Investment Q&A

Q: Are either of these worth some speculative dollars?

Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Q: Your thoughts on NRT please

Q: Your thoughts.

Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon

Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Q: Please recommend a USA small cap etf

Q: Hello 5i team,
I have held HBND since Feb 24 and it has been on a steady slow decline (along with the payout) ever since. I think you mentioned that lower interest rates are always better for this ETF. In light of the US lowering there rates in the coming year, will this be good for HBND?

Net assets is currently 212 M according to there website. Do you have any knowledge if this is growing? I am asking this because although the payout is decreasing, it is still pretty good and would not want this ETF to close down like what happened to HYI.

Thank You,
Andrew

Q: The withholding tax in my tfsa is 15%

Would this same 15% apply in a non registered account or would it be higher? If so, how much

Thank you

Q: If you could only buy 5 stocks in North America disregarding balance what would they be?

Q: Looking ahead to next year’s CUSMA negotiations, could you provide best- and worst-case scenarios and how each might affect markets?

Q: Ambiq Micro Inc NYSE: AMBQ

Ambiq Micro's stock is projected to experience significant growth in the coming years. Analysts have set a consensus price target of $41.75, with a potential upside of 43.05% from the current price of $29.19.

Who are it's competitors?

Buy or not?

Thank you.

Q: Hello Everyone,

May I have your updated assessment of UiPath please?

Thank you.

Q: A number of anlaysts have this rated as a buy, what is your opinion?
Thanks

Q: Legence LGN US.

Information & opinion on this company. What does it actually do?

Thank you.

Q: Good afternoon!
I have substantial room in our TFSAs this year due to large withdrawals made. I plan on moving some combination of these four equities into it from RIFs and my unregistered acount:

BCE, T, LIF, CHE.UN

Taxation is not a concern, as the only one in an unregistered account is BCE, and it is just slightly down from my purchase price (no doubt due to tax loss selling).
My reasoning on choosing these four is that each of these has some potential growth of a substantial nature, and therefore would be better in a TFSA as opposed to a RIF or unregistered account.
Could you please comment on this logic, and also rank them on the basis of growth from most likely to least likely over the next few years?
Please take as many credits as necessary.
Thanks!
Paul K

Q: Could you comment on CJ going forward on current energy levels and perhaps a trend dowward,especially with the high dividend

Q: We have had two great years of returns and many sectors like Tech, Financials, Materials.. have done really well. I have done some rebalancing heading into year end and am at about 65 % Equity and 35% Fixed Income/Cash. My top 5 holdings are BN, GOOG, MSFT, AMZN, RY.

I am confident (hopeful) that I am well positioned to weather any inevitable drawdown or pullback.

What sectors do you see that could perform well in 2026?

Many Small/Mid Cap stocks have suffered in late 2026 (PRL, GSY, LMN, NBIS, TOI, others) Do you see the Small/Mid cap space as an area to deploy cash in early 2026?

Is there an area of the market that could surprise in 2026?

Please deduct appropriately.

Thank you for your continued support and guidance and have a great Holiday Season!!

Tim