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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: Just a comment, not a question. To Hal's question about sites that report ROIC. Morningstar provides 10 year historical ROIC metrics for companies, and its free.
Read Answer Asked by Adam on June 05, 2023
Q: Due to interest rates, both GSY, AFRM and UPSThave taken a beating.

However you seem optimistic about GSY but not AFRM and UPST. What's the reason?

Do you see GSY doubling over the next 12 months.

I am thinking to sell my AFRM and UPST and buy GSY i stead.
Read Answer Asked by V on June 05, 2023
Q: Peter; Re the SHORT question. I learned the hard way that “ stop loss sells” do not function in after hours trading ! I assume stop loss buys would be similar. It’s very frustrating to see a stop loss blow through your prices in after hours and nothing happens.
Rod
Read Answer Asked by Rodney on June 05, 2023
Q: Hi,

What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?

Best,
Matt
Read Answer Asked by Matt on June 05, 2023
Q: I believe that the tides are changing for nuclear power/attitudes are shifting.. over the next decade i expect there will be a lot more demand for uranium.

What are the best ways to play this? Cameco is the one that comes to mind, but would a Uranium price based index be best or some sort of mix? I'd like something that has a bit of torque without being too risky.

What do you think?
Read Answer Asked by Max on June 05, 2023
Q: You recently said that BN has more upside potential than the Canadian banks. However, I can't bring myself to trust BN management for a number of reasons, including opaque financials, constant shuffling of assets, too many interrelated corporate entities and emphasis on non-GAAP measures rather than good old-fashioned earnings. What gives you confidence that BN is a better long term investment than the Canadian banks?
Read Answer Asked by David on June 05, 2023
Q: Hi Peter and Team,

Curious if you have suggestions for investing in Japan? We have been hearing more about the theme that Japan is in the begins of a bull market. I am wondering if there are good vehicles to particapte in a positive economic environment in Japan that will give us gains in excess of currency devaluation.

Thanks!
Read Answer Asked by Marc on June 05, 2023
Q: Hello 5i
We currently hold CBO, CLF & XRB at 25/25/50% all as long term holdings in a slight loss position. I believe we are currently at (or very near) peak interest rates. Do you have any suggestions to bond replacements that might be better positioned to capture rate reductions for these holdings. (not accounting for the bonus of tax loss selling)
Again many thanks
Les
Read Answer Asked by Les on June 05, 2023
Q: I am looking to add exposure to Canadian Banks. Given current pricing it seems like a good time to add exposure. Can you rank your favourite banks at this time. Do you have a preferred Bank ETF that could also provide good Canadain Banking exposure.

Thanks
Tim
Read Answer Asked by Timothy on June 05, 2023
Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul
Read Answer Asked by paul on June 05, 2023
Q: I have a sum of money lying in a savings account earning neglible interest.
I would like to invest this money in some sort of interest bearing etf or portfolio.
My options would be to invest the money in:-
1) 5i Research Income Portfolio.
2) Hamilton ETF's HDIV and HYLD. I would put equal amounts into each ETF My thinking is that HDIV would give the income yield and HYLD would supply the growth.
I already run your 5i research Income Portfolio which I could add to
Read Answer Asked by John on June 05, 2023
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