Investment Q&A

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Q: Hi Peter, Ryan and associates,

I am an investor residing in Canada, and I am considering investing in US ETFs. What is your opinion of the following two ETFs: ETFMG Prime Cyber Security ETF and Global X Robotics & Artificial Intelligence ETF? Would you invest your own money in these ETFs?

Thanks for the great service you provide.

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: Can you suggest some short-term bond ETFs that are investing in government and/or large blue-chip companies? 3 for Canadian market and 3 for internal markets please? This is to provide regular income after retirement.

Q: These companies are getting killed on no news. I understand the environment with tax loss, covid, backdrop etc. What I don't understand is why the shorts aren't covering or appear to be. Also are these companies prime candidate's for a takeover because there smaller but at an inception point of eating up market share.

Q: Interested in the difference amongst this companies and which one you'd prefer.

Q: Good morning,

This ETF has seen a significant drop from its 52 week high and although I still value most of the companies held in this ETF (Visa, Mastercard, Square & PayPal) to name a few, do you see this ETF turning around anytime soon or is it time to lock in small profits. Thanks.

Q: Dear 5i,

These questions are regarding NNRG ETF and it's many fees.
Is the management fee 1.5%?
What is the MER?
Is there a performance fee of 10%?
If yes, is the performance fee levied daily?
Do you think one is better off buying CNQ which also
pays a generous dividend with no fees?

thanks

Q: I liked the high flyers when they were going up: not so much when they come down. I am way too old for the roller coaster ride. I am re jigging my portfolios to a conservative growth objective leaning more to larger cap names. Please give me 3 names in Canadian financials, industrials and energy listed in order of preference. Thank you.

Q: Hello, are you expecting any impact or issues on investors by the automatic conversion this week of ATD.B shares to ATD.A? Thanks, Aaron

Q: 2021 has been good to me overall but as always I have my regrets. I bought 2% weighting of BHP in Sept around 61 buck, mostly because I had little exposure to the sector. Do you think its gone too far to fast on it attempt to clean up its environmental footprint? Do you think the sell off has to do with tax loss selling or company issues? Finally would your view be favorable for next year or should I cut my losses. I thank you for years of good service and giving me an excellent source for sober second thoughts.

Q: RSI has had a nice gain since mid August. I am wondering what has caused the increase. Is it perhaps the reopening of restaurants or maybe inflation in the price of sugar?
Thanks for your insights.
Ian

Q: What are your large, medium and small energy top picks? Dividend payers preferred.
Do you see energy prices/shares falling in 2022, rising or leveling?
Thanks.

Q: I have just read your report on KXS with the rating maintained at B+. Just wondering what it would take to raise the rating to A?
I like the company but don't own it. If you looked into your crystal ball do you think the current world-wide supply chain problems will give the company's revenue a long term boost or is it more likely all the supply chain issues will be more or less fixed in the next 6 months causing revenue to falter by 3rd quarter 2022 (...and the stock to tank)? Another way of saying the same thing (but shorter)...is 15x sales too high!
Any comments would be appreciated.
Jim

Q: The entire renewable sector was down substantially in 2021, from BEP.UN's drop of 38% YTD to RNW's 14%. When will this sector come back to life? If it does what is your estimated timing of the rebound and which stock in this group will recover the most? Thanks.

Q: I am thinking of taking a position in CS. May I have your assessment of this company?. If you prefer another stock in this space, please advice. Thank you. Cheers

Q: Please rank Toi, dcbo and lspd and would you buy one or all three proportionately? Thanks

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: Your thoughts on RUMBLE SPAC. Thanks

Q: hi folks:

can you provide an update on these 2 pot stocks?

thanks