Investment Q&A

Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian

Q: Hi 5i Team,
My husband and I are in our RRIF years so we have large injections of withdrawn cash into our investment accounts throughout the year. We also sell stocks from time to time when they reach a target price and end up with more cash. The intention is to reinvest but often deciding what and when to buy means that large sums are sitting idle for long periods. HISAs, GICs and other interest bearing alternatives are generally not worth the effort given how they are taxed.

We would like your recommendations on what to do with these funds while researching and waiting for appropriate investments to surface. I’m thinking index funds and ETFs - things that are taxed efficiently and are liquid.

Have you any specific, short term recommendations? They could be Canadian or US as long as they can be bought and sold easily and quickly.

Thank you for your thoughts!

Q: USA America Gold and Silver VS DSV Silver Corp Discovery .Which of the two would have greater potential growth and long term investment return 3-5 year hold.

Q: Any updated view on Carvana?

Q: Hi There,

PRL down almost 25% from its July high. What is going on here… Investor concern about bad loans? Are there any serious issues you see at the moment?

Thanks!

Q: Please ignore my previous question . I accidentally hit the send button before I had finished editing it .......Here is the same question after editing .......

I've been enjoying the amount of option related dividends going into my account monthly. I call it Taco investing . Trump announces something stupid and then backs off . This creates volatility in the options market creating higher option premiums . What I have ....

GDXY ...... 9% position .

SLVO ...... 3.2% position

HPYT ...... 3.79% position

HYLD ......6.72% position { the lowest yield at 11.2% } May replace wtih SDAY or start a new position .

I'm looking to increase my exposure to " honking big dividends " in the 14% or better category .... My shortlist includes UMAX { 14.83% yield } and ECAT { 22% yield } I realize the higher the yield the higher the risk.....But could 5i give me three names other than the two mentioned above that you think are interesting at 14% or better and three you find interesting above 18% ..... Accompanied by a brief comment on the risks ........ I used the word " interesting " as opposed to " what 5i likes " to reflect the associated risks of high yield investing ......Thanks for your terrific service .....

Q: Please give me your thoughts on this two companies as growth prospects in AI industry? Which one is better than the other?

Thank you very much

Q: Can you suggest 3 mechanisms to "park" cash with safe steady income and good tax efficiency?

Q: Since 2021 COW has moved sideways. Do you see any growth in the next 5 years ? What purpose would it perform in a portfolio (growth, income, defence, etc.). As an alternative, can you recommend a few leading companies in the agricultural space at a reasonable entry point, their leadership role and their purpose in a portfolio for the next 5 years.

Q: Which Canadian ETF would you recommend that has crypto currency

Q: Hi, I own RY shares in both Cdn and USD, and see that the USD tends to lag the Cdn by a little. Is that due to conversion, or just the RY stock doesn't have as much momentum in the US? Not a big thing, just curious - and I figured you'd have the answer - as you always do! Thanks!
D

Q: I bought 125 shares 2 weeks ago waiting on the release of Battle Star 6 on October 10th.
To my pleasant surprise the take over was announced last Friday. Would you hold into 2026 for completion or take a little less now and move on?
David

Q: Would you consider all these stocks buyable today?

Q: Hi Guys,
I am unable to have a US Direct Investing account for my kids RESP through RBC. Do you have any thoughts on best institutions (ie. minimal fees, straightforward to use, safe) to transfer and hold RESP funds to - and, of course, to be able to trade in US market?
Thanks so much!

Q: Can I have your top 3 Canadian Growth picks for a long term investment
Thank you

Q: Is this a blue chip company being repriced?
Is this AI disrupting the business case that TRI.ca has enjoyed for many many years?

Q: We definitely bought TRI at the recent high and ever since TRI seems to be falling .5-1% per day. My husband wants to sell and cut our losses. I think TRI must be close to its bottom. Has there been a fundamental change, or has the sentiment change just been over last quarter’s miss? Your thoughts would be appreciated.

Q: Question for the 5i team. Are there any buys that may prove to good holdings in recession. 2 or 3 us and or cdn. Thanks in advance for sage advise!

Q: Hi 5i,

Would appreciate you thoughts on DND's current prospects.

Given all the negative news surrounding the company, does it make sense to continue to hold on to the potential chance that the company will be bought out and taken private?

Otherwise will most likely sell before year end to take advantage of the tax loss.

Appreciate the service as always.

Thanks,

Greg C.

Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.