Investment Q&A

Q: Dear 5i team.

Ref. my Q of Nov 4,24 re: Long bonds.
As a followup, at the time, the US 10 yr was 4.3%. It appears to now have broken the 5% mark, and possibly heading higher. I've read in the past to keep an eye on the 10yr bond as a "canary in the coal mine" scenerio.
Can you update your views on this please, with more commentary re: the elasticity of the 10 yr and how this could impact equity/bond markets? Any possible moves DIY investors should be considering as a result of your commentary?

Many thanks for your help understanding this relationship.

Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.

Q: Can I have your thoughts in putting some TFSA money into MKP, for a couple years, thinking it might be a place to invest while the world figures out where things are going. It pays good dividends, and lower interest rates, with increased construction, should provide some stability. Or, please suggest an alternative idea. Thank you

Q: Good morning,
I currently own HXS and HXT in most of my RESP/TFSA/RRIF and NON - REGISTERED accounts.
In completing an annual performance review of my family portfolio, I noticed that the difference in calendar year performance between HXS and HXS.U is quite significant. In fact for 2024 the calendar year performance of HXS was 35.04% while the calendar year performance of the HXS.U was 24.48%.
I assume that most of the difference can be attributed to the difference between the Can $ and US $.

Q1. If one believes that the CDN$ will remain depressed compared to the US$ for the foreseeable future, which version of these Global X ETFs, do you recommend holding in RESP/TFSA/RRIF accounts where taxes are not an issue.

Q2. Which type of accounts (RESP/RRIF/TFSA/Non-Registered) stand to benefit the most from holding these Total Return ETFs and in what order?

Thank you and I'll await your response.

Francesco

Q: Dear 5i team.

Since my Q on SPB 6/24, a few key things have changed.

1) can you discuss the key Corp.changes (cut to divi being the most significant) and possible impact to their balance sheet?

2) Has anything changed with regards to Brookfield ownership?

3) What is your ouotlook for the SP given answers above. Looking at the 1 yr chart, it's gone from 10 to 6 so a 50% fib. retracement implies a move back to 8. (That's my back of the napkin assesment.)

I'd like to bring this to a full position, but wanted your commentry first.

Many thanks for your help.

Q: We have ~$8000 in cash in a TFSA currently holding 5 securities (ATD, BCE, CP, GOOG, TECKa; [the portfolio is otherwise well-diversified with ~20 other securities held within RSP/non-registered accounts]), and would like to add to one or two of the positions. Which one or two would you recommend to add to these existing holdings (position size is not an issue), and why?
Ted

Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks

Q: Hi team,
What’s your current thoughts on Vhi? Valuation wise it currently seems pricey . But , the company recently completed a big offering at near today’s price. So, investors seem to want to pay up for the name. Recently Jason Donville named it as a top pick , with him spouting that it should be a $20 stock in a year. Is this realistic ? I remember when Donville was a small cap god on BNN 10 years ago; at one time he had a good reputation it seemed as a stock picker . He also mentioned that it is the next dsg. Big shoes to full. I guess question is does vhi really have the potential to change the healthcare software sector radically in the next few years ? Does it hold a product ahead of any competition? Is this a name that could be a huge winner in the long run ? I hold a smaller position currently. Wondering if it’s worth a shot adding to the band long term at this level ?

Thanks ,
Shane

Q: Are there good reasons to expect PHD or, for that matter, floating rate ETFs, in general, will have a better future 5-10 years than their past record would indicate?

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: Could you please share your thoughts about Paladin as an investment to take advantage of uranium’s uptrend.

I’m a long time Fission shareholder wondering whether to hold on or invest elsewhere.

Thank you.

Marc.

Q: I am looking for an Emerging Markets ex-China ETF that has a lower weighting of TSM than what I've found in AVXC (currently at about 9%). Is there a suitable option that exists?

Q: I am curious what you think about Centrus (LEU) I believe the only US company capable of enriching uranium while supply from Russia is suspended. The company's history appears dubious.

Peter

Q: Would this be a good time to start buying medium- to long-term bonds? If so, what bond categories and durations would be optimal? My intention is to hold whatever instrument I buy to its maturity.
Robert

Q: What is the best way to invest in natural gas?

Q: Hi Peter…Would you buy more GOT now? They seem to be posting excellent grades today. My weighting is 1/2 of 1%. Still maybe I should just let the stock ride. Gold is just so hard to call. Any thoughts you have would be appreciated.
Jim

Q: Your thoughts on big drop today? Buying opportunity?

Q: What are your current thoughts on Melcor Developments for adding to a TFSA? It has been a while since a question was asked.

Q: I know that you had previously listed West Fraser Timber as one of the stocks that could be harmed by the tariffs. It has decreased over $10 in the past month or so. Do you think it is now pricing in the tariffs or not? Also, do they not have operations in the US? How does that factor into this question?

Q: Hi there!

What’s your view of the Copper market for 2025 and, what would be 3 of your best companies to own?

Thanks!