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Investment Q&A

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

Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks
Read Answer Asked by Robert on July 21, 2022
Q: In another question, you answered: "We believe that inflation will moderate into 2023, interest rate hikes will be paused sometime in Q3 or Q4 of this year, and a recession to last until Q1 or Q2 of 2023."

With this expectation, what are some good sectors and stocks (trading on the TSX) to be in in this environment?
Read Answer Asked by Alexander on July 21, 2022
Q: Have held this fund for some time. Lately the performance of the fund appears to be under performing. Down substantially in the past 6-9 months, returns have been in the bottom quartile of comparable funds. Three year performance is around 2% a year. Are you aware of any reasons for these type of returns? I have been thinking about selling the fund and investing directly in securities that comprise your income/ balanced portfolios. Would you endorse this action or would you suggest that I continue to hold the fund. In either case would appreciate your rationale for your suggestions.
Read Answer Asked by John on July 21, 2022
Q: Hi Peter, Ryan and 5i team,

You answered Maureen's question about TOU and TPZ as follows:

"We like both, but would consider TOU more of a growth story and TPZ more for income. We would be comfortable with a swap if that matches an investors' objectives."

How would you answer if WCP was the stock I'm considering to sell (not TPZ) in order to buy more TOU? (I realize that WCP is more of a growth story, but it's quite a bit more volatile than TOU.)

Thanks for your insight.
Read Answer Asked by Jerry on July 20, 2022
Q: Hi Peter and team,

What is the reason(s) for the excitement in the market this week? Do you think the sentiment was changed fundamentally this time?

Best,
Matt
Read Answer Asked by Matt on July 20, 2022
Q: I put 8-10% of my portfolio in gold, not as a trading play but as a kind of insurance.

I've been wanting to divide this between gold and bitcoin, using the funds above which you seem to prefer.

So far, bitcoin has been too expensive to convert half the gold. I'm wondering now if the price is right.

Also, please let me know whether you still think it's a good policy. It's mostly based on my interpretation of your advice over the years, but I'd like to confirm.
Read Answer Asked by Kevin on July 20, 2022
Q: Can I get your opinion on Canoo Inc. Nasdaq Global Select: GOEV.

Is management competent, names of big name investors, cash & debt? Do you see any potential for success here?

Thank you.
Read Answer Asked by Ross on July 20, 2022
Q: I hold a 2.4% position in TOU and a 1.2% position in TPZ in a non registered account. TOU has had greater upside (65% for me) and probably still has legs over the very long term. Capital gain on TPZ is 17.25% and the dividends are solid. TPZ seems to be more an income play than a growth play. I was thinking about selling TPZ and adding to TOU for greater potential growth (5 to 10 year horizon). Currently I hold about 10% energy in Exploration and Production companies combined, but would be swapping securities rather than adding new money. Capital gains from selling TPZ would be manageable with enough capital loss offsets. Is this a good idea or should I continue to hold TPZ?

I have divided my energy holdings into E & P companies (10%) and pipelines (15% -- largely for income -- and in many respects the pipelines are closer to utilities than to oil production companies)
Read Answer Asked by Maureen on July 20, 2022
Q: I have held TOY for many years and it has shown glimpses of promise but has never really fulfilled its potential. My return has been relatively flat over that time period. Part of my interest in TOY was the potiential for it to be taken out, but the more I read about the company the less convinced I am that the founders have any interest in exiting. Although it has held up better than the market during the past year, I am wondering if it would be a good time to take advantage of its relative strenght and purchase one of the many good companies that have been "unfairly" punished and which might have greater upside than TOY over the next 3-5 years. One such stock I have been watching is CTS.
- would you agree that a trade of TOY to CTS is likely to yield a better return over 3-5 years?
- would there be a better trade you would recommend?
- how likely is it that a large catalyst (ie a blockbuster toy or a takeover) is going to occur to propel TOY higher?
- on a scale of 1-10, 10 being most risky, how would you rate the risk level of TOY vs CTS?

Many Thanks
Scott
Read Answer Asked by Scott on July 20, 2022
Q: I have heard leveraged ETF’s are not good long term holds. I am looking at QQQ but would TQQQ be fine for a long term investment (15-20yr)
Read Answer Asked by mike on July 20, 2022
Q: If it doesn’t open tomorrow will it affect oil prices or just nat gas
Read Answer Asked by mike on July 20, 2022
Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.
Read Answer Asked by Danny-boy on July 20, 2022
Q: Could you provide an update on Liberty Gold, in particular its cash on hand, insider holdings and recent activity, recent exploration results if any, and its potential as a junior exploration company. Its price has steadily declined over the past year and am wondering if it's time to sell, buy more, or just hold. Thanks.
Read Answer Asked by Rob on July 20, 2022
Q: THE OTHER SIDE OF THE COIN;
https://salbayat.org/the-strange-case-of-nakamotos-bitcoin/
Read Answer Asked by Joseph on July 20, 2022