Investment Q&A

Q: Hello, when members ask about best US cos. to invest in, you seem to always mention ISRG. Can you extensively elaborate as to why you like it so much? It is at a 52-week high and I know you believe in momentum but it makes me nervous to buy now. Do you see an extended runway for the stock? Thanks!

Q: I have been retired for 5 years. With equities outperforming my fixed income significantly over this time period I am now looking at options to increase the fixed income allocation in my portfolio from 20% to 25 or 30%.

I am looking for advice on what to purchase. I have had some laddered GICs but returns are dropping. Should I consider buying actual bonds...ie construct a bond ladder that might see better returns especially if interest rates continue to drop?

Q: Hi,
I'm looking for your sage opinion on how to deploy cash at this point in time. I have enough cash for 5 years of expenses and I'm in my 2nd year of retirement. The rest of my nest egg is in equities, real estate and bullion.

I have been thinking of just putting this cash into a five year GIC ladder and call it a day. But.... rates are already falling on GICs as we speak, likely in anticipation of further Bank of Canada and soon US Fed cuts.

Have you other options for me to consider for how to deploy this cash to 1) ensure a high probability of being able to meet expenses without selling equities in the event of a market downturn, while 2) ensuring a reasonably decent return from this cash over such a long period.

Specifically, does it make sense to accept around 4% as a guaranteed average rate or is there a solid case to make for dividend payers instead of GICs. Open to other and all suggestions.

Thanks for your invaluable service.
Michael

Q: can you describe the change by TRP to become 2 companies. assume that I presently own 100 shs of TRP and my ACB is 40.00 per share thanks Richard

Q: Good morning,

can you please share your thoughts on BTB.un and NXR.un, their recent financials including any going forward comments you may have, payout ratio and future growth based on the interest rates moving downward.

I'm in love with the monthly dividends and I have been dripping both stock, my position in both is starting to be central in my portfolio.

Thank you

Q: Fidelity has two etf's Fidelity Canadian Growth (FCLC) and Fidelity Global Innovator (FINN) etfs actively managed by their two high profile managers. Can I get your thoughts on the two funds and any comments on the asset managers.

thank you

Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.

Q: Can I get a comment on the quarter and outlook?

Q: The company has been demonstrating some good momentum over the past 6 months.
What are your thoughts?
Does the recent trend appear likely to continue?

Thanks, Rick

Q: Everyone, there has been many questions asked and answered. What question has not been asked that you wish was? Clayton

Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.

Q: When members ask questions regarding buying a stock, often a distinction is made between starting a position or adding to a position. eg. would add to an existing position but not start a position.
What is the distinction between these two ideas?
Mike

Q: Always looking for the best of all worlds - but find myself thinking "safety first" right now given global circumstances - and the US election.

So the above ETFs all yielding over 14% right now - too good to be true or a legitimate and safer way to go given their use of options - and 5i has clearly made us aware of the pros and cons of options (Thank you) .... but how about this combination of ETF's

As always Thank you.

Q: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.

Q: Hello 5I team: I am considering taking a 3% loss on CCO to free up funds for potentially more growth to buy HPS.A considering the recent correction.Your opinion much appreciated. Tks.Larry

Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.

Q: Let me be the first to ask you about this company.

Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.

Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.

Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?

Thanks.

Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks

Q: I have this in my US TFSA - sold upon hearing of lawsuits pending etc.
Do you think it is too early to get back in?
Thank you
Margaret

Q: This looks like an interesting company. What do you think of the valuation?
Thanks