Investment Q&A

Q: What is the current % weighting in the Tsx of energy producers,pipelines.
For an all Canadian equity portfolio what % would you recommend in each of the above for a long term hold?

Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?

Q: Good morning 5i
Japan, has been struggling though long bouts of stagflation for a long time (10 years or more). High debt and low growth (after inflation) seems to be a reoccurring theme today. I would say that most G7 countries are pushing the limits of room on the debt servicing side. What metrics are similar to the "Japan" experience and what metrics are not similar?

Q: My apologies if this has been asked before, as I'm guessing it has but I just can't find the thread. Regardless, here goes: given the situation in the Ukraine, and the general instability that this brings, I am a bit perplexed with the recent strength in markets. My portfolio is actually up (slightly), as everything seems to have traction. Your thoughts ?

Q: We are a retired couple min 60's with large portfolio of Canadian large cap dividend payers plus assortment of NA and euro index etfs. Do we still need to carry bond etfs

Q: If the yield curve flattens either shorter term yields move higher and/or longer term yields decline. What is the more likely scenario?
Do you think the curve may flatten in next 6 months or so?

Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks

Q: You use the term the current market craziness a few times for the fall in high growth companies. I feel the same market craziness could have been for the same high growth companies at the top of the market and there valuations. I think the market is finally taking these companies to the value that they actually are.

Q: I would like to know how much cash you think someone should hold all the time. I do not believe in being fully invested all the time, because then you lose out on buying opportunities during major dips, as we are seeing now.

Do you recommend keeping 10% 15% or 20% of the total portfolio value in cash?

Thank-you

Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony

Q: Dear 5i team.

Is there any time in financial history when we had rising inflation combined with a recession? What would one do in this scenario to protect a portfolio?

Many thanks for your insights.

Q: Generally, for a long-term investor, in this type of market would you be adding to growth stocks (out of favor but prices are down) or value ("good" for this environment but prices are not down or less so)? Thanks.

Q:




Every morning i think of Warren & Charley dipping there cookies into there tea and having a good chuckle on these HIGH GROWTH companies getting a good spanking. A lot of these of these stocks are never going to come back as the field is just too crowded that they are competing in. I was in the market in 2000 and you never heard again of the high growth companies with no earnings again, you lost 100 % of your investment. Warren & Charlie might be turtles but who wins the race

Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated

Q: Like many people. I'm currently down quite a bit on a lot of growth stocks even though I bought them well below their all-time highs. For example, I'm down 50% on PYPL, 45% on Roku, 35% on Shop.

I have decades before retirement (and I do have a pretty balanced portfolio) so I'm not worried about my investments over the long-term, but it still hurts to see quite a bit of my positions so deep in the red.

I know it's impossible to predict (and it's always possible that some of these growth stocks will never recover), but in your experience how long do you think we could reasonably expect it to take before some of these growth stocks recover?

For example do you think it's reasonable for us to expect it to take 3 years, 5 years, 10 years for the above mentioned stocks (like PYPL, ROKU, SHOP) to recover?

Q: Hi team,
Given the tensions around Russia and Ukraine and the increased likelihood that we may see a war in Ukraine, what sectors do you think would be less likely to see a negative impact from this conflict? Are there sectors that may benefit if we do see war in Ukraine?

Appreciate your insight on this.
Paula

Q: Hi Team;
I know that you often say “no one rings a bell at the bottom” but I do seem to recall some time ago you suggested a number of indicators one could watch for? One of them might have had to do with intra-day reversals, and maybe another was volume related?
Thanks,

Q: Hi,
In recent weeks so many blue chip/ growth companies stock has fallen any where from 5% to 40%. That includes PYPL, SQ, BABA SHOP etc. These are growth names and were trading at high multiple. But there are some stocks but are not trading at that high multiple, consistently paying dividend like DHR, AMT, APD are also down. I understand it because its market. My question is how much ( say 20% or 30% price drop from its high) drop is considered a good value and a time to deploy fresh capital for a small investor. I keep my US$ portfolio of 10 to 12 stocks.
I will appreciate your views.
Thanks
Piyush

Q: Hi

Based on what is happening, that is not going to end anytime soon.

Is it time to reduce our Canadian investments and move the lions share to the US and
Europe?

Thank you

Q: With your expertise are you able to articulate the de coupling of Small/Mid caps in comparison to the Nasdaq/TSX/Dow. Small/ Mid caps are down near early 2020 lows and yet the broader index's do not reflect this. Historically does this happen often? The underlying sentiment has been quite deflating.