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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: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.
Read Answer Asked by Neeraj on September 30, 2024
Q: Can you recommend a hedged ETF that follows the S&P 500, but not with the Magnificent 7 having a lot of weight, as I feel these are overbought? I really like ZUE but it has too much Magnificent 7. Looking for 10% appreciation first year including both capital appreciation and dividends.
Read Answer Asked by Ron on September 30, 2024
Q: Is there any recent news on this stock? Do you have an opinion on the future here. Is there technology approved/confirmed? Are we at the marketing / contract stage of growth? Have had some nice price appreciation in some other small cap Canadian companies lately. (PNG, ZDC AEP) Do you feel this company is ready?
Again Thanks for your help
Terry
Read Answer Asked by Terry on September 30, 2024
Q: Is 8% weight too high for a material sector? What % would you be comfortable with?

Thanks
Read Answer Asked on September 27, 2024
Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!
Read Answer Asked by Savalai on September 27, 2024
Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara
Read Answer Asked by Tamara on September 27, 2024
Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?
Read Answer Asked by Murray on September 27, 2024
Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts
Read Answer Asked by Bill on September 27, 2024
Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you
Read Answer Asked by Marco on September 26, 2024
Q: I am going to reduce my position in DOO and top up either HPS.A or GIB.A.
Which would you choose and why?
Thanks again. ram
Read Answer Asked by Ray on September 26, 2024
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