keep cash until it is directed into another asset? Thank you in advance.
Read Answer Asked by bernie on August 20, 2024
Q: How would you rank the following stocks for long term growth based on their current evaluations?
Read Answer Asked by Schoombee on August 20, 2024
Q: Upstart looks to have had a good couple of weeks climbing from $25 to $40. In answers to previous questions, mention was made of a very high short interest at the time. Can I please ask for your usual insightful analysis for the recent Upstart quarterly results, and whether their recent stock price climb can be attributed to their recent performance and future prospects in a declining interest rate environment, or well speculation and short covering? Is the stock worth holding onto for a few more Quarters and see if they benefit from declining interest rates or if they catch another everything-AI wave, or take the cash and invest elsewhere? Thanks kindly.
Read Answer Asked by Michael on August 20, 2024
Q: Could I get your opinion on KLDiscovery as a "moon shot". Thanks Ron
Read Answer Asked by Ronald on August 20, 2024
Q: If you were looking to put on a gold trade at this time, would PHYS .TO be a good choice
It is up 38% in the past 52 weeks.
Do you see a good risk/ reward upside, in gold at this time? Or is it too late ?
Would you suggest another stock or ETF for gold exposure instead of PHYS.TO?
Read Answer Asked by Indra on August 20, 2024
Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
Read Answer Asked by James on August 19, 2024
Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks
Read Answer Asked by Ben on August 19, 2024
Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).

What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?
Read Answer Asked by Ernest on August 19, 2024
Q: Clarification, with respect to your answer re the guess for the next rate on these Debs. The way I understand it is as follows

The rate is calculated via 6.5 Pus or minus the rate of change in inflation, not the rate of inflation. Thus is the change of roi is 2% next march the interest rate on the debs would be 6,5-2=4.5

From csu ir news release:
This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31,


Read Answer Asked by Leon on August 19, 2024
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