Investment Q&A

Q: How would you rank from best to average, BN:CA, BMO:CA, BAM:CA, TRI:CA and SLF:CA for my grandchildren's TFSA. The TFSA contents would be given to them in about 10 to15 years.
Thank you,
Frank

Q: What kind of companies should be bought in a non-registered account? I don't want to trade them. I can't add to my registered accounts.

Q: Is VFV more suitable than ZSP for US exposure in TFSA?

Q: Just wondering what your thoughts are on Loblaws selling PC Financial to EQB. Were any terms disclosed.?

Q: Peter; With Trump stating that the big tech companies are going to supply their own power - meeting next week- could you foresee outright purchases of existing power companies? Thanks.
Rod

Q: What are the earnings estimates for 2026?

Q: I would like to sell one of these bank stocks. In what order would you sell? Are there any of the Cdn banks that you feel are over priced or have less upside potential? Thanks for your exceptional service.

Q: When does Lumine Group report and what are the estimates ? Thanks

Q: I am having trouble deciding between market weighted versus equal-weighted ETF's.

Is it true that equal weighted portfolios often have a higher Sharpe ratio (better risk-adjusted return) but exhibit higher volatility (roughly 10% more) than market-cap weighted ones?

Q: CN Rail stock seems to have benefitted from the HALO theme as well as business prospects turning for better, after lagging the market for almost 18 months. The shares have gone up 15%, within a short span of 4-5 weeks.

Does it make sense to initiate a New position at current levels $150-$152 ( 52 wk high) or wait for some pullback/consolidation ?

Thank You

Q: Good Morning,

Retired income investor with almost 100% of funds in equities. I feel it is time that I added some bond exposure but I am not well informed on this market. Can you please suggest investments that would get me started, cover the basic gamut and provide reasonable returns.

Thanks very much.

Q: This has been a clear winner over the last year / latest report was good - what are your thoughts about this as a HALO stock?

Q: Hello. Can I get your take on the recent transaction involving FISH and OR?

What assets does FISH have left post sale?

The new dividend yield will be around 5%. Sustainable?

What do you know about management and their track record?

Wexford owns over half the shares. Who are they?

Thanks!!

Q: Hello 5i team,
I'm looking to create yield in my TSFA. I've looked at a few covered call ETF's, but, I'm overwhelmed. Do you have a top 3-5 covered call ETF's to generate yield?

Thank you,
Brent

Q: Given the turmoil in Mexico would you lighten up/ or sell most investments in Mexican silver producers? If so, can you recommend silver producers in safer jurisdictions?
With apreciation,
Ed

Q: Could you provide an update on Cematrix: fundamentals, insider holdings, potential for growth, and your opinion on whether this is a good time to buy both for short term and long term.
Thanks.

Q: Hi
I'm interested in investing in etfs with an interest rate between 4 - 6% with some potential for Capital gains.
Low risk
Your recommendations please

Q: 1. Can you please suggest a list of 10 companies suitable for a Smith Maneuver account? Additionally, please provide 3 to 4 ETF recommendations. For each suggestion, please assign a rating from 1 to 5, where 1 is least preferred and 5 is most recommended. Finally, could you let me know if HDIV is a viable option for this type of account?
2. When optimizing or rebalancing an existing portfolio, do you prioritize the Sharpe ratio or the Sortino ratio while still respecting individual sector and stock limits?
3. When adding a new position, if a company passes all your initial fundamental and technical checks, do you utilize correlation or covariance as a final risk-management check?

Please feel free to use all the credits needed to answer all questions in detail.
Thank you.

Q: Please rank these for Income & Growth. Thanks a Bunch!

Q: Are these two sort of similar? If so would they be competitors?

Also is the environmental sector growing? The need to clean the air n' stuff?