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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: Hello Peter and team,

We look into each question for your transparency on US holdings. We are truly thankful for that insight. I must say that our portfolio for US holdings would be so much better if your team managed our portfolio! :-) The 5i team is always 3-6 months ahead of the curve (buying or selling). We have and will continue to do well with your suggestions.

For all that you and your team does. Thank you.

D&J
Read Answer Asked by Jerry on January 31, 2025
Q: Good morning, just wanted fire off a note to say how appreciative I am with your timely communications. With this Deepseek announcement, I knew there would likely be some carnage with the AI stocks. I recognize that this could still adversely affect stocks like NVDA long term, but it is most helpful to receive your comments so quickly,
Read Answer Asked by jeff on January 27, 2025
Q: Everyone, if you were just starting out on a long journey of investing your savings in the market, what would be the first three things you would do? Clayton
Read Answer Asked by Clayton on January 27, 2025
Q: Just a comment, So now we have preliminary numbers for the quarterly reports, we have quarterly report numbers. What next? I thought we were supposed to be investing for the long term. What happens if a company doesn’t provide preliminary numbers, you may think something might be wrong? Investing is definitely getting complicated thanks for your help, but where does it end. I’m surprised they can even do that.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Read Answer Asked by Brad on January 24, 2025
Q: Hi everyone,

I have a hard time using the MARKET DATA to compare similar companies. For example, which ratios would you use for NVDA, AMD, MU, and others in the same space if you wish. It would be nice to have the same info for other industries, so we might be a bit more self-reliant . P/E are sky-high these days and seem not to matter anymore. Thanks.
Read Answer Asked by Denise on January 23, 2025
Q: Everyone, if you could change one think about the investment industry, what would it be and why? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: Everyone, what has been the biggest / best change in the financial investment industry when you started (Peter)? Clayton
Read Answer Asked by Clayton on January 22, 2025
Q: Everyone, how often should I pay attention to the VIX? I am a buy and hold investor. Clayton
Read Answer Asked by Clayton on January 18, 2025
Q: A recent analysis from Queen's University points out that consumers could see the prices of goods and services drop by up to 14.5% if free trade between the provinces were to be achieved. Which Canadian companies would benefit the most from elimination of interprovincial trade barriers?
Read Answer Asked by James on January 17, 2025
Q: Everyone, what surprises you the most about price targets and ratings? Clayton
Read Answer Asked by Clayton on January 17, 2025
Q: Greetings in terms of determining whether we are paid to take risk or paying to take risk, should we compare say a 10 yr GOC bond (risk free) to the dividend yield paid by the market or its earnings yield. OR, are there better mechanisms?

Thank you
Read Answer Asked by Bevan on January 15, 2025
Q: As a general rule of thumb would you let a holding exceed 6% of total portfolio value even if the stock is running well?If the answer is yes what would be the max percentage you would be comfortable with?
Read Answer Asked by John on January 14, 2025
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