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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: Good afternoon all;

I have a developing opinion (still sorting it out) that it may be time to increase overseas holdings; I have underrepresented them significantly in the past 5 years. I am particularly looking at the African and SE Asian (ex China) economies. While I understand these may not be questions fully in your wheelhouse, your views would be appreciated.

- Do you concur that, subject to Black Swan events, we could expect overseas economies to outperform Canada in the coming few years?
- What geographic areas would you put focus on?
- Do you have 2 or 3 ETF's that may suit such a strategy? DGS is one that has peaked my curiosity.

Thanks for your assistance as always.
Read Answer Asked by Dave on January 17, 2024
Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
Read Answer Asked by Barbara on January 17, 2024
Q: Foraco (FAR) was named as a top pick by Jordan Zinberg on Monday on BNN. Wondering what you think of it. Seems to have decent growth on the top and bottom lines, and pretty cheap valuation, although drillers tend not to get really high multiples. Looks like there was some, let's say "odd", trading going on with the stock today in the last 15 minutes as it suddenly dropped about 15% just before the close and a huge trade went through at the reduced price and a bit of a bounce back. Is FAR better than GEO?
Read Answer Asked by Dan on January 17, 2024
Q: TVK appears to have but one analyst - and it is 5i Research. The current share price is $44.51 but your data base shows a Target Price of $6.25 - and that figure has not changed since forever it seems !
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?
Read Answer Asked by Thomas A.J. on January 17, 2024
Q: Looking into your crystal ball, can you please rank the 11 sectors for expected performance between today and end if 2024? No rationale necessary.
Read Answer Asked by Kel on January 16, 2024
Q: Could you tell us what the 2023 total composite return was for the TSX, NASDAQ, DOW and S&P index? Thank you.
Read Answer Asked by jacques on January 16, 2024
Q: I am thinking of dumping Lightspeed in favour of Galaxy, for a bit more punch in the 2024 portfolio. Your thoughts, please. I've held on for so long with LSPD, but my patience is ebbing, and wondering if I'm just hanging on for "sentimental" reasons, and not for good financial sense. Thanks, as always!
Read Answer Asked by Sylvia on January 16, 2024
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
Read Answer Asked by STANLEY on January 16, 2024
Q: I look after a RESP and have IWO, VGRO, VGG and BN. The weight is 16% for each. Would you be comfortable adding to the ETF'S to a 20% weight or should I buy a ETF like XIC? If you have any suggestions of what I could buy for this account I appreciate your input! It will be 12 years before needed.

Thanks
Read Answer Asked on January 16, 2024
Q: Greetings 5i,
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
Read Answer Asked by Steve on January 16, 2024
Q: Our 19 year old daughter has funds to maximize her first TFSA contribution, and to start contributing to a FHSA. Her profile is conservative. What advice would you give her? Which companies or other instruments do you think she should consider?
Read Answer Asked by Joel on January 16, 2024
Q: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J
Read Answer Asked by Jerry on January 16, 2024
Q: Hello, I am helping my 25 year old daughter put together a sleep at night portfolio. She is not a hands on or active investor.

She has about $ 100K and of these selections which ones would you suggest? And, what else would you recommend?
in Addition to Canada, I want US exposure with ZSP, especially with the potential growth of AI.
Thanks
Carlo
Read Answer Asked by Carlo on January 16, 2024
Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?
Read Answer Asked by Bruce on January 16, 2024
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