Investment Q&A

Q: Hello to the great 5i team,

Any website where i can verify how many shares are repruchased by a company ? Thanks !

Q: Like many 5i customers my bond ETF's have been whacked over the last 6 months or so. I bailed on a couple of them in January (good move as it turns out) but am still exposed in my RRSP. Bonds still seem to be dropping but yields in general are up to the 3.5% range. My question is "with inflation running at around 6% at what point will the numbers (yield/market value bottom) make sense to start buying bonds again"?

Q: your outlook and thoughts on pinterest after earnings.

Q: Could you comment on their earnings report and your opinion of the future for Acuity Ads. Many thanks.

Q: What signs can be identified and where can they be found to illustrate that inflation fears have peaked? It will be obvious to some but I don't want to miss the boat.
Thanks for sharing your experience, wisdom and judgement. We recognize that it has been a tough slog for 5i over the past few months.

Q: What would be your top 3 stock recommendations for natural gas heavy energy companies?

Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

Q: I sold out of all my PXT around $30 since it had a nice run but more impotantly the in coming president in Columbia is very anti-oil even though his name is Petro (kind of ironic). I have not been able to find any recent news as to whether the new president is going to follow through an policies that are not extraction industry friendly (Even though they are one of the few bright spots in the world economy in 2022). Is there anything on your radar about PXT and the Columbia geopolitical situation? I like PXT because of its net cash on the balance sheet and that is profitable even with WTI in the mid 40"s but government intervention by Latin American governments can destroy a lot of share holder value. What's your take on PXT?

Q: I am confused and would appreciate some of your knowledge on the mechanics of the type of transaction Mr Musk is doing in buying Twitter.

a) I thought that stockholders were the owners, so that buyout would mean everyone's shares were being purchased. Is this the case?

b) Then Musk said that the Board were refusing to consider his offer and they weren't aligned to Twitter's performance because they weren't big stock holders. Can a Board actually block a takeover? The press seemed to think so. Isn't there going to be a vote by shareholders on the offer?

c) Then there's the purchase price. If it's going to remain a public company, then that $49B goes where, into whose pockers?

Thanks for your guidance on these questions.

Q: Your opinion on holding these two in this market. Both are down with key having a nice dividend?

Q: Back in November 2021, you mentioned this is a stock that is trading at an expensive price and would rather wait. Do you believe this is a decent time to buy? I'm looking at 1-2% of my portfolio.
Thanks

Q: Hi Peter

Is it possible to share the link to your asset allocation article that Steve mentioned yesterday?

Thanks

Q: James Anderson, of Baillie Gifford, mentioned their positive view on RXRX in the 4.25.2022 edition of Barron’s. What is your perspective?

Q: What is the biggest near term risk with Brookfield?

Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

Q: Has the outlook for NBLY changed recently? Any fundamental changes? It has been in a down trend the past few months. Is this one of those situations where its like catching a falling knife? Or do I wait to buy it? Like when do you know when the momentum changes? Thanks

Q: Hello 5i,
I am a DIY invesor with ove $1000,000 trading portfolio over 15 years and am up 25% not including dividends on a mix of ETF;s and equities. My expense ratio is ,05% costing $1608. The one standout is HDIV with a cost of 0.65% and an mer of 2.05% probably due to the underlying holdings. Also many of the ETF's are BMO covered calls. I enjoy the monthly dividends. Is all of this reasonable? If not, please suggest improvements.
Thank you
Stanley

Q: Good afternoon,

For an income investor - your thoughts on PRV.UN would be most appreciated.

Thanks,

Q: Hi 5i,
In general it looks like XDGH has outperformed XDG fairly consistently.
Can you help explain?
XDGH has approx. 70M AUM and XDG has approx. 311M AUM.
If one felt the USD was going to get stronger which ETF should one invest in?
If one did not have a view about the direction of USD which one would you invest in?

thanks