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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: When Peter was on Market Call this morning he got a question about Russel Metals. One part of the discussion was on the likelihood of Trump putting tariffs on steel. As that is one of Trump's pet peeves I'm guessing that a steel tariff is going to be near the top of his list ...... What would be 5i's favorite steel companies to play this theme ?
Read Answer Asked by Garth on November 20, 2024
Q: I own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.
Read Answer Asked by Calvin on November 20, 2024
Q: In response to David Michael's inquiry about how much one needs to save for retirement. I found Michael H. Mc Clung's book Living Off Your Money essential reading. I refer to it regularly. He analyzes extensive historical data on different portfolios, and his purpose in writing the book was to show how it is possible to produce more income with less risk.
Hope it helps
Mike
Read Answer Asked by michael on November 20, 2024
Q: I have some Canadian money to deploy into registered accounts. Looking for growth stock over next 3-10 years. please, low to med risk please.
Read Answer Asked by Brenda on November 20, 2024
Q: It was so nice to see Peter on Marketcall today. It’s been long overdue :)
His top picks included three US listed equities… If he had to pick three CAD Listed equities as his top picks on BNN, What would they be?
Read Answer Asked by Tina on November 20, 2024
Q: Back in 2020, I started a position in ZUQ BMO US High Quality ETF. I still have a copy from your ETF & Mutual Fund Update from 2020/21 about your ETF Madness Contest. XAW was the winner and it narrowly beat ZUQ in the semi finals. In it you said, “Overall, we would be comfortable with ZUQ taking an average investor’s entire US equity portfolio.” ZUQ beat ZSP in 5 year returns according to BMO’s ETF Comparison Tool, ZUQ 17.7% average return vs ZSP 16.2% average return. I’m building my portfolio and soon will build up ZUQ to a 50% position. Do you still feel that this ETF would still make you comfortable at a 50% position in an average investor’s entire US portfolio?
Read Answer Asked by Todd on November 20, 2024
Q: I bought Hershey in my RRSP in mid-2024. While mostly known for chocolate, the company has been diversifying into non-chocolatey snacks. However, the stock price remains down due to high cocoa prices. Would you be content to hold Hershey and collect the dividend until cocoa prices drop? Would you have some other suggestions? I tend to go for boring US dividend payers that also have some growth potential in my RRSP. My top holdings right now are MSFT, COST, MA, BIP.UN, ENB, and O. I also hold VOO as an underlying holding. Thank you.
Read Answer Asked by Kim on November 20, 2024