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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you please recommend 3 hedged CDN ETFs that follow the S&P 500, but with less % ownership of the 7 high tech companies such as owned by: ZUE, XSP, and VSP? I'm looking for 10% profit over one year including both dividends and capital appreciation.
Read Answer Asked by Ron on July 23, 2024
Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?
Read Answer Asked by John on July 23, 2024
Q: Hello Peter,
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
Read Answer Asked by umedali on July 23, 2024
Q: Constellation Software has impressively continued to climb to new 52 week highs. Topicus and Lumine have been pretty stagnant lately. Do you expect some share price action from Topicus and Lumine in the next 6 months?
Read Answer Asked by Todd on July 23, 2024
Q: pleade rank the following list of stocks to sell : SOFI, AFRM, DIS, FROG, CPNG, ALIT, CELH, DKNG. Thanks"
Read Answer Asked by Esther on July 23, 2024
Q: I enjoy reading Howard Marks of Oaktree ; so much common sense dealing with investing.
Do you have favourite authors that you would suggest having themes on investing ?
Thanks . Derek
Read Answer Asked by Derek on July 23, 2024
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
Read Answer Asked by Petra on July 23, 2024
Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Read Answer Asked by Dave on July 23, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: I was doing a high level look at my portfolio in terms of recent vs 3, 5, and 10 yr CAGR and saw what I expected from stellar performers like CSU, TRI, WSP, IFC and DSG. What surprised me was seemingly declining longer term performance (ie pre-dating interest rate changes) from FTS, QSR, GIB.A, and EIF. The balance of the portfolio is holding it’s own or is cyclical or I can see a path to renewed growth/performance. Are the four named really lagging or am I looking at the wrong metrics? If you agree they might be considered to be faltering versus past performance can you suggest “growthier” replacements without going too far out the risk scale? Thank you.
Read Answer Asked by Stephen R. on July 23, 2024
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
Read Answer Asked by Kim on July 23, 2024
Q: Is there an ex-Canada ETF "acceptable to 5i Research" similar to VXC, but perhaps a bit less U.S. exposure. I already have IQLT, so I don't need an ETF that is necessarily ex-North America.
Read Answer Asked by James on July 23, 2024
Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.
Read Answer Asked by Robert on July 23, 2024
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