Investment Q&A

Q: Please comment on earnings. Thank you!

Q: Good day, 5i Team,

As always, thank you for your support, especially during times like this.

Are you able to share your team`s general consensus on where we are heading and what would be the major factors to keep an eye on to gauge the depth of the pullback?

More specifically:
1. If we are heading for recession, what industries/companies would be best positioned to recover first and "benefit" from the current situation?
2. On the scale from Covid to Great Depression, where would you place us speculatively as the result of Trumpconomics?

Respectfully,

Nick

Q: What’s the best strategy to protect our portfolios during these uncertain times?
I’m trying to figure out if I should sell some stocks to building a larger cash position or do nothing and just hold current stocks?
Thanks

Q: With the tariff war and Trump creating so much uncertainty, how does an investor handle this? It seems the tough approach of Doug Ford will only anger Trump and create more problems for Canada. With new terrible headlines on a daily basis and market reacting with more selling, how does a long term investor, who needs income from investments rationalize staying in the market? What could turn this around and how deep of pullback do you think we could see and/or how long of a bear market? Thank you for your insight!

Q: Hi,

May I please have your analysis of Transcontinental's latest results ?

Thanks

Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this

Q: Thoughts on adding to CNR at this level, with current drop today? Do you see further significant downside in the short to medium term?
Thank you!

Q: I hold Atd in a tfsa with a small gain and considering a switch to Pbl for a 2 to 3 year hold. Given their recent financials,do you see a case for this switch? Thanx.

Q: Favorite 5 names to add to a TFSA for long term appreciation with the recent sell off. Agnostic of sector and can stomach high degree of volatility

Q: I am hoping you will be able to direct me to a website where I can find the current pricing of Cdn Natural gas and Oil...I can locate US prices but not CDN...hopefully it will be a free website...many thanks...Cheers

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: If ATD is successful in the Seven & i Holdings takeover, it is likely to have to do so at the current bid or higher (eg $50B). What do you expect the stock price reaction will be in the near, mid, and long term should they be successful in their efforts, even at the current 47B? In addition, what do you expect to be the effect on their balance sheet (eg a ton of new debt etc)?

Q: Hello,

CJT can't seem to find a bottom. Any insight? Looking to add to my position.

Thanks.

Q: What would your market call top 3 picks today

Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?

Q: Hello. David Rosenberg’s latest per a Globe article today:

“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”

Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?

Thanks!

Q: Please suggest a few names that are a good buying opportunity ( and at what price) in this voilatile market….. something that we can buy and hold for 5 yrs.

I am not looking for a quick profit….. but something to buy at a good price in this volatility and hold.

Thanks
Harry

Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.

Q: Hello,
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!