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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: Hi 5i Team,

I'm looking for an ETF that would be similar to VE, to invest in Europe, that I could purchase with US funds in an RRSP. I would like the dividend/payout to be at least as high as VE. I might even prefer an ETF with top quality companies in Europe (e.g., top 50, or 100) with a tilt towards industrials/consumer disc/staples, if something like that exists with a decent payout? I'm already overweight in financials and US tech.

I'd appreciate any ideas you might have.

Thank you,
Lisa
Read Answer Asked by Lisa on February 26, 2025
Q: 5i core principles

Can you clarify what you mean with this statement?
Avoid Concentrated Risks
"Don’t make a portfolio reliant on a single stock."
This is staight forward. But how many do you recommend?
"no matter how well you know a company or how confident you are in it, it can still go down."
How do you mitigate risk? It would seem that having a method of getting out of non or under performing stocks would be prudent.
"Having too many eggs in one basket can cause a lot of problems that are hard to bounce back from."
Are you suggesting having many baskets or having one basket with a few eggs that you carefully monitor?
I will post this under Avoid Concentrated Risks in the forums section if anyone wants to comment.
Read Answer Asked by Rob on February 26, 2025
Q: Hi,

SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
Read Answer Asked by Rajiv on February 26, 2025
Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
Read Answer Asked by Charles on February 26, 2025
Q: I am wondering if staff/exec have vested options, that are currently being sold, and that is accelerating the stock weakness over the past month (roughly from $40 down to $30).
Looking at the INK Insider report for last year, the graph shows substantial insider sales in May 2024, when the price went from $29 down to $19 (and then rebounded). Feb 2025 is exactly 3Q from May 2024, so this could match such a cycle (hypothetically).
I'm unsure how long insiders have, to file their sales, for February.
Any thoughts, or is this pure grasping-at-straws?
Read Answer Asked by Dave on February 26, 2025