Investment Q&A

Q: 5i,
From all of us who purchased Nvdia on your enthusiasm THANK YOU!
Now from a portfolio management perspective, with the stock up 114% year to date, and perhaps popping in the 20% range today, should investors take some off the table (as 5i did with some of its winners in the summer) perhaps to purchase more in the future. IT stocks are otherwise getting trimmed in market and the NASDAQ facing pressure. It looks as though the growth prospects for NVDA are good, but seem tied to TESLA. Stocks like Tesla may face pressure with a Trump presidency.

When last asked about weighting, 5i suggested 15% for Info. Tech (Sept 26), with the usual "weighting is a personal/situational decision". For the average 5i (model portfolio style investor) what would you suggest today for an info. tech weighting based on this evolving US investing environment?

thanks for the great service, kathleen

Q: I am interested in your views on why the stock market suddenly became so enthusiastic about Trump when it was continuously going down a couple of weeks ago when it appeared that he would win. In the middle of the night on Nov 8th, the Dow futures were way down as expected and then miraculously they rebounded in the morning. Should we expect this to last?

Q: So I planned to add to my positions after the election but things went up, not down. Should I do it now or wait until end of November? When does tax loss selling start?

Q: In view of rising interest rates and Trump which company would you prefer for income and some growth over the next 3 to 5 years?

Q: In many of the ETFs that track US healthcare, some of the sub-sectors took a hit yesterday while others outperformed. Is it too early to tell what this portends? Given the new U.S. admin, I’d be grateful if you could share your thoughts on your favourites in this space, especially among the broadly diversified ones. Thanks very much.

Q: Peter; Do you know of a US ETF that would reflect the hoped for infrastructure spending ? Thanks. Rod

Q: Hello,
What is your current opinion on PSI? I am hearing that Trump may not be positive for Canadian oil as he is pro drilling causing an over supply. I don't own any oil. Would support services be a safer way to get oil exposure? If you don't like PSI what are your other recommendations?

Q: Any reason for the big drop today?

Q: Hi Peter,

Why XLU (US Utilities) is tanking? Is this an opportunity to start a 2.5% position?
Thanks

Q: What do you think if their Rate reset Pref shares on offer today? I may not be able to buy it anyways if this doesn't get your attention soon! Perhaps you can answer about Rate resets in general under the current post Trump environment, especially if he wants Janet Yellen out!

Q: Dear Peter

On October 17th.I cash out all my power balanced portfolio (13 stocks total 400 k.) to avoid stock crash if Trump wins US election.
Now US election is over ,Trump won and stock market did not crush on contrary it looks like stock is going up and up.

Because I want to replace my previously sold portfolio positions please tell me if you would do it now or would you wait for another month or two to buy previously sold portfolio positions.

I was happy with my portfolio which was pretty close to 5i Balance Portfolio and I'm not planning to change any thing in it.

AndrewB.

Q: Hi just noticed a big drop in Maple Leaf Foods today
Not able to find an exact reason . Are you able to add any colour?
Is it Trump related ?

Q: I'd appreciate your thoughts on the recent performance of Hydro One, how it stacks up against other utilities, and whether a Trump admin might somehow affect its prospects going forward. Thanks very much.

Q: Technology is really taking a hit at the moment which is focused I believe on Trumps attitude towards goods being produced out of country.
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info

Q: Is it time to sell UnitedHealthcare and switch into IBB? Would a defense stock be more appropriate (weightings aside) and if so which one?

Q: With the market looking at the Trump victory positively.
Is there still a bullish case for gold and metals considering That US $ looks bullish as well.

Q: Hi Gents,

Is the continued sell off in SJ warranted by yesterday's surprise electoral news? Could you please comment on your understanding of how the company's long term prospects may be affected?

Q: Why did it take such a hit because of Trump?

Q: Both Northland Power and Algonquin Power are down over 3% today.

Is this in reaction to the US election results, or perhaps the interest rate outlook, or some other reason?

Q: Algonquin Power has been week as of late and lost 3% today. Is this something to be concerned with? Would you prefer Fortis ,Emera, or Hydro one instead?

Please feel free to post to everyone.

Antoine