Investment Q&A

Q: Hello
A BNN guest recently commented on the actual potential hedging loss of the various CDR s & many US Hedged ETFs. He mentioned the global revenue s of these US companies have many conversions back to USD from the respective country's currency IE A CDN investor is in fact potentially losing more on these currency conversions also ?

5i s thoughts ?

Q: I see that PEY has taken a bit of a bump lately. Is this a Trump bump, or do they actually have some positive things happening in the company?
Thanks,

Paul

Q: What do you think about ALAB for 1 year then for longer term?
Thank you
Peter

Q: For tax purposes (t1135) is btcc considered foreign content?

Q: SMCI is starting to rebound. Thoughts on entering a position for a aggressive investor?

Q: Hello Team
I am sure you have answered a similar question so apologies. With the push for AI accessing lots of energy, what are best stocks or etfs to invest for the energy transition? Thanks very much

Q: This year, I transferred most of my Canadian TFSA funds to US and into USA Equities. Now a friend told me I can only hold so much of my total holding in US. Is there a limit on how much I can hold in TFSA, RIFF or Cash account?

Q: Hi, great momentum but is it overpriced? Time to get in, or fish elsewhere? Any idea of expected growth over the next 3-5 years? Thanks.

Q: Good afternoon 5i staff
Just a brief addendum to my previous question regarding short or long term bond etf’s are best for today. Many say that Canada’s inflation rate is already rising and that Trump’s policies will push inflation. What I was interested in is why you don’t believe the narrative that we will be facing an inflationary environment.
Thanks

Q: Why are these two ETF’s down over a 5-year period?

Q: I would appreciate your opinion as to whether the $20 pricing of the new IPO Groupe Dynamite (GRGD) issue is attractive. Thanks!

Q: With the Canadian dollar being so cheap and the share price so low, is a buyout of BCE possible? Can Americans buy BCE or does it have to have Canadian ownership? I know the privatization attempt in 2007 failed in part because of the 2008 stock market crash. It could save a huge chunk of cash if it did not have to pay dividends. A company could take it private, clean it up and then take it public again with a much better balance sheet .

Q: Good Day,

I, like many 5i folks, have enjoyed a sizable run up on NVDA. It is now the largest company in the world, north of 3.5T. Now that we are this size, is it safe to say that it is unlikely it will double within the 18-24 month 'safe window'? From here, a Double makes it approx 14-15% of the entire US Stock market (google says it's currently about 54T).

Now that many AI models are advancing/pushing focus to the next stages, inference, etc, and with MSFT working with AMD on a chip for such, and those chips also requiring HBM3 memory, would there be an argument for managin ones NVDA position down to a more normal size, IE not overly overweight, and picking up positions in AMD and MU, for example?

I know that NVDA is optimally positioned to capitalize, with excellent margins, market share, etc, but at this size, I feel like NVDA losing even 5% market share would be punished, even though it would still have the lions share. But if AMD took that 5%, that would be a significant increase for it and could precipitate it being the next T market cap with a bit of momentum.

What are your thoughts on this type of logic? Are their other companies you think have a better chance of doubling in the coming year or 2?

Thanks for everything,

James

Q: Could you please rank these according to your expectation of best mid-to-long-term return?

Q: Any company specific reason for the recent strong stock performance? How were their most recent quarterly results? Do you still view this name as a long term winner?

Q: I'm interested in an ETF - BANK-T - that holds mostly Canadian banks and major financial companies. I'm surprised that it's yield is about 14%+, and pays out monthly too. That seems to be too good to be true.

My question is how can BANK-T do it, consider the ETFs can only get cash from two sources - dividends from the stocks they hold and from trading gains of those stocks.

Kindly enlighten us on how they can afford to pay such hefty monthly payout? Thanks.

Q: Hello to 5 i's. I have a small position in SVM (silver crest metals) which was nicely in the green until recently and then late last week it took a big hit to the downside with the announcement of some financing to build out a new mine and a new juristriction (equador). The financing is convertible debt due in 2030 at 4.75 per cent. The stock has to go up about 30 per cent until it can convert to equity. It doesn't seem too bad for me but it seems there are people much smarter than me who sold with that announcement. Do you think the debt that SVM secured is not appropriate/or there is a better way to finance? Or are people selling for another reason, such as , exposure to Equador is too risky/SVM has built 8 mines and 3 processing plants only in China and have no experience in Latin America/ less bullish on precious metal pricing on a go forward basis, or some else? I am tempted to double my small position since the company has no debt (actually they are net cash on the balance sheet and minority equity position in New Pacific Metals, and they operate profitably. does 5 i think SVM, at current share price, is a good option for silver mining exposure?

Q: On November 14 , a question asked by Trevor 5i said that IUSG could be a buy and forget ETF .Is this etf also in Canadian currency and if not what would you recommend as alternative?
Thank you

Q: Hi Peter, chart is steady from the lower left to the upper right and it's a home USA industrial; keep holding ? Thank you.

Q: I’m considering a position in CNQ. My thinking is that as the C$ dives it will be very helpful to oil producers. I would very much appreciate your thoughts and possibly 2 or 3 of your favorites in the sector.
Many thanks