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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: Hi Team,
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks

Shane
Read Answer Asked by Shane on September 28, 2021
Q: Bloomberg is saying today "Tech stocks sell off amid spike in treasury yields". Can you please explain what the spike in yields is referring to, how much is the spike, will it move somewhat predictably with the withdrawl of govt liquidity from the market, etc?
For a retiree, should I do something?
Really appreciate your clear views. Many thanks
Read Answer Asked by TOM on September 27, 2021
Q: In the most recent edition of "Canadian Money Saver", you commented: "After many years of solid gains, the ride may get a bit bumpier next year." Black swan events notwithstanding, compared to today, where do you think the market will be at the end of 2022? Thank you.
Read Answer Asked by Maureen on September 27, 2021
Q: What percentage of each would you suggest for a good balance between Canadian and US stocks at this time? (Thanks so much for your help. I have benefitted immensely from your good advice for a few years now.)
Read Answer Asked by Jim on September 27, 2021
Q: Failure of the US Congress to raise the debt ceiling is being described as catastrophic in WSJ and other business journals. We should never presume anything with this US government. If this happens the market could tank big time. I am concerned there is too much complacency in the market right now. I would be interested to read your comments.
Read Answer Asked by Murray on September 27, 2021
Q: Hi 5i, my question is on asset allocation and I know this is a personal question. That said, I'm getting older and capital preservation is even more important to me now. I'm thinking 6% gold, 15% cash, 10% REITs, 15% fixed income (including preferred shares), and the rest (54%) in stocks throughout the world but mostly North American based. Is this reasonable for someone that's getting older? and am I missing any asset classes.
Thanks
Read Answer Asked by Mark on September 24, 2021
Q: Greetings, I have about 12-15% of my portfolio in cash. I am hoping to utilize it on opportunities during a correction or downturn. Would it make sense to invest in a conservative ETF until such time? Any low risk recommendations , instead of just cash, HSA and GICs?
Read Answer Asked by Peter on September 23, 2021
Q: hi guys i was wondering what, if any residual effect the situation in china would affect our banks if the real estate firm is not bailed out and i guess how would it affect our economy in general. thanks as always
Read Answer Asked by michael on September 22, 2021
Q: Long term bond prices rose during previous tapering periods (following 2014 QE for example). Given this, and the relative certainty tapering is coming soon, would now be a good time to add to one's long and short term bond holdings? If I'm incorrect, please explain why? Thank you, great service.
Read Answer Asked by Curtis on September 22, 2021
Q: I see the indexes rising inexorably while much of what I follow and should otherwise be supported by emerging policy wallows, from which I conclude that the market is very narrow - that those doing well and driving the indexes are a small portion of the whole. That is very frustrating especially when the outperformers role/function is not clear. Do you think you could address this? From my point of view the indexes simply do not represent the majority of investment sentiment.
Read Answer Asked by Mike on September 20, 2021
Q: Hello team,

This is a comment from Yellen:

a delay could "cause irreparable damage to the U.S. economy and global financial markets."

Your opinion on this article would be much appreciated. How can we protect against such a scenario?


https://thehill.com/policy/finance/571237-yellen-us-on-track-to-default-on-national-debt-in-october

Thank you!






Read Answer Asked by Silvia on September 17, 2021
Q: Now that the sale of the Kansas City Southern Railroad is confirmed, what share movement (up or down) do you anticipate in the shares of the Cpr and the CNR? Because a Canadian railroad now owns an American railroad do you think the Government of Canada is more or less likely to approve the joint project of the CPR and the State of Alaska?
Read Answer Asked by Elmer on September 16, 2021
Q: Hi 5iresearch team

On a scale of 1 to 10, 10 being certainly, how likely do you think a stagflation scenario will happen in the US economy?

Second question, what types of investment will likely win in stagflation (gold, certain stocks, bonds, real estate, cash … etc)?

Third question: can you recommend 3 Cdn and 3 US stocks that you think will do well in stagflation? Can you please rank them if possible?

Thank you for your great service, I really enjoy reading your answers everyday in the Q&A section.
Read Answer Asked by Ahmed on September 16, 2021
Q: Owning stocks is by nature an intangible asset. In the event, of lets say, a black swan event such as a cyber threat world wide and all our intangible assets are basically in digital form (as opposed to physical and tangible) what, if anything can an individual owning stocks do, if anything, to make that asset more tangible? I assume the stocks in all your model portfolios have been suggested because of they have been deemed higher rated companies, those more likely to survive any temporary stock market crash. But can we make owning them more tangible or are we fully at the mercy of the Internet?

Read Answer Asked by Lucy on September 16, 2021
Q: Hello,

I have been reading about Evergrand in China and their potential default on $300 Billion in housing debt. It's being noted as the Chinese Lehman Brothers.

Do you see any knock on affects to the rest of world economy?
How big can this go?
Read Answer Asked by Sarj on September 16, 2021
Q: Hello,
I would really appreciate hearing your thoughts on the EU’s Sustainable Finance Disclosure Regulation, the EU Climate Transition Benchmark (EU CTB), and the EU
Paris Aligned Benchmark (EU PAB)?

I would appreciate your macro view on these and the impacts you see them having, if any.

On a side note thank you 5i for always having such excellent materials. I particularly look forward to reading your blog.
Read Answer Asked by Frederick on September 08, 2021
Q: In response to yesterdays "tapering" report, if one is looking to add liquidity in order to take advantage of a resulting market dip, would you consider selling existing positions that have done well in the recent market growth with the intention of buying back in at a low point? I know you often advise against trying to time the market but this seems like one of the few scenarios where it could be in ones interest?

Or would I simply be better off to leave my current positions alone (everything is slated for long term holds) and try to put aside as much cash as possible in the meantime while we wait for the opportunity to buy?

Thanks
Read Answer Asked by Harrison on September 03, 2021
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