skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!
Read Answer Asked by Christine on January 18, 2026
Q: What would be your top 3 choices if you were buying Canadian ETF’s that hold USA tech companies including those with an AI focus?
Read Answer Asked by Valter on January 18, 2026
Q: I am looking for 6 undervalued stocks in the Canadian market. What would be as your top 5 picks in order of upside potential. I am interested in some of them to have dividends.
Read Answer Asked by Dick on January 18, 2026
Q: I have an incorporated business investment account. There will be no new money coming in and I will not need the money for five to ten years. Currently, I have roughly 5% in each of CSU, SVI, WSP, MELI, and TSLA, and 10% in ZSP. The remainder is split between EIT and FIE, whose distributions are primarily capital gains and eligible dividends. Would you have some suggestions on how to tweak the portfolio? Thanks.
Read Answer Asked by Kim on January 18, 2026
Q: Today I received an email called Chart Attack.

Of course I've recieved them before but never made good use of them

I'm sure a lot of work has gone into it by 5i and was just wondering how would you suggest your subscribers use these to influence/improve their investment decisions.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 18, 2026
Q: My daughter is starting her TFSA. I have suggested a couch potato strategy to start - can you recommend a good all in one ETF that rebalances and any suggestions for 1-2 buy and hold Canadian stocks if she wants to try that out too.
Read Answer Asked by Graham on January 18, 2026
Q: I am a big fan of Anduril, their mission and their CEO. The company will probably IPO in 2026. I would like to become a shareholder, but not at any price. Perhaps it starts trading up big on the IPO. What strategies would you suggest to establish a position while protecting myself from overpaying.

Thanks
Read Answer Asked by Joel on January 18, 2026
Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?
Read Answer Asked by mark on January 18, 2026
Q: It's almost too good to be true. I have owned HMX for 2.5 months and have a 5.82% share price gain on top of the monthly paid12% (annual) dividend. I understand that the underlying sector - financials - has been on a hot roll. Let's assume that banks were suddenly flat. How would that impact the share price performance and their ability to sustain the lofty dividend? i.e. can this potentially be a long term hold or am I just riding a wave?

Secondly how do you feel about the two sister ETFs HDIV and UMAX?

Thank you
Read Answer Asked by Kim on January 18, 2026
Q: I have a very large position in the 5 big Canadian Banks. How can I hedge my position in the event of a decline this year (and longer). Thanks.
Read Answer Asked by Murray on January 18, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!