Investment Q&A

Q: A suggestion in response to Ahmed's Feb 20th question about resources on how to manage a portfolio approaching / during retirement: "Secure Retirement" by Jacques Lussier. A bit academic but I hope you find the concepts useful.
https://rpc.cfainstitute.org/research/foundation/2019/secure-retirement

Q: Forgot to ask about NFLX-US. Please rank this stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: I would like to create a portfolio (10 years and more) for a non-profit organization. The return objective is 5% or more. The amount to be invested is $40,000. Is it possible to achieve this objective with ETFs? Which ETFs should I buy for this account?
Or should I pick a few names from your Balance Equity portfolio?
THANKS

Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.

Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.

Q: Have you heard of microcap nurs.v ? If so what do you think about their growth plans?

Q: Hi 5i Team,

May I please have your comments on this company given the negative news relating to it that occurred a few months ago. Would it be a hold, buy or sell now? If it is a "sell", please recommend a company or companies to take its place.

Cheers,
H

Q: What is your thoughts on iFabric as microcap investment?

Q: I am looking for a ETF that favors value stocks in US and Canadian funds

Q: Wondering if you think this is a good opportunity to purchase ZTS as the clear industry leader in the animal health space after missing quarterly estimates. Or is the business in decline? Is PAHC the better buy right now based on valuations and growth going forward?

Q: How do you view CELH now given their earnings and acquisition?

Q: Since you last commented on this one mid Dec of last year it dropped about 40%. I am wondering if it is perhaps becoming more attractive. Do you believe that the real estate market will hold up over the next year?

Q: Could I please have your top 5 choices for Cdn ETFs - good yield - low risk. Thanks

Q: comments on the deal and acquisition?

Q: I received WGX shares in exchange for my KRR shares, when KRR got taken over. The WGX shares have not done very well, but I have been hanging on to them for now, thinking that this poor performance may just be due to the reshuffling of shareholders that often takes place whenever a company is bought, but I'm starting to have doubts.

It is hard to do research on WGX because there doesn't seem to be much information out there, other than the WGX website.

Do you have a feel for how substantial this company is, i.e. how good is the management team, how good are its resources and its plant and facilities, how sound are its finances, etc.?

Do you think it would be wiser to hold on to WGX for now, or to sell, and wait to see how everything works out?

Q: This company just reported 3Q results on February 5 and the share price increased 10% since then on large volume. Do you think the results represent a turn and that it could be bought here?

Q: Hi - what do you make of US comments about the lack of taxes that cruise companies pay due to their ship registration? Industry stocks have reacted badly but wondering if this is an overreaction and what your prospects are for the US to actually act on this "subtle" threat? Bottom line for those who might be long the sector...sell on this news...or hold...or buy?

Q: Hi Everyone!
What are your thoughts on Atco for a long term hold ?
Cheers,
Tamara

Q: These E&C companies have been correcting for a while now - would you prefer either one and why and if so, a preferred entry point? Thanks!

Q: I currently own a lot of Growth stocks that are killing it. Want to diversify into some CAD dividend and value stocks - what are some good options for this right now?