Investment Q&A

Q: Hi. I asked this question yesterday but I don't think it went through.

I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?

Q: Everyone, what five positive trends in the market today. Trying to hear good news in the market.

Q: How can I buy ARKVX in Canada? It has the largest holding of SpaceX stock, which is about to go public.

Also, if I Sell $10,000 in my TFSA and Buy $10,000 in another Stock in my TFSA, will this impact my TFSA Limit? Keep in mind my Margin leverages my TFSA.

Thanks as always for your amazing Service!

Q: Could you recommend some Canadian financial planning books for Seniors? Particularly, for estate planning and tax savings.
Thankyou

Q: I have recently initiated a 3% in Cameco based on matching the growth portfolio and recent recommendations on questions. However less than a week later a question stated that there is negative momentum with critical minerals and investors should wait for a bit. This seems like a large shift in sentiment in a short period of time, has an event or news changed your opinion on Cameco? Valuation? I’m now unsure what to do with my position as I don’t want to hold a stock with negative momentum when there could be better options at this time. Would you sell and replace with something more positive? If so do you have 3 recommendations? (Sector does not matter)
Thank you for your great service!

Q: What advice would you give to a young, middle age and retiree investor ?

What advice would you give to a beginner, intermediate and experienced investor?

Thank you

Q: Everyone, if I was trying to convince my two 30 something year old daughters to subscribe to this service what would i say? Clayton

Q: Everyone, how often should you be rebalancing your portfolio? Clayton

Q: Judith asked: "A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?"

What are the triple witching day events?

Thanks!

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.

Q: I seem to recall a question quite a while ago (years?) about the maximum % of your portfolio should be by fund company. If I remember correctly, your suggestion was to cap each fund company exposure to 15%. Am I correct and do you still feel the same?

My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).

Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?

Thanks for your help....much appreciated....Steve

Q: As a long term investor of Goeasy I am not very impressed with the trouble that Goeasy has got themselves in, but am glad to see they appear to be setting the record straight now.
I guess I'm fortunate to still be up about 300% but having been up 1200% at times it still hurts. (fortunately I did take money of the table at times).
My question is what due diligents does 5I do when "Reporting" on a company beyond what the Company reports?
Thank You
john

Q: Thank you for your answer - sounds like VWAP is an institutional tool rather than some sort of performance measurement tool, as are most of the other measurement criteria.

Q: what is vwap and how is it a measure of performance or other criteria?

Q: Good afternoon.
When calculating the percent you have in a specific stock do you add in the calculation your fixed income portion?

Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?

Q: Started my daughters TFSA with quality stocks (BN, TD, SLF, CNQ, TOU, ZEM, VIU, VBAL, CP, BEP, GOOG, ATD.B, WPM) and wanted it to be positive first experience with investing. It has done okay but now everyday it declines a little more. I know it can soon go negative. What is the best way to handle this if for long-term savings say 5 years out. I know she will hate to start losing money, and I know the right thing to do is hold. In times of instability does the market eventually stabilize. I guess no one can predict. Thanks for your wisdom.

Q: Re LMN - and the others like TOI and CSU - the question seems to be whether the software issue and the skills associated with the profession, are going to be needed or not going forward. On the one hand we have a supposedly intelligent party saying that the ladies and gentlemen who possess these skills will be toast (burned) once AI comes to fruition, facing an equally cogent view that these same parties will be in heavy demand, because they understand the intricacies associated with the application of artificial intelligence.

I do not know the answer to this riddle, but the value of a whole profession, the parties involved, as well as the worth of the corporations involved, appear to revolve around the answer, and the issue is meaningful from an investing standpoint. Would someone be so kind and address this question?

Q: Good morning 5i
A member recently asked who is the right kind of person to borrow in order to invest. It seems that a lot of people do this. I have always wondered, though, how many people could actually do it, since most people have a fixed income component to their portfolio. It doesn’t seem to make sense to borrow money when you have low paying fixed income available. Am I right about that or is there a benefit to borrowing to invest even with this fixed income?
Thanks

Q: Is MFST-CDR the same as MSFT other than being hedged to the Canadian dollar?