Investment Q&A

Q: Thoughts on quarterly results? Decline seems harsh?

Q: I continue to hear analyst after analyst talk about the Canadian energy sector in a positive light. They recommend companies like CNQ, SU, TOU, WCP etc. over and over again with very little upside ever showing up. The overall index has been virtually flat for 3 years despite all the table pounding from analysts.

I would love to hear 5i's take on the energy sector in Canada in general and when/if you see it breaking out and providing some bigger gains than have been seen in recent years.

Any explanation on what is holding this sector down, what needs to happen to see a breakout, would you be buyers of the sector at these multiples, do you have specific favourites - these are all questions I would love to hear your opinion on.

Thanks for all the great info you provide through this service - it has been a life-changer for me!

Q: I’m looking for safer areas to park money in each of our tsfa’s ,rrsp’s and non registered accounts. Can you suggest a few of your favourites for each. We are semi retired and won’t need the funds for at least 10-20 yrs but would like a little more protection in a downturn.Currently 80 equities ,20% cash (CBIL and BIL )and no bonds. If there are safe bond ETFs that you prefer in certain accounts please recommend them as well. Take as many credits as needed. Thanks!

Q: Hello 5i,

Our USD funds are fully invested so we are looking at CDR's.

If the CDN dollar declines, will this negatively or positively impact the overall value of the CDR in Canadian funds?

Thank you for your help.

D&J

Q: do you recommend these 3 and in order of preference

thank you

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: What is your opinion of Q2 results and the current valuation of the stock given its revenue growth. They have about 59.2 million shares out fully diluted and converted and they report results in $US while stock trades in $C.

Q: What are your thoughts on VEEV latest quarterly results

Thks marcel

Q: why down so much

Q: Box seems to have reinvented itself. Doing lots of promo of it's role in readying a company's data and security so that it can use A I effectively. Count MS among clients. Can you assess the new version please?

Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?

Q: Do you think AMAT is the best stock in it's space? If not, can you please provide one's you think are just as good or better? Can you also mention if you think any of them are reasonable valuation at this time for a long term hold in a TFSA.

Q: What would be your go to ETF for Ethereum exposure long term hold.

Thanks

Q: Everyone, I understand that you do not invest in Canadian stocks, but if could give one Canadian stock to your grandchild what would it be? Clayton

Q: I currently hold these ETF's in a RESP. I have only XIC ,ZNQ and IWO at a 11% weight , would you be comfortable bringing them up to 15-20% each ?

Is there any other ETF you would add ?I am looking at XAW.

Thanks

Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all

Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.

Q: HMAX's dividend has been slowly declining since the ETF's inception in 2023. Please offer an explanation for the decline, as well as provide your thoughts on the size of the dividend going forward. This is one of the few investments I hold strictly for the income stream and, if the dividend is likely to continue trending down, I will be moving on. Thank you.

Q: I am having trouble with the Return of Capital(ROC) concept in non-registered accounts. Seems like a losing situation as your adjusted cost base is reduced by the ROC leaving you to pay or lose a greater amount, even tho it is a capital gain and not interest. Also a ROC is my original capital that I already paid tax on. Double taxation?? Please explain as simply as possible tho I know you are not tax experts. Thanks

Q: Curious about your thoughts on growth potential for this company. They produce additives to accelerate decomposition of materials in landfill.