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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: I am interested in 3 growth ETFs....70 to 80% equities. A second question..what do think about investing some allocation in the military sector. If yes could you suggest 3 top stock picks and 2 etfs ( if available) Thank you




Read Answer Asked by Dick on July 15, 2025
Q: Over the very long term, say 50 years or 100 years, longer if you know, what is the average return on the US and Canadian stock market including dividends? Say for the S&P 500 and the TSX Index. How have more recent returns, say over the last 10 or 20 years, compared to the very long term average? Do you expect the long term average to be a reasonable expectation for the next several decades or are there market forces at work that would tend to increase or decrease those expectations? I understand the last question requires a bit of guesswork.
Read Answer Asked by Dan on July 15, 2025
Q: Previously had 3 U.S. ETFS for U.S. healthcare but haven't been happy about these.
Could you please suggest 3 or 4 U.S. healthcare companies that might work out for a 5 yr+ return. Please put in order of ratings and advise why you like them.
THank you
Margaret
Read Answer Asked by Margaret on July 15, 2025
Q: Good morning

What is ATD's average Historical P/E ratio, say for the past 5 or 10 years?

What is the High and Low Historical P/E ratio, the range, during that time period?

Dividing ATD's current stock price of $69 by their reported net income per share of $2.72 yields a Historical P/E ratio of 25.4.

Am I doing what seems like a simple calculation correctly?

I ask because I am seeing a Future P/E ratio for ATD in the financial press of 17.3, which implies a large increase in net income compared with their last fiscal year, a decline in stock price, or some combination of the two,

How should one interpret this dramatic change in Future vs Historical P/E for ATD?

And finally, what is 5i's view on how expensive ATD's price is currently, compared with past history? Does 5i support accumulating ATD shares at this point?

Thank you.

Edward

Read Answer Asked by Edward on July 15, 2025
Q: Hi there, I asked a question about this etf and you responded with a link to a previously asked question but that precious question isn’t about the etf I was referring to. Thanks!
Read Answer Asked by Michael on July 15, 2025
Q: I have a low cost base on MSTR and it has become wildly outsized as a position in my portfolio. I want to maintain significant exposure to BTC and crypto more generally but diversify this exposure to maintain my exposure levels while reducing the company specific risks that I currently have. To keep this outside of being direct investing advice, if you were to start a small crypto portfolio using $10,000 and wanted MSTR to be a part of it, what else would you buy and in what position size to enjoy diversified crypto exposure? Note, it doesn't have to be all directly tied to BTC if you think ETH or SOL deserve attention.

Thanks!
Read Answer Asked by Tim on July 15, 2025
Q: Dear Peter et al:

The earnings season is about to begin! VRT on 23/07 and NBIS on 31/07. I know you don't like to buy something purely based on one quarter's earnings. But if one needs to add to an existing VRT position, is it prudent to wait or add now? I have no position in NBIS. Should one buy now or wait till the earnings or out? The main reason I am asking is NOT to time the market but to avoid that free fall that sometimes these earnings bring on! Seem to be more unpredictable nowadays than ever before!
Read Answer Asked by Savalai on July 15, 2025
Q: We're taking some profits from my wife's position in TVK, and I'm looking to establish a new position for her.

For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.

This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.

And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.

Pete, Calgary.
Read Answer Asked by Peter on July 15, 2025
Q: Hi 5i,

I am Canadian and holding the above stocks. I am so upset that brk.b not do well these days, because I am holding 2/3. 1/3 are holding the rest including RY, TRI, CNR, CP, ENB, DOL. would you please comment above stocks. I am not an aggressive person but look for re-balance to get better sleep.

Many thanks.
Read Answer Asked by kwokwai on July 15, 2025
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