Investment Q&A

Q: You've stated that "We do not think conditions are in place for giant problems, and would be fine staying mostly fully invested."

Historically, every time we have an inverted yield curve paired with a flattening fed funds rate, the market has suffered steep declines when the fed cuts and the yield curve normalizes.

Given that these conditions are currently in place, why do you think a more cautious approach is not warranted?

Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?

Q: With the S&P's current P/E ratio at 27.93 far above the five-year average is it safe assume some profit taking might occur in the next few weeks? If capital gains aren't an issue, would it be wise to look at taking a portion of profits off the table post NVDIA earnings on companies with a high P/E?

Q: I believe the next Bank of Canada announcement on interest rate is scheduled for September 4 th, while I don't expect a perfect crystal ball, what does 5i / the market think the most likely action will be; ? reduce rate by 0,25 %

thanks

Ernie

Q: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.

Q: During the volatility shock two weeks ago (I’m writing this on Aug 18), you wrote the following in an emergency note to subscribers: “We would keep some powder dry as the type of volatility we will see this week can last a while.” In light of the stock market bouncing back so strongly, do you feel differently now? Would you sell into market rallies to raise cash, then await more volatility for the chance to redeploy?

Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Q: is there any particular way the stock markets behave before and during world wars or military escalations ?

Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim

Q: Any thoughts on the relative strength of the US and Canadian economy in the next 6 months, especially with regard to currency exchange rates?

Q: Peter and TEAM:
When the market first took a downturn a few members wrote in with thanks for the market update. Where do I find this update, please?
Thanks,
Ben.

Q: Good Morning,


It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?

It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?

Thanks for your thoughts on this.

Brad

Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!

Q: Bill Gross from PIMCO just stated…
"Investors should stop talking about buying the dip and start asking about selling recoveries,"
Please comment on this quote. Is this true or false?
Thanks

Q: Excellent market update, I wish I had that update in my back pocket on Oct 19,1987…I didn’t I did nothing and found out in a year my good stocks where still good stocks, my bad stocks I should never have bought. A lesson I have carried around for ever.

Q: A big thank you to 5i Staff for providing us with a Market Update today despite it being a holiday Monday, and giving us your perspective on the big sell off today in global and US markets. Much appreciated.

Q: Everyone, I went for a bike ride, listened to an audio book (Jack Reacher), baked some date squares, and generally had a non event day. How did your day go? Clayton

Q: Do you think this portfolio can deliver about 10% yield including both dividends and capital appreciation in the first year? Do you suggest any other assets if you don't like the ones below pls? Thank you!
Holdings % of portfolio
S&P 500, hedged, equal weight ETF: ZUE 10.00%
S&P 500, hedged, ETF: CDZ 10.00%
S&P 500 unhedged ETF: EQL.T 10.00%
gold coins: I buy gold 1 Oz coins 10.00%
GICs and money market GIC 10.00%
Utilities, gas and electricity, CDA: ZUT 10.00%
High tech hedged or unhedged ETF; TB 10.00%
High Dividends CDN ETF: XBB 10.00%
Bonds ETF 10.00%
Constellation S,: CSU 4.00%
Couche-Tard: ATD 3.00%
CDN National Railway, CDN: CNR 3.00%
TOTAL 100.00%

Q: Hi 5i
Well, this rotation is making my head spin!
Could you provide some calming words to settle my stomach :)
Thanks

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.