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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: What do you make of the thesis that the next decade will not belong to tech stocks but instead to commodities? I have always avoided commodities, believing the the cure for high prices is high prices (lithium for a recent example). Once interest rates start getting cut, won’t we just be back to tech stocks looking like the best area for growth again?
Read Answer Asked by Michael on March 01, 2023
Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.
Read Answer Asked by Linda on March 01, 2023
Q: Hi 5i,
As a follow up to a dividend question yesterday on PPL: apart from changing the dividend from monthly payout to quarterly, is the dividend also been switched to CAD dollars only? I hold company in taxable, US side of account as part of US dividend portfolio.
If the dividend is indeed being paid ONLY in CAD, can you recommend a replacement Canadian company of similar quality, similar yield that pays in USD? Any sector ok…
Tia,
Read Answer Asked by Kat on March 01, 2023
Q: hi,
I am just off the phone with my accountant to finish off the corporate year end. we got to discussing investments, and Brookfield came up. my accountant echoed what I have heard over the years as a concern re Brookfield's business' and accounting. my accountant would not invest in Brookfield entities at this point, as they cannot fully understand the underlying business', or the accounting "complexities" (my interpretation of their more negative opinion). I still hold a reasonable amount of BAM and BEP.un, but am a bit worried about these issues. can I have your latest thoughts on this? cheers, Chris
Read Answer Asked by chris on March 01, 2023
Q: I read with tremendous interest the Credit Suisse Global Investment Returns Yearbook 2023 Summary Edition you recently forwarded to members. Impressively researched. Two follow up questions for 5i. First, do you concur with the Report's conclusions that there is an 80% likelihood that inflation will linger for several years? And secondly, the Report suggests the best hedge against inflation is a
balanced portfolio of collateralized commodity futures. Do you agree? And if an investor were to follow this advice, how would one proceed (i.e. what sort of vehicle(s) and what portfolio %)? Thank you.
Read Answer Asked by Maureen on March 01, 2023