Investment Q&A

Q: Hi, Oil prices have been weak and the Energy sector, lately has not been trading well. E&P Companies have been under more pressure, compared to Integrated ones. We own both SU and CNQ (combined weight 8%) and have been quite happy with their operational/financial performance and generous plans for return of capital to shareholders. However, it's not clear, how Oil prices, Demand/Supply dynamics and geo-political factors are likely to play out over near and long term, impacting their profitability/growth and share prices. Could you please share your views.

1. If outlook for Energy is likely to remain uncertain, in near term and we want to limit risk of further drawdown by cutting exposure to the sector ( and raise some cash ), which of the two would you reduce first and why ?

2. Should seasonal factors (winter) or US Elections influence the timing of such action ?

Thank You

Q: Where do you see the price of Bitcoin going in the next year? I am looking to sell within that time frame as I need the money to pay off debts.

Q: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.

Q: Good morning Gentlemen: Looking out 2-3 years, could U rank the above companies from most prefer (5) to least prefer (1)?
Secondly, If Trump get elected, Which of these companies will be affected negatively because of protectionism, if at all. Thank you

Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK

Q: ENERGY SECCTOR; Some analysts are predicting $40 oil should Trump become president while others say you can’t base portfolio changes on who might become president. I am overweight energy and for the most part like things as they are …. And given the fact that a lot of what happens on the markets is based on guesses about the future with varying degrees of sophistication, I am prepared to modify my energy position.
I would appreciate 5i’s opinion on. The likelihood of $40 oil should Trump win but I believe he will strengthen the market in other ways.

So do you believe $40 oil is likely?
Would it drag down oil company share prices significantly? Could you predict some of the parameters?
Any other thoughts that might be pertinent to my thought process?

Thank you.

Q: With high expectations for technology companies and a high likelihood of political turmoil in the fall, combined with traditional tax loss selling season, when would you tendto thinkis the best time to buy, if one has been holding cash to deploy?
A big question but I know you have lots of experience
Thanks

Q: Hello team.

JD Vance has said he wants a lower US dollar. What would be 3 or 4 stock market based consequences / implications be if the US dollar was and remained significantly weaker? Lastly, what type of policies do presidential administrations have that they can use to purposely devalue their dollar?

Thanks.

John

Q: Hi with interest rates beginning to edge lower what would be the sectors most likely to benefit? Could you give me a couple of your favourite picks for each of those sectors. Would you be edging in, fully buying in, or hold off for a possible October correction? With the likely chaotic return of Trump to the Presidency would the Renewable stocks such as BEPC be at risk of correcting under this scenario? He does not like windmills much... Thank you for your service and deduct credits as you see fit.

Q: Greetings 5i,

Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.

Q: Morning 5i Team,

May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?

Cheers,
H

Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Q: In your opinion, would a trump win in November be positive or negative for Unh

Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?

Q: Good morning. Looking at my U.S. holdings and noticed it's a down day for these 2 great firms. Went looking for any news but nothing specific found. Have I missed something or is this kind of an inverse Trump trade if he's elected? Your input is appreciated. Thank you. David

Q: Without China due to their economic problems will Copper prices go up. Demand in other areas increasing EVS, Utilities, Home Builders, AI etc outlook looks good for demand. What about price .

If Trump and Canada and other countries hit China with tariffs on EVS less demand will be the result.

Why does China do it to itself with over supplying the World with goods It will Cost China jobs They have an aging population with a low birth rate , Not a good outlook

your comments please RAK

Q: If Trump is re-elected as president of the USA. he could seek to devalue the U.S. dollar, making Canadian exports to the U.S. less cost competitive. How would this be done??? Also would this put in jeopardy the USA dollar being the reserve currency and perhaps the currency of another country taking over, like Germany, Japan or South Korea??? Anxious to hear you thoughts....Thanks....Tom

Q: Well if tRUMP is re-elected as US president, what are the reasons that Merck would do well???......keen to get your take on this....Tom

Q: Everyone, the first six months of 2024 are behind us, what did you learn and what is expected in the second half of this year?
Clayton

Q: Hello 5i,
I recently asked a question regarding icln , which as you mention, is an etf in clean energy area. I asked whether it might respond similarly to AQN and other stocks mentionned in the article you recently wrote on possibility for a rebound with changing rates.

I am interested in this etf, but the stronger possibility of Trump entering the Whitehouse, this time legitimately, worries me. If I can trust what I read, he has made deals with Big Oil and sees climate change as Woke propaganda. This makes me hesitant. How would you see a Trump presidency affecting this sector? although, if it affected the US sector, I imagine it would also affect the Canadian stocks, as well.
thanks for your great service