Investment Q&A

Q: Your thoughts please on this TFSA used by a retired banker that is very simple but has vastly outpermormed the TSX. I realize only 3 sectors are covered but looks to be all quality companies?

Thx

Q: Is it too late, or can I still buy gold stocks, and which stocks do you think still have room to grow?

Q: Hi 5i
I noticed Chair/CEO Mike L Rose keeps buying more and more and more shares. At today's price (58.45) I think he has ONE BILLION DOLLARS of TOU. Would like your thoughts on why he is so confident on his company. Also, Barry Schwartz indicated it is kind of an AI play as the demand for energy rises. Comments please.
Thanks, Greg

Q: Hello 5i,
Is this a good entry point at this level ? Your thought about this company please.

Thanks

Q: I would like to invest in commodities. Can you please recommend some Canadian and US Commodity ETFs?
Thanks!

Q: Gold has had a very good run in the last year. Going forward do you think other precious metals like Silver and Platinum have more upside or do you think Gold will still keep on performing well? And for Gold is physical gold is better than the mining companies?

Q: Hi,
My 17 year old will be opening a TFSA and has $2400 to invest for her future. There will be no new funds added for some time as she starts University this week. I was thinking either VEQT or a combo of XIC and ZSP. What do you think is the best choice or do you have a better suggestion?
Thanks,
Kerri

Q: Please provide your assessment of this gold stock as an LT investment. Thanks

Q: Thoughts on these please including whether you would add here. Are there others in the same spaces you prefer ? Thank you.

Q: What's your opinion on ESTC Elastic these days for a buy or not?

Thank you.

Q: I am slowly transition my portfolio from individual stocks to ETFs. I am looking for ETFs that will focus on dividend payers (in the US and Cdn markets trading on the TSX) and Hamilton has recently come out with CMVP and SMVP which are purported to provide good income and growth with less volatility. They also have leveraged versions which I am not opposed to as these would be 10year investments.
Would these be good choices or would you recommend other ETFs with similar objectives.

Q: 5i Team, I would appreciate your up to date assessments of Corbridge and Lamb Weston. I have to say that since purchasing a membership many years ago my retirement income has been significantly enhanced. Thanks to your experience and investing wisdom the stress level is way down! Thank you.

Q: What are your thoughts on HBM in the short to medium term. I have decent upside on this stock (bought back in 1st Q 2020 in my TFSA) and have been thinking about trimming my position to allow for funding of new buy(s)

Q: Can you recommend five CAD-denominated, growth-oriented ETF’s trading on the TSX for a three-year hold? This could include sector-specific (eg cybersecurity, AI, dividend-growth, etc), theme-based (eg momentum) and/or general/broad index suggestions (eg TSX, S&P500, NASDAQ100, etc). Thanks.

Q: Deferent businesses but which would have a safer dividend and growth going forward ? Thank You.

Q: Hello, I learned recently that Bill Ackman has a position in QSR. If so, can you confirm how much of QSR he owns and when he acquired this position. Could we see this go the way of CP Rail previously where he pushed for changes and the stock appreciated significantly. Also, what are your thoughts on this company. Do you feel it is undervalued currently and will eventually reward those patient investors who buy now and hold for a longer duration? Debt seems somewhat high and should this be a concern? Thanks for the great service that you provide.

Q: I bought a large amount of PSI because it’s listed in a 5i model. I don’t follow Canadian markets, so I buy 5i-recommended Canadian businesses without much checking. PSI shares have only sunk in value. Why is PSI in your model (other than for dividend) ? Is it worth holding ? Is it an attractive takeover target ?

My question (admittedly a leading question from one who is weary of these losses in tax-deferred accounts): is it not better to shoot this thing and be done with it? You are still holding PSI which makes me think I must be wrong. Am I ?

Is PSI's *business model* viable, really sustainable ?

Sometimes a business I hold does nothing for long periods and just sits idle, or still. Then, suddenly it jumps like a rabbit, and the share price jumps and away we go. A forced metaphor perhaps but intended to to illustrate the sell-indecision. BNS is an example of such ‘rabbit’ — but it’s only after years that I am finally now breaking even, showing a small loss. The long wait is often not worth the opportunity costs.
I am baffled why PSI is favored at 5i.
:ao:

Q: Hello,

Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?

Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.

Thank you

Q: I am considering selling my nvda and using funds to add to my google . Would you consider this to be a good move in light of the recent court ruling re Chrome.?

Cheers Doug

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service