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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: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: How do you feel about margin usage in the context of the current rate environment? Do you believe it still has a place for risk-tolerant investors, especially considering potential tax write-offs? Or do you think the potential risk/reward is simply not palatable at the moment? If the latter, what are some effective ways to reduce margin exposure without being forced to sell assets or unbalance a portfolio?
Read Answer Asked by Andrew on June 12, 2023
Q: Ray Dalio says US is at beginning of late Big-Cycle Debt crisis. What is your opinion on this and can you please explain what this would mean. Thank you!
Read Answer Asked by Neil on June 12, 2023
Q: Not sure if this is within the scope of your service, but can you explain why a country like Japan with a huge amount of debt-to-GDP has not had a collapse of it's currency from YCC or huge inflation? How is it that increased debt has let to deflation? I've heard some reasons over the years but none that make sense.

The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?

Read Answer Asked by Neelesh on June 08, 2023
Q: Peter; This may be out of your purview but would the destruction of the Kherson dam in the Ukraine affect the grain crops and drive prices ? Thanks.
Rod
Read Answer Asked by Rodney on June 08, 2023
Q: Hello 5i,

What is your opinion on a potential liquidity headwind for stocks? Would you expect a broad short-term decline in stocks (e.g. S&P 500) or are specific sectors at a higher risk? Do you see opportunities to buy prior, during, or after the Fed begins to fill its reserves?

Thank you
D&J
Read Answer Asked by Jerry on June 07, 2023
Q: I note you were asked something similar to this last October, but that was with respect to gold. There is more talk of a desperate Putin using a tactical nuke in Ukraine as this is his only path to victory while failure means his own demise. I know you can only guess but my own guess is the overall markets would go insane, blow through circuit breakers and drop at least 10%-20% on the day. Is your more experienced, more considerate 'guess' somewhat similar?
Read Answer Asked by John on June 06, 2023
Q: I have a sum of money lying in a savings account earning neglible interest.
I would like to invest this money in some sort of interest bearing etf or portfolio.
My options would be to invest the money in:-
1) 5i Research Income Portfolio.
2) Hamilton ETF's HDIV and HYLD. I would put equal amounts into each ETF My thinking is that HDIV would give the income yield and HYLD would supply the growth.
I already run your 5i research Income Portfolio which I could add to
Read Answer Asked by John on June 05, 2023
Q: I just read Peter's blog entitled "5 Market Bubbles Including One That is Just Starting to Blow Up Now". In the Artificial Intelligence (AI) section, it says "Also remember that AI has the ability to destroy sectors and other companies, or at least lower their valuations. Investors need to be careful about what they buy in the AI field, but also about what they own elsewhere in case it is negatively impacted by AI."

Can you please elaborate on what sectors you think might be impacted (or destroyed) or have their valuations lowered. Are there any 5i model portfolio companies or some of 5i US favorite companies that fall into this category.

Thanks so much for the constant excellence advice!
Read Answer Asked by Justin on June 05, 2023
Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you
Read Answer Asked by Les on May 31, 2023
Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton
Read Answer Asked by Clayton on May 26, 2023
Q: My understanding is that if an agreement isn't reached before early June (?) regarding raising the U.S. debt ceiling then there could be significant global economic fallout... leading to unemployment, interest raise hikes, and of course, large market selloffs.

How much weight/attention are you guys putting on this situation? Is this leading to a significant buying opportunity? Is it wise to increase cash position until this plays out?
Read Answer Asked by Brett on May 25, 2023
Q: Should we be concerned about the States debt ceiling? If we look back to 2011 the markets took a massive hit and according to JPMorgan’s top strategist Marko Kolanovic now is a good time to add to gold and hold on to cash. Your thoughts please?
Read Answer Asked by Marco on May 24, 2023
Q: I have always been puzzled by cyclical stocks. By way of example, I hold NTR in a non-registered account and have ridden it up (by 50%) and now down to 15%. Is the strategy for dealing with these stocks simply to ride out the bad times, knowing they will eventually cycle back? Or should I be selling on the way down and trying to figure out the best entry point when the stock starts to rebound? The matter is complicated, of course, by the tax consequences of selling in a non-registered account. Your advice regarding buying and selling cyclical stocks would be most appreciated. Thank you.
Read Answer Asked by Maureen on May 19, 2023
Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?
Read Answer Asked by Eric on May 18, 2023
Q: Do you anticipate recession in 2023 - 2024 and what impact it would have on stock market in general?
Thank you
Miroslaw
Read Answer Asked by Miroslaw on May 12, 2023
Q: I’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic
Read Answer Asked by Scott on May 11, 2023
Q: Is inflation finally under control?
Will we have a recession? How deep could it be?
Are our banks safe?
Are we losing control of our country to others that seem to play by different rules? We just kicked a Chinese diplomat out of Canada for threatening the family of a member of the Canadian parliament. How will China retaliate?
Russia is still at war against Ukraine. How is that impacting the world economy?
Climate change is threatening economies in counless ways. Almost all negative.

So here's my question. In your opinion, what Canadian and global companies offer a service so necessary or a product that is in such high demand that they will persevere in these troubled times and make profits for their investors?

Read Answer Asked by Les on May 10, 2023
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