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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: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Read Answer Asked by Rob on March 11, 2025
Q: With respect to Canadian or US mortgage ETF, what 2 ETFs would you suggest I investigate more or are there 2 large cap stocks in Cda and US?.....Thanks for the assistance.....Tom
Read Answer Asked by Tom on March 11, 2025
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
Read Answer Asked by Kim on March 11, 2025
Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?
Read Answer Asked by Liam on March 11, 2025
Q: Hello. David Rosenberg’s latest per a Globe article today:

“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”

Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?

Thanks!
Read Answer Asked by Robert on March 11, 2025
Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.
Read Answer Asked by Ahmed on March 11, 2025
Q: I have a good selection of dividend stocks, paying 3-7%. Expecting the volatility in the Markets to continue for some time, is it better to opt out of the DRIPs, and let cash accumulate, or keep them on, to average out share purchase prices,
My thought is, if I cancel the DRIPs, I will accumulate cash that I can use to initiate a position 6 months or a year from now, in a stock that isn't even on my radar today, or buy a larger amount of one or two of the existing stocks that might be unfairly beaten down. I would set Buy Alerts on each stock, and reevaluate anytime an Alert is triggered. Thank you for your advice.

Grant
Read Answer Asked by Grant on March 10, 2025
Q: Would you be putting new money into the markets today.
Read Answer Asked by George on March 10, 2025
Q: Dear 5i
Just a clarification question . If i was to buy either of the above two ETF's via the TSX , i'm assuming they would be bought with Canadian dollars .
When i go to place the order it expresses the purchase in US dollars .
Please clarify .
Thanks
Bill C
Read Answer Asked by Bill on March 10, 2025
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