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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: Hello
5is thoughts for a registered acct
3+ yr hold (assume usa 2028 election) recommendation & why ?
Read Answer Asked by Brant on November 21, 2024
Q: Hello,

Can you please provide recommendations of US REITs covering AI server infrastructure and or warehousing for entities such as AMAZON.

Thank you!
Read Answer Asked by Irek on November 21, 2024
Q: If you were only able to buy 3 US stocks and had a 3 year time line, regardless of risk, which would you pick?
Read Answer Asked by Judith on November 21, 2024
Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!
Read Answer Asked by Josh on November 20, 2024
Q: I'm up 24% on ABBV in my cash account - down almost 50% since Trump was elected. It is currently a half position. I also hold ISRG in the same cash account at a 1.75% position. Considering selling ABBV and investing proceeds in ISRG, increasing this holding to 4.25%. (My other health holding is CLBT at a 2.5% weight in my TFSA.) Given tax implications/risk, what would you do?
Read Answer Asked by Maureen on November 20, 2024
Q: Good Day,

POWL went basically up 100$ and down almost as much within a week or 2, what happened? Any significant news?

My personal experience with these types of moves has been mixed, sometimes I let them run, and sometimes "Something doesn't seem right/too good to be true". The exits have been on 'psychology' type stocks and have been pretty successful (TSLA, first buy on SMCI, etc). I know it comes down to position sizing, but are some general guidelines or metrics to look at that can help decide whether it's worth trimming your position or not?

Secondly, PLTR. I have read a lot of the comments on it, and see the value in where they have positioned themselves, but am also concerned about the valuation, and how only a small slowdown could significantly tank the share price.

With the addition to the SP500 being one of a list of its catalysts, are there other companies with solid fundamentals, market share, and or momentum that are on the shortlist/likely to be added to a major index in the coming year or 2? Could you provide 2 or 3 condidates for the TSX60, SP500, NASDAQ100 and any other significant ones that may be of interest.

Thanks!

James
Read Answer Asked by James on November 20, 2024
Q: When Peter was on Market Call this morning he got a question about Russel Metals. One part of the discussion was on the likelihood of Trump putting tariffs on steel. As that is one of Trump's pet peeves I'm guessing that a steel tariff is going to be near the top of his list ...... What would be 5i's favorite steel companies to play this theme ?
Read Answer Asked by Garth on November 20, 2024
Q: I own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.
Read Answer Asked by Calvin on November 20, 2024
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