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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: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.
Read Answer Asked by Pierre on April 10, 2025
Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks
Read Answer Asked by S on April 04, 2025
Q: Everyone, I don’t trade very much, I am a buy and hold person. Keep the best of the best stocks. But I regularly look at charts to see were the stocks is at certain times. The 50, 100 and 200 MVA. Also RSI. I know you use financial metrics but do the charts have a benefit to individual investors? Or should they be used in combination with finial metrics? Which is more important? Clayton
Read Answer Asked by Clayton on March 24, 2025
Q: Hi 5i Team - Price per Earnings and forward P/E is often used as a measure of valuation for a stock. Also I am assuming that when someone talks of a company trading at 20 times earnings they are referring to this ratio. However I have never been completely sure about what this means. Does earnings mean EBITA. Could you elaborate on the exact meaning of earnings.

Secondly is this the best measure of a company's success, at least for investment purposes, or is there another metric (or more) that gives a better insight into the valuation of a company.

I've never seen a price per profit ratio so here's the third part of this question. Does something like this exist or is there a similar ratio that would help in evaluating a company's performance.

Thank you.


Read Answer Asked by Rob on March 19, 2025
Q: I was overthinking diversification all night long and got to wondering about purchasing foreign stocks. There are 4 solid Australian stocks that are their "aristocrats".

It seems strange that US/CDN markets are interchangeable yet I can't find how to even buy something listed on the .ASX ( not so simple for Wealthsimple)

Given diversification is so important, do you purchase foreign stocks directly? How so?

I understand that tax treaties and commissions may make the issue pointless. But money is money. Even if it's EUROS or Aussie dollars. Curious about your experiences.

Thanks for all you do
Read Answer Asked by Jeff on March 17, 2025
Q: Dear Peter et al:

Market is going through the long awaited correction, Not pancking...yet! I review my own portfolio once in a few weeks and see if I can tweek it. I contructed an asymmetrical barbell with mainly Vanguard's ETFs (SAFE) and small/mid sized allocation for growthy stocks. I also have a basket for non-corelated stock. I had posed questions here at 5i Rearch in September 2023 and slowly constructed these "baskets"!

My quesion is this: How come VPU Vanguard's utilities ETF and almost all of my Private equity stocks including your all time favourite BN plus BLK/BX and most notably KKR are all down?!! They are supposed to act as a buffer, no? Because I have been buying them slowly, I am still in the positive territory, except VPU. But the fact that the non-correlation isn't taking place, makes me wonder if I have to tweek my percentage of allocation. I know it is personal. But this is more a conceptual question.

Would you add to Utilites and Private equity here or keep this framework and stay the course?

BTW my Canadian Utilities like EMA/H/FTS have withstood this correction and indeed have shown the anticipated non-correlation!

Sorry for this longish question.

Look forward to your answer.
Read Answer Asked by Savalai on March 11, 2025