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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: Dear 5i
I believe its probably a good time to start buying back into the market slowly over the next couple months but i`m concerned that i`ll buy quite a bit only to see values go down once a recession hits . I know there`s no guarantee of a recession but it does look very likely that we will have one to at least some degree . With the recession possibility in mind do you still think buying selective stocks and ETF`s over the next two or so months is a wise strategy ?
Thanks
Bill C
Read Answer Asked by Bill on August 16, 2022
Q: i am looking for 3 small cap canadian or u.s companies for growth until dec 31-i know you do not like time limits but that is on me. no oil and i already own lots of acuity and goeasy and inmode and crox. thanks dave
Read Answer Asked by david on August 12, 2022
Q: This is not a question, but an experience I'd like to share.

I have subscribed to Peter's covered call selling for many years. For instance I had a September expiry $30 CC on CCXI that gave me a $1.50 credit. So, the stock was selling at 24 and the CC strike was 30 and the credit for selling the call was 1.5. So potentially I could make a max profit of 7.50. Not bad I thought.

Then I woke up this am and was confronted with this:

https://www.tipranks.com/news/press-releases/amgen-to-acquire-chemocentryx-for-4-billion-in-cash

Be prepared for that eventuality if you use the CC strategy. Even though it happens much less frequently then desired it does hurt the greed part of our ego. No doubt about that.

Sheldon
Read Answer Asked by Sheldon on August 05, 2022
Q: What are 5i’s thoughts and analysis on $CAD vs $USD?

The Financial Post article below highlights forecasts of 5% upside (loonie towards .80c usd). What do you expect? Time-frame, certainty in closing the gap, etc.

https://financialpost.com/executive/executive-summary/posthaste-why-the-canadian-dollar-isnt-done-yet

Would now/months from now be a good time to convert some $USD to $CAD (i.e. moving over US equity index/stocks in USD to the same holdings in $CAD).
Read Answer Asked by Stefano on August 04, 2022
Q: Dear 5i crystal ball.
Re recent comments on a market rallying just before and/or after announcement of a recession. The merits of which said recession seem to be debatable, but the market rally is in plain sight. Much of what I'm reading suggests that with increasing rates, the economy will slow, as intended, inflation will succumb, and a real recession will occur sometime in the next 12 months, accompanied by a market downturn. Accepting that the market is forward looking is the market currently looking beyond the real recession yet to occur, and therefore the current rally is sustainable, or are we to expect another market dowturn in the near future?
Thanks.
Peter.
Read Answer Asked by Peter on August 04, 2022
Q: US Div Stocks vs CAD Div Stocks? I know the Dividend Tax Credit only applies to Canadian Stocks, but these days some good US STocks are paying 9 to 11 %. What is the Dividend Tax Credit worth in terms of %? I guess it is still better to buy Canadian Div Stocks:
The federal dividend tax credit as a percentage of taxable dividends is 15.0198% for eligible dividends and 9.0301% for non-eligible dividends.
Read Answer Asked by Austin on August 02, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: On July 14 you answered a question from Donald about share buybacks. However, the screener you provided a link for was apparently for US stocks only, and required a monthly subscription.
I am interested in specific buybacks for a limited amount of Canadian companies. I can of course see in announcements that an NCIB has been approved and such, but is there any way to know whether or not they actually are buying back stocks? Must I wait for a quarterly or annual report to find this out after the fact, or is there somewhere I can go to see purchases?
I do know that the amount of stock they have would be reduced, but wonder if the actual share cancellation happens at the buyback, or at their leisure sometime later?

Thanks PK
Read Answer Asked by Paul on July 25, 2022
Q: With growth and upside being the case for buying stocks with no earnings and having a lot of them losing 80% in value over buying a stock with good earnings and less growth, is it the same story now for investors to buy the growth stocks that they may be down 80% and hope that the stock can come back when the market gets overpriced again, or lower your greed and be happy with a 10% yearly return.
Thanks again
Read Answer Asked by eugene on July 22, 2022
Q: Hi Guys
I'm looking to purchase a Small Cap Mutual Fund in the next 12 Months.
It can include US companies also. Can you give me your favorite Small Cap Mutual Fund Company and Symbol that's available to retail investors.
Thanks Gord
Read Answer Asked by Gordon on July 06, 2022
Q: Can you recommend your favorite Cad Hedged Nasdaq ETF and also Cad Hedged S & P 500 ETF?
My reason for hedging is with Canadian Energy companies picking up, unless we have a housing correction, the Cad dollar should eventually rise.

thanks,

Paul
Read Answer Asked by Paul on June 23, 2022
Q: Based on your best guess, how high do you think Prime rate can go and at what level will the 5 yr Canadian bond yield stabilized?

If the 5 yr Canada bond yield was to increase above say 5%, would it trigger a much larger stock market correction? There was not many alternatives to the stock market over the last many years in view of the very low rates. It seems to be changing to fight inflation. I am curious of you general comments on this. Thank you!



Read Answer Asked by Pierre on June 21, 2022
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