Investment Q&A

Q: On October 1st, 5i answered a question which including this line "Historically, once the election results are in and the uncertainty has been removed, the markets tend to move higher into the rest of the year, regardless of the outcome." I can understand this happening historically but this is anything but a typical election compared to past elections. Trump is now speaking to the Economic Club of Chicago and again threatening high tariffs across the board. Sometimes you have to take what he says with a grain of salt but his Chinese tariffs in 2018 saw quite the pullback and that was nothing compared to what he's proposing. I'm up 20% this year with much credit to 5i. I know you don't like timing the market but I feel a need to safeguard much of my gains somehow (maybe 50% cash into CASH so it at least gives me a monthly dividend until the dust settles). Just looking for more of your thoughts here especially seeing there's a decent chance he may win. Thanks!

Q: If Trump wins election and he follows through with his promised 20% tariff on imported goods, which Canadian industries would be most adversely affected?

Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much

Q: Trump has stated that he intends to impose a 10% Tariff on all goods entering the country to make America great again. The small oil producers and coal lobby are also aligned with him and expecting favours. Could Enbridge get caught up in this mess? I would like to start a position but I’m uncertain of the risks. I appreciate your thoughts.

Q: I hold full positions in both these stocks and see them as both tied closely to the renewable energy industry. Am I correct? If correct, which one has the best growth profile should I decide to sell one to reduce my concentration risk? Would you expect these stocks to fall with a Trump win?

Q: This past spring I asked to look into your crystal ball and predict end of the year price of gold, the answer was $2600. Good job! I was optimistic as well and put 10% of my portfolio in gold, spread between etf's and Alamos. Does it look like it's breaking out, what's your crystal ball say now ?

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?