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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 want to put some money into an RESP for our newborn granddaughter. I will add some more stable growth stocks over time, but I want to start with 1 AI stock or ETF and 1 crypto stock or ETF, as the base.
These will be the buy and forget, holdings in the RESP
Can you recommend a couple US/CDN stocks and etfs in both categories, and your thoughts on whether US or Cdn currency is the better option. For a long-term hold like this, am I better to use stocks or ETFs, as the base?
Read Answer Asked by Grant on May 12, 2025
Q: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.
Read Answer Asked by Will on January 21, 2025
Q: I need to consolidate some of the riskier stocks in my portfolio. Of the following on my chopping block, could you rate which would be keepers for the long term (with a hands-on approach) - best to worst - KSI, GLXY, AVGO, AXON, IESC, ROAD, COIN, APP, CRWD? Also, I hold both GSY and PRL. Is it reasonable to let one go in a consolidation? If so, which one - thanks!
Read Answer Asked by Kim on January 16, 2025
Q: Do you see a urge in price of Bitcoin after January 20th when President

Trump comes in power ? What plays should one look at RAK

Read Answer Asked by bob on January 10, 2025
Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.
Read Answer Asked by Ross on January 06, 2025
Q: I presently hold the above mentioned Bitcoin stocks and need to review and maybe sell some of these investments for 2025. I would appreciate your comments as to which ones do not belong in my TFSA investments?
Thank you and wish all of you at 5i a Merry Christmas!
Read Answer Asked by Terry on December 18, 2024
Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv
Read Answer Asked by Rajiv on December 17, 2024
Q: Dear 5i
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C
Read Answer Asked by Bill on December 16, 2024
Q: Here I go again. I'm seeking your help to identify strong companies in Canada and the United States in the right sectors in the new Trump era that demonstrate 'relative safety' yet the potential to grow significantly. A bit of a reach. But I would appreciate your help to identify 5 Canadian and 5 American companies that could fit the bill. I have a relatively short time horizon - 3 years. Thanks for your appreciated support.
Read Answer Asked by Les on November 15, 2024
Q: Lots of volatility based on the election results. This may be too early to ask, but are there any stocks that have risen (or fallen) too much on fundamentals as a result of the election? Looking for potential sell (or buy) opportunities if you think appropriate.
Read Answer Asked by Mike on November 07, 2024
Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.
Read Answer Asked by Kelly on October 31, 2024
Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help
Read Answer Asked by Terence on October 30, 2024
Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry
Read Answer Asked by Gerald on October 22, 2024
Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK
Read Answer Asked by bob on July 29, 2024
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?

Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Read Answer Asked by Terence on July 26, 2024
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara

Read Answer Asked by Tamara on July 16, 2024
Q: As you are well aware, Bitcoin has been taking off all over the world. When I watch interviews of people at conventions, it appears most are investing to protect against inflation and to counter the demise of the US dollar in the future. What are you're opinions on this? I realize it has been very volatile and risky, so do have any recommendations on technology linked to Bitcoin, but so far hasn't taken off?

thanks,

Paul
Read Answer Asked by Paul on June 20, 2024
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