skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Growth stocks have outperformed value stocks for a number of years. My understanding is that growth stocks are currently at an all time high relative to value stocks. Presumably, at some point, this trend will reverse and value stocks will begin to outperform growth stocks.

Do you have any thoughts as to how much longer the growth outperformance will continue? What conditions should an investor watch for, to be able to detect the switch when it occurs, to outperformance by value stocks?

Many thanks for your insightful advice.
Read Answer Asked by Dale on July 14, 2020
Q: I have been following the cirque du soleil story in the news.
I was surprised to see how much say the existing shareholders seem to have in the restructuring process. I thought the lenders were always in the driver seat in case of insolvency. Can you please provide your comments and clarify what s going on there. I understand it is not a public company. I just find the topic interesting. Thank you!
Read Answer Asked by Pierre on July 14, 2020
Q: Hi Guys
I own shares in Tobias Carlisles " The Aquires Fund" the symbol is ZIG
This is a Value ETF, small in size and has an MER of around 0.9%
My concern is that it doesn't pay a dividend, I imagine he re invests the dividend proceeds back into the fund?
I was thinking of selling it and replacing it with VVL, this actively managed ETF has an MER of 0.37% and a Dividend of 3.41%
Is it not really compelling Value here on the fundamentals?
I think it trades on a P/E of less than 10x. There might be risk though in some of his Holdings.
If there is a move back into value..this might return 30% or so, or would you still sell it and replace it with XWD.
Thanks!
Gord

Read Answer Asked by Gordon on July 07, 2020
Q: hello 5i Research team,
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: Hello,

Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.
Read Answer Asked by Tim on June 22, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!