Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
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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: Foraco (FAR) was named as a top pick by Jordan Zinberg on Monday on BNN. Wondering what you think of it. Seems to have decent growth on the top and bottom lines, and pretty cheap valuation, although drillers tend not to get really high multiples. Looks like there was some, let's say "odd", trading going on with the stock today in the last 15 minutes as it suddenly dropped about 15% just before the close and a huge trade went through at the reduced price and a bit of a bounce back. Is FAR better than GEO?
Q: I bought some of this stock several years ago and have lost most of my investment. Is there any prospect of recovery for GDNP or shall I sell my stock? Thank you
John
John
Q: I have a friend who wants to start investing at a regular frequency (every weeks or months) to avoid bad trading decisions but he is a bit reluctant to start investing in the S&P 500 since it is almost at all time high.
What are your advices in this case?
What are your advices in this case?
Q: TVK appears to have but one analyst - and it is 5i Research. The current share price is $44.51 but your data base shows a Target Price of $6.25 - and that figure has not changed since forever it seems !
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?
Q: Looking into your crystal ball, can you please rank the 11 sectors for expected performance between today and end if 2024? No rationale necessary.
Q: Could you tell us what the 2023 total composite return was for the TSX, NASDAQ, DOW and S&P index? Thank you.
Q: What would you recommend a young couple hold in an FHSA to get some growth better than an ISA? Looking at a potentially short hold of under 1 year.
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I am thinking of dumping Lightspeed in favour of Galaxy, for a bit more punch in the 2024 portfolio. Your thoughts, please. I've held on for so long with LSPD, but my patience is ebbing, and wondering if I'm just hanging on for "sentimental" reasons, and not for good financial sense. Thanks, as always!
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Microsoft Corporation (MSFT)
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AbbVie Inc. (ABBV)
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JPMorgan Chase & Co. (JPM)
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Merck & Company Inc. (MRK)
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PepsiCo Inc. (PEP)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
Q: Hello 5i,
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
I am up 56% to 90% on the MSFT, JPM, MRK,ABBV, AND PEP amongst a few others. It has been said to take profit if a holding is up 30%. I have held these for about 20 years and do not need the funds. Should I realize the 30% profit or let these continue to rise according to your advice of "letting the winners run" before a black swan occurs.
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iShares Russell 2000 Growth ETF (IWO)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Vanguard Growth ETF Portfolio (VGRO)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I look after a RESP and have IWO, VGRO, VGG and BN. The weight is 16% for each. Would you be comfortable adding to the ETF'S to a 20% weight or should I buy a ETF like XIC? If you have any suggestions of what I could buy for this account I appreciate your input! It will be 12 years before needed.
Thanks
Thanks
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Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
Q: Can you compare these 2 ETF's?
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North West Company Inc. (The) (NWC)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Greetings 5i,
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
I am looking to lower my exposure to financials and raise that of consumer staples. This does not have to be done but should result in better diversification.
Would a switch from BAM to NWC, purely for better diversification, be advisable? I note the slightly better yield on NWC.
Thanks as always
Q: Our 19 year old daughter has funds to maximize her first TFSA contribution, and to start contributing to a FHSA. Her profile is conservative. What advice would you give her? Which companies or other instruments do you think she should consider?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Invesco S&P 500 Equal Weight ETF (RSP)
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Vanguard Information Technology ETF (VGT)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hello 5i,
We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.
Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?
Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?
Thank you for your advice
D&J
We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.
Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?
Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?
Thank you for your advice
D&J
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BMO S&P 500 Index ETF (ZSP)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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Vanguard Balanced ETF Portfolio (VBAL)
Q: Hello, I am helping my 25 year old daughter put together a sleep at night portfolio. She is not a hands on or active investor.
She has about $ 100K and of these selections which ones would you suggest? And, what else would you recommend?
in Addition to Canada, I want US exposure with ZSP, especially with the potential growth of AI.
Thanks
Carlo
She has about $ 100K and of these selections which ones would you suggest? And, what else would you recommend?
in Addition to Canada, I want US exposure with ZSP, especially with the potential growth of AI.
Thanks
Carlo
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BMO S&P 500 Index ETF (ZSP)
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iShares S&P/TSX SmallCap Index ETF (XCS)
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Vanguard Total Stock Market ETF (VTI)
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Invesco S&P 500 Equal Weight Index ETF (EQL)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
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Schwab U.S. Broad Market ETF (SCHB)
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Invesco S&P MidCap Quality ETF (XMHQ)
Q: I am looking to add exposure to the US market in my TFSA. I currently own ZSP and ZNQ and would like to add an ETF listed on the Cdn exchange that would balance my exposure to the Mag 7. I have seen you recommend EQL which I am considering however is there another ETF that would broaden my exposure beyond the S&P 500. Perhaps to include some mid and small cap stocks?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?
Also would you expect that mid and small caps will outperform given where we are in the market cycle?
Q: Now that PLC has made a significant move upwards in share price, do you think it is time to lighten up on shares owned? If so, what stocks would you recommend as an alternative?
Thanks
Thanks
Q: which do you think is better now after the acquisition by QSR?
Q: Been a while since MYID has been discussed, how would you rate their progress since April of 2022?