Investment Q&A

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Q: Hello 5i,

Trumponomics is laying waste to "green" energy. Can you list 5 stocks in Canada and 5 stocks in the USA that would be most affected? Is it worth hanging onto a small position of BEPC after the news? We have a small loss at this time.

Thank you
D&J

Q: Why has rogers stock price increased lately

Q: Hello
WCN is taking a big hit today
holding it for a long term growth
should I add, hold or sell?
any equivalent companies that you recommend in the same field
of better choices
thanks
Michael

Q: Wcn has been weak this year.Any thoughts on this name?

Q: Any specific reason for the rise in WELL today?

Q: Received a notice regarding TD Mutual funds class action on trailing commissions paid to discount brokers.
Is this worth pursuing?
Thanks

Richard

Q: Can I have your opinion on this companies earnings and growth potential both in the short and long term? Do you think they are a target to be acquired? Thank you

Q: Yahoo Finance gives 52 as HOOD's trailing PE, and 66 as its forware PE. Is this accurate?
Thanks.

Q: The ETF symbol QDVO is only a few months old. It is run by the same 5-person team that manages DIVO. The team is headed by Kevin Simpson who also head-manages the ETF symbol DIVO . DIVO has done well for my portfolio (if one includes distributions) and this prompted me to look into QDVO.

DIVO leans more toward value and dividend stability, whereas QDVO brings a growth tilt to the same income-generating playbook. I was looking to blend upside potential with steady cash flow and wondered if QDVO might be a compelling enough complement to the already held DIVO. Both ETFs are for RSPs. I would welcome criticism, critical comments, thoughts, and insight. (Perhaps I am making too much of who runs ETFs?).

Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.

Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?

Thanks

Q: What's going on with Rogers? I know about today's sale, but even before that it was up well beyond the other telcoms over the last couple of months (20%). Was it just advance word of the sale leaking out?

Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.

Q: What is YOUR most recent personal BUY and SELL? Reason for both.

#1 on YOUR personal Watchlist and a reason.

Thank you so much

Q: Hi, what is your preference in order of these ETFs UMAX, ZWU, ZWC or is there other covered calls that you prefer. Please place in preference order. Also in which account type would each be best suited for including your picks.
Thank you

Q: Thoughts on Quorum Information Technologies Inc? It's been a while since the last question, and it has come down to 75 cents.

Q: The press release does not say what Kraken intends to do with what looks like a significant addition to their funds. Do you know and what might be the expected share price response?

Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!

Q: Hello 5i,

We have a bit of a conundrum on our fixed low-risk investments for our RRSP’s. We have laddered GIC’s (@5%-5.4%) that expire each year to cover costs + we sell some USD fixed income for vacations. We are running dry on GIC’s and our fixed income (BIL) may have rates reduced. We need to replenish Canadian and USD fixed income as those investments are our safety net in case everything goes for a crap for 1-2 years.

Our standard decision in a lower rate environment is to purchase stocks or ETF’s with decent yields but the market is very high, 5-10 year Treasuries seem to be risky now due to Trumponomics, and our time-line is always short for that strategy.

Our goal is to have a 5% increase per year (thru yield or ETF or stock increase). Do you have a few suggestions?

Thank you
D&J

Q: Its valuation certainly calls for a buy and its forward PE. Do you still view this stock as a slow long term compounder in this field?

Is there anything I’m missing or could be a risk?
Any additional insight on this company or a preferred leader in its sector would be great.

Thank you.