Investment Q&A

Q: Love to get your updated on NKE's quarter and the dropping stock (now below $90 USD) as a value play. Also, what happens to NKE stock during consumer spending recessions from the past, as all signs seem to be pointing that way for back half of 2024 and into 2025. Do you see further drops?

Q: If you had new money to invest, would you put it into an equal weighted S&P 500 ETF or a cap weighted one? Can you recommend an equal weighted S&P 500 ETF that trades in CAD?

Q: Good morning,

I would like your opinion on these two ETF

Thanks

Carl

Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Q: What is your current opinion of EIT.UN.ca - is it a good investment or would you have alternatives that are better?
Thanks

Q: Update on MDLZ?

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

Q: I'm looking to set up an annuity type of investment for my retirement using XUS or an equal weight CDN Hedged EFT that tracks the S&P 500. Can you provide some options and their historical annual dividend payments.

Q: I understand many Nations will add Nuclear Power How to Play this ?

URANIUM PRODUCERS CCO NXE DML etc

BUILDERS OF PLANTS SNC , WESINGHOUSE CCO and BN or SMR Small Reactors

WHAT ELSE ?

THANK you RAK

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: Is MOH the superior choice in its space? Would you buy now for the next 5 years?
Thanks!

Q: Between these 2 stocks, both with good growth and dividends, would you prefer for a long term hold. Are their dividend taxed differently in Canada?

Is there another CDN or US stock you prefer to these two?

Q: Would you please comment on micron’s earnings and guidance? Earnings looked like a bear but the guidance wasn’t as favourable as perhaps was hoped and it’s presently down after hours. I’m trying to decide whether to sell it tomorrow or hold. Thanks.

Q: I see that you like ULTA, and i've been looking into it a bit. I agree that there is quite a bit to like with the company. But the one part i'm a little hung up on is the growth potential and past performance. Any time frame in the last 5 years (11%) has not been very good. But if we look out much longer at the 10 year (316%) and beyond it looks much better. I see that the valuation is quite attractive, compared to their historical valuation. But I wonder based on the last 5 years if the growth isn't behind them. Why do you think they've underperformed for the last 5 years, and why do you think that is going to change going forward? Thx!

Q: Can you comment on the prospects for XMHQ?

Q: In a recent answer 5i described CELH as ‘interesting’.
I am down 30% in an initial position and planning to bring it to a full position over time.

Questions:
1) For an 8-year holding period, what is the risk of loss of capital on this company? I am fine with volatility if fundamentals are solid, but I am not fine with permanent capital losses in registered accounts(!)
2) Would 5i consider it prudent to continue accumulating this name over the next 12 months for an 8-year hold?
Thank you.

Q: Why do you like BTI? Didn’t the UK just outlaw tobacco sales in the future to people born after a certain date? Isn’t this a slowly diminishing industry?

Q: Hello, considering that AI is still in the early stage and accelerating, which one has the higher potential future return for a TFSA account for a 25 year old? And, with the PC refresh cycle, would AMD benefit more than NVDA?
Thanks
Carlo

Q: Using total return over the medium term (3-5 yrs) as your goal what would be your top 3 picks in the Publicly Traded Private Equity sector excluding BN and BX?
Secondly, where would BN and BX rank among your picks?
Thirdly, what %age of a portfolio would you allocate to this sector?
Thank you, Hugh

Q: I am looking at putting together a medium to high risk portfolio of ETF's to generate above average returns (above 9-12%) over a 5 to 10 year timeframe for a portion (5-10%) of my overall portfolio. Sector diversification is not a major consideration in this portfolio of ETF'S, more the long term growth. If I were to pick 4 or 5 what would you recommend from this list or if you have a better alternative please suggest that. I am looking to equal weight into each of the ETF's. Thanks in advance for your suggestion.