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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: For years economists had referred to the Canadian dollar as the "petro dollar" in that our dollar fluctuated with oil prices. With plans by our government to phase out the Canadian oil sector (e.g. Bill C-69 & other policies) what impact will this have on our dollar in the future?

Also, President Trump wants a lower U.S. dollar. How do you think he will achieve this? And what impact might this have on our Canadian dollar and on our exports?

I had converted much of my investments to U.S. accounts when the Canadian dollar was closer to par with the U.S. dollar (& oil prices were high) and am now deciding if changes to my portfolios are warranted,

Thanks
Bryan
Read Answer Asked by BRYAN on July 17, 2019
Q: Hi 5i,
Can I get your asset allocation suggestions for a taxable account based on the following guidelines:
1. I don't need any of this money to retire
2. account size is approx. 1M
3. I wish to buy individual US and CDN stocks
4. I will buy International ETF's if required
5. I am a buy and hold investor
6. I prefer not to have a high dividend due to tax issues
7. My RRSP's provide enough retirement income and are diversified
8. My TFSA's are growth oriented and are diversified
What is your range for:
International ETF's
US Stocks
Canada Stocks
Cash

thanks
Read Answer Asked by Ian on July 17, 2019
Q: HI 5i team, recently you mentioned couple companies with a growth rate of 50%. Do you mean revenue or earning or some measure ? Will you please list top 20 Canadian companies with such growth prospect. Thanks.
Read Answer Asked by victor on July 09, 2019
Q: Peter, do you think the Bank Rate will change on July 10th? Do you know what the consensus is?
Read Answer Asked by stephen on July 04, 2019
Q: The Canadian dollar has risen two and a half cents against the US dollar in the last month or so. Is this likely to continue? Should I be thinking about transferring into hedged ETFs for American exposure?
Read Answer Asked by John on July 02, 2019
Q: My Question is on General market conditions from Technical point of view

Its seems looking at the technical charts for $INDU (DOW index) it has formed a TRIPLE TOPs with divergence in RSI and MACD with lower lows at each tops and $INDU now breaking off 200MA and from todays action its seems $INDU may run down to 20,000 or even 18,000 unless it jumps back above its 200MA
5i expert comment on this please
Read Answer Asked by Francis on May 30, 2019
Q: Is portfolio balancing different than averaging down? I will be doing my semi-annual portfolio over the next couple of weeks and with the decline of names like MG, MX and TSGI to name a few I suspect I will be a bit underweight in consumer discretionary and materials. I see portfolio balancing as shoring up the laggards and trimming the overweight (winners) but that means buying stocks that are not showing momentum and may even be in continuing decline. So, are these two ideas incompatible and if so, what is the "proper" way to rebalance?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 28, 2019
Q: With all signs pointing to a long US/China trade spat, what sectors do you see holding their own. I would expect that Tech and Consumer Products will be hurt the most. Your comments would be appreciated.
Read Answer Asked by Donald on May 23, 2019
Q: Hello,
What are the US and Canadian stocks which are looking more attractive due to the tarrif war. I bought TTD and SQ..on the drop. Can you suggest any others. Also can you give your assessment do you think this increased volatility is a temporary phenomenon.Thanks.

Shyam
Read Answer Asked by Shyam on May 14, 2019
Q: Peter and those surrounding - as someone with 25% cash due to recent trimming I'm wondering 1. whether you believe the downside is close to bottom or not 2. whether you would wait for further clarity before redeploying 3. whether you would redeploy the growth names on my buy list first (down more) or stay conservative with more stable lower valuation equities being re-purchased first and 4. any general remarks you might offer at this rather confusing moment in the markets. Thanks as always - Ken
Read Answer Asked by Ken on May 14, 2019
Q: From what I am reading it appears that it is no longer expected that interest rates may raise in the next year but may even decrease. Is this your take?
Read Answer Asked by Betty on May 06, 2019
Q: I am interested in what your general guidelines for sector percentage allocations would be at this time and looking forward in 2019. We are retired with pensions ,investments in registered accounts and a balanced approach investor. Second question-your recommendation re percentage allocation Canada/US investment. Thank you for your assistance.
Read Answer Asked by Elizabeth on April 16, 2019
Q: I almost only read questions related to my specific companies. So may be I have not look in the right place. My question is at this time in the Market cycle, would you recommend allocation changes and also increase cash somewhat?
Read Answer Asked by Pierre on April 16, 2019
Q: The coming US elections are approaching (2020)
The democrats are NOT pro big business and some candidates are voicing their opinions about breaking up and placing regulation on big tech. This could be considered to be just noise however I am old enough to remember the industry break ups of the past. Question: Is it time to exercise a little caution here and await the election outcome or go along with the apparent belief that Google, Amazon etc. are the way of the future with unlimited potential growth?
Read Answer Asked by DAVID on April 11, 2019
Q: With the current US $ exchange rates I don't think its a great time to buy US equities with Canadian dollars. Your thoughts?
Read Answer Asked by Ron on April 05, 2019
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