Investment Q&A

Q: Everyone, there has been many questions asked and answered. What question has not been asked that you wish was? Clayton

Q: When members ask questions regarding buying a stock, often a distinction is made between starting a position or adding to a position. eg. would add to an existing position but not start a position.
What is the distinction between these two ideas?
Mike

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: 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: All three companies came out with decent financials and all are down significantly with these results. GSY was the best and it is down 7 dollars. What if they had been bad results. Seems like you cant win in this enviornment. I feel like cashing out everything and waiting. This was also during very good trading days after the collapse. Does this sound wise because of an impending slowdown.

Q: Everyone, my mother in law is 90 and I ‘may’ soon be the person to look after her finances. She has $150,000 in something that I am not aware of. What stocks / ETFs should a 90 year old women own? Clayton

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.

Q: Are you still emailing the market updates? I did not get the July 16 th update and cannot find it anywhere on 5i website. Where can I access this report?

Thanks

Q: I've been reading opinions that the tech sector has topped, especially in the US. Wondering if I should be proactive and trim my tech holdings. Do you see a possible downturn in tech stocks?

Thanks

Q: Hi there,

Can you comment on the strength of small and mid caps going forward and give me 1 US and 1 Cdn etf to look at?

Ok thanks!

Q: Hi there, I have an interesting question regarding sell equities from a global etf to live on in retirement. I would sell once a year to set aside money for yearly living expenses. I suppose indiscriminately a person could do this on Jan 1 every year but presumably the ideal time to sell equity to live off would be at their yearly highs. Based on this presumption, technically and seasonality wise historically when would be a good time in the year to pull expenses to fund a years worth of living expenses?

Q: I am concerned that over the next few years, the US dollar will gradually lose its reserve currency status. Currently, the US dollar is high relative to other Western currencies. Can you please suggest a way that I can track the value of the US dollar relative to not only Western currencies, but to those of the BRICs, emerging markets, etc.. My view is that once the US dollar starts to weaken, then the value of gold, commodities, and emerging markets will increase. Do you agree with this hypothesis?

Thank you for your excellent advice and service.