Investment Q&A

Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...

- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...

- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...

- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?

Thanks,
M

Q: The CAD continues to weaken against the USD. Interest rates are declining in the US so I’m not sure why the USD is so strong. Trump’s tariffs are thought to be inflationary so possibly the market is already anticipating higher interest rates. Typically I am fully invested. Trying to decide if I should sell a portion of my USD stocks like NVDA to raise some cash. I agree that the tariffs are coming in spite of what we Canadians do to secure our border. May I have your thoughts on the USD and the tariffs?
Thanks,
Jim

Q: Everyone, what is the one risk that you are spending the most time on right now? Clayton

Q: Where do you expect small cap stocks to go over the next few years given that they have been relatively underperforming over the last few years seemingly? It appears they are starting to move forward and starting a catch up with all other bigger capped stocks.

Q: Is it time to take some profits from the market?

Q: I have a very novice question. When people say the market is "overvalued" or "high" how do we know that? Do we look at the P/E Ratio?

Can you provide a bit of insight on this? Thanks.

Q: I am thinking of moving all my equities into ETFs. Would now be a good time to do it, or should I wait until March or so?

I have no tax benefits from doing it now. I feel that the US general market may be a bit inflated right now due to the US election euphoria. I also feel there could be some tax loss selling with certain stocks (like BCE), due to time of year. This could result in my selling my stocks low, and buying the general market high.

Could you please comment on this?

Thanks.

Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us

Q: Hi 5i Team,

For the equity portion of a portfolio, what would be your suggested allocation between Canada, USA, Intl (or World ex-North America) and Emerging market ?

Thanks

Q: Do you think with the big rise in the TSX in the last couple of days that it is getting a bit frothy, and perhaps it would be a good time to trim and retain some cash for a pullback? Do you expect a pullback between now and the end of the year?

Q: Shall the BRICS reorganisation against the US dollar and/ or the wars (Ukraine, Middle East) affect the North American stock markets ?

Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Q: In this morning's Globe and Mail David Rosenberg made the case to move into cash in an article titled "It's time to move into cash. Even most bonds and commodities have become too risky". What do you think of this strategy?

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel

Q: Now that we’re closer to world war 3 should we go to cash? How do markets react during times of world wars?

Q: I am getting concerned about inflation, mostly in the U.S. Most of Trump's policy preferences, from removing illegal immigrants, to tax cuts and tariffs seem inflationary, and if he wrests control from the Fed, I don't see how inflation stays under control. What are your thoughts on this and what would you be watching? Finally how would one, as an investor, respond to signs of very high inflation? Thank-you.

Q: Recognizing that I never got past Economics 101 , I see the oil industry as having terrible supply and demand dynamics .We are oversupplied even with
OPEC + purposely restraining output and worldwide oil reserves continuing to grow. The oil energy sector continues to be pressured by the green energy politics and technology. With 2 significant wars going on and supply lines being restrained by Houthi activity , the price of oil has been less than spectacular. Canadian oil companies are cheap for a reason. Please provide another view on this sector. Thanks. Derek

Q: Hi!

I am thinking about getting a chunk of rci.b. Good idea?

Do the markets seem frothy?

Would you suggest your top 5 stocks for share price increase in the short term...and with next to no chance of permanent loss of capital in the long term?

Cheers,
David

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much