Investment Q&A

Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.

Q: Hi team,

What are your thoughts on the long term prospects of this company?

Also, what are your thoughts on the CEO and his capital allocation ability?

Thank you,

Q: Good day team,

What do think of this ETF to purchase?
Also CCLN.

Thank you, John G.

Q: This company has had some substantial gains. From my review the company does have a fair bit if debt, but other aspects of the company appear to be positive. What is your opinion on this stock and wcould it be an add to ones portfolio, knowing it's a small cap and on the riskier side.

Q: I hold PDYPF:US OTC Pink shares, and since 5i / affiliated companies have financial interest also, I was wondering if you know what will happen on Jan 29/2024 when Flutter Entertainment begins trading on the NYSE under the new ticker FLUT?

Q: I just wanted to make sure I understood the CRA attribution rules. Let's say I have $10,000 and it earns interest in a taxable account @ 5% = $500. I have to claim that $500 on my income tax. Now suppose the next year that $500 earns more interest @ 5% = $25. Again, I could claim that $25 on my income tax.

However, my understanding is that this 2nd generation interest (interest on interest of $25) does not need to be claimed by me. Instead, it could be claimed under my wife's income tax. Am I correct?

If I am correct, my plan would be to transfer the interest monies I earned during 2023 from RBF2010 (basically a RBC money market fund currently earning 4.55%) to my wife's account in early 2024.

Please confirm my understanding is correct....thanks...Steve

Q: I wanted some gold exposure in my TFSA-Any thoughts on GLCC.CA
Also what does the group think of buying CDR'S
Thankyou

Q: What are the best stocks to look at now for exposure to copper?

Q: Hi Folks,
I would like to add either COSTCO or Home Depot to my non-registered account. In your opinion, which one would be best
to add at this time and why?
Thanks

Q: Hi Folks,
I have room for one more Tech stock in my non registered account. I am interested in FICO and NVDA. In your opinion, which one would be the better buy at this time and why?
Thanks

Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you

Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.

Q: H - all 4 down sharply post fed day. Only one with earnings was DOL but they did very well. Any explanation as to why severe drawdowns today?

Q: Any comments on the news from these companies with ENB announcing some asset sales and BNS investor day?

Thx

Q: Thoughts on the BNS Investor Day strategy?
Thanks...Steve

Q: A question for the 5i team on a small cap oil/gas explorer/producer Arrox Exploration. I just started a small position based on my own research and would as always appreciate your input.

Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks

Q: I have these in a robo managed portfolio and am down 25% on ZFL and 5.4% on ZAG and 8.2% on XSH.
Since it appears interest rates appear to be stabilizing should one hold on for a recovery or try a different strategy or different holdings. Perhaps maybe moving to GIC or HISA EFT or other holdings you may suggest. Or do you think the same recovery may be seen by continuing to hold?
This loss seems to be an issue with those that have to go managed funds and mutuals with a balanced EFT portfolio.
I am going to transfer from so called managed to my own managed EFT's to avoid the fees. Think I can do just as well (or poorly depending on how you look at it) but wondering if I should switch holdings when moving funds to self directed EFT's.
I do have a separate portfolio with individual stocks, so this is basically a portfolio to minimize management and time requirements.

Q: Hi 5I
With respect to PPL could you briefly explain How would one participate in the secondary offering and what are potential ups and downs to be aware of..
thx
jim

Q: Why does this company continue to struggle to maintain momentum? Today the Fed said no rate increases and potentially none for next year with the potential to reduce rates. Most stocks did well after this announcement, yet Trisura goes the opposite direction. How much more patience should we investors give Trisura?