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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: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you
Read Answer Asked by Gervais on January 14, 2025
Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
Read Answer Asked by Don on January 14, 2025
Q: could you pls suggest a couple of US denominated etfs that track the sp500 - preferably equally weighted. Thanks
Read Answer Asked by gary on January 14, 2025
Q: Hello all at 5i

Was looking at the proposed transaction initiated by Bill Ackman's Pershing Square whereby additional shares of Howard Hughes Holdings are to be acquired by Pershing along with a simultaneous share buyback of approx. 5.8M shares. The proposed buyback would be financed via issuance of bonds (swapping equity for debt).

HHH appears to have a nice collection of real estate assets. Ackman has stated that HHH will be a permanent holding. Bill Ackman is a (very) smart guy but do you think HHH is a smart investment?

Thank you

Brad

Brad
Read Answer Asked by Brad on January 14, 2025
Q: Names like VRT, NVDA, SHOP have now corrected about 15%. I like to buy in these situations all the while being fully aware that I suck at timing the bottom of a correction, knowing only that I am getting a deal compared to recent highs. My questions are: Any red flags on any of these? Do you see other names with similar or greater pullbacks that are equally or more compelling? A list of those would be appreciated. Thank-you.
Read Answer Asked by Alex on January 13, 2025
Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.
Read Answer Asked by TOM on January 13, 2025
Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.
Read Answer Asked by Barbara on January 13, 2025
Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you
Read Answer Asked by Terry on January 13, 2025
Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco
Read Answer Asked by Francesco on January 13, 2025
Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!
Read Answer Asked by Robert on January 13, 2025
Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.

Thanks
Read Answer Asked by Andrea on January 13, 2025
Q: Peter, is there a list of TSX listed companies that get a majority of their earnings from US operations ? With US protectionism and aggression likely to increase is it a sound strategy to focus on these companies with the $Cdn portion of a equity retirement portfolio ? Thank you.
Read Answer Asked by Paul on January 13, 2025
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