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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: Given the current economic climate and potential future trends, which industries or sectors do you believe are well-positioned for long-term growth in the stock market, and what specific Canadian and US companies within those industries or sectors do you believe have strong fundamentals and potential for long-term momentum?

Thank you!

Derek.
Read Answer Asked by Derek on April 26, 2023
Q: One commentator said the recent spread of PPI to CPI is in negative zone. It might indicate the stock market can go down a lot . Negative spread happened in tech dot com bubble and sub prime crisis. Please elaborate. Thanks a million.
Read Answer Asked by Lai Kuen on April 25, 2023
Q: Can you please provide a link for me to an article to describe how readers should use/interpret your sentiment survey.

I usually look at sentiment as a contrary indicator I would like to read your POV.

Thanks


Sheldon
Read Answer Asked by Sheldon on April 25, 2023
Q: This is a broad market query….
What is the impact of a recession on equities in general? Specifically which sectors are likely to decline the most?
Read Answer Asked by Catherine on April 18, 2023
Q: After a bear market at what point in the cycle do small caps recover? Do you think this will happen anytime soon?
Read Answer Asked by Pamela on April 17, 2023
Q: What sectors do you prefer for the next 2 to 3 years given that the markets remian somewhat volatile?
Thank you
Tim
Read Answer Asked by Timothy on April 11, 2023
Q: Good afternoon, it's been some time since I rebalanced my portfolio, and I'm wondering if I could get an update on how you would weight the various sectors on the TSX at this point in time.
Thanks
Read Answer Asked by Rod on April 11, 2023
Q: Do you think that the alliance of China, Russia and Iran and these countries as well as others starting to use currencies other than the US dollar for trading commodities is the beginning of the end for the dollar as the reserve currency? If so what are the implications for the value of the dollar going forward?
Read Answer Asked by Jerry on April 06, 2023
Q: In reference to the following question: "Please provide an overview of your thoughts on best sectors to be invested in for growth in next 12 months. Ranked highest to lowest. Thank you."

You replied "We think this order will work in the next year: Industrials, tech, consumer discretionary, energy."

Can you please shed a few words re your reasoning. Thanks.
Read Answer Asked by Walter on April 05, 2023
Q: Everyone, IF (speculation) there is a collapse of the current government in Russia what would happen to the markets in the short term, say less than 6 months. Clayton
Read Answer Asked by Clayton on April 05, 2023
Q: Hello 5i
1. Do you think a recession will occur within the next 12 months, and if yes, when?
2. Do you think the US debt ceiling issue will cause the CDN stock markets to drop, and if yes, by how much?
Thank you. Ron L
Read Answer Asked by Ron on April 04, 2023
Q: Rick Rieder from Blackrock posted that fixed income is setting up for generational returns. Also "on a relative valuation basis, stocks cannot be considered the cheaper asset". Would you agree that its shaping up to be a big opportunity to buy fixed assets, and if so what tops your list? Thx
Read Answer Asked by Adam on April 04, 2023
Q: Please provide an overview of your thoughts on best sectors to be invested in for growth in next 12 months. Ranked highest to lowest. Thank you.
Read Answer Asked by Patrick on April 04, 2023
Q: Retired, dividend-income investor. My wife and I are 68 years old. I receive a company pension, along with CPP, OAS and income from an Insured Annuity.

It has been quite a while (years) since I asked about your suggested asset allocation for the equity portion of a typical conservative retired investor. Could you please provide me with your suggested allocations to the 11 TSX sectors that you think is appropriate in our circumstances. I will then adjust as I see fit, if necessary.

I understand that your answer is without the benefit of more knowledge specific to us.

Thanks....much appreciated...Steve
Read Answer Asked by Stephen on April 04, 2023
Q: Could you please explain some of the terms that you use. I’m thinking of: you want to see a stock “gain support” at a certain level; you want to see a stick “settle in”; and other such terms. Thanks
Read Answer Asked by Alan on April 03, 2023
Q: Should I wait and see how the US debt ceiling fight goes before investing this year?
Read Answer Asked by John on March 30, 2023
Q: 1. Do bear market bottoms typically occur before or after the Fed starts to cut rates? (I see conflicting answers when I google articles on this with some saying "always before" and others saying "always after".)

2. I read that markets bounce hard (like ++20%) in the 6 months after a bear market bottom but we have a less than 10% market return and the 6 mos is almost up, therefore conclude the real bottom is still to come. Thoughts?

Thank you.
Read Answer Asked by William on March 27, 2023
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