Investment Q&A

Q: hi
I’m trying to build a simple ETF portfolio with TSX & S&P500 exposure so that’s it’s easy to add during dips.
For the S&P500 i’m thinking XSP.
Not sure what to do about the TSX. Undecided on XIU, XEI or XDIV. I realize the composition of each is different. Energy, Financials, Utilities etc. What would you do?
Thanks

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Nasdaq: if you had to predict (not going to hold you to this) whether the Nasdaq hits $1750 or $1575 next, which number would you be more confident in?

Q: To calculate a companies payout ratio what company numbers found on the market data page should I use? Thanks … Cal

Q: Hello 5i Team
I hold these three stock Zdc , png and E in my
RIF account that are about 1.2 % total. With this uncertain market and potential recession would you recommend to sell them for a more defensive stocks.Do they have good potential to recover? I am down on all of them .
Thanks

Q: TOI has outpaced the market by a wide margin this year.

I currently have less than a 2% holding accross all of my ports.

1) Why is performing so well, just so i fully understand.

2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?

Thanks


Sheldon

Q: Do you have any thoughts on buying foreign currency at this time? Euro, Swiss Franks in particular

Q: As a follow-up to my previous question on gold, what do you and other analysts believe is the upper potential price wise (now at $3,200)?

Q: To clarify on David's earlier food service question, as I'm looking at these too, and don't hold any currently. You would go with AW first since it's also in the Income Portfolio, before adding to others, Boston Pizza being the best of the rest? Is there any need/reason to hold more than A&W?

Q: Hello Team,
With LNG export a much more acceptable business in the US, would you recommend EXE. US ahead of TOU or ARX in Canada.
Thank You,
Barry

Q: This site advertises 6.25% for a 1-yr GIC of CAD50K, an 8% Government of Canada Bond for 1 year. Are these correct?
Thanks kindly for you very useful services.

https://www.canadaratemarket.ca/best-gic-rates/?gad_source=1&gclid=CjwKCAjw5PK_BhBBEiwAL7GTPX1PKe6fml_9cRv1hXOIJlh96YsGPKm7cDa3egUZBfrV93rJ7tWnVxoCoGUQAvD_BwE

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: I'm down 34% in my cash account. Do you have feel selling and picking up a proxy for 30 days makes sense? If so, can you suggest one?

Q: I am holding a substantial amount of US funds. With people getting out of US stock market and the downward trend of the American dollar, I would like to know your recommendations. Should I buy Canadian stocks, Canadian Cash ETFs or leave the funds in the US until the tariffs are settled?

Q: Retired investor can wait, not ready to leave risk assets.

My current allocation is 9% International markets, 38% US, 27% Can and 27% Cash and bonds.
Would like to start dipping some Emerging markets. For long term hold, how would you proceed and in what % in can$ ?
I just sent a question regarding ZEM, actually if we need to reduce the US allocation than us$ can be used to buy EM. Please make the necessary correction to the previous question if need be.

Thank again.
Yves

Thank you
Yves

Q: Dear 5i, If one were interested in investing in Japan using a TFSA for a long term hold. Which would you prefer between FLJP or EWJV ETF on the US exchange? FLJP has approx. 500 holdings and EWJV has a value tilt. with approx. 100 holdings. EWJV's 100 holdings are a subset of FLJP's holdings.

Q: This small mine on Northern Vancouver Island is humming along lately and I would appreciate your analysis with a buy sell or hold with reasons please?
Thanx as usual
Gary

Q: Could I get your opinion on Freehold Royalties? Is the dividend safe?

Thank You

Q: You mentioned that Cls as high risk ,would you consider Hammond at the same level? And if not for tax loss which one is a better hold or what would be a better alternative to swap for Hammond if tax loss is prefered?Tks.Larry

Q: Have a 2% position in TAL and have asked questions on them before. Would appreciate an analysis and would you give me a buy,sell or hold and explanation of why?
Thanx as usual
Gary