Investment Q&A

Q: Hi,

Your comments on Transcontinental's results ?

Thanks

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: CCO is having a hard time in the market. I thought Nuclear was the worlds future Anything negative out there

Also NXE your thoughts Thanks very much RAK

Q: How often do you think an average investor, long-term focused, should check prices of stocks in their portfolio?
What about for a long-term investor who also considers momentum in buy-sell decisions?
Thanks!

Q: I recently purchased S24 Ultra, and transferred all data from previous phone, however 5i site did not tsf over. I have gone through the play store, but does not have a 5i site. Can you please assist on how to get your site on my phone.
Thanks in advance
Rick

Q: Hi, what would your thoughts be on swapping ATD for DOL? Long term holder. Thanks

Q: EGLX an obvious disappointment. Are there other favoured e-sports, gaming streamers out there anywhere? Shifting my Comms allocation away from Cdn telcos to more positive prospects apart from GOOG and TMUS.

Q: Tesla or Magna if just one for the consumer discretionary sector?

Thx

Q: Retired (70 yrs old), dividend-income investor. Been meaning to ask this question for a long time. We run a concentrated portfolio of roughly 10 ETFs and 10 stocks, plus fixed income on top. Our pro-rated MER for the equity ETFs is 0.64 and for the entire portfolio is 0.38.

I use the ETFs above that are sector ETFs (like HHL, NNRG, XIT) as my proxy for the sector and am ok with the trade off of paying fees for a sector ETF instead of having lots of stocks.

I then add my individual stock selections to achieve my targeted Asset Allocation for the entire portfolio (like AD, BCE, FTS, GSY, RY, NWC, PBH, TRP, WSP, etc). I weight each of these relative to my risk tolerance.

Does this make sense to you? Does my "sector ETF" make sense, especially with a potentially large weighting in one ETF. Virtually all of my ETFs are capped at around 7% of the equity portfolio and the stocks are capped at 5% max.

Your thoughts on my strategy and on my MER....thanks...Steve

Q: I'm curious about companies that have been rather lacklustre but somehow have experienced some catalyst that has allowed them to gain their footing once again and recently started to move up in value considerably. Not worried about size of company nor what sector they are in could you suggest 5 Canadian and 5 American companies that fit the bill.

Q: Please rank the following for purchasing (10years +)
Thanks

Q: Greetings 5i, doing some rebalancing and would like to add to 2 or 3 of the above positions. This is a RRSP account, all long term holds. In what order would you add today? Thank you.

Q: Could you please clarify your answer to Bruce Dec 5. In your answer you first say NVDIA as the 'if we have to pick one' but then you go on to say if an investor is looking at only one, you say you would be picking BN should be the investors choice if choosing only one ?????
Also, the ranking doesn't seem to match up with those comments...please expand.

Q: Hello 5i!

Psychologically, I struggle to add to positions that have already gone up so much. I have positions in ATD, DOL, WELL, ENB, GSY, DCBO, LMN, TOI, CSU, PRL, TCS, VHI, HPS.A (as well as some others) and have some cash to deploy and weightings to adjust. I would like to know which of these positions would you feel most comfortable adding to positions at their current levels. Do any of them stand out more than others as opportunities to accumulate?

Thanks for all you do and best wishes for the holiday season!

Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?

Q: For a 3 year hold,which would you choose?Thanks.

Q: Hey guys,

I know apples vs oranges but would selling out of Atd.b and purchasing Bn (making it 7%) make sense inside a "balance" portfolio?
Thanks
Jim

Q: Good evening. Hopefully a simple question for you. If you could only choose one for best overall returns over the next three or four years, which one would it be please? Or is it a close call?

Q: Your thoughts on just released earnings and future outlook, please.

Q: Why is TIH going down? Time to buy?
Many thanks for your hard work.
Connie