Investment Q&A

Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."

(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.

Q: Could you please provide your current thoughts on taking a position in this company. Technically, it seems to have bottomed after a long steady decline. The recent CPKC announcement is encouraging. How is their balance sheet.
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!

Q: Do you know if there is a consumer staple etf that trades on the TSX?

Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.

Q: Which of these do you think is a better long term hold considering growth and volatility today?

Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.

Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...

- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...

- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...

- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?

Thanks,
M

Q: The total portfolio holds both AVGO (2.88% of total portfolio) and NVDA (3.20%) and both are in the sub-industry of "semiconductors". AVGO is considered to be analog semiconductor devices and MVDA is considered to be marketing graphic mobile processes. My question is are these two stocks substantially different that both should be held or not? Also what is the maximum weight to be held for AVGO?
.....Many thanks for your insights.....Tom

Q: I am considering increasing my half position to a full one for BEP.UN. Could you comment on this company given it's decline. I would like to know its payout ratio (based on cash flow, of course) and if you consider it a buy/sell/hold at the moment. Also, do you see any potential headwinds for it in the future?
Any insights are appreciated!
Thanks!
Paul

Q: Hotel REITs. Are there any either US or Canada or exNA that you would consider investable for a balanced non-reg account?

Q: Greetings 5i,

Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?

Cheers!

Q: In light of the announcement by China that it will not sell its rare earth minerals to the US, what in your estimation will this do to Neo's revenues, ie. how much will they increase to and where could its share price escalate to as well?

Thank you

Q: Thoughts on these insurers. Buy, sell or hold and why. Thank you!

Q: Everyone, do you glean anything from premarket stock prices? Clayton

Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L

Q: Hi Peter and 5i Team,

Can you recommend a book to give as a gift for investing/financial literacy that would be suitable for a high schooler?

Thanks for all the great advice that you offer and wishing you all a Merry Christmas and a wonderful holiday season.

Q: Barry Ritholtz: Some investors have big, concentrated equity positions that have accrued big gains. Maybe it’s due to employee stock option plans. Perhaps they have some founder stock from a startup. Maybe there was an IPO or a takeover.

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. The challenge for investors is how can they diversify when selling shares leads to owing big capital gains? What’s an investor to do?

I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes.

To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. The fund runs 15 ETFs and manages nearly 3 billion in assets. Their new ETF is coming out in December 2024: The Cambria TaxAware ETF – symbol TAX – is a solution to address just these challenges of concentrated positions.

The above quote is intriguing. If I understand it correctly It will allow a tax deferred diversification from a single holding with large capital gains. It hardly seems possible. If I read this correctly, will this etf be available for Canadians? How do you view it?
Thanks

Q: GLXY trades on the TSX yet is headquartered in NY, how does that work?
I sold half my bitcoin position and plan to replace with GLXY at some point, what would you consider a good entry point/price?

Q: With the runup in bitcoin to $100K, do you think there's more potential in etherium and if so, what would be the best ways to play it?

thnx in advance
Dave

Q: In my RRif I own Key & PPl, high yielding stocks to help cover forced withdrawals.
They declined on Friday despite a drop in bond yields.
So you think the decline was due to a drop in Wti?
Trump intends to increase tariffs which could result in higher interest rates due to inflation and his energy policy could lead to lower oil prices.
As a result of the above should I reduce key & Ppl & invest the proceeds into companies that will benefit from higher interest rates such as Mfc & Slf