Q: Good morning 5I team: Today's question is on a small cap on the NASDAQ ticker LX. It is in the Consumer Financials space and is a FinTech company. With the continued move to going digital for 'everything' is it time to pull the trigger on this one and take a nibble? Thinking of holding for 1 to two years and adding a little along the way. Would love your thoughts! I fortunately don't need to convert CAN to USD so this isn't a factor in my decision. Thanks!
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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: In a recent answer about DIR.UN you mentioned reports of inventory buildups in the US in anticipation of potential tariffs with the incoming administration. Would PLD be a good way to take advantage of this possible trend? Between PLD and DIR, which REIT do you prefer for the long-term (5+ years)?
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Visa Inc. (V)
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Berkshire Hathaway Inc. (BRK.B)
Q: If the stock market closed for the next 10 years, what 10-15 stocks in Canada or US would you own right now for total growth? Looking for top, highly predictable compounding businesses that have strong pricing power.
Q: Why has Nestle been struggling? Given Trump’s tariff policy, is it prudent to steer clear of foreign companies heavily selling into the U.S. market, or do you think it’s safe to start a position now? I’ve read that 50% of its sales are in America.
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Broadcom Inc. (AVGO)
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JPMorgan Chase & Co. (JPM)
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Altria Group Inc. (MO)
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Williams Companies Inc. (The) (WMB)
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Vanguard Dividend Appreciation FTF (VIG)
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Vanguard High Dividend Yield Indx ETF (VYM)
Q: Hi team, I would like to generate some income in US dollars.
Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.
Thanks as always,
Paula
Could you please recommend 2 or 3 dividend paying US stocks, together with a brief explanation as to why you like those companies. I would also be OK with an ETF if you think that is a better way to go.
Thanks as always,
Paula
Q: Hi 5i Team - A guest on Market Call today stated that Shopify is trading at 100 times next year's earnings with anticipated revenue growth of 22%, Could you comment on the accuracy of these figures and your view on whether its shares may be over-valued at this time. Any other comments on its stock price and fundamentals would be appreciated. Thanks.
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Pembina Pipeline Corporation (PPL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Greetings 5i, doing some rebalancing and would like to add to 2 or 3 of the above positions. This is a RRSP account, all long term holds. In what order would you add today? Thank you.
Q: Greetings 5i, I am considering selling CAE and reinvesting the proceeds in MDA. Based on stability, current valuation and runway for future growth, what is your opinion please on this swap? Thank you.
Q: Hi,
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?
Thanks
Rajiv
Q: Are there any regulations / rules as to how much notice a company must give to a general investor on when the company intends to report earnings every quarter? If so, what are they?
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
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Old Dominion Freight Line Inc. (ODFL)
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Uber Technologies Inc. (UBER)
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Jacobs Solutions Inc. (J)
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RTX Corporation (RTX)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
Q: Could you please give your opinion on ZMID and RBF617 - which would you prefer over the next 5 years. Also, with the Canadian / US $ exchange rate currently being where it is, would this be a good time to use the hedged version of the above or do you prefer the unhedged versions?
Thank you so much!!
Thank you so much!!
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iShares Diversified Monthly Income ETF (XTR)
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Fidelity Monthly Income Class Series S5 (FID418)
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TD Tactical Monthly Income Fund - Investor Series (TDB2580)
Q: Can you provide a synopsis of the above (recently inherited) funds? Are either of these funds pure equity? Would you consider them to be worth keeping or is there an ETF or two that will likely allow for better returns?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!
Jason
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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BMO International Dividend ETF (ZDI)
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BMO International Dividend Hedged to CAD ETF (ZDH)
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BMO Ultra Short-Term Bond ETF (ZST)
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iShares Canadian Select Dividend Index ETF (XDV)
Q: I have cash from a maturing GIC and am looking at options to reinvest it. I am considering evenly investing it in these 4. Time horizon is 2 to 5 years, low to medium risk. I would appreciate your thoughts on these or if there are other ETF's to consider. Thanks!
Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
Q: Could you please provide your current thoughts on taking a position in this company. Technically, it seems to have bottomed after a long steady decline. The recent CPKC announcement is encouraging. How is their balance sheet.
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
Thinking about a TFSA investment. Your thoughts are greatly appreciated!
Thanks for all the help you provide to the retail investor!!
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
Q: Do you know if there is a consumer staple etf that trades on the TSX?
Q: May I have your thoughts on 2 or 3 defensive ETFs, US preferred, with growth potential that also pay a moderate dividend.
With thanks.
With thanks.
Q: Which of these do you think is a better long term hold considering growth and volatility today?