Investment Q&A

Q: Please flesh out your use of RSI.
What patterns or movements do you consider most relevant in trying to identify bullish or bearish moves?

Thank you,

John

Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.

To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks

Q: Markets are acting pretty badly with most of AI in retreat. Even growth names like NFLX and SpOT are very weak. What would you recommend for investors who have a medium risk tolerance. Sign me Concerned

Q: Would you consider BTCX.B:CA a good way to invest in Bitcoin. What’s your overall opinion of
Bitcoin and is it worth speculating a small portion
of one’s portfolio?

Q: Goldman shows currently that CTA's will dump stocks in every scenario (market up or down) over the next month, including total sales over $75 billion. This number is large versus average. Is this a meaningful indicator that you watch, or just another "worry"? I guess it is mainly an indicator of flow.

Q: Japan's 20Y has spiked to 2.75%, marking a historic shift. I tead this could trigger short-term volatility in risk assets. Do you act on this? For example my bond portfolio contains some ETFs with 10y and 20y durations. Should I move more to shorter duration? On equities higher risk assets are more vilnerable? How big of deal is this looking forward, or just another "worry"?

Q: Dear Peter:

Given your long experience working with some giants like Sprott and running funds, given the current market conditions, do you think Fund managers will sell and lock in their profits for year end performance figures or buy into weaknesses for a better performance figure next few quarters? Won't their buying and selling behavior affect the volatility?

From whatever I read, it seems that year end performance bonuses are important for many in the industry!!

I am not asking to "time the market" but to withdraw money from my Registered account for living expenses:)

Q: Everyone. As of today this is a normal correction and it will end. So what should we be doing in the next week(s)? Clayton

Q: This stock popped up on my radar with a couple positive analyst recommendations. What is your opinion, is this investable and does the $20 plus share forecast seem reasonable? Or is AI going to make this company obsolete

Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry

Q: Where do you see bitcoin going in the next year or two? Is now the time to lock in gains?

Q: On Friday there was a big rebound in the stock indexes after large early losses. I noticed that some stocks had big bounces off the day's low point, some rising 10% from the low of the day, whereas some stocks didn't bounce back much at all. Wondering if the big bounce back for some stocks indicates there is more investor support for longer term ownership of these stocks, and they should perform better, or is it just a one-off that doesn't really have any predictive value.

Q: I’m interested in your thoughts on the effect a reversal of the US tariffs by the Supreme Court would have on the public markets.
Thank you for this great service.

Kevin

Q: Morning 5i,
Now that the details of the budget have been revealed (and although not a sure thing, assuming that it does survive the upcoming vote) could you identify the 5 names that you think will benefit most from a share appreciation standpoint until the next budget comes along in a year's time, along with your rationale for each.
Thanks 5i, and I look forward to your thoughts.

As a corollary to my recent question about names that will benefit most from the budget, could you also identify those names, if any, that you think might suffer most from the just released budgetary terms? (For example, I heard something about "predatory lenders" being restricted, and I wonder if GSY or PRL might meet the government's definition of predatory lender and, if so, what they are facing as a result.) But also, any other companies in other sectors that you think might face headwinds due to the budget.
Peter

Q: What are your thoughts on the budget and the impact it may have on stocks in general? Is there anything in the budget that will have a specific positive impact on any of your list of growth stocks? If yes, can you indicate which stocks and what might be expected? Defence spending is big but I'm assuming this has been baked into defence based companies already.

Q: Does someone have inside scoop that a poop storm is coming to Canada? Is our PE ratios out of whack with global comparable?...Is widespread selling Canada is beginning?..what gives? Thanks

Q: Everyone, there is a lot of noise of a stock market decline. The stock market will decline, maybe more or less than anticipated, in the short term - it always does. What should you do if the market goes down 5%, or 10% or 20% or more. I have good stocks and don’t plan to sell - just watch and wait. Clayton

Q: I understand that your recommended portfolio allocation is one-third Canadian, one-third US, and one-third International. Could you share a bit more about the reasoning behind this approach?

Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?

Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?

Thanks!

Q: Do you have any thoughts on how the Federal budget next week might affect Canadian stocks in general or specific stocks or sectors?

Q: Good Day,

Michael asked a question on Oct 27 re: bubbles, and the financial post article you referenced as the answer is behind a paywall.

 Could you discuss some of your thoughts on what position you see the markets in with respect to a bubble?  I'm not sure if it's just that I've positioned myself (with 5i and the 5i forums' help) so well to capitalize on this years themes, but watching my investment accounts' total value rise like it has seems unsustainable.

Is gold flying because many are thinking the same?  Is it a good time to position for a correction/bear/recession?

Would "positioning defensively" consist of moving weighting to the income portfolio names (if it were you)?  Are there any other names you would add to (Non O&G/Financial, I'm flush there)?  

Thanks for helping us all navigate this wild ride!

James