Investment Q&A

Q: Can you reference your last comment on Gatekeeper Systems and has anything changed while you comment on their last earnings report and outlook going forward. Thank you and Merry Christmas to everyone and your families.

Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.

Q: After AI, quantum computing will drive the next wave of the industrial revolution. Do you have any stock or ETF suggestions? Thanks!

Q: I'm wallowing in Consumer Discretionary ideas. Can you please rank the following for most likely highest gains in 5 years? What would an ideal basket of 5 stocks be? Also would you be cautious on this sector in 2025?

ULTA, LULU, TSLA, UBER, AMZN, CELH, DOO, MG, ATZ, AAPL, BKNG, QSR, ONON, DOL, CROX

Q: Hi,

Looking for a few less volatile dividend payers with some growth over the next few years to balance some of my growth stocks. Can u recommend 2-3 -either of the stocks I have listed or others I'm unaware of?

Q: Happy New Year! Looking for some direction on Cineplex. I've held about 2000 shares since 2009 with an average cost of $23.00. I missed selling it off when the pandemic hit and am wondering if I should continue holding out hope it might come back to levels close to $20.00, or should I cut my losses? I don't have any gains to be offset by taking a loss right now. I am planning to retire within the next two years. Thank-you.

Q: Can you give me insight on this stock I know nothing about it? Warren Buffett was raising cash near the end if 2024 and now buying Verisign. Is it a large amount? What upside do you see for this stock? Will everyone be jumping in the bandwagon?

Does it have good financials, management, insider ownership and what’s the outlook for it’s sector/industry? Thank you and looking forward to the great service in the New Year.

Q: Are there any broad US market ETF's that I can buy in Canadian dollars that will be neutral to whether the Canadian dollar goes up or down vs the US. I am worried that if I convert too much money to USD at the current rate, it might backfire on me if our dollar somehow rallies, (which seems unlikely right now, but who knows)

Q: Your best 3 choices for both Cdn.$ Tech ETF and US$ Tech ETF.

Q: Hello,

What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?

You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....

As always, many thanks for your help and wishing you well in 2025!

Q: Hello 5i
First I'd like to thank you for all your help this year! I'm a longtime subscriber and the advice and guidance you have provided has been life changing.
Now the hard(er) part. Can you give me your top 2-3 current momentum names to hold for a 3-4 month hold(gamble)?
Thank you so much
Dave

Q: See any reason to not add at these prices? I have a half position.

Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %

In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco

Q: I'm looking for a way to invest in Korea given its long term prospects vs the short-term volatility and negativity due to the political events happening in the country. When I look at the RSI for this ETF it's at 30 which indicates it's becoming highly oversold.

I realise Korea growth is forecasted to be slower than the US but I'm looking for a bit of geographical diversification.

Any good ETFs to suggest to play this investment thesis?

Q: Happy New year to everyone!

My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.

I do own MSFT, ORCL on it's recent decline.

Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.

Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?

I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.

Thank you very much.

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.

Q: Hello, I hold BN and BAM (following the spinoff) in a registered account. BAM is a small position, any reason I should hold on to it? I have no need for dividends. Thanks!

Q: I have these five ETFs in RESPs for my grandchildren: VCN, VFV, VMO, XAW, XIT.
This seems excessive, so I would like to consolidate: can you tell where there is overlap, and which three I should focus on for the future. Or should I sell 3 and add a new one? Or should I just keep all 5 and top up one of them? They have all done fairly well, but I feel more of a US focus going forward might be appropriate. If I'm gong to have a technology ETF, it should probably be USA? Thank you very much for all you have done for me over the years, much appreciated, and Happy 2025 to all at 5i.

Q: hi,
the TSX 10 years ago (jan 2014 ) was around 14,673. using the current price as I write ( 24,817 ) gives an annual rate of return based on these numbers is less than 3.5%! I assume that the dividends are not included in the numbers I provided ( from globe investor chart )? is this correct? do you have numbers for the average TSX dividend yield over the last 10 years? this compares with ( using same "method" as above with TSX ) with the S&P500 doing approximately 11.7% annual return over the last 10 years ( again, not sure if this includes the average dividend yield of the S&P500 in the numbers?). a snapshot in time of course, but illustrating the gross underperformance of the TSX in comparison the US markets ( nothing new here ). can you provide current valuation data/analyses for the TSX and S&P500 and comparisons to historic valuations please. Can you please include valuation methods of the "Fed-model" (and CDN equivalent), Ben Graham, Buffet, Schiller and other "big names" one might use please...
all the best
Chris

Q: Can I have your opinion on these three actively managed fixed-income etf. Which would be your preferred one and why?

Do you have any other suggestion?

Thank you,