Investment Q&A

Q: Hi Peter and Team,

Our Technology exposure across all accounts is 20.52%, which is concerning me. Without selling any CSU or LMN, which I plan to keep 'forever', could you please rank the following ETFs in order of which to sell outright, or reduce. Each ETF is followed by the percentage of Technology stocks that it holds:

QQC.F (62.51%)
VFV (39.6%)
XGRO (21.06%)

We have some other ETFs that we want to keep, and their Technology holdings are all less than 15%.

The proceeds from the sale/reduction in the three ETFs above will be used to increase holdings in under represented sectors.

The three ETFs noted all have good profits. No commissions will have to be paid with these transactions.

Thanks as always for your insight.

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: If you owned shares in these companies,what would you do?If selling Silvercrest,what would you recommend as a replacement within the precious metals sector?Thanks.

Q: Hello,
Could you please comment on Celestica's results.
Looks like, the Co blew past estimates and raised their guidance, as well.
Stock is up 17%, in after hours trade at 5.30 PM.
We just started a 2% position, taking advantage of sharp drop, on Monday.
(Thank you for your prompt response, which really helped !! )
Will you be comfortable adding to the position or wait, for a 3-5 years hold ?

Thank You

Q: Hi - have some dry powder available to be able to invest. We're close enough to the orange-man implementing tariffs that I'm going to wait and see what happens next week before deploying. I'm guessing any decline in stocks will be felt more in Canada than the US, but I"m wondering what you think might take a hit and what Cdn & US companies you might look at buying should the market have a healthy pullback. Probably better to ask if/when things sell off, but I'm just trying to prep my shopping list. Thx.

Q: I apologized to your vast readership. KXS is down because I recently bought some. D-B

Q: Please explain how those Brookfield entities and others fit in a balance portfolio of stocks in terms of growth and income. What would be your ranking preference long term? Would you suggest other Brookfield companies to complete the picture?

Thank you for your great services

Q: How do you think these companies will do during a recession or if Trump tariffs are introduced? Are they relatively tariff proofed?
Looking for some stability for the next few years with some income.

Q: Canoe Energy Alpha Fund LP Class F Instrument Symbol(GOC15053.CF).

This fund is doing well lately and I don't know why. Do you have any thoughts on it? Thanks. It does not appear in your database although several other Canoe funds are listed.

Q: What are the prospects for BBUC. I am currently underwater! Thank you

Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!

Q: Uber shares are getting hit. Any reason. Do you like UBER as a Buy Thank you, RAK

Q: Hi Peter and 5i Team,

How would you rank these ETFs, XEI, XEQT, VFV, QDTE, for a 10 year hold?

Q: Can you please provide couple of names for great ESG ETF ( Canada and US or global) ? Thank you for your great services. Santoso

Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?

Q: Where is the safest ETF to put cash in for a decent yield?

Q: I’m interested in starting a position in Pollard? Is there any concern with the low volume traded on a daily basis?

Q: Oklo Inc. Class A (OKLO:US)

To buy or not? Says it has 2 employee's, true or false?

Thank you.

Q: So how many people do you know that have asked “ why does a stock fall everytime after I buy it ? “ I bought GXLY the day before DEEPSEEK. LOL. Derek

Q: hi,
do you have an educated "guesstimate" of the downside risk if Trump's tariffs go through across the board Saturday? percentage down?
also, can I get your most current thinking as to which sectors, and particular equities, are at greatest risk of a sell-off?
cheers, Chris