Investment Q&A

Q: I'm sitting on some USD, if my thesis is the current situation will lower the value of the USD. Would you agree? Would you have a investment recommendation to guard against this?

thx for all the support

Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?

Q: One of the more well known stock investors today on CNBC said he still would not invest in this market because company earnings are going to be down in the next quarter and that is not a time to invest. YOUR OPINION?
Thanks Again

Q: I think we all want to deny the probability of a US civil war. Markets might be efficient but government's are not. I have been guided by looking at worst case vs best case scenarios and have allways found the reality somewhere in between. I'm concerned now, that the US and Trump may be taking us into a worst case scenario. Is there any investment strategy that I should consider or avoid. Thanks. John

Q: Hello 5i Team
Today we went from one extreme to another in the market.Do you think today’s market reversal is a signal to start buying some depressed stocks or should we take a wait and see approach?
Thanks

Q: What do you see as the "end game" in the US involving Trump and imposing tariffs? This is creating a massive disruption. Could the US elite be concerned about the rise of communism and are privately backing this significant "push back" in an attempt to regain a the footing they have lost as a super power? Lately we have become aware of the battle for Greenland and the Panama Canal....China vs the US. If this is part of the end game, there will be alot of pain to go arond worldwide.
I know this is not a straight up investment question....but perhaps we need to try to find out what is motivating these actions and ultimately the impact on economies and stock markets around the world.
Thoughts?
As usual, thank you for your insights.

Q: what is going on?? The NAS has jumped 1300 odd in the past twenty minutes.

Q: Could you comment on long bonds interests going up?. Why is that and what does this mean? Implications.

Q: Hi 5ireaearch
What do you think of seeing the ten year American treasuries hitting 4.5%?
Thank you for the excellent service during this time!

Q: Would you agree that these unusual times, as 5i describes it, represents an unprecedented period where investors cannot decouple politics and economics?
Thanks in advance for your help during this turbulence.

Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.

Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.

Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.

If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?

Thanks so much and good luck everyone. This will pass!
Kerri

Q: Hi,
Thanks for your "Don't Panic" message. I think it calmed myself and many other members down.

With the USD dropping, do you see a benefit to sell my USD holdings and buy the CDR equivalent ? Does it look like the USD will keep dropping or is it too hard to predict?
Thanks

Q: Maybe not probable but possible, here is an hypothetical scenario not unlike the one unfolding south of the border right now:

In the event that the financial world turns away from the US dollar to the euro as the main currency how would it affect canadian retail investors?

For example, if "nobody" buys american cars and turn to european manufacturors, investors will want to buy those overseas companies stocks.

Will banks and trade plateforms adapt and make it easier and cheaper to trade stocks on the european stock markets?

At some point in a distant futur, could you see a single european stock market emerging?

Q: With the April 8th deadline for China, will that be damaging for the market?

Q: Don’t you think Trump is forcing investors to move from stocks to bonds in order to reduce interest costs on the federal debt as a result that would leave room for tax cuts.

Q: Does Congress & Senate have to approve the tariffs?

Q: During this mayhem I was telling a family member how I observed these mini-crashes since the mid-80’s and how we used to make transactions in the early days. I’m convinced a lot of recent investors, hooked my huge gains since 2020 have never experienced such painful losses. Zenfulness -if this is a word- comes with time.

Would you have a history of when all the self-directed accounts were created and available online?
For example, BMO InvestorLine was created late 1988 (fax! or phone) but available online in 1997, I was there …

Keep supporting us.

Q: Hi Peter, Ryan, and Team,

David Rosenberg wrote a very insightful opinion piece in the Globe & Mail on Friday, April 4, entitled “Trump’s ‘reciprocal tariffs’ are a con – and investors are now waking up to his bigger ambitions”.

The title may cause readers to assume it’s ‘political’, but it is not. Rather, it’s a careful analysis of what the White House is up to, and this short excerpt from the article explains what it really is:

“These are not really “tariffs” that are being imposed. These are actions aimed at completely eliminating the U.S. bilateral trade deficit with every country. That is why the “tariff” is really not that at all but rather a “ratio” of every country’s trade surplus with the U.S. divided by the exports of that country – it is that number that the White House expects to rid the United States of its trade deficits; not just at an aggregate level, but for every country that runs a trade surplus with America. This is why these numbers, 10 per cent, 17 per cent, 20 per cent, or 25 per cent, are so huge. They are ratios.”

I can’t resist, however, to be a little bit ‘political’. It’s unfortunate that Trump, Lutnick, Vance, et al will probably never see the article!
Rosenberg certainly stripped away the clothes of these would-be emperors.

The article is behind a paywall, but I urge 5i members to try to get a copy of Friday’s Globe. This will enable them to determine the real reason why many of their stocks and ETFs have recently ‘tanked’. 5i have our backs and they hopefully will continue to alert us about volatility and the potential for further losses to our portfolios caused by this insane ‘policy’.

Q: Any comments on the VIX volatility today

Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point