Investment Q&A

Q: Hello,

Can you please comment on Affirm?

Thanks!

Q: Hi Peter and Staff
Been drifting lower -yesterday bottom fell out -any idea what happened and does it change your thesis?

Thanks for all you do
Dennis

Q: I would like to take a position in this company but its had a huge run up. Would u wait for a pullback or take a position at this time? Txs Clare.

Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?

Q: Is there any fundamental difference (other than the structure) between the two? BIP.UN is almost at all time highs while BIPC drooped 22% in a few weeks.

Thanks

Q: Just wondering if Brookfield still has a lot of room to grow?

Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter

Q: Hi 5i Team

When investing monies into a diversified ETF, such as SPY or QQQ, which investment approach provides the best risk-return profile? More specifically, how would you rank the following investment approaches: lump-sum, dollar cost averaging, (DCA) and augmented DCA?

Augmented DCA is a modified version of DCA where the investment strategy is more aggressive if the economy is expanding and more conservative if the economy is contracting. Macroeconomic factors are employed to determine if the economy is expanding or contracting (e.g., market volatility, unemployment rate, and capacity utilization).

If an investor chooses DCA or augmented DCA, over what investment period would be reasonable? Is it 6 months? 9 months? 12 months? 15 months?

Thanks

George

Q: can you compare them for income stability

Q: Hi there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Q: Could I have your opinion on this company. Thx

Q: BNN has adopted a new policy of only having money managers on Market Call which seems a bit much given 5i’s excellent record. I’ve created a New Topic in Forums suggesting we send BNN objections to this. Rod

Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter

Q: Good Morning,
Why BIPC is going down so much in the last few days? Thank you!

Q: What are your current thoughts on CRT.UN? Thanks.

Q: How can you answer a question on a specific stock when it is not specified in the question? Is there a function on the form that masks the stock subject or something? Usually, your answer identifies the stock, not the case in Patricia's question on the 30th. Please follow up.
Thank you for the great service you provide.

Q: i read somewhere that Constellation Software has a new debenture but i cannot find any information. Can you provide any further information and do you think this is a reasonable investment for a retiree with some tolerance for risk.

Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan

Q: Could you please recommend 3 or 4 lithium producers, CND or US. Always thankful. Best service available.