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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: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.
Read Answer Asked by Les on January 21, 2022
Q: I read a lot about the Market online and through the media and I am seeing numerous who have claimed to have predicted such downturns as the 2008 and 2020 and who are saying that this one will be 30% plus before the end.

There have been a lot of downgrades lately and most recently being AMD and XPI. What is your take on this?

Thanks so much and hoping to get some insight into what is going on now.
Read Answer Asked by Dennis on January 21, 2022
Q: Hi 5i Team,

Jeremy Grantham in an interview on Bloomberg said he is certain of a coming crash in financial markets. Given the fact that he has been right in calling the Japanese bubbles in late 80s, the tech bust in 1999/2000, the housing bubbles in the States in late 2000s, I would like to get 5i's take on his call.

(I understand that he has been a shrew investor for 50 years and a crash caller for just as long. I suppose if you keep calling for a crash long enough, eventually you're going to be right on a few occasions. Just my thoughts).
Cheers,
H
Read Answer Asked by Harry on January 21, 2022
Q: Hi team!

I've owned both SU and CNQ over the years and I have done well on both. It is my impression that when comparing these two, you tend to prefer SU over CNQ, but given SU's underperformance, dividend cut and operational issues, shouldn't CNQ be the preferred choice. CNQ has gone from about $10 during the pandemic crash to $66 while SU has gone from $16 to $36 because of the issues noted above. Suncor is cheaper, but maybe its cheaper for a reason. Operational issues are still a factor as recently as December and early January.

Jason
Read Answer Asked by Jason on January 21, 2022
Q: Thank you and credit to the whole team at 5i for posting the following:

One of the hardest things for investors to do is 'nothing'. When markets go against you, and you feel like selling, it is important to ask yourself 'why' you are selling. Is it because you are scared of losses, or because fundamentals have changed? Other questions to ask yourself: Is your portfolio properly balanced? What is your time frame? Can you withstand some more losses without panicking? Is your income more than your expenses? The start of 2022, at least for some sections of the market, has been absolutely brutal, one of the worst we have seen since 2008 (October). But keep in mind that things always look bad when they are down. Sentiment and fear can get in the way of investment success. There is nothing wrong with doing 'nothing' in times like these. It is exceptionally hard, but most times turns out to be the right move.
Read Answer Asked by James on January 21, 2022
Q: The market has been weak since the start of the year with the NASDAQ down over 10% from its November high. I don't own any not profitable tech, but I do own Shopify. Seems like the market is fading into the close the last few days and can't sustain a rally. Does this suggest more downside on a waiting pattern until the BOC and FOMC meetings next week. If history serves, it seems like these tightening cycles always overshoot in anticipation of the start and then settles out a bit. I guess the big difference this time is inflation and whether it moderates or forces the Fed to keep tightening. Thoughts?

Jason
Read Answer Asked by Jason on January 20, 2022
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