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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: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!
Read Answer Asked by Stefan on May 16, 2025
Q: BCE has given up much of its post-dividend-cut rally - not to say that the cut was a bad idea, and maybe there's a support level lurking somewhere here. At the same time, I find myself wondering just what BCE's value proposition could be, now, to make it more attractive than T (or, for that matter, BNS or PPL, which offer similar yields)? Put another way: if investors have no reason to buy BCE other than income, and if declining interest rates are the only meaningful catalyst for share price appreciation, then, post-cut, isn't it at least as likely that it will continue to decline?
Read Answer Asked by John on May 16, 2025
Q: Good Afternoon Team 5i,

Are you watching the US30Y? I’ve heard that the Trump administration blinked on tariffs initially when it hit 5%, (and the bond market is the more important market to watch this presidency.) Thus, if the US30Y gets up to 5% again this is something to keep an eye on and watch how the market reacts.

Do you feel this narrative potentially holds some truth? If so, would you please explain why the administration would want to keep the US30Y below 5% please?

Thank you.
Read Answer Asked by Sandra on May 16, 2025
Q: Given that the US$ has fallen lately and Trump would like it to fall further in value against other currencies, would you consider it wise to take some US$ profits off the table?

Thank you,
Mike
Read Answer Asked by Michael on May 16, 2025
Q: Hi Peter and 5i Team,

Can you recommend a few ETFs that are focused on 20+ Treasury bonds, and also one that is focused on 7-10 year Treasury bonds?

Thanks for all the work that you do.
Read Answer Asked by Marvin on May 16, 2025
Q: I have some USD to invest in my usd TFSA . how do I go about ensuring I maximize my TFSA without going over my allowable amount in canadian dollars acording to CRA
Read Answer Asked by Dave on May 16, 2025
Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.
Read Answer Asked by Pat on May 16, 2025
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