Investment Q&A

Q: What are your thoughts on the Biotech ETC here? I have heard the argument that biotech is very beaten down, and that lowering of interest rates tends to booster the sector quite a bit, especially once IPOs begin to happen again.

Q: Will ZLU have any tax implications if held in a LIRA account?

Q: Hello, BKNG looks like a company that continues to outperform with low capex spending and high cash flows. What would be a good entry point ?

Q: Many thanks for Celsius , literally bought the last 2 at Local 7Eleven shelf empty !
Learned about this availability from Tik Tok and my Teenage Daughters
All the rage with a very Important Demographic .
Just the beginning of Worldwide expansion.
How do we know if this just a test into market or Costco. Amazon and Walmart etc.. on deck ?

Greg

Q: RBC has in the past year started to record the ROC (return of capital) portion of my monthly investments in my registered accounts. Considering one is taxed on the value of the amount withdrawn from a registered account, I am looking to understand what is the bigger picture intent of RBC adjusting book values down for the ROC in registered accounts? Thanks for your insight!

Q: What is your opinion on this company and its future? Time to take my lumps and move on or is there a merger or anything else in the pipeline...potentially?

Q: Hi Team,
I would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.

I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!

Take the amount of credit necessary to answer my questions and sub questions!

Thank you,

Michel

Q: Searching for a stable high dividend US ETF for my RRSP. Looking at VYM and SCHD or perhaps you can recommend a different high dividend ETF? VYM has 450 holdings and SCHD 104; VYM appears to have a bit lower P/B and P/E. 10 year return for SCHD is 11.03% and 9.38% for VYM; SCHD also has a higher yield. Thanks for your comments!

Q: TD appears to be in some trouble with both its business activity and its share price. Several questions about TD have been recently asked and the answers have been a bit bland. Can you assess the stock and all that is happening and give your view for the future. I have owned TD for many years but concerned with what is going on. It's not what I expect from a top bank. Just to recap some recent events at TD at a high level - earnings were a bit disappointing, a former employee was charged with drug money laundering and bank employees knew about a probe 6 months before disclosing it. The share price has recently dropped much more than its peers. A recent response from 5i that TD went ex dividend I don't think accounted for anywhere near the drop in price that day. Do you still consider it a top bank pick?

Q: Could you please remind me what size market cap refers to small, mid and large cap companies? Are the numbers different between Canada and U.S.?
Thank you

Q: I have these 3 companies in my tfsa, it what order would you rank them in to add to.

Q: Hi 5i,
My First look at markets in couple weeks and I see BMO is down almost 4.5 % since monday... Anything concerning happening here that we should be paying special attention to...short term/long term.


Thx

Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?

Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?

Q: I want to add a US small cap ETF and am looking at IJR, IWM and IWN. I recognize that all small caps bring higher risk, but can you please rank these 3 ETFs, with the ETF with the best quality stocks first, ie. rank in terms of lowest risk to highest risk. Does IJR generally hold stocks with higher market caps?
Thanks!

Q: Hello
I guess you knew someone was going to ask this. Of the new 11 spot bitcoin US ETFs newly approved, which three have the lowest MERs and what would your three favorites be and why if you have any?
Thanks
jeff

Q: I've owned this stock for over a year now. It moves with BTC and sometimes goes up and down proportionally and many times moves at a premium to BTC.

Over the last week it has performed very differently to how it has over the past year VASTLY underperforming the underlying asset.

I know all about the company and its holdings of BTC, don't spend time explaining that.

I've searched everywhere and cannot determine why MSTR is so underperforming BTC in the past 7 trading days where BTC has moved very bullishly.

eg.

Currently BTC is up 5.47% and MSTR is up 1.2%

Over the past 5 days BTC is up 9.75% and MSTR is down 8.9%

Can you advise why the major discrepency?


Thanks


Sheldon

Q: I've got these laggards in a TFSA or RRSP, down between 15-36%! I want to dump a bunch (all?) as I feel I've given them enough time to perform and they haven't. Does 5i see catalysts in the next 12 months for any of these that i should keep some?

In which order would you drop them.

Q: You touted this stock some time ago and I have done quite well by it ever since. However, you have not mentioned it lately. Is there any reason to suspect that it will not continue to grow despite it being in what I consider to be a growth area - HVAC both residential and commercial? Or is there another US industrial you feel provides better prospects?

Appreciate your insight.

Paul F.

Q: Hi 5i,
I'm hoping you can give me some advice respecting my grandson's RESP.
I've just drawn out $6300 for his winter semester, and accessed that cash by selling the last of the BCE i had held in the RESP.
The next draw out will be in September, for the same amount ($6300) and there is presently $4300 in cash in the account.
The present holdings are ENB, CM and POW in roughly equal proportions. Between now and September the dividend payments will yield enough cash - when added to the cash presently in the account - to cover the $6300 I'll need to draw out in September, so if I do nothing the cash needed for my grandson's fall semester will be sitting in the account when that time rolls around.
However, I don't like letting the $4300 presently sitting in cash in the RESP just languish there until that cash is needed in September and would like to put it to work until I need the cash in approximately 9 months' time.
Based on the above, can you offer your suggestions about what best to do with that relatively small amount of cash for 9 months? Put it into any or all of ENB, CM and POW to take out when necessary? Or is there something else you might recommend?
Thank you 5i!
Peter