skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is there a Canadian listed Canadian dollar ETF that holds many of your USA favourite companies: NVDA, VEEV, DOC, MSFT, AMZN etc, etc.
If not is there a US ETF that holds a concentration of some of your favourite companies? Not just a sector ETF, but more focused on your favourites. Currently I'm only invested in Canada, and I want to invest, starting small, in some of the USA companies you are recommending, but, if possible with a bit of diversification.

Or if nothing exists, maybe I should just pick two, say NVDA and VEEV and invest in those in US dollars? Would those two be top of the list? It is for a small amount, about 5% of my portfolio.
Read Answer Asked by Gordon on October 02, 2020
Q: Hi 5i Team,
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.

Thank you for the advice and have a great weekend!

Read Answer Asked by Colin on October 02, 2020
Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you
Read Answer Asked by Jeremy on October 01, 2020
Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!
Read Answer Asked by Mark on September 28, 2020
Q: Hi crew, what are 5-10 stocks that would be considered disrupters?

Thank you,
Kevin
Read Answer Asked by Kevin on September 28, 2020
Q: Hi 5i,
1. With ACB’s recent earning release the stock price jumped from $ 8.50 to $10 Following day the stock price dropped and now around $6.50. What’s do you think is going on with share price? Short action?
Would you be a buyer at current price with 1-2 yr horizon. Likelihood further downside from here?
Thx
Jim
Read Answer Asked by jim on September 28, 2020
Q: Cannabis companies were hot a couple of years ago, and now the bad news is coming in. There really is a product here, though, and over several years there should be a reward for those willing to hang on.
I'm thinking to buy an ETF, or maybe Canopy, sometime in the fall during tax loss season. What think thou?
Read Answer Asked by John on September 24, 2020
Q: Hi Folks,

I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?

Thanks,

Dennis
Read Answer Asked by Dennis on September 18, 2020
Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor
Read Answer Asked by Terence on September 18, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!