Q: In a question by Savalai, 5i indicated that VBK would be a good international small cap growth ETF. After looking into this, it looks like this is primarily US.
Is there another ETF you would recommend for international small cap growth?
Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.
Q: What are your thoughts on this company as a speculative investment? Rick Rule seems to like it. The share price action has been confusing lately after the business combination with Reunion Gold. Can you please explain what is going on with that as well?
Q: It has been some time since a question was asked about this company.
It is performing very well technically and has a nice long term chart.
Can you please provide your excellent fundamental analysis and an opinion on purchasing in a TFSA.
Q: BIR has been moving up YTD, more than TOU. Would you take this opportunity to take a loss and switch to TOU?
You said Yes to a similar question in June, but could BIR be a takeover target, how probable? Thanks
Q: Hi there, I have an interesting question regarding sell equities from a global etf to live on in retirement. I would sell once a year to set aside money for yearly living expenses. I suppose indiscriminately a person could do this on Jan 1 every year but presumably the ideal time to sell equity to live off would be at their yearly highs. Based on this presumption, technically and seasonality wise historically when would be a good time in the year to pull expenses to fund a years worth of living expenses?
Q: Good day 5i. Which of these two energy dividend companies would you prefer, PrairieSky Royalty (PSK) or Freehold Royalties (FRU). Currently the dividends are PSK 3.5% and Freehold 7.6%. Thanks.
Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Q: Cemetrix is a small Cdn. Co. with a unique concrete product. It fits in well with infrastructure upgrades. They have good future contracts and I have been slowly building a position. Now they have issued a "bought deal" private placement financing of 7,778,000 units (the "Units") of the Company at a price of $0.45 per Unit (the "Issue Price") for aggregate gross proceeds to the Company of $3,500,100 (the "Offering"). The Units will be issued under Part 5A (the "Listed Issuer Financing Exemption") of National Instrument 45-106 - Prospectus Exemptions ("NI 45-106").
The shares dropped like a stone. Your thoughts please on this Company going forward.
Regards Gordo
Q: I have noticed that the real estate ETFs have been languishing over the last 10 years. What is your view of the real estate ETFs over the next 5 years? Under what conditions will these ETFs do well? What type of real estate ETFs do you expect to do well (domestic vs international, commercial vs residentical, etc.)?
Please recommend a North American and an international ETF which you feel could do well over the next 5 years. What percent of a portfolio would you recommend include real estate for diversification purposes?
Q: The stock has declined 10 - 15 %, since the comment on the merger. Question 1 - was it all around good deal for PRMW. Question 2 - When is this merger suppose to take place. Question 3 - What is the remainder of the year 2025 look like.
Thank you very much for your great service.
Q: A follow up question to my earlier Q wrt Brookfield Companies.
Can I have you views between BIPC.CA and BIP.UN.CA. I believe they are basically the same company, is this assumption correct??
BIP.UN is a Limited Partnership where BIPC is a corporation, what is the difference, is it mostly how taxes are managed, I know the unit pricing and dividends are different. I will be holding in my RRSP, is one better than the other for this registered account
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Q: For diversification purposes, I would like to add infrastructure to my portfolio, preferably international infrastructure. Can you please recommend one or more infrastructure ETFs/stocks which you feel would act separately from the broader markets in times of turmoil.