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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: Do you concur with David Rosenberg's comments in the FP today stating that inflation is not our current problem but rather a lack of liquidity and forced sales of quality assets?

Carl
Read Answer Asked by Carl on September 29, 2022
Q: What happens to the market if nuclear weapons are used in Ukraine.
Read Answer Asked by don on September 28, 2022
Q: Morning 5i team,
The Canadian dollar is down about 10% over the past year.
Does it make sense to convert Canadian to US dollars to purchase US securities at this time? The securities may have to increase 15 to 20% just to make up the exchange rate.

Thanks for your opinion

Joe
Read Answer Asked by Joe on September 26, 2022
Q: Everyone, stocks go up and stocks go down. Own the best and wait for the dust to settle either way. I have been through the tech crash, a few financial crashes, the COVID crash and now we are going through the Putin war crash. I have also been there during the market rallies. Stuff happens and believe that holding for a long time is better than picking the right day or days to invest in the market - time in market beats timing the market every time. Take care and see you on the other side. Clayton
Read Answer Asked by Clayton on September 26, 2022
Q: Hi Team,
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks

Shane.
Read Answer Asked by Shane on September 26, 2022
Q: Hi 5i, looks like markets are going to take out June lows. With all the talking heads talking about more pain to come, what does your gut tell you?

Thx again for all your advice.
Read Answer Asked by Christopher on September 23, 2022
Q: Everyone, Now that the fed has raised rates, what do you see the market doing the the next year. Clayton
Read Answer Asked by Clayton on September 23, 2022
Q: I have been a canadian equity owner only but am buying a number of US large caps for the first time. With the US dollar being as strong as it is right now, would you hedge these purchases using the NEO exchange. I am in my early 70s
Read Answer Asked by bill on September 23, 2022
Q: I'm perplexed by these "defensive" stocks. Both are breaking down with the market. Shouldn't food and insurance companies fare better? They haven't and now I wonder when the market turns if growth companies will fare better and lead the market higher (eventually). So what's in store for these companies going forward? Throw in the towel and put into growth companies?
Read Answer Asked by Kel on September 23, 2022
Q: Nouriel Roubini (Dr. Doom) is forecasting a hard landing for a 2% inflation target rate with the S&P being off by as much as 40% and referred to the levels of debts of corporations and governments.

Even half that is nerve racking. Can you please give your thoughts and opinion on the matter?

Carl
Read Answer Asked by Carl on September 22, 2022
Q: Hi 5i, why has the price of gold dropped since Aug 2022, and where do you see it going from here (and why?) Thank you.
Read Answer Asked by Ron on September 19, 2022
Q: I noticed an interesting thing the other day, with the CPI announcement in the US causing a sudden severe tech market downdraft. Tech stocks such as Amazon went down about 6% and have stayed there. Smaller Canadian tech stocks didn't however. I hold both Converge and Topicus and they are both trading higher than they were two or three days ago. Does this decoupling mean that smaller Canadian tech stocks may have bottomed? Ie. all of the weak shareholders have been flushed out and mostly long term holders now hold the shares?
Read Answer Asked by Michael on September 15, 2022
Q: Hi Peter,

Over the next five to ten years, what is your expectation from a risk-return prospective for the following asset classes? Please provide your ranking with a brief explanation for your rationale.

Annualized returns for the past ten years are noted below as per BlackRock:

U.S. equities – 13%
Canadian equities – 8%
Infrastructure – 7.3%
Japan equities – 6.6%
REITs – 6.1%
European equities – 5.3%
China equities – 4.9%
High yield bonds – 3.4%
Emerging Market equities – 3.3%


Thanks George

Read Answer Asked by George on September 14, 2022
Q: Hi,

Can you give 5 small and midcap stocks US and Canadian that fits the category "that have purely domestic revenues and don't have to worry about recessions" as mentioned in your article in National post.

Thanks.
Read Answer Asked by sunday on September 14, 2022
Q: The headline from the Globe and Mail, after the stock market closed on the 13th of this month - Surprise jump in U.S. inflation sends stock markets tumbling, and this - Dow sees worst one-day selloff in more than two years as fears of another large Fed rate hike rise. For me, dipped my toe into the turbulent waters and added to existing positions, well, somewhat. Now I'm wondering  - what the rest of the week will be like. and even for the next week??? Your observations from past experience would be much appreciated....and ready me with some insights about what to expect and also ready myself about what to do next..........Much thanks........Tom
Read Answer Asked by Tom on September 14, 2022
Q: Hello 5i. Can you explain some market psychology. First of all who is buying shares that are being sold in this market downturn. How can the markets get spooked one day and fall 5% and yet climb 2-3% next day. Its been known for a while that the fed will be raising rates to tame inflation and yet the market reacts as if this is a surprise. Very confusing market. What would be a few indicators that we have reached a bottom in this bear market and are back in a bull market?
Read Answer Asked by pietro on September 14, 2022
Q: What is your outlook on Copper and Silver over the next 3-5 years?


Thanks,
Read Answer Asked by Craig on September 13, 2022
Q: Hi Peter, Ryan, and Team,

If we can trade with zero commission, and were just starting out with a TFSA, which of the following two options would you recommend, and why?

1. The Canadian Money Saver Model ETF Portfolio
2. The ten stocks in the "Beating the TSX" as described in https://dividendstrategy.ca/btsx-portfolio/, and has also been featured in the Canadian Money Saver from time to time.

Thanks as always for your pertinent advice.
Read Answer Asked by Jerry on September 13, 2022
Q: In early July, I asked whether you thought it was better to lock in a mortgage rather than sticking with a floating rate.

At that time, you thought staying with a floating rate was better.

Wondering if your thinking has changed on that given how things have developed since.
Read Answer Asked by Kevin on September 13, 2022
Q: Hi, could I please have your view of the Canadian inflation rate over the next 5 years. Do you believe we could return to a scenario of very low inflation and zero interest rates or is inflation likely to plateau at a higher level (or much higher level) and what might that level be? Thanks.
Read Answer Asked by Gary on September 09, 2022
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