Investment Q&A

Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Q: Good morning 5I team: Today's question is on a small cap on the NASDAQ ticker LX. It is in the Consumer Financials space and is a FinTech company. With the continued move to going digital for 'everything' is it time to pull the trigger on this one and take a nibble? Thinking of holding for 1 to two years and adding a little along the way. Would love your thoughts! I fortunately don't need to convert CAN to USD so this isn't a factor in my decision. Thanks!

Q: In a recent answer about DIR.UN you mentioned reports of inventory buildups in the US in anticipation of potential tariffs with the incoming administration. Would PLD be a good way to take advantage of this possible trend? Between PLD and DIR, which REIT do you prefer for the long-term (5+ years)?

Q: Hi team, I would like to generate some income in US dollars.

Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.

Thanks as always,
Paula

Q: Hi,

What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?

Thanks

Rajiv

Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!

Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.

I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!

Jason

Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.

Q: Which of these do you think is a better long term hold considering growth and volatility today?

Q: Axon is down over 7% today. Any reason for the drop and would you recommend hoding on to the stock. Any comments you have on the company would be appreciated. Thank You.

Q: Hotel REITs. Are there any either US or Canada or exNA that you would consider investable for a balanced non-reg account?

Q: Greetings 5i,

Ive held APO for several years now and have enjoyed a nice run. However the position is becoming overweight and I may begin trimming. Today I read that APO will be added to the SP500 Dec23 and as far as I understand, when companies are added to indexes they experience an increase in valuation as being listed on Indexes require ownership by ETFs that reflect that INDEX. In this case would you wait and capture some upside with this listing or trim now?

Cheers!

Q: Thoughts on these insurers. Buy, sell or hold and why. Thank you!

Q: hello 5i:
who would be the companies you judge to lead SNR (Small Nuclear Reactor) production?
thanks
Paul L

Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal

Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.

Shane.

Q: Please comment on Docusign and whether you would continue to hold (if owned) or sell into the latest strength

Q: Given all the negative news and the recent "retirement" of the CEO, what are your thoughts now on INTC? Has the last shoe finally dropped or can it get worse? Hard to believe the US gov would let the company dissolve given its desire to maintain leadership in chip design and production (although INTC has not been a leader in either for some time). Is this stock worth buying as a (gradual) recovery play or as a takeover target? Thanks.

Q: Hi 5i,

Currently hold shares of INTC at a loss and have held the stock for a few years.

Purchased the stock on the thesis that Pat Gelsinger would potentially execute his his plan to build additional foundry's in North America as an alternate to TSMC. Tailwinds of "on shoring" government incentives and the growing "AI boom" market lead me to believe that this was feasible.

Given Pat Gelsinger is now retiring and INTC execution issues I no longer believe that will be the case. I have held on to the stock for now due to the low valuation and the potential that it would be broken up and sold off.

Would appreciate you thoughts on whether or not it makes sense to hold onto.

Would also appreciate your thoughts on potentially switching from INTC to ASML.

Thank you,

Greg C.

Q: Which ETF's would you recommend that cover some or all of the "Magnificent Seven" stocks? Thank you.