Investment Q&A

Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.

Q: I read with interest your (excellent) advice about ‘when to sell a stock for fundamental reasons’ as I believe I often sold for wrong reasons, and I want to ‘learn’ to do it for better reasons. You mention the following:
‘In the case of volatility, if a name is jumping by 5% or more any given day, it is tough to call it an ‘investment’ anymore as it becomes more of a bet on a given day’s move. Again, some investors will make money here, but we would far prefer to look elsewhere at this stage.’
Vertiv (VRT) is one of the stocks you often mention as one that is taking full advantage of AI because of its ‘privileged’ involvement in data centre cooling technology and is in a ‘growth spurt’ that affects the stock price and is worth considering at this stage of AI growth investing. ( you do add it won't last forever, though…) Nonetheless, it is trading lately with large daily swings (of 5% and, even, sometimes 10%). In which way would it be different then and tough to call it an investment vs a speculation? I feel the same goes for Propel Holdings (PRL) which is another small but rapidly growing company because of an interesting business model. (it too, lately, also appears to be on an up and down elevator ride.) Would you care to explain the difference in reasoning please?
Thanks, Adel

Q: What do you think of this stock? How it is its valuation/growth prospects (and vs peers please).
How much of this business (now and looking forward) is related to nuclear power?

Q: Which ETFs do you consider best for strong growth at this time, Cdian or US, irrespective of sectors, with an indication of the degree of risk for each ? Would CIBR be one of them ?

Gratefully,

Jacques IDS

Q: I have held EA for almost five years, and it has only gone up 8% in all that time. My son is a gamer and said that other than F1, all the games he plays are made by other video game makers. So, I am thinking of selling and either adding to my IRJ (small caps) position or starting a new position in IJH (mid caps). Do you see much potential in EA? Am I too late to buy IJH? My other thought was maybe Uber? Everyone seems to use Uber these days. Thank you.

Q: Was just about to step in to my first purchase of NEE when they make a big equity sale announcement at $50? Am I getting that right? The stock trades at $69 today. That seems extreme. The news release is very hard for me to decipher. Can you explain this in layman's terms and whether this is good or bad for today's valuation? Would you step in here or wait for things to settle down?

Q: Can you explain the differences between qqq and elk? What are the strengths and weaknesses of each? What are the differences in their portfolio composition? Which would you hold for pure growth?

Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Q: Good day gentlemen. A bit of a rally in this name with Ai momentum of recent days. What do you see short term with earnings out in a little over a month.
Buy ,Sell or Hold.
Thanks David

Q: SIRI reached an 11 year low this month. Is there a driving force causing this decline? Your thoughts. Thanks

Q: Where does ZPAY.U fall in the selection of Canadian ETF’s?

Q: Hi 5i, I recently sold VZ so looking for your direction on a replacement. Was thinking either Telus or T-Mobile unless you have a preferred suggestion?
Really appreciate your help.
Ralph

Q: Thanks to recently learning about CDR's, I've been able to add NVDA (already up 20%) and LLY to my portfolio, which otherwise is dominated by TSX-listed stocks.

I'm interested in five other CDR's. Please rank them from your highest conviction pick to your least favourite: Amazon, Alphabet, Apple, Microsoft and AVGO.

Thank you very much for your service and advice. Pete.

Q: Would you please suggest your 3 top Income dividend stocks, high yield , some growth but not required, capital preservation a must.
Already have ENB, VDY, XDIV , any other suggestion ?
Please and thanks 5i

Q: Which two companies would you suggest look most attractive on a long term basis?
Thanks

Q: Last year in answer to a question you ranked these companies (among others) in this space in this order CME, MSCI, SPGI. Guests on BNN recently had MSCI and SPGI as top picks. Just interested in your latest thoughts on these three please. Thank you.

Q: Can I please get your thoughts and opinion about selling a position in TEAM to initiate a new position in TSLA for a long term hold?

Thanks, hopefully a million:)

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Hi. Could you please provide me with Visa's 1,3 and 5 year estimates for eps and revenue growth? Given its present price, would you be a buyer of it for a long-term hold? If not, what would you consider a 'good' price for purchase?

Q: Good morning,

If one wanted to have a 1-2% portfolio weight in US private equity, what one PE firm would you recommend? KKR? BX?

Thanks very much.