Investment Q&A

Q: HOOD or SOFI and why? Long term hold!

Q: What is the most attractive uranium stock for growth

Q: PPL is approaching its 52 week low. You have recently commented that there has not been any recent news to explain its decline. Is it time to buy?

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!

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.

Q: I am interested in buying physical silver as a bit of an inflation hedge for the long term. What do think of the future for silver bullion and which source would you recommend in Canada?

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.

Q: Would you please take a look at FTG earnings on July 8 and outlook. Would you recommend a position and an entry price please. Also the same for Ray. Would you prefer one over the other? Thanx.

Q: I am a senior and have been a member of 5I since you started. Between us "we" have been very successful!
I want to give back in the form of an endowment to our local Church to continue providing funds for a couple of local charities that feed and provide to those less fortunate! I will be allocating shares to Canada Helps to provide the seed funds, probably 100-200K.
I know stocks would be very difficult to administer, but ETF's less so. Also, maybe they can only do Mutual Funds.
If mutual funds do you suggest MAWER?
If ETF's and using some of your previous correspondence do you continue to to suggest ZSP, XIC, VIU, and CDZ.
Any help you provide would be greatly appreciated as we meet with the Church Staff.
Warmest Regards Gordo

Q: Hello,

What are your thoughts on having those ETF/MF in ones portfolio with the purpose of generating a stable monthly dividend? Also, I am interested in your thoughts regarding MSTY (US) ETF which appears to pay a dividend of 127.45%. How sustainable is this rate. Looking forward to your thoughts.

Q: With the run of NVDA over the last few year I now have a HUGE position in the stock and need to trim it.
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.

Thanks
Joe

Q: Hi guys,

Your thoughts on "Fusion energy" stocks? Are we still in the first couple of innings and need to wait some more or is it time to start chipping away at a position? Should you think it's time, who would you recommend?
Thanks
Jim

Q: Hello 5i,
largely thanks to you, I have made a fair bit of money over the past few years. Certainly, more than I would have made on my own. Thank you. But, I am thinking that in my mid 70's I should start thinking about preserving it in order to pass it on. I know that stocks are you're forte, but i noticiced that you have been generous enough to give advise on other matters, as well. I will try to make this question not too close to portfolio planning advice and so hope you can advise me. In reviewing literature I notice that people say at this stage in life, we should not be looking out too far. Therefore shortterm bond etf's are best. AGG, which I own, for instance, is discouraged because it goes out to six years and there could be a downturn at just the wrong time. They also mention holding tips, corporate bonds and a GI C ladder. I didn't think that I would need these latter assets. Just bond etf's in US and CDN. I also thought government would be better than corporate, as well, because they would be more secure. Anyway, I hope that at this point in the game you can also dsirect me to the right choices, as you have in the past. Here is a list of assets suggested:

short-term Canadian bonds XSB or VSB Core stable income
Short-term corporates ZCS Slightly higher yield
Laddered GICs (1–5 yrs) GICs from brokerage Guaranteed principal
U.S. short Treasuries VGSH Safe USD diversification
U.S. short TIPS VTIP Inflation hedge
High-interest savings ETF CASH.TO or PSA Liquidity buffer

Q: When talk all started about Trump and tariffs I cashed out of the market and have been sitting on the side lines. I realize the BS is far from over but am thinking on getting back in. What top 5 CAN and top 5 US picks be for a TFSA account. Looking to hold for 3 yrs.

Q: Hello 5i Team,
Looking to add more broad-based U.S. exposure to a non-registered account. With the recent strength of the Canadian loonie to the US dollar, would you recommend buying a Canadian-dollar traded ETF like ZSP, or converting Canadian funds to US dollars and investing in SPY (or something similar)?
Many thanks,
Brian

Q: Good morning. I have a half position in ATD in my RRIF that is the only under performer. I would like to sell it and open a position in gold. I'm not sure whether to buy a producer, a streamer or an ETF. I could add funds and buy 1 full position, or buy 2 of the above categories. Your thoughts and suggestions for tickers would be welcome. Thanks in advance. David

Q: Hello 5i Team,

What are your top 12 more conservative or dividend-generating US stocks to buy in an RRSP for a 3-5 year hold?

Thanks in advance for your always helpful advice!

Q: Hello 5i Team,

What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?

Thanks in advance for your always helpful advice!

Q: Might buy a house, probably won't buy a house. Prices so high, I've been maxout out the FHSA so far and it's mostly in VEQT, bit of PLTR and CRWD which have done well. What other US or CAD stock would you recommend (shorter term BUT will leave it in there longer if market goes down/ ultimately could convert to RRSP) that is underpriced and or could have huge potential upside. Imagining turning the FHSA $40,000 limit into ... ideally a $200,000 down pmt over the next 3-10 years

Q: Which industrials in Canada and US are worth buying at the moment?