Investment Q&A

Q: Interested in your opinion on Ambev, the Brazilian brewing company (ABEV). If that’s a bit too far afield, what would be your top choice among the larger beverage companies?

Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!

Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John

Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella

Q: With respect to a potential take-over in a family run company, does his have a coattail provision.

Thanks

Q: Setting aside currency considerations, which ETF-- VWO.US or ZEM.CA-- is better to hold within an RRSP? (I am asking this question because I know that based upon the different ways that ETFs are structured, some have less losses based on foreign tax rules and considerations.)

Ted

Q: In an answer in November you seemed somewhat optimistic on the outlook for AND . But in a previous answer in July you referred to it as " not needed to be owned " .... How do you feel about in now in the new year and why ? Thanks Garth

Q: Can I get you option on Lantheus after they released preliminary fiscal year 2023. Buy, hold, or sell? Thank you

Q: Seems to me finding stocks to create personal wealth over the long term is not that hard if a bit of effort is put into it, could be said all you need is common sense perhaps. Also seems to me the most common mistake for small diy'ers would be portfolio management, the buying and selling mostly, tax planning perhaps to a much lesser degree. 5i has provided many many good ideas as a long term member over the years, a few loosers too - dont want your head to swell too much. 5i deserves much credit to my success, thank you very much. Your investing ideas have provided several opportunities, I feel it's the portfolio managment skills you've taught me that was more important to create wealth. All that being said, could you expand on this remark you posted today, "we tend to leave some (minor) room to add if opportunities present themselves in the future" ?

Q: Good Morning

Seeking your opinion on reinvesting in NWH after tax loss sell in November?

Thx

Q: your view on vhi 1-2 years
thank you

Q: This company seems to be doing a lot of things right. The ceo Dan Matlow knows this space well, based on my conversations with him a few years ago. It's business is primarily in the UK but it is making some inroads in Ontario. How does one go about evaluating this business: what comparable companies and what ratios etc do you use? Thank you as I am not very good at determining values in the software industry.

Q: TD is being hammered today (at noon). I don't see any news. Do you see anything that would explain it.

Q: What is their balance sheet.
In what order would you buy them?

Thanks,
Milan

Q: which of the following mid cap ETF,s would you prefer and why IJH -ZMID -VO

Q: Dear 5I:
The CEO of IGM believes they have done enough acquisitions, and wants to do a pivot and concentrate more on organic growth. The dividend is good, and secure, B/S good, Price at a wide discount to NAV, The big drawback that I see is that it is much lower in price than it was 10 years ago. Ugh!!! Any "chance in your mind"that his dream could turn to reality.
Thanks, BEN.

Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris

Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris

Q: May I have your latest thoughts on QS? Do think the latest test results from Volkswagen to be positive? Do you expect QS will need to raise more capital by issuing more shares? I’m curious why the stock is listed on the NYSE instead of the NASDAQ. Are the listing costs similar?
Thanks,
Jim

Q: If a full position in a stock portfolio is typically around 5%, the portfolio would contain approx 20 individual holdings. What is the similar tactic for an etf portfolio?