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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: Realizing it is a theoretical exercise, should we enter a further pull back in the energy sector which companies are more in play and susceptible to take over bids?
Read Answer Asked by Art on August 11, 2025
Q: In terms of total return which are the 3 best Canadian ENHANCED YIELD ETF'S over the last 5 years?

Thanks, Hugh
Read Answer Asked by Hugh on August 11, 2025
Q: Hello,

For bond (in CAD) exposure and relatively safe income exposure: is owning both BMO Money Market Fund (ZMMK) and Purpose Global Bond EFT a way to go? Or do you prefer one over the other? Or other alternatives?

Thanks

Dave
Read Answer Asked by David on August 11, 2025
Q: Would you be comfortable starting new position in these companies while these are at all time high?

Thanks
Read Answer Asked by Gurdeep on August 11, 2025
Q: Hello 5i, Could you provide your analysis of these 4 companies also as they are all up would it be buy sell or hold
Read Answer Asked by Michael on August 11, 2025
Q: I am looking to put a portfolio of ETF's together to provide exposure to the total US market as well as some limited International exposure. I would like some FX protection hence the inclusion of some hedged ETF's.

For the US segment - I came up with the following holdings
VOO - 50%
ZAA - 20%
ZMID.F - 10%
VIOO - 10%
VIG - 10%

For the International Segment - I am looking at ZDM

Do the ETF choices and mix look reasonable to you - any other suggestions.
Thanks
Read Answer Asked by Gary on August 11, 2025
Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad
Read Answer Asked by Bradley on August 11, 2025
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