Investment Q&A

Q: Good Afternoon Team 5i,

Are you watching the US30Y? I’ve heard that the Trump administration blinked on tariffs initially when it hit 5%, (and the bond market is the more important market to watch this presidency.) Thus, if the US30Y gets up to 5% again this is something to keep an eye on and watch how the market reacts.

Do you feel this narrative potentially holds some truth? If so, would you please explain why the administration would want to keep the US30Y below 5% please?

Thank you.

Q: Given that the US$ has fallen lately and Trump would like it to fall further in value against other currencies, would you consider it wise to take some US$ profits off the table?

Thank you,
Mike

Q: Hi Peter and 5i Team,

Can you recommend a few ETFs that are focused on 20+ Treasury bonds, and also one that is focused on 7-10 year Treasury bonds?

Thanks for all the work that you do.

Q: Good morning and thank you in advance. Would you buy Nebius at its current price after its recent run up, wait for a pull back, or wait until after earnings report on May 20. At what price would you add to a position?
Dan

Q: I have some USD to invest in my usd TFSA . how do I go about ensuring I maximize my TFSA without going over my allowable amount in canadian dollars acording to CRA

Q: To Follow up on my previous question about the company’s earning report, would you still feel comfortable holding it for the long term?

Q: This seems like a very cheap company. Would you recommend a small holding in a diversified portfolio?

Q: What is your opinion of Fresh Factory Q1 results, growth profile and relative valuation as they report in US Dollars but the stock trades in CAD dollars?

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

Q: Fiserv has slid approximately 15% today. All I see in the news reports is 3 upgrades to "buy", so I am interested to know if you have any insights that may cause such a precipitous drop in price. Did I miss a share split or something?

Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.

Q: I'm down 10% on AMD, do you still think it has good potential. Saw a youtube video saying it's about to 100X haah. I have a small position and considering adding here let me know your thoughts!

Q: I am taking a tax loss on Magna, could you recommend a few industrial names for replacement with a dividend?

Thank you

Q: I know 5i doesn't like to give out portfolio weighting advice so I won't ask .... I'm considering increasing my position in GDXY to 10% { from it's current weighting of 4.72% } . With the US dollar on a rather steady decline, and Powell unable to lower rates due to tariff inflation .....I think the outlook for gold is positive .....

First given the first two facts would 5i consider this a conservative , moderate risk, or risky approach ? ..... And second what dollar amount would gold have to drop to take me out of the black of that currently 42.3% dividend {That yield is from TD Waterhouse feel free to correct it if it is wrong } ..... ? In spite of the recent drop from my purchase price { down 11% } I am still way in the black collecting my rather large monthly dividend ..... I would like to know how much the price of gold would have to drop to put GDXY in a negative position relative to it's current yield ?.....

Though GDXY has only existed for a year I imagine a correlation between the movement of the price of gold compared to the movement of GDXY unit price could be calculated..... I just don't know how to do that ....... Thanks for you terrific service ......

Q: Good morning,

if you had to pick one of these which would it be and why? Historically who has performed better.

Q: First…. Thanks for getting me into this stock. I am currently looking to add to it at around $33. On my Direct Investing site PRL is considered to be undervalued with a FAIR VALUE of $222. Would you please clarify what this means. I gather it is based on earnings growth. But does this mean $222 TODAY? Or $222 in the future for example 1 year,3 years, 5 years? Thanks.

Q: Whose share price will benefit the most from the lng export terminal opening on the BC coast? Thank you

Q: Hi, I'm looking for a financial company with a significant dividend (above 3%) for a long term stable hold with some growth. I already own MS, JPM, XLF, and RY (CDN). Which of my choices (ING, HSBC, RY (US), LYG, NWG would you choose? Do you have any better alternatives?

Q: Hello Team,
Could you give me a short commentary on both and which would you prefer for total return over the next couple of years. I already own Telus and wonder if there would be too much overlap to own both.
Thank You,
Barry

Q: What are your top 5 Canadian dividend picks for these uncertain times? Looking for capital preservation and dividend sustainability with a 5 - 10 year time frame.

Thanks so much.