Investment Q&A

Q: How much impact do you expect the US asset cap to have on future growth of TD and as a result it's share price?

Do you have any confidence that the TD Board will make good decisions re management positions?

You can log me for two questions.

Q: I own the depository receipt for nvidia corp. to get around the problem of currency exchange rates. Is this a good way to own large American companies? how liquid are they when I want to sell?
Or am I better off owning them in a EFT

Q: Any insight on the sudden pullback today on PDI?

Thank you,

Q: Which of these would be a longer term hold with reliable dividends for a retired senior?

Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP

Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%

Any Co news? Concerns?

Q: The general message from MSM and other commentators is the US economy is strong despite inflation, higher interest rates (which has started to decrease), higher cost of goods etc. A friend of mine is trying to convince me the economy is tittering and the stock market gains this year are not based on valuation but mostly speculation; that we're either in a recession or seeing stagnation. The Center for Microenomic Data from Q2 2024 showed household total debt continues to rise, unemployment is creeping up (which can lead to lowering of inflation but the price of goods are still high), even if unemployment is low, how many people have 2+ jobs? and gold has been really performing well which could indicate continued inflation and even stagnation. My question is are there behind-the-scenes indicators such as above that people don't usually talk about indicating the US economy is in rougher shape than what is being reported?

Thanks

Q: What is the main difference between investing in Index Funds vs ETF’s? I read about these U.S. bloggers who post about their increasing net worth by investing monthly in index funds, is that similar to investing in say WealthSimple in Canada?

Q: I have seen some commercials about buying fractional shares and am curious how it works from the brokerage's perspective. Can the brokerage simply buy the fractional share on the open market? If so, why don't all brokerages offer fractional share purchases to their clients. If the brokerage has to buy a full share, what does it do with the other part of the fractional share?.

Q: I was wondering what your thoughts were on investing in ETF’s like Wealthsimple vs Index Funds. What’s the main difference and does one have more upside?

Q: Re PRL earnings. Strange?
Yahoo lists 2023 earnings as $1.35
2024 Est. $2.19
2025 Est. $3.28

Q: Good evening 5i,

I have held ZLB for some time and while happy with the holding as part of my portfolio, I am considering a switch to HDIV. It would continue to be a long term hold.

Based on past perfromance, I don't see that the ZLB provides that much less volatility protection over HDIV to justify the higher fees and lower yield.

I would certainly appreicate your thoughts.

Thanks

Q: Hi 5i Team - Could you provide a summary of the fundamentals for IES Holdings including cash on hand, free cash flow and a measure of its profitability. Could you also provide its growth potential over the next 3 to 5 years and if possible indicate the ratio of organic growth to growth by acquisition. Also what are the insider holdings and has there been any significant buying or selling over the past few months. Is this a company that could benefit substantially from the dramatic increase of data centres needed for AI purposes.
Thanks.

Q: Hi 5i,
DRX keeps falling and I keep crying! What's up? Any news? Any possible catalysts on the horizon? Thank you!

Q: The stock has been down for several years. The last month has gone up.New financing with Sprott ?s this still a wait and see or time to add

Q: Hello

In just 2 days of trading, this week, stock has dropped from $152 to $136, on no news !
Any thoughts or concerns ?

Thank You

Q: Hi

Do you think that the spat with India is the cause of the share price drop?

Thank you

Mike

Q: On Sept 19 I asked the maximum weight YOU would be comfortable holding VRT and you answered 3.5%. Today you responded to Maureen with 5% weight.
What changed in the last 3-4 weeks for you to be more comfortable with a higher weight in VRT now?
Thanks

Q: Good morning, I have $200,000.00 in a taxable account and am looking for a temporary safe place to invest it in for a period of 6 to 8 months, hoping to generate some yield.
Do you have any suggestions?
Kindly advise & Thank you
Sergio

Q: Hello, is Eli Lilly a buy at these levels? If so, why? If not, what might be a good entry point? Morningstar has a glowing report on LLY but ranks it 1 * only because the stock price is way over their fair valuation (has been for a long time). What to make of this? Thanks!