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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Portfolio Analytics indicates that across our accounts, we are overweight in the Financial Services sector. In order to free up some cash for under=represented sectors, my thinking is to reduce TD enough to achieve the target amount. I'm a bit uneasy with some of the recent negative issues with TD, but still would like to keep some due to its wide moat and 5i's opinion that perhaps its "problems" have been overplayed. Would you concur with my strategy? Thanks.
Read Answer Asked by Jerry on January 15, 2024
Q: Would you be able to provide me with a list of 3 CDN and 3 US stocks that you expect to have a significantly better overall return in the next 12-36 months than BEP and a brief comment on each as to why?

Please deduct as many credits as required,

Thanks,

Terry
Read Answer Asked by Terry on January 15, 2024
Q: Hello 5i
Could I have your assessment of AIT ?
Who are its peers and how would it rank amongst them?
Thank you
Dave
Read Answer Asked by Dave on January 12, 2024
Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.
Read Answer Asked by Terry on January 12, 2024
Q: why do 4 different S&P 500 index funds all have different dividend yields?
SPY 1.413
VFV 1.183 (Canadian listed but still)
VOO 1.452
IVV 1.442
Read Answer Asked by Rob on January 12, 2024
Q: Dear 5i team.
Please explain the differences between these two etfs for O&G exposure. Do you lean more to one vs the other?

The 8 listed CO's you suggested earlier today as a possible DIY version, how would you rank them in terms of risk/reward assuming oil prices stay elevated or increases?
(CNQ SU WCP TVE TOU XOM PSX CVX)

Thanks for your help.
Read Answer Asked by Arthur on January 12, 2024
Q: I have a grandson who has just graduated from university in the United States. He is serious about investing and wants to know whether the best way to get started for long-term wealth accumulation is starting a high-yield savings account or an IRA?
Or, is there something else you would suggest.
Read Answer Asked by Kyle on January 12, 2024
Q: Greetings. It's been a while since a question was asked about Freshpet. Just off it's recent highs, positive reviews by several analysts, however still expected to lose money this year and next but with estimates trending up. Could you render your opinion, please, and provide attractive alternatives (if any exist) in this space. Thanks.
Read Answer Asked by Stefan on January 12, 2024
Q: Am doing due diligence on this ETF ( resulting from an earlier question today) , with the possibility of buying for my TFSA where I hold my more growth oriented stocks.
I notice the provider ( PACER ) also has CAFG described as having “ the highest cash free MARGIN “ while CALF has “ the highest cash free YIELD “, both with the SP small cap 600 index. What is the difference between these two ETF’S and do you prefer one over the other for a growth TFSA ? Also could you give some colour as to the SP small cap 600 ?
Thanks. Derek.
Read Answer Asked by Derek on January 12, 2024
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.

Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.

That’s 245 basis points lower than what they are make on their trading fees.

What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.

Thank you.
Read Answer Asked by Karim on January 12, 2024
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