Investment Q&A

Q: Everyone, what is your biggest regret about investing? Clayton

Q: Everybody knows about tax loss selling late in the calendar year, but I am wondering about the significance of tax GAIN selling in early January. People waiting to sell a stock until the next year in order to delay paying taxes. How much of an impact does this have on stock prices early in the year? What type of stock is more vulnerable to tax gain selling? Obviously, stocks that have large gains, but there are lots of those, and many continue to do well early in January. Do you have any thoughts on which stocks on the TSX might be likely to see share price weakness in early January due to tax gain selling? Does this type of share price weakness typically reverse itself fairly quickly?

Q: There can be little doubt that investors, since the elections of successive Trudeau administrations, have become increasingly wary about sinking money in Canada. Outflows double inflows of capital and our dollar's value has fallen by 20% retarding ROI's for investors. What is 5i's outlook for the Cdn$ and investment going forward?

Q: Can you expand on relationship/correlation of Macro Market Models in Market correction situation or because market correction is inherently unavoidable and ? relatively short cyclical event it doesn’t affect/correlate with the Makro Markets Models ? Thank you .
Miroslaw

Q: We own shares in a bunch of TSX listed Canadian companies like the banks, SHOP and AEM etc that are also listed on the NYSE. I feel the USD is going higher or perhaps I should say the CAD is going lower. The same may hold true for the European and Chinese stock exchanges, with all the currencies going lower against the USD. At some point I wonder if the Federal reserve will start to lower interest rates if the USD goes too high. Mr. Trump will be happy!
Not sure if it makes sense to shift the TSX traded stocks over to the US side of the ledger. We also own a lot of US listed stocks on the US exchanges. In away the low CAD has made the purchase of CA stocks using USD cheaper! What's your take? Any thoughts you have would be appreciated.
Regards,
Jim

Q: When are we going to have a correction?

Q: Thoughts on the US rate cut and markets going forward? Should we be more cautious and take more risk off the table going forward? Thanks!

Q: what with the significant pull back late in the Wednesday stock market, will the US market crash??? Also what is in store for Canadian stock market???.....Keen to hear your take!!!....Much thanks....Tom

Q: Is rotation into other investments groups required or necessary in anticipated market correction or as long as the individual portfolio is within the required target one may ignore such event ?

Q: I just finished reading the psychology of money and am looking for more books to read in the financial sector that you recommend

Q: What is the impact of the proposed Trump Tariffs? Is this the reason for weakness in rails, oil and gas, and in general, the TSX lately? Happy holidays and thanks for all you do!

Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.

Q: Hi Team,
Is it just me or why do I get the feeling this market is getting a bit “out of whack” in some areas . It looks to me like people are selling the solid winners such as Nvda , for names such as Tesla and Bitcoin. Am I the only one that thinks some of the moves made since Trump got in will end up painful when the hype fades and there’s no real meat to back the valuations ? It’s almost like the irrational excuberance phase has kicked in like it did at the end of 2021 before the tech sector crashed. Except this time only in certain high flying names.

Just looking for your take on things as they stand today. Stay the course ? Join the Tesla party and fly into the sun ? Or buy the laggards perhaps in undervalued areas (Gsy , or even add to nvda dip for example, or trim nvda if the justification is there …which I don’t think it is) . Hard question perhaps!

Thanks ,
Shane

Q: I am two years before retirement and have a moderate risk profile. My current allocation is 25% Canada, 70% US, 5% Developed, and 0% Developing. Considering the state of the economy in Canada and Trump's threats about tariffs, I am wondering whether it's a good idea to decrease my allocation for Canada to 20% and instead allocate 3% to VWO and 2% to ILF. What's your opinion on this? Where do you anticipate better returns—in Canada or in the emerging markets covered by VWO and ILF?

Q: How often do you think an average investor, long-term focused, should check prices of stocks in their portfolio?
What about for a long-term investor who also considers momentum in buy-sell decisions?
Thanks!

Q: What could President Trump do after January 20th that would cause a Stock Market Crash

Bob

Q: Indications of a .5 point reduction in interest rate on Wednesday. If materializes which sectors would be a positive. I am thinking of investing in dfn and enb. Your thoughts

Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."

(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.

Q: What Companies or Financial Instruments to you suggest buying in preparing for the event of a Major correction ?... - I know long term planning/holding will average things out with certain holdings... But...

- I'm basically asking for your thoughts to protect a portfolio in the event of a Major correction, without having to wait 3-4 years for things to bounce or grow back...

- Please Suggest An Insurance Policy or Ideas ( Stocks or Investment Instruments) of sorts to invest in...Other than a diversified portfolio...

- I know Insurance costs money, But what do you feel are good investments for risk at this point to protect our money and investments?

Thanks,
M

Q: Hello 5i team,

I was wondering if you have any statistical data on S&P, Nasdaq performance for a week or two after the Santa rally? To confirm the Santa rally should end two days of trading in the new year?
Regards