Investment Q&A

Q: Good morning,

I currently hold VIG ETF in my Non Registered US$ account and VGG in my Non Registered Cdn$ account. Both of these ETFs have the same holdings but the VIG appears to be cheaper in terms of MER and perhaps more tax efficient if held in a RRSP.

Given that both VIG and VGG hold the same holdings and taxation not a consideration, I was thinking of selling the VGG ETF and purchasing some additional VIG ETF.

However, I just stumbled across another ETF (DGRW ETF) that I would appreciate your thoughts on as a potential replacement for VIG ETF. Although a bit more expensive in terms of MER, the annual performance over the last 10 years appears to be much better.


Thank you and I'll await your response.

Francesco

Q: Hi 5i
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Thanks
jim

Q: Hi 5i
Could not find this company in your data base....Looking for opinion on this company...Held shares for a while and see now that share price jumped and then dropped on speculation of potentially being acquired by novartis or amgen ect...

Can you provide any insight into whats is happening with this companies stock and if its worth hanging on...current small position but 2% now with current price increase.

jim

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks

Q: Is Mi Homes safe as Door ? Which has more growth potential?

Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you

Q: HXS has has a management fee of .10 but as they state this does not include a swap fee of approximately 30 bps. Is the actual management fee .40? Is the swap fee related to the total return nature of this ETF? I’m looking for an S&P ETF to hold in my TFSA and HXS seems like a great option as I wouldn’t be subject to withholding taxes. Do you feel HXS is a better choice then VFV for a 10+ year hold inside a TFSA due to the savings on withholding taxes?

Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?

Q: How is this company doing? Has your opinion changed since 2019? Is it a buy hold or sell in your opinion.

Thank you

Steve

Q: Hi Folks,
May I have your opinion on AMAZON. Would it be a buy today. It has been on a pretty good run. I would like to add to my current holdings to bring me up to a full (4%) weighing.
Thanks

Q: Hello 5i,

I'm looking to consolidate my adtech holdings. I currently own The Trade Desk, Perion and Magnite. My main goal is to maximize growth over the next couple of years and I'm concerned about Magnite's slowing/declining future revenue growth.
My possible options are:

1) Sell all MGNI, buy more TTD
2) Sell all MGNI, buy more PERI
3) Sell all MGNI, allocate 50% of proceeds to TTD and 50% to PERI
3) Sell all MGNI and PERI, buy more TTD
4) Do nothing

Which option do you suggest? My current allocation to all three is approximately equal.

Thanks!

Q: Can you recommend 3 US ETFs for a long-term hold.

Thanks as always.

Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim

Q: FID5973 has spun off an ETF version FINN.
Compare owning FINN to QQQ/QQQM and FINN to a basket of stocks held within the ETF - What do you prefer for long term investor wants.

Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.

Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?

Q: I am interest in expanding my oil and gas investments to the service side of the oil and gas sector. Would you be able to compare three drilling companies that I am considering. I am interested in PD and NBR for on shore drilling and RIG for offshore. I would prefer a company that is profitable or projected to be soon. The focus is on growth and less on dividends. A fair amount of risk can be handled. Please compare information on these three companies.

Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks