Investment Q&A

Q: I never bought a REIT because I own another investment condo in Toronto. Would you factor that to your entire portfolio or add another REIT unrelated to residential like MPW, AMT or something industrial? If you would add regardless of having another income property, what would you add?
The condo rent has positive cash flow and the equity is about 3 percent of my overall portfolio. Analytics suggests a 4 percent REIT holding.

Q: What are you thoughts on the FED meeting today? It sounded like the Interest rate path has not been decided yet, and would be revisited at the next meeting.

Do you think they can continue to kick the can down the road, and what are the implication if they keep doing so?

Q: Hi Team,

On a scale of 1 (nothing alike) to 10 (identical) how do you rate the similarity to this tech meltdown with the late 2018 version?

Thanks

Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.

Need about 10 for RRSP and 4-5 for TFSA.

Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.

Take as many credits as needed.
Thank you so much for this great service.

Q: when the stock market drops like it has during January 2022, I wonder who is selling???


is it dominated by traders, aka those jumping ship for future positions down the road, or retail folks bailing out of an ETFs in great numbers or institutional investors like pension plans which would surprise me?

what is your take?......I ask this as it is a head scratcher for me, especially as it isn't like other declining sessions in the 2000 era but rather about
expected rate increases and, to some extent, inflation in the short term

..........thanks for your insight.....Tom

Q: Can I please have your top 5 US and Cdn consumer non cyclical stock choices ?

Q: Hi there,

I am seeing an increasing number of questions from people looking to exit their technology holdings and wonder (as I read your banner at the top of the page about doing nothing) if now is perhaps too late to be exiting. I understand that people may look for safer havens but I would like your opinion on whether or not people with a 5-10 year horizon and an appetite for risk should be scaling into many of the higher quality names rather than selling at what appears to be nearing a bottom. I can't help but think of so many who bailed out of oil stocks when things appeared dire and then didn't get back in for the massive rise.

Q: What do you think will happen to the Canadian dollar vs the US dollar when the Bank of Canada eventually raises interest rates?

Do you think there are any other short-term factors that might significantly affect the Canadian dollar vs the US dollar?

Q: Hi there, your comment is very true regarding the following;

All views should be considered and taken into account but this group has been quite bearish for probably a decade now, so eventually they will be right. We have a hard time imagining a 50% market crash. For context, the S&P 500 trades at about 20 times forward earnings, so a 50% drop would lead to the S&P 500 trading at 10X. Of course, earnings could also drop but we are not sure we see a high probability scenario where across the broad spectrum earnings/profits get cut by such a large degree.

However, your last sentence is what intrigued me the most! And looking forward, as the markets always do, maybe the markets foresee three quarters ahead for this year, and revenues/earnings/profits won't be as robust as they were for growth companies now that covid is really in the rearview mirror, with vaccines establishing normalcy (the new normalcy that is) going forward once again!

Thoughts looking forward six to nine months ahead for growth companies?

PS: Growth Companies will no longer get an easy pass any longer (as they have during these crazy Covid times), they are going to have to truly prove themselves as being relevant going forward, earning a buck or two or three..., in a cut throat world competing against one another! Everyone is done with Covid... and its time to move on with normalcy once again, as best as we all can, including the markets! :))

Q: Gentlemen: With Gold, Bonds, Money market funds, CDs, Emerging markets and cash all paying less than inflation, diversifying a portfolio to say 50% non equity as advised with aging, is a joke…. Where do you recommend looking for 2022?

Q: Do you think we are near capitulation yet, today Monday? Markets are really down!

Q: Is there a reason for the selloff today.
PB

Q: How do you view JETBlue's recovery in comparison to other US airlines?

Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!

Q: When higher interest rates eventually actually happen in the US, what do you think the initial reaction will be for semiconductor stocks? Will the first reaction be a dip, or perhaps they might move higher?

Are there any other events, such as an invasion of Ukraine, that you think would significantly impact the semiconductor stocks in the short term?

Q: Hi guys: If stagnation did appear later this year, what would be your top 5 U.S. and Canadian stocks?

Q: Hi Everyone at 5i! Me again. With your crystal ball on the table , how do you anticipate our Canadian dollar doing over the next few years?
Cheers, Tamara

Q: Hi All at 5i! Was the market run up in 2021 in anticipation of the pandemic being over, now contracting because the recovery is dragging on? Cheers, Tamara

Q: Hi Peter/Ryan as an investor and not a gambler who's tried to make a buck over the years doing what's right, investing in good companies having a properly balanced portfolio to not risk loosing it all, what chance do we have when this Jeremy Grantham comes out and makes a statement about the stocks collapsing. That alone can cause people to panic and sell, no? Thanks, Nick

Q: I read a lot about the Market online and through the media and I am seeing numerous who have claimed to have predicted such downturns as the 2008 and 2020 and who are saying that this one will be 30% plus before the end.

There have been a lot of downgrades lately and most recently being AMD and XPI. What is your take on this?

Thanks so much and hoping to get some insight into what is going on now.