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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: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.
Read Answer Asked by Luc on May 26, 2025
Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis
Read Answer Asked by Denis on May 26, 2025
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Read Answer Asked by Brent on May 26, 2025
Q: Good morning. I currently own the above 4 ETFs in the following shares of my portfolio:
ZDI: 9.56%
The combination of ZDY, EQL and EQLI: 15.9%
I have some other US positions while ZDI is currently my only ex North American position.
ZDI has been performing very well YTD with +13% total return (per my purchase cost) while The US EYFs are lower than 0% total returns.
Do you currently see the European momentum building or continuing ? And if so woul it be worth it to flip some of the US ETFs over to ZDI or any other ex-North America ETF ? THank you.
Read Answer Asked by Roger on May 23, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
Q: What are your thoughts on the Simplify Opportunistic Income ETF (Symbol CRDT). as per their site this ETF "seeks to provide current income, with long-term capital appreciation as a secondary objective". I like the healthy 7% dividend as well as the "limits" in share price between ~ $24.50 and $26.00 over the last couple of years. Do you know if any of the returns are ROC ? Overall thoughts on this for a safe/healthy dividend (I am focused on income not capital appreciation).
Read Answer Asked by Randy on May 22, 2025
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