Investment Q&A

Q: I currently hold modest positions in both FEZ and VGK, and I am evaluating whether to add to my European equity allocation despite the generally weak performance over the last decade. I would value your view on:
• FEZ’s concentrated Eurozone-only exposure vs. VGK’s broader developed-Europe approach (includes UK, Switzerland' I am unsure about the UK’s prospcets),
• how their sector weights differ— financials, industrials, and consumer names,
• concentration risk in FEZ versus the broader diversification of VGK,
• the impact of European macro conditions, rate cuts, and currency trends on each ETF,
• whether it makes strategic sense to overweight Europe at this time,
• and whether increasing one fund offers a clear advantage or if adding to both provides meaningful diversification.
Your reasoning would assist greatly.

Q: Do you have a preference between DXJ and EWJ for Japan equity exposure? DXJ has outperformed historically—largely due to currency hedging but this may not continue. I would value your detailed view —and reasoning on:
• attractiveness of hedged vs. unhedged Japan exposure in the current reckless debt levels,
• fundamental index differences (TOPIX-based vs. WisdomTree dividend/quality tilt),
• concentration risks and sector biases of each,
• DXJ is already held and I could add to it but I wonder what you think of how each ETF fits into strategic vs. tactical allocations,
(whether holding both funds offers diversification? Or would that be unnecessary overlap?)

Q: Do you have a preference between FXI and MCHI for China equity exposure outside pure tech? I would appreciate your rationale e.g. index methodology and coverage (large cap vs broader market), sector weights, liquidity and cost, risk concentration.
Any structural advantages or drawbacks? Assuming portfolio capacity permits, does holding both make sense from an incremental diversification standpoint, or does one ETF sufficiently capture the intended exposure?

Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.

Q: Hello,

What is your analysis of the Competition Bureau investigation and what risks does it pose to Well's future performance?

Thanks

Q: Why the drop today in HME? When a stock that has been on our radar drops could you just put out a quick note in the questions section explaining it? Might stop 5 similar questions. Thanks.

Q: Hi Peter,
I sold my TRI today Nov 25th. When can I repurchase the stock? Is the 30 days rule based on calendar day? Thanks.

Q: NVDA down 5% more this morning. From 212$ down to 172$ this morning. Other chip stocks are moving up steady past weeks specially AVGO. Not the darling anymore. Competition taking over?

Q: Hoping to re-visit this business, one year later. Is this any more appealing... a year after the departure of the co-CEO... and apparently still undervalued... or are the growth prospects still quite limited?

Q: Your thoughts please on the quarter?No question credit please as this one is in the BE portfolio. THX

Q: what are your thoughts on this company please?

Q: When does Co report earnings and what are the street estimates ?

Stock has pulled back $50 from its high of $176 and is languishing around current level for several weeks.

It appears that Co missed estimates, two quarters in a row and investors are hesitant to support the stock.

What has caused this turnaround in Co's performance and do you foresee any recovery, in near term ? Or, it's prudent to move on.


Thank You

Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D

Q: these ETFs are my main yield workhorses. Can you suggest others to compliment them?

Q: Your best small cap recommendation for growth in a TFSA today. Thanks!

David

Q: Greetings 5i, what is your opinion on BRP's strategic plan that was presented in early October? Is the company at an inflection point in terms of growth? Thank you.

Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you

Q: Hi crew, could I get your thoughts on Sekur partnering with Quaestor Federal Consulting as well as some of their other moves? I haven't seen any quarter result numbers that support this company breaking out, do you?
Thx,
Kevin

Q: Hello,

Now that Honeywell has spun out SOLS, is the spin off worth keeping?

Thanks.

Q: What are your thoughts on ASP Isotope’s latest quarter? The share price has taken a hit and is back at early 2025 levels. Do you think it has potential as a speculative small cap?