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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: With lng Canada online soon, things are looking good in the years ahead for Nat gas Price in general but there is also a recession risk if we dont get a soft landing. My question is would you be confortable holding a full oil&gas positions atm or keep a decent cash position like mr. Buffet .
I'm not sure how big of an impact a recession might have on the Sector given whats ahead with current lng development and the Sector being already depressed as it is, how much further down could it go if we do get the recession



Read Answer Asked by Yanika on September 09, 2024
Q: Hi,
After carefully curating the Q&A over a period of time and posting questions, I put together these companies as my own personal 5i Small cap fund!
As of today this is where I stand:

GSY negative 8%;
LMN negative 11%;

HPS.A Positive 1.5%;
PAY Positive 7%;
PRL Positive 1.5%
TOI Positive 5.3%.

On the whole in terms of raw numbers, it is still positive.


For the new monies, would you add to these positions or suggest another small cap equity.
IF you were to add to these existing positions, in which order would you add.
I am a patient guy and willing to wait for a while. I was with you holding Knight Therapeutics for a long time! (Negative)
Also with you in energy sector (Positive) So, I know how this goes.

Thanks for all your answers.
Read Answer Asked by Savalai on September 07, 2024
Q: What is your opinion of ATGE in an otherwise financial equity, diversified etf, and REIT-oriented portfolio? Also, how does it stack up against such firms as Franklin Covey or TAL Education Group?
Read Answer Asked by David on September 07, 2024
Q: Hi,

Haivision has announced a few new contracts or collaborations in the last few weeks and has hit a new 52 week high today (Sept 04).
Can you please provide your thoughts on the recent news and if they are significant (from a revenue/earnings view) going ahead.
They are due to report their 3Q soon I believe.
I currently have about a 1/3 position. Would you top up to a 1/2 position based on recent developments....assuming a diversified portfolio?
I recall ET had made a play for them awhile ago and assume that is now off the table given the increased share price.

cheers,
Steve
Read Answer Asked by Stephen on September 06, 2024
Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!
Read Answer Asked by dan on September 06, 2024
Q: Hi again! Just following up on the TFSA portion of my last question, where you suggested starting with an ETF like XCS and gradually adding individual securities from your portfolio as funds increase. I’ve found a firm (WealthSimple) that offers zero-fee fractional trading, so I’m considering the possibility of investing fractionally in one of your portfolios. While it seems like the return rate would be proportional, I wanted to get your insights on any negative implications that could be associated with fractional investing in one of your offered portfolios - if there are any.

My Plan A is to fractionally invest in one of your portfolios, but I’m open to considering a high-growth ETF if you think that would be a better strategy. I’m also comfortable investing in an American ETF if it could potentially offer a higher yield. However, with WealthSimple, there’s a $10 monthly fee to invest in American shares, which totals $120 a year. Given that my TFSA currently holds about $5,000, I would need a return of roughly 2.5% just to break even if I opt for the growth portfolio, which includes American companies. While this fee should ideally become negligible as I continue to average into the TFSA over time, it’s still a notable-ish consideration at the moment.

Additionally, do you believe the growth portfolio will outperform the balanced portfolio in the long term, and if so, why, considering its underperformance compared to the balanced portfolio over the last 10 years? Is the current outperformance of the balanced portfolio something you anticipated in this shorter timeframe? Given my long-term investment strategy, which portfolio would you recommend, and why? While the growth portfolio's strategy aligns more closely with my investment goals, I want to ensure it’s the right choice, especially considering the balanced portfolio's stronger performance over a similar time frame.

Thanks again for your guidance!
Read Answer Asked by Bill on September 06, 2024
Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 06, 2024
Q: Hi! Could you explain the sharp dip in price for TMDX recently?

Also, I am down almost 20% HPS.A and keep waiting for it to get better. It tries, then falls, rinse and repeat. What's going on here? Is there good reason to be patient?

Thanks so much.
Read Answer Asked by Judith on September 05, 2024
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