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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: Can you please rate CALF in terms of risk/reward on a scale of 1-10 and explain the reasons for your rating? I've always stayed away from small caps as I find the sector too volatile, but CALF is giving me second thoughts. I believe this sector is set to run, but am hesitant to invest given my perception of risk. Your thoughts on this ETF are most appreciated. Thank you.
Read Answer Asked by Maureen on January 23, 2024
Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks
Read Answer Asked by Marco on January 23, 2024
Q: There is a lot mentioned about digital currency being adopted by central banks - last heard to-day on Michael Campbell's show, Replacing fiat currency? In which case the central banks and by extension governments or their agencies would be able to control what we spend it on and monitor us in terms of their political agenda - a good example is this climate change fiasco whereby they use it to tax us. What do you think the mechanism would look like to replace fiat with digital? And, how would gold pricing be affected - increase demand and thus the price?
Read Answer Asked by James on January 23, 2024
Q: a book i would really recommend that has helped me a lot in last few years and written by a canadian is called "your retirement income blueprint" by daryl diamond and he has a new one called "retirement for the record"
both are very good but i would start with the income blueprint.
Read Answer Asked by hans on January 23, 2024
Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.
Read Answer Asked by sam on January 23, 2024
Q: Curious about Upwork for the coming year, given that they have turned the corner and are now generating real profits. They apparently have heavily incorporated AI into their platform to the benefit of customers and users. Given these things, do you think it’s a worthwhile investment. Thanks for your opinion.
Read Answer Asked by Jocelyne on January 23, 2024
Q: Hi 5I
Thanks for your great insight to all things investing!
I am trying to help a friend who is very new to investing. He was convinced to invest with an advisor/sales person from Primerica. I am leery and haven't read great things about them online. That could be sour grapes or really anything else for that matter.
My question is; after paying a 2% commision to invest in some AGF funds they show a .4% MER to invest in a fund that only holds a collection of other AGF funds. Each of these funds has another MER of it's own does the original MER include this or is it just compounded fee on top of fee?
If you have any other insight on this "advisor" company or, more broadly, ones operating on similar platforms please shed some light?
Thanks again!
Richard
Read Answer Asked by Richard on January 23, 2024
Q: Thoughts on RKLB as an investment in satellite deployment business?
Read Answer Asked by John on January 23, 2024
Q: From a value perspective, where the current price is compared to it's historical price range and it's future potential, in what order would you add to these equities (NTR, FTS, XIT, XST, ZUT) to reach asset allocation goals?

I understand it is not apples to apples, due to some of the equities are stocks vs ETFs; and some are conservative vs aggressive.

When looking at both the technicals and fundamentals, I would suggest that NTR and ZUT are undervalued and could be earlier purchases, compared to FTS, XIT, XST. Purchases will be spread out over several months.

Your thoughts on the order?

Thanks...Steve

Read Answer Asked by Stephen on January 23, 2024
Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Thanks!
Heather
Read Answer Asked by Heather on January 23, 2024
Q: I read somewhere that if you had just maxed out your TFSA contribution each year with an S&P 500 ETF, such as ZSP, then you would have well over $200K in your account by now.

Is there a website where you can input a security on a given date, and it will show you the value of that security today as if you had bought it on that given date?

Thanks,
Robert
Read Answer Asked by Robert on January 23, 2024
Q: HI,

What is a good time to sell these units/ETFs? To lock in the distribution of that month's interest? I am looking at taking some cash off these and be ready to deploy the capital. Not in a rush. But want to be prepared.
Read Answer Asked by Savalai on January 23, 2024
Q: CHINA how bad is it ?Unemployment rising in 20 to 30 year age group Foreign companies pulling out . Housing a mess.

What can Government do to stimulate and change course. Is China investable at present. or avoid.

Chinas slowdown effects Oil and Copper prices Although Copper is in short supply

Your thoughts on CS Capstone

RAK
Read Answer Asked by bob on January 23, 2024