Q: Thanks for your reply on my " honking big dividend " question .... Bought one ETF already and GIAX is the next one I am considering ..... I like the idea of a global ETF ..... { Getting away from the U.S. } .....However looking at their website I'm having a little difficulty deciphering just what they consist of and just how " Global " they are ...... Could you break down just exactly what I am considering buying into it's components { It looks like there is some U.S. in there as well } ..... Specifically what percentage of their portfolio is foreign securities and where they are { Europe , Asia, etc. } ? And what percentage of the fund is credit call spreads ? ..... And if you could explain the meaning of the following statement in simple terms ...... " The Fund will sell credit call spreads on one or more Indices to generate income from the options premiums. The Fund will typically sell Index Call Spreads on U.S. Indices. " .... Thanks for your terrific service ......
Q: This small copper mine in the BC interior has seen some heavy volume and a nice rise recently based on Captain Canada's David Eby's talk of expediated permitting for the mine expansion!
Would love your analysis on this one on the viability of this taking place and is it worth a small bet?
Q: I have been asked by a 23 year old to provide suggestions for when she initiates her FHSA.
I immediately thought of the banks , which I believe is the premium Canadian sector for long term growth, growing dividends , and safety. I would also recommend a more Canadian diversified security (UMAX ) for her next purchase. Of the above banking securities ( all owned between my cash, tax free, and registered accounts ), which would you start with ? Would you be comfortable with UMAX as second pick ( admittedly hasn’t done much but provides diversification into large cap companies and a good distribution yield). I am only interested in Canadian securities at this point. Should I be comfortable with this approach? Any thoughts would be appreciated.
Thanks. Derek .
Any
Q: Given AutoNation’s current valuation, competitive position, and industry outlook, do you think the company is well positioned to deliver strong shareholder returns over the next five years?
AutoNation has been aggressively buying back its own shares — do you think this capital allocation strategy will continue to create value for shareholders over the next five years?
Q: If one wants to invest in the nuclear energy, which seems to have a bright future for the long term, which component stocks will see the most growth in terms of price appreciation. Would it be the builders who build the infrastructure (i.e nuclear plants) or the mineral (Uranium) or the mining companies. Is there any ETF which would encompass all these?
Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!
Q: Hello Peter and team,
What do you think of Sagicor Financial and Aritzia? Also, the banks PE seem to be high in comparison to the past. Do you feel it is time to trim the positions in the index? Appreciated.
Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks
Q: Can you please remind me how to access the portfolio updates via the website? I inadvertently discarded the last email containing the update regarding the new silver stock. Thank you.
Q: What are your thoughts on this small cap stock and their switch in direction to becoming a growth stock with the new management that has been in place for awhile.
Thanks
Matthew
Q: Hello 5i Team,
I have a small 1/4 position in DSV. What are your thoughts on DSV going forward? Should i bring it up to a full position?
Thank you,
Brent
Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.