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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 there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: Hi Peter and 5i Team,

How would you rank these ETFs, XEI, XEQT, VFV, QDTE, for a 10 year hold?
Read Answer Asked by Marvin on January 30, 2025
Q: Can you please provide couple of names for great ESG ETF ( Canada and US or global) ? Thank you for your great services. Santoso
Read Answer Asked by Santoso on January 30, 2025
Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?
Read Answer Asked by Brian on January 30, 2025
Q: hi,
do you have an educated "guesstimate" of the downside risk if Trump's tariffs go through across the board Saturday? percentage down?
also, can I get your most current thinking as to which sectors, and particular equities, are at greatest risk of a sell-off?
cheers, Chris
Read Answer Asked by chris on January 29, 2025
Q: Tempus AI Inc. (TEM:US).

Your opinion to buy or not?

Thank you.
Read Answer Asked by Ross on January 29, 2025
Q: hi, what would be your current top ETF for China, and why? also, if you were to buy individual China stocks today, which ones would you be looking at ( I assume on the US exchanges?)?
cheers, Chris
Read Answer Asked by chris on January 29, 2025
Q: Hi Peter…May I have your thoughts on the McEwen announcement? I can’t figure out who is buying whom. It looks like GOT is taking a position in McEwen which seems distracting. Can GOT sell the $10 million worth of McEwen shares? Is this a start of a merger? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 29, 2025
Q: Good Morning 5i Team,

IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?

Thank you.

Brad
Read Answer Asked by Bradley on January 29, 2025
Q: I'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?
Read Answer Asked by Mike on January 29, 2025
Q: SPB cut their dividend by 75% late last year. They have bought back almost 5% of outstanding shares since then. Seems like a stable energy distribution business where scale offers cost advantages. It is leader in Canada and 4th in US.

The shares are down 60% from their high a couple years ago, but all assets and accounts, etc remain intact. The only change I can see is capital allocation has changed from dividends to buybacks.

Your thoughts???
Read Answer Asked by Derek on January 29, 2025
Q: I added some units of BEP Brookefield renewable Power when it went sub $30. The dividend yield at sub $30 is about 6.5 per cent and the price is getting close to 52 week lows. I know that on Monday a lot of the utilities, especially Vistra in the US, dropped a lot on speculation that the new Chinese AI model might indicate that power demand for AI may not be as robust as some think. But BEP has been drifting down for a while. Is there something wrong with BEP that I don't see? Should I continue to hold BEP or even add some more at these depressed prices?
Read Answer Asked by Paul on January 29, 2025
Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 29, 2025
Q: Good morning all; I've a two part question for you, First, the listed investments are in a RRIF. The current plan is to extract only dividend income, and have some modest stock growth.

I have funds for one more position and I'd like 3 of your suggestions that would add decent dividend income with modest growth of stock value.

Second question is about XLB. It was originally purchased as a post-inflation investment looking for some appreciation as rates declined. While Canada may get a bit more downward adjustment I believe Trump policy will be inflationary. What would be a sound replacement, meeting the dividend and growth goals for the account?

Thanks as always.

Dave
Read Answer Asked by Dave on January 29, 2025
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