Investment Q&A

Q: With these two etf's both modeling the S&P 500 and returns since inception appearing to be only .69% apart why do they have such different pricing per unit? I assume both are treat similar in tax treatment?

Thanks

Q: Can I get your opinion on SWIM please. Is it likely to take business from the concrete pools going forward? Is the balance sheet in good shape? Any opinion on management and growth? Is it a good buy in the present price range?

Q: Hoping to get your view on this NA small cap. Stock price seems to have taken a huge hit from its IPO at the height of the pandemic years, and although it began a recovery in the last year or so it’s still nowhere near its IPO. What do you make of this company specifically and the industry it operates (leisure products) specifically. Thx

Q: I notice lots of your answers for why a stock is good is because of "momentum". I guess this isn't a fundamental, so what is it? It seems even if stock A is cheaper and is similar to stock B, you will suggest stock B even if it is more expensive but has momentum.

Q: Hello, I have been thinking about initiating a long-term position (6-10yrs) in Costco for a while now.

My long-held view of the US dollar remaining strong and stable has changed; I have resolved to continue holding my US dollar securities through whatever this is but not buy more US currency at this time.

The issue is whether to initiate a new position in:
1)COST using existing $US or
2)the Costco CDR in Canadian $

Which option, in your opinion, represents the best risk-adjusted return over the next:
A)6-10 years?
B)1-5 years?

Does your response for A) change for beyond 10 years?

I know there are way too many variables here for any ‘correct’ answers but it is still interesting to have 5i’s perspective.
Thank you. This is an awesome service!
-Trevor

Q: Now that Canada is ratcheting up defense spending, I am looking to invest in this sector. Here are a few aerospace defence companies I know of CAE, Magellan, MDA, Bombardier.
Would any of these stocks have potential for growth.
Would you have any other suggestions.
Thank you.
Rick and Chris Fralick.

Q: Hi 5i
My grandson lives in U.S. and has a recent inheritance. He is asking what ho might invest in for a quite long term hold. I am suggesting a Nasdaq ETF, a S&P ETF and north American banks/financials ETF. What would be your top picks in these categories?

Q: Could you tell me your preference between VFV or ZSP?

Q: What can u tell me about this company? It seems to have a very low P/E but recently has had a bit of a pullback. I am not a holder of it but it has had a steadily rising stock price last 5 years. Would you consider it a good investment and why or why not? Thank you.

Q: There is a lot of rhetoric coming out of Ottawa about going all in to boost the canadian economy with major growth projects, reduce internal trade barriers, and mitigate tariff impact. If this in fact all comes to fruition, do you think this would positively affect canadian ETF values and would this be a good time to buy into those? VDY for example.

Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.

Q: This is a general question to try and clarify many of your answers. Often when someone asks an opinion between to similar stocks the response comes down to both for diversification. I totally agree with diversification, however you also often comment that more than 20-30 positions is not necessary or manageable. I have struggled trying to have a balanced portfolio, including some income as well as growth and including all sectors. It doesn't seem possible. But your answers do make me consider other possibilities.

Thanks, Lyle

Q: What are thoughts on Collateralized Loan Obligation ETF's? Is ZAAA a good one, or are there better ones?

Q: Could you give me a brief overview of of CLO etfs,(e.g. BAAA) and their safety compared to short term funds such as ZST

Q: Dear Peter et al:

I understand that JPM won a case against regulators and got their SCB-Stress Capital Buffer reduced from 3.3% to 2.5%. Apparently this frees up 18 B from their reserves and they can invest it wherever they want. I understand that they have announced a share buy back (50 B) AND a dividend hike! (1.50$: 7% increase over the last time).

1. Is this true? If so, is JPM a buy over other banks/Financials? Especially BRK.B?
2. If you don't fancy JPM or BRK.B (you don't like their cash position is what I see in you previous answers), which other large financial would be your pick?

Many thanks.

Q: I have been wanting to start a position in Dollarama, and it just seems to keep going up. With the TSX at an all-time high, would you start a position here? If not at what price is a good entry point?

Q: Peter and His Wonder Team
When you look at geopolitics, international tariffs and the companies strength do you think it is a buy at this level? If not what is it's biggest risk? Thanks for your professional opinion.

Q: Hello 5i Could you comment on Gatekeeper as a company to invest in and why the recent spike in the share price

Q: H&R Real Estate Investment Trust is reviewing potential takeover offers. Any idea on what a reasonable take over price would be based on the current market and their assets?. Please provide a range. Thanks.

Q: I respect this ETF is very new but what are your thoughts overall for a retiree seeking income (seeking income vehicles with limited chances of capital depreciation )?