Investment Q&A

Q: Dear 5i team.

Would appreciate your updated views on PKI with the recent news that Simpson is taking steps to field 9 new board members.
What is your educated guess on how this plays out?
I see the chart indicating a bounce opportunity as it's trading back to levels currently that look like triple bottom to my non educated eye.

Appreciate your assesment.

Q: Hi, I would appreciate if you could suggest a best ETF to invest in China. Also, if you can suggest an ETF for Emerging Markets with less focus on China.

Q: Hi, I would appreciate if you can suggest an ETF for investment in Japan. Both Hedged & Unhedged options.

Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.

Q: How does RETURN OF CAPITAL affect ones annual Canadian tax return and does one have to keep track of them over longer periods of time? Thanks

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Hello 5i,
Welcome to carnage-Day 3 with a roller coaster as a side-show.

Denise had a good point on self-directed accounts. How much effect do Robo advisors have on buying and selling via variables in their programs? I am curious if anyone can provide insight into the theoretical programming that is used to buy and sell.

Before subscribing to 5i, our self-directed methodology was simple. We used the KISS method. I give my wife a kiss and an apology when I mess up!
Now that we have 5i helping us, she gets less kisses (she reminds me of that), but has more money to spend (happy wife)!

Thank you 5i for your knowledge and support to keep it real when chaos is in control.

D&J

Q: TECK.A vs. TECK.B - which is the better one with which to start a new position?

Q: Hi,
Thanks for your "Don't Panic" message. I think it calmed myself and many other members down.

With the USD dropping, do you see a benefit to sell my USD holdings and buy the CDR equivalent ? Does it look like the USD will keep dropping or is it too hard to predict?
Thanks

Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.

Q: If I invest in an index ETF at this time or soon, would I buy a growth oriented or a value ETF? For example, VOT or VOE ?

Q: Maybe not probable but possible, here is an hypothetical scenario not unlike the one unfolding south of the border right now:

In the event that the financial world turns away from the US dollar to the euro as the main currency how would it affect canadian retail investors?

For example, if "nobody" buys american cars and turn to european manufacturors, investors will want to buy those overseas companies stocks.

Will banks and trade plateforms adapt and make it easier and cheaper to trade stocks on the european stock markets?

At some point in a distant futur, could you see a single european stock market emerging?

Q: I check stockcalc to find if a stock is fair value. On March 28, BRK-A-N was shown as 19.2% overvalued. BRK-T was 51.4% overvalued. Why is there such a difference if the holdings are the same?

Q: Cardinal is down today on big volume so i assume someone is thinking the dividend is at risk with oil in the fifties. Can cardinal keep paying the yield and for how long ?

Q: Hoping you might be able to provide some insight as to why 'many' of my preferred share holdings are loosing value even when interest rates appear to be falling with expectations of a recession? Reviewing your earlier posts my understanding was Fortis is a solid company and valuations could be adversely affected with interest rates.
Truly appreciate all your great support. Ted.

Q: I've done quite nicely on NVO over the last while and have sold off about a third of my original position at prices close to double the current level. With a few US dollars in my account I am wondering if I should buy back some NVO or look at a part position in ISRG (or another healthcare suggestion from 5i) for diversification.

Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.

Q: Regardless of sector or size, what would be your top one or two American and Canadian stocks to put in a TFSA For a long-term position.

Q: With the steep sell-off recently and stock markets coming to terms with a global trade war, which five Canadian and/or US small to mid-cap growth stocks across any sector look most interesting at this point? Looking at starting partial positions as I do not think the bottom is here yet. Thank you

Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.

Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!