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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: Can you please recommend 5 US or Japanese ETFs that will have a revenue of about 10% or more annually, including dividends and capital appreciation, for a conservative investor?
Read Answer Asked by Ron on May 24, 2024
Q: Need to increase U.S. and Internation equity exposures in my RRSP. Current exposures are mainly from VBAL (25% weight of RRSP) and a small position in XLU, ZWU and XGD. I am considering adding SPY for U.S. equities. What do you think about this option, and what would be a good entry point? Also, what would be a good addition to increase international equity (ETF or stocks)? Knowing that you cannot provide personal answers I appreciate very much your comments. Much Thanks
Read Answer Asked by Hali on May 24, 2024
Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.
Read Answer Asked by Scott on May 24, 2024
Q: Follow up question regarding CDR NVDA.

(Answer: NVDA shares represented in its CDRs so they are not split in the same way. )

Currently it shows 0.06903387shares on CIBC website for each NVDA share. Is that means this will go up by 10.(0.06903387 * 10) if they don’t split CDR shares.

Thanks for your great service and support
Read Answer Asked by Hector on May 24, 2024
Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You
Read Answer Asked by rajeev on May 24, 2024
Q: Stop loss question.
Today pre market the etf spmo has a bid of 74.27. Ask 89.90
Last trade yesterday 81.48
If an investor had a stop loss of ,for example 79.50
Would the low bid take out the shares.
Read Answer Asked by Leon on May 24, 2024
Q: What are your views on TD earnings and what lies ahead? Stock performance is very disappointing. How long do you think it will take for TD to surface and start moving upwards. Looking for a view over the next 3 - 12 months or will it take longer than this? I guess I should ask how much lower you think it might go? When should buyers start buying?
Read Answer Asked on May 24, 2024
Q: Hello Peter, Ryan, and the Fab 5i Team:

If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:

ESTC, VRT, NXT, BKNG, TMDX, ASPN.

Thanks very much for your excellent service!

Brad
Read Answer Asked by Bradley on May 24, 2024
Q: I am underwhelmed with my health sector holdings - ABBV and IHI - both of which have been recently underperforming the market. I have held each for several years in a cash account and they are up 20% and 50%, respectively. I would appreciate your go forward recommendation on both, balancing future prospects, tax consequences and alternative (i.e. faster growing) investments in this sector. Hold or sell? And if sell, replace with what? Thank you.
Read Answer Asked by Maureen on May 24, 2024
Q: Greetings again 5i Team,
I recently asked a question concerning the content of four 'Dream' TFSA portfolios. However, I had intended that the four portfolios contain an increasing number of securities (four, six, eight and ten) and not an increasing period for the securities to be held.
Although I found the answer to be informative, can you take another crack at my question with the # of securities as the defining factor.

Thank you again for this terrific service.
SP
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Q: What would your four 'Dream' TFSA portfolios (all Cdn companies) be comprised of today at: four, six, eight and ten securities respectively?

Sector diversification not necessary for my question and they need not be dividend paying securities either.
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Read Answer Asked by Steve on May 24, 2024
Q: June 25th - Inclusion rates go up.
Do you think that there might be some profit taking from now up to that date?
Maybe the number of people making a profit >$250K on selling shares isn't enough to nudge the market.
Cheers
Read Answer Asked by Arzoo on May 24, 2024
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