Investment Q&A

Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?

Q: Hi 5i,

is the price is attractive to buy in now for PBH:CA, before it was over 100. What is your suggested buy in price and target price.

Many thanks

Q: If one believes a global recession is on the horizon, would you prefer to be liquid with CAD, USD, Gold, or some mix thereof? Thanks.

Q: This is a follow up to Dennis‘s question on the number of stocks to hold in a portfolio. You have suggested that about 20 (15-25) is all that you need. This may be correct for a conservative investor, but I feel your client base is a little bit more aggressive. Hence 20 conservative stocks, and a dozen more aggressive ones. I have used your advice to help me invest in a dozen smaller or unknown companies of which some have done great, some have done well, some are treading water and some have done poorly. I have started all these at a quarter position, which has worked well over the years. My biggest problem is knowing when to trim the great stocks as a fourfold increase only brings them to a full position. A great problem to have. Thanks for your advice over the years.

Q: How do you know when a sector is out of favour and it is time you should start a position?

Thanks

Q: I asked about oil stock companies on April
21.
Let me now ask about paper vs physical oil price. Many oil experts (like Eric Nutall) point to economies hitting a brick wall very shortly.

What is 5i take on it? Is this going to be our black swan event?

Q: I have a balanced position of financials in my portfolio. The banks have had a great run in the last number of years and many are now reaching higher P/E ratios, some at 15.

I continue to like banks but also feel that I should trim some of my position. What would be your view, is there a compelling reason to stay put and hold or would you trim?

Thanks
Tim

Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?

Q: Your top three thematic ETFs for overall return over the next 12-24 months please.
USD or CAD.
Please rank and please comment if any are particularly compelling.

Thank you

Q: Dear Peter et al:

First of all KUDOS to Chris for his appearance on BNN Bloomberg today. His voice was calm, measured and answers balanced.

A question for you. Slightly different from the usual. As everyone is talking about US Israel Iran war, the tariffs have taken a backseat! Trump Xi meeting has been postponed. Asia and many small countries in the world and European countries too have been affected by the current crisis involving oil price.

Surely they can't afford to pay the tariffs, can they? How is that going to play out ? They cut down their exports to the US? Is Global recession inevitable EVEN IF peace breaks out? Your fellow Sprott alumni, Rick Rule is fond of saying "Tariffs are taxes"! Isn't that the worst thing one can do during a recession?

My friends from South Asia and South East Asia tell me things pretty hard in their cities. Small businesses have already been shut down. This doesn't get much air time in North America.

Anyway, your take on this is welcome.

Q: watching chris today on market call and very good. he said he has done a study on the vix and i was just wondering for canadian paying large dividend stocks -where should the vix be to best suit the dividend stocks.

Q: Everyone, Have the fundamental concerns investors raise about stocks changed over time, or are they largely the same questions in different forms? Clayton

Q: The most recent GDP Now reading came in at 1.3%. That is a pretty large and fast change to the downside. What are your thoughts about the overall numbers coming out of the US lately? Thanks.

Q: Good Morning Team 5i & Everyone,

Do you know how leverage, leveraged ETFs and options affect stock prices? Like is it some buying/selling by market makers in the after hours or once per month.. maybe once per week? Or maybe not at all. There are many statistics showing that retail is using record high leverage.

Thank you for indulging my curiosity.

Sandra

Q: Hello team,
There has been a lot of negative news lately regarding private equity and private credit. Can you provide some insight as to extent of the issues with this segment and if this is something that could extend to a significant downturn in the whole financial sector similar to the financial crises we saw in 2008-2009.

Thanks for shedding some light on this for me.
Paula

Q: Dear Team:
Not sure who the author of Rockets and Duds is/are.

What methodology do you use? Percentage of price increase is obvious. Do you look at Technical Analysis? (Momentum oscillators) Can one use that methodology to identify the rockets BEFORE they take off?! Any predictive variable?
The second part of the question, sticking to the same Rocket metaphor, once you identify the Rockets, can one benefit from the "After burn"! :) Till the module falls off!! Catch the momentum and ride it for a little while! LOL.

I wonder how your rockets have fared from the time you published them.
A cool home work for me!

Just for fun question.

Q: Can you provide some context around who you include in the “The Best Stock Ideas”
section of your website?

Q: Everyone, what are the three things for the markets to push higher? Clayton

Q: Vix has climbed from $14.48 on Jan 9 to $30.95 yesterday. Do you think we are nearing a contrarian buy signal?

Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton