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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: If interest rates and inflation are going to peak, do you think these ETFs (XLF, IAK TLT) have opportunity now? If so which one has most potential right now? Thank you.
Read Answer Asked by David on March 27, 2023
Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave
Read Answer Asked by Dave on March 27, 2023
Q: Hello, I received a few hundred shares of BAM from the BAM.A spin off. Between BAM and BN which one offers the better return?
Are KXS and ENGH keepers? Do they offer any real advantages over their competitors ?
How about LSPD? As I recall LSPD offered point of sale to restaurants and small businesses. Since the re-opening, LSPD has not gained market share. what is the problem with he company?

I appreciate your thoughts!
Thanks
CR
Read Answer Asked by Carlo on March 27, 2023
Q: I believe in a previous question you refereed to atz as having a moat. Could you say what that moat is?
Thanks
Read Answer Asked by joseph on March 24, 2023
Q: I've been a thankful investor and long time fan of Magna but it's had many small problems and now maybe a big one if Tesla's startling production innovations and in-house sourcing policy are correctly reported onYou Tube. MG's strong point has also been innovation but Tesla is setting a fast pace and reportedly already miles ahead, maybe to the point of sustainable market dominance. Magna is $57.00 off it's high -is it worth switching to Tesla or do you see a Magna rebound? I can handle volatility in a five year time frame.

Phil
Read Answer Asked by thomas philip on March 23, 2023
Q: Everyone, interest rates move in a wave pattern. When the Fed wants to reduce inflation they increase the interest rate and when inflation declines to their range of near 2% they reduce the Fed rate. This past year - ish the Fed has significantly increased the rate from near zero and recently they have slowed the rate increases. Soon they will stop the increases, then no increases and then reduce the interest rate. The time frame of the holding pattern and declines is dependent on inflation. What does that mean in general for the economy and more specifically for the technology sector. Clayton
Read Answer Asked by Clayton on March 23, 2023
Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
Read Answer Asked by richard on March 22, 2023
Q: Nvidia has quickly become 5% of my portfolio. I love the firm but it's been a meteoric recovery. In 2-3 years do you see it higher or is it time to take some off the table? Same question for WSP which has doubled for me now representing 4.68%

I know allocations are personal - just looking for how you manage your winners. I typically have a 6% max threshold on any one stock.
Read Answer Asked by Don on March 22, 2023
Q: Regardless of sector, in which order would you add for long term positions?
Read Answer Asked by Gary on March 22, 2023
Q: Do you have a 1 or 2 yr chart available comparing gasoline to oil prices? FLK
Read Answer Asked by FORREST on March 21, 2023
Q: I have the stocks in RRIF and CIX in TFSA.Do you have any news concerning CIX ventures in US and the Canadian taking the debts. Is it a concern my breakeven is 15.50, Gold seem to be climbing well with bank turmoil in US.All this debt will have to be repaid to gov't entities eventually. Can US still avoid a recession with all these problems.Gold has moved quite a lot in last week.What does 5i globe see in the future for gold
Read Answer Asked by Guy on March 21, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Read Answer Asked by Michael on March 20, 2023
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.

Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?

Thanks



Sheldon
Read Answer Asked by Sheldon on March 20, 2023
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