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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: Hello:

I would like your opinion, in general, about commodities and their path forward, especially precious metals and oil. At what point are we in the commodity cycle and what is the timeline that you foresee for it? Do you have any specific predictions about oil and metals? Thanks. Flo
Read Answer Asked by Florence on July 10, 2022
Q: 7:19 AM 7/8/2022
Our retirement income portfolios are heavily weighted to higher dividend companies : banks, utilities, pipelines, telecoms, BIP and BEP, and CNR.
We are considering adding one or more of the following companies: PKI, EIF, NWC, SLF, TRP.
We would expect them to provide reliable increasing dividends plus some ongoing share price growth over the years.
Could you please indicate what order you would purchase them and maybe a comment or two on each for a very long term hold.
Thanking you.......... Paul W K.
Read Answer Asked by Paul on July 10, 2022
Q: Thanks to 5i I have held Kinaxis for many years and even with the current drop in price am still up 320% on it in my TFSA. I am considering selling and replacing it with Shopify which I already have a very small position in at much higher prices. Would you consider this to be a logical move if you were in my position ? Alternatively would you recommend any other stocks with potentially outsize returns over time that you currently like better. All proceeds will be going to my family eventually so time frame is not an issue for me.

John
Read Answer Asked by JOHN on July 10, 2022
Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.
Read Answer Asked by Valerie on July 10, 2022
Q: Jennifer Gauthier in the Globe presented an article indicating that some of the key drivers of consumer price growth are declining. ie. oil (WTI) drops below $100, wholesale gas price drops 7%, lumber prices are a fraction of their pandemic peak, freight rates on major shipping routes have fallen 40% since September 2021 but remain a lot higher than pre-pandemic rates.

By contrast, Eric Lascelles Chief Econ. At RBC Global Asset Mgmnt. is quoted as saying that inflation has spread to a wide range of products rather than just a few key drivers and he believes that inflation has not yet peaked.

I have a few questions after reading it.

Do you agree with these assessments?

I suppose the way to know that inflation has peaked is to see it drop. Would it be unlikely to rise soon after once the market signals it’s peaked?

At the peak, do you see any sectors rising quicker than others?

Do GIC rates quickly start coming down once the peak is signaled?
Read Answer Asked by TOM on July 10, 2022
Q: Hi all,
I feel right now like playing Sleeping Beauty. To sit tight on my choices, ignore market moves and wake up in few months. Mind you I already sold some stocks for profit or loss, but no rush to buy back. Breathe, enjoy summer, friends and family. All be well. Waiting for the Prince, Denise.
Read Answer Asked by Denise on July 10, 2022
Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara
Read Answer Asked by Tamara on July 10, 2022
Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.
Read Answer Asked by Alan on July 10, 2022