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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: I just read that XYL might be impacted by the 25% tariff Trump is teasing to apply to China and my portfolio currently holds XYL. With this in mind, for both XYL and AWK, what % of their products are manufactured in the USA vs China?......Thanks for the helpful info.....Tom
Read Answer Asked by Tom on December 18, 2024
Q: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.
Read Answer Asked by Bruce on December 18, 2024
Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Read Answer Asked by Gilles on December 18, 2024
Q: I don't have any exposure to energy and wanted to know what your views are for the sector going forward. In the current market environment, what percentage of your portfolio would YOU invest in it? Your top stocks for growth? Would the 4 stocks mentioned be good candidates? Thanks in advance.
Read Answer Asked by K on December 18, 2024
Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!
Read Answer Asked by Issaku on December 18, 2024
Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?
Read Answer Asked by joseph on December 18, 2024
Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J
Read Answer Asked by Jerry on December 18, 2024
Q: I have approximately $70k cash in my TFSA account that I would like to invest before the end of the year. I currently have the above stocks in my TFSA. My investments in Lightspeed and Unity have taken a big hit (70 to 80% loss) since purchasing these stocks. I understand that I cannot claim losses on investments in my TFSA account. Would you suggest selling off my investments in Lightspeed and Unity and reinvesting these funds? As noted above, I have cash in my TFSA to be invested. Please rank my current TFSA holdings for additional investment considering a 5 to 10 year hold. Thank you for your expertise and best wishes for the Holiday Season.
Read Answer Asked by Don on December 18, 2024
Q: This Friday, BAM shareholders (but no other Brookfield entity, correct?) will vote on becoming US-domiciled, and, as-such, eligible for inclusion in US indices.

Assuming approval, (a) should this change catalyze an expansion of its P/E multiple (or is that already priced-in), and (b) should this change catalyze, indirectly, a proportional expansion for BN?

Read Answer Asked by John on December 18, 2024
Q: Reading some recent comments, it looks like you are recommending both of these. If you had to choose one for the highest overall gains in the next three years, which one would it be? Happy holidays and thank you.
Read Answer Asked by Tian on December 18, 2024
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