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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: this is a question about financial / portfolio advice in estate planning.
Assuming I were pass on, my 3 children all in their 20's , all still in university, they would stand to inherit a million each. What investment advice would you recommend for management of their inheritance. ( I know the Buffet advice, predominantly ETFs.)

I would be curious to survey 5istaff with children and 5istaff closer to their 20's for different view points.

thanks
Read Answer Asked by Ernest on June 20, 2024
Q: I am looking for a short term safe investment for Canadian and US cash in a non-registered account. CBIL according Global X website holds 0-3 month Canadian government bonds, but when purchasing on Questrade, 0-3 mo U.S. T-bill pops up - is CBIL US or Canadian bonds? With UBIL.U in a non-registered account will there be US withholding tax on the estimated 5.25% yield? Thanks!
Read Answer Asked by Grant on June 20, 2024
Q: My son has held VFV and XIC in his RRSP account for a few years now. That was based on your recommendation around starting an ETF portfolio for him at that time.
He will have extra cash to contribute this year, and I'm wondering if he should maybe add some other ETF's at this point, or just continue to stick with these 2.
If he should add, what other ETF's would you recommend?
Also, for the 2 he already has, do you still think VFV and XIC are the best choices, or are there other ETF's you like better right now?
Thank you!
Read Answer Asked by FJ on June 20, 2024
Q: Good morning,

I was wondering if you could look in to your crystal ball and predict where we may find KXS 5-10-15 years from now....not necessarily the price, but just in general.

To me, it seems like KXS is not widely known, but is establishing itself as a quiet market leader. I like that they don't issue shares. What could the future hold - a take-out candidate? a dividend? dual-listing? I know they make some acquisitions, but will they continue to make more? Could this be an international leader in supply-chain one day? With a market cap of aprox. $4.3 billion could it one day scale to a larger Canadian tech name (e.g. $10 billion+)? Will that PE ratio ever come down? I know there is a report on it, just more considering what the future may hold....
Read Answer Asked by Jeff on June 20, 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
Q: My health sector holdings consist of ABBV and IHI, both in a non-registered account. Neither have been stellar performers lately, but both are still up (ABBV by 28%, IHI by 50%). I have my eye on LLY, but the tax consequences of trimming or selling either ABBV or IHI are making me think twice. What would you do in my position? Thank you.
Read Answer Asked by Maureen on June 20, 2024
Q: I had a partial fill on a buy order for PFE and did not return to top up my holding . My position is too small to leave as is and I am unsure whether to add to the position or exit entirely. PFE is included in various dividend models, e.g. the AAII Dividend portfolio and the MS Global Dividend model. This prompted me to hang on. So did the many words by financial writers and commentators who have almost all been talking-up the health care sector for at least a year. Most comments by financial professionals and analysts are on how and why they expect the health care sector finally to catch up. Their focus on demographics does make sense. Yet, nothing happens to liven up the shares in pharma businesses, outside of a few stars like LLY and NVO. The share price of PFE itself has done nothing but decline. Do you the company has good prospects— good enough to ADD to the position? Or do you think I should just exit and be done with it ? (And give up on all the darn reading as research often gets one nowhere).
Read Answer Asked by Adam on June 20, 2024
Q: Hi 5i, I have held Medtronic for just over 3 years and am down 30%. Do you think it's worth holding another year or two (as do a number of the analysts) or should I cut bait and redeploy the funds into LLY? Other suggestions are welcome. Do you feel Intuitive Surgical is overvalued or a good long term call? Thanks!
Read Answer Asked by Martha on June 20, 2024
Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.
Read Answer Asked by Maureen on June 20, 2024
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