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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: How do you see this company managing in an inflationary environment? Do you see this as a good entry point? Are there other names in this sector you would prefer right now? Interested in dividends. Thank you!
Read Answer Asked by Pat on October 25, 2021
Q: Do you have a preference for Firm Capital Mortgage (FC) or Firm Capital Property (FCD.UN)? Would you buy either, both or neither for stable income and any reason(s) would be appreciated. Thanks.
Read Answer Asked by Steven on October 25, 2021
Q: Presently I own TCN and its only 2% on my real estate exposure should i add more or add another real estate holding like CAR.UN.CA CIGA:CA or is there others you would recommend. I have about $500,000 in my portfolio what should my real estate exposure be in % terms. Thanks for you help with this
Read Answer Asked by Terence on October 25, 2021
Q: I asked a question about XSTH a few days ago. Your main concern was the fact that it was new and very small asset wise. What about if I bought STIP on the Us exchange instead? It has been around since 2010 and has more assets. What would your opinion be on this?
Read Answer Asked by Carla on October 25, 2021
Q: Hi,

It seems to me that the good days of the above ETFs are now behind them. They have been loosing speed, as for instance ARKG going from a yield of 33% over 3 years to 18% over 1 year.

What is your assessment of these ETFs at this time. Would you hold or sell to remplace them by ETFs with better growth potential ? If so, which ones would you suggest ?

Thanks a million,

Jacques IDS
Read Answer Asked by Jacques on October 25, 2021
Q: Hello. A forced choice request. I have been tracking these 6 captionally noted US stocks for some time. At the moment I have capital to invest in three new positions. My interest is in growth, and I'm planning to hold for min 5 to max 10 years. Clearly, I'm an investor and not a trader. From this list, which 3 stocks would you anticipate might hold the best prospects for continued growth over that time span. Thanks!
Read Answer Asked by Kyndryl on October 25, 2021
Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.
Read Answer Asked by Richard on October 25, 2021
Q: Greetings 5i team.

In looking at Q's archives, I do not see a question that required a review of current state of affairs.
May I please have your retroactive views on SCL's Aug/21 results and outlook? Please also include the earnings estimates coming up in Nov/21 and advise if you see value in the equity of SCL.

Many thanks for your assessment.
Read Answer Asked by Arthur on October 25, 2021
Q: Dear 5i team.

I am considering a switch from CPX to NPI and wanted to know your views on these two matched head to head. Is there a better alternative to switch to in the same space?


Many thanks.
Read Answer Asked by Arthur on October 25, 2021
Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you
Read Answer Asked by Vineet on October 25, 2021
Q: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?
Read Answer Asked by Uthaman on October 25, 2021
Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark
Read Answer Asked by Mark on October 25, 2021
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!
Read Answer Asked by Peter on October 25, 2021
Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you
Read Answer Asked by Fredrick on October 25, 2021
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