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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: Good morning. I currently own the above 4 ETFs in the following shares of my portfolio:
ZDI: 9.56%
The combination of ZDY, EQL and EQLI: 15.9%
I have some other US positions while ZDI is currently my only ex North American position.
ZDI has been performing very well YTD with +13% total return (per my purchase cost) while The US EYFs are lower than 0% total returns.
Do you currently see the European momentum building or continuing ? And if so woul it be worth it to flip some of the US ETFs over to ZDI or any other ex-North America ETF ? THank you.
Read Answer Asked by Roger on May 23, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025
Q: Hello 5i,

With the USA facing a Trumponomic meltdown, do see an advantage of purchasing CDR's for US stocks today?

What is the recommended % of a portfolio for Canada, USA, Europe, International, and Emerging markets. It looks like a little more global diversity may temporarily dent impacts from USA rhetoric and threats.

Thank you
D&J
Read Answer Asked by Jerry on May 23, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
Q: I am asking a question about Meren (MER) but perhaps I should still call it Africa Oil since I am not sure when the name change will actually happen. Meren is committed to paying $25 million in dividends per quarter and with the current share count and share price that works out to about an 11 per cent dividend yield. Meren's only producing asset is deep water offshore Nigeria and their other plays are still speculative. Last quarter Meren was able to pay the substantial dividend AND pay down about $160 million in debt. I was impressed but I noticed they received about $5 premium on Brent pricing for their oil (about $79 per barrel as per the average of $74 average for the quoted Brent pricing). How did they get a premium for their oil? Hedging? Superior grade? Luck? Obviously this quarter their selling price is going to be lower but management seems to think they can still pay $25 million in dividends? Are they hedged to protect their selling price? If so, how many quarters are has Meren hedged their oil sales? Meren is an interesting company and the fact that the Lundin family are major investors does give Meren some pedigree in my opinion. What is 5 i's take on Meren/Africa Oil? I guess if one wants a high dividend payor in the oil sector there are lots of choses in Canada, such as cardinal. In your opinion how does Meren stack up against oil companies that produce in Canada?
Read Answer Asked by Paul on May 23, 2025
Q: Where do you see US Treasuries going over the next 6-12 months, given recent weakness due to massive American debt. Is it a reason to exit US assets, including stocks, or do you see the problem resolved somehow? Is it a simple case of the US Treasury Market simply being too big to fail? Welcome your insights. Thanks as usual.
Read Answer Asked by Curtis on May 23, 2025
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
Read Answer Asked by Peter on May 23, 2025