skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I see bond yield on 30 year US paper around 2.25%. Does it not heavily support the return to lower inflation in the short/medium term?

What's your projection (best guess) for inflation in the next 3 to 5 years? Thank you.
Read Answer Asked by Pierre on March 08, 2022
Q: Everyone,
My investment strategy is to hold long term and hold the best of the best. I have not sold any of my tech stocks but I have recently been a buyer. The only thing that has changed in the last six months is the price people are willing to pay - for each seller there is a buyer! The noise will pass someday - I don’t know the day but it will pass.
Clayton
Read Answer Asked by Clayton on March 08, 2022
Q: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Read Answer Asked by Jerry on March 08, 2022
Q: If Ukraine and Russia reach a ceasefire say in the next ten days, how will the stocks in energy, gold, agriculture and financial sectors react to this new reality.? Specifically will they move fairly quickly, or with a different pace? What other sectors might be worthwhile to move into. Thanks for your valuable guidance. Please deduct as many credits as you deem fit for this broad question.
Read Answer Asked by Vinod on March 08, 2022
Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.
Read Answer Asked by Alex on March 07, 2022
Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Read Answer Asked by Thomas on March 07, 2022
Q: Good morning 5i
Japan, has been struggling though long bouts of stagflation for a long time (10 years or more). High debt and low growth (after inflation) seems to be a reoccurring theme today. I would say that most G7 countries are pushing the limits of room on the debt servicing side. What metrics are similar to the "Japan" experience and what metrics are not similar?
Read Answer Asked by Keith on March 04, 2022
Q: My apologies if this has been asked before, as I'm guessing it has but I just can't find the thread. Regardless, here goes: given the situation in the Ukraine, and the general instability that this brings, I am a bit perplexed with the recent strength in markets. My portfolio is actually up (slightly), as everything seems to have traction. Your thoughts ?
Read Answer Asked by Mike on March 04, 2022
Q: We are a retired couple min 60's with large portfolio of Canadian large cap dividend payers plus assortment of NA and euro index etfs. Do we still need to carry bond etfs
Read Answer Asked by Ken on March 03, 2022
Q: If the yield curve flattens either shorter term yields move higher and/or longer term yields decline. What is the more likely scenario?
Do you think the curve may flatten in next 6 months or so?
Read Answer Asked by JACK on March 03, 2022
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks
Read Answer Asked by Tyler on March 01, 2022
Q: You use the term the current market craziness a few times for the fall in high growth companies. I feel the same market craziness could have been for the same high growth companies at the top of the market and there valuations. I think the market is finally taking these companies to the value that they actually are.
Read Answer Asked by eugene on February 25, 2022
Q: I would like to know how much cash you think someone should hold all the time. I do not believe in being fully invested all the time, because then you lose out on buying opportunities during major dips, as we are seeing now.

Do you recommend keeping 10% 15% or 20% of the total portfolio value in cash?

Thank-you
Read Answer Asked by David Michael on February 25, 2022
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony
Read Answer Asked by Anthony on February 25, 2022
Q: Dear 5i team.

Is there any time in financial history when we had rising inflation combined with a recession? What would one do in this scenario to protect a portfolio?

Many thanks for your insights.
Read Answer Asked by Arthur on February 24, 2022
Q:




Every morning i think of Warren & Charley dipping there cookies into there tea and having a good chuckle on these HIGH GROWTH companies getting a good spanking. A lot of these of these stocks are never going to come back as the field is just too crowded that they are competing in. I was in the market in 2000 and you never heard again of the high growth companies with no earnings again, you lost 100 % of your investment. Warren & Charlie might be turtles but who wins the race
Read Answer Asked by eugene on February 24, 2022
Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated
Read Answer Asked by Francisco on February 23, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!