Investment Q&A

Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.

Q: Hello 5i
Could I have your assessment of Deckers Outdoor please?
Thank you
Dave

Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......

Q: Do you think ONL become interesting now and can be start a position? Its high dividend seems very attractive. Thanks.

Q: Hi,
I’m trying to help my friend organize her investments. She has minimal understanding of investments securities and had to move her pension to LIRA and RRSP 15 years and told Canada Life mutual funds that she was conservative profile. Fast forward 15 years her mutual funds have made her minimal money with back ended fees. The funds range in MERS from 1.6% to 2.5%. In looking at her holdings the portfolio make up is approximately
Fixed income - 22%, Balanced income %11, Cnd equity 62%, resources/specialty -2%. Retirement is still 10-15 years away. (Her husband has a pension)What ETF’s would match this asset mix to help get her started independently and move away from the high fees? I was thinking VBAL … But it is conservative. Any suggestions would be great to provide choice on where to invest her money. Please take as many credits as you want.
Thanks so much!
Kerri

Q: I have just sold all our shares in SPB:CA despite the high dividend. It has been languishing for too long and I'm sure there is a better investment somewhere in the energy industry.
It was our only stock in the energy industry and we should replace like for like.
What are your best suggestions for the next 3-5 years for total ROI in a RIF?

Q: I‘m a happy shareholder of BBD since 2022. I took profit from time to time including early May’24.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.

Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Q: Hi 5i,
I have owned Verizon for some time. Although the dividend has been solid and I am up over purchase I'm wondering if you think there might be another better alternative at this time? My Cdn. content is at suggested levels so maybe a US or International option.? Whatever you think.
Thanks again,
Ralph

Q: Hi, Is there a site giving the actual yield of all the HISA ETF’s? The distributions are already decreasing. I guess they are pretty similar, but they change monthly. PS: I do not think the dividend/yield on 5iResearch MarketData are up-to-date. Thanks.

Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Q: Could you please provide your thoughts on this relatively new ETF and comment on it's ability to maintain the relatively high monthly distributions without eroding the net asset value. Do they have a solid strategy?

Q: I thought I would wait till NVDA reported to ask my question. I bought a position SMCI (25) shares in the the mid $6's thinking this would be a short-term momentum play. Now I'm thinking, do I stay the course for 1-2 years and ride this volatile stock even longer? Your thoughts please. Thank you David

Q: Hi,

I doubt I'm the first (or last LOL) to ask but thoughts on NVDA's quarter and most importantly forward guidance? I thought the numbers were decent. The stock is up 5% after market.

Thank you,

Michael

Q: Please comments on their earnings. They announced a split of shares and I hold CDR shares. Is that means CDR shares will be split too.

How does split work if you hold shares on CDR.

Thanks for your great service

Q: Why did the price of gold rise so dramatically from Feb 2024 until the present? Where is the price of gold going next?

Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Q: Hello,
I have a large loss - now small position - in NFI. Is it a good time to move on? Even if it moves significantly higher it does not really impacts my overall portfolio. Thank you for your service.

Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?