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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: May I please have your top two emerging market ETFs?
With appreciation,
Ed
Read Answer Asked by Ed on August 27, 2024
Q: FCTE is a Warren Pies portfolio managed July 2024 inception ETF with an active strategy holding 21 large caps. The MER is .85%. It has had a good start for its limited existence. Mr Pies seems like a deep thinker. Could you opine on the published holdings and any other thoughts you can share regarding the manager, his history and the strategy. Obviously too new for a strong recommendation but your preliminary sense on this one would be great to have. Thank you.
Read Answer Asked by Ken on August 27, 2024
Q: Hi,
To Arnold's question on SMCI, "some people" seem to have known about Hindenburg's report on SMCI's accounting irregularities! That explains the drop? This coupled with CAVA's meteoric rise and sudden sell of makes one wonder if the system is "rigged"!!

https://hindenburgresearch.com/smci/
Read Answer Asked by Savalai on August 27, 2024
Q: I would be interested in reading 5i's new "Free-AI-Report". Can't find it. Would you please send me a link? Many thanks.
Read Answer Asked by David on August 27, 2024
Q: Hi 5i,
Could you compare CVX and XOM ? Which one would you prefer at the moment ? Thank you
Read Answer Asked by Denise on August 27, 2024
Q: Hi, Small/Mid Cap sector is performing really well and most of 5i portfolio constituents have seen a remarkable recovery over past few weeks. However, this one continues to languish, with no momentum in sight. What's causing investors to be so negative on the company, despite solid results and swelling order book ? Is there anything, in your view, which could change the market sentiment ?

Thank You

Thank You
Read Answer Asked by rajeev on August 27, 2024
Q: Can you pls recommend a hedged fund following the US S&P 500 but with low / no high tech content. Something like TPU.TO but without tech? looking for 10% return over first year including both yield and capital appreciation. Tx.
Read Answer Asked by Ron on August 27, 2024
Q: Hello 5i, I've held FNV at 2% weight for the past 6 years as a hedge and precious metal/materials component. It's total return is close to 8%. Shares are in a non-registered account so modest cap gain if I sell. My question is should I hold or sell for WPM , AEM or GFI. All three have materially outperformed FNV past 5 years. Based on your outlook, does it make any sense to trade FNV for WPM or others or just hold in the anticipation of FNV sorting out their issues in Panama, etc? Thanks for all you do.
Read Answer Asked by Maury on August 27, 2024
Q: You've stated that "We do not think conditions are in place for giant problems, and would be fine staying mostly fully invested."

Historically, every time we have an inverted yield curve paired with a flattening fed funds rate, the market has suffered steep declines when the fed cuts and the yield curve normalizes.

Given that these conditions are currently in place, why do you think a more cautious approach is not warranted?
Read Answer Asked by Adam on August 27, 2024
Q: Good morning,

Could you pleas offer your opinion on purchase of Atlas Energy.

Thank you
Brad
Read Answer Asked by Brad on August 27, 2024
Q: Hi Everyone at 5i!
I have a 27 year old nephew who would like to open a TFSA. He is putting $5000 in to start which he will gradually add to. He is looking for a growth ETF concentrated on the US market. Would VFV suit his needs, or should he consider something else??

Cheers,

Tamara


Read Answer Asked by Tamara on August 27, 2024
Q: In the past few months we have purchased a 3% position in LMN at a cost of 33.73 per share. We are currently content to hold these shares indefinitely. Currently LMN's parent (CSU) has about 20 million shares outstanding while LMN has about 250 million shares. As a sometime sceptic, I wonder if the creation of LMN (and TOP) by CSU is a tool for CSU to raise capital? Appreciate any comments you may have on this. Much thanks.
Cyril
Read Answer Asked by Pat & Cyril on August 27, 2024
Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you
Read Answer Asked by STANLEY on August 27, 2024
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