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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: Can you recommend some Value ETFs for Canada, US and International. Ideally looking for ETFs with reasonable MERs.
Thanks!
Read Answer Asked by Grant on July 19, 2023
Q: I would like your suggestion on an ETF for AI. I currently hold ROBO and it has done quite well. Consequently, I am looking at THNQ as well as BOTZ, IRBO and RBOT. Of these mentioned which would be your preference. Do you have any other suggestions? Thank you

Stella
Read Answer Asked by Stella on July 19, 2023
Q: My portfolio is recovering well, but still down about 5% down from its high because of the small caps that I own. They are all cheap and profitable companies, but some are still down 50%. If we go into recession will they crash? How should I deal with these companies? Should I be taking losses now to protect from future losses? I just don't understand the market right now because usually small caps are the first to recover. My original plan was to sell 1/2 after they recovered but that isn't happening.
Read Answer Asked by Pamela on July 19, 2023
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Read Answer Asked by dan on July 19, 2023
Q: From time to time, Reuters issues statements like, "NYSE ORDER IMBALANCE [symbol] [quantity] SHARES ON [BUY|SELL] SIDE"; what is this saying?
Read Answer Asked by John on July 19, 2023
Q: Good day all. In view of the -35% my ATZ is providing me currently in an unregistered account, what would you suggest as a good proxy should I choose to bank the loss for a later repurchase (after 30 days or later) ? (I already own DOO.) Thank you.

Roger
Read Answer Asked by Roger on July 19, 2023
Q: Hi 5i Research team -

Can you please give me a “Preferred Shares for Dummies” overview and opinion on this series of preferred from Cenovus? What exactly can I expect for a return when investing in this, and over what period ? I think they are redeemable at $25 (?)

Thanks.
Read Answer Asked by James on July 19, 2023
Q: Hi Peter and company,

Has there been any recent news or analyst upgrades to explain the incredible momentum for SMCI? The stock has basically taken off since Nvidia blow out earnings outlook. Are you concerned that the stock is coming in too hot before the upcoming earnings release, or is the stock still reasonable priced?

Thanks for the great service,
Angelo
Read Answer Asked by Angelo on July 19, 2023
Q: I have a 5% position in cash, and am looking at the above three positions for medium term growth (1-3 years). I understand that these have different risk factors, but taking risk out of the equation, would you split the position, and if so, how. Thanks!
Read Answer Asked by Kim on July 19, 2023
Q: Hello 5i Team,
What are decent entry prices for the above (5+ yr hold), ranked by risk.
Thank you,
Read Answer Asked by Trevor on July 19, 2023
Q: The dividend currently appears to be at an all-time high. Are there currently any concerning factors that Telus might reduce its dividend? If you believe that the stock is not likely to lower its dividend, what would be the factors that would lead to a dividend decrease? And what would need to happen for Telus to lower its dividend?
Thank you very much for your insights and guidance
Read Answer Asked by TOM on July 19, 2023
Q: Hello 5i team,
I am wondering if I should add (or sell) to these two stocks since they are down significantly. Telus is down because of the TIXT forecast. How much of TIXT is owned by Telus? T is almost at where I purchased the stock so my question is if there is a better telco I should purchase other than Telus for income?

Also what is the reason that NBLY is down so much? Is it simply market patience or is there something more fundamental that investors do not like about this stock?

Thank You,
Andrew
Read Answer Asked by Andrew on July 19, 2023
Q: Just noticed that management fee of HDIV is 0.65, but MER is 2.39. Management fee for HMAX and UMAX is 0.65, but MERs are unstated presumably because it's early days. Do you expect that the MERs of HMAX and UMAX will be over 2%?
Read Answer Asked by Roderick on July 19, 2023
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