Investment Q&A

Q: What would you invest in when inflation is a problem?

Q: As a general rule how much of one's portfolio should be in US dollars to hedge currency risk?

Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?

Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike

Q: Good Morning 5i, What would be your allocation % to the 11Sectors? Thanks

Q: Are you followers of David Rosenburg? He is playing the contrarian and is foreshadowing gloomy times ahead - not too distant. Recently, in the National Post he reinforced his current analysis with his prior track record of seeing what others didn't. What do you think?

Q: I have quite a few companies that trading well above
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks

Q: Can you list a few companies you think are undervalued today?

Q: When the IPO settles down what portion of your portfolio would you allocate? I am okay with a a higher risk stock like COIN.
Clayton

Q: what would be some great investments if we were to have a really hard drought all across North America this spring summer and fall ? thanks

Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.

Q: I am I retiree with a cash account, a TFSA account and a RRSP account and have a defined benefit pension. If I think of all my accounts as one what would you suggest my sector allocations be for an income account. Also, what do you suggest that my sector allocations be as to Canadian, United States and Global holdings

Dave


spand have a defined benefit pensio

Q: Peter,

I am confused about the value of Quantitative Easing. The Bank of Canada has bought billions of dollars of government bonds, bidding up the price and consequently lowering the yield. I understand this a procedure enacted when interest rates cannot go any lower and they still want to boost the economy. How is this going to boost the economy? It is not lowering the cost of lending and is not creating any jobs. Is the only advantage is to create more liquidity in the lending market?

Thank you

Paul

Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.

Q: Hi 5i,

You have mentioned that "Anything 'growthy' and on the smaller side has been unloved for the last one to two months." So the Hi Tech stock seem to be the worst sector now. Do you think the tech sector is over? How many months or years will the tech stocks come back by your experiences. I have no income, but can still survive for 2 years.

Q: In hindsight (which, as we know, is 20/20), I was overweight in tech and underweight in both materials (0%) and consumer cyclicals (4%). Given rising fears of inflation, I am of two minds.

A. Hold the course. Although four of my tech stocks are well below water - ARKK, KXS, U,and XBC - they are fundamentally in good shape and will rebound in time. And I've missed most of the upswing in materials and CC anyway.

B. Inflation is inevitable. I should sell off one or more of my tech losers (so I am no longer overweight in that sector), take the proceeds and invest in either materials or consumer cyclical to enable my portfolio to better cope with inflation.

If Scenario B is, in your view, the best to pursue:
1. Which tech(s) - and in what order - would you be inclined to sell?
2. If only one could be added to, would it be materials or CC?
3. What are your two favourite US consumer cyclicals today?
4. What are your two favourite US or Canadian materials today?

Many thanks for your guidance.

Maureen

Q: I am wondering if from a diversification standpoint, do you look at each investment account separately, or on a combined basis. For instance, is a full position 2.5% in each of 2 accounts, or 5% in one account? Do you hold different securities in both accounts if its a good investment, or do you keep your holdings between both accounts at say that of a full position. Would you not advise to have more than 5%, full position, between both accounts or would you be ok with 5% in each but this would then represent 10% of your total portfolio?

Q: Where is all the money going? My portfolio is down 9% from Feb high and a look this morning at the sector performance shows utilities as the only Cdn sector in the green, slightly. US market showing same. Is substantial money moving out of N American markets, moving into bonds or other investment types? What's going on?
Thanks guys.

Q: Hello,

A long time ago, Peter was on Market call and he mentioned a few criteria, which in his books, would make a stock a recommendation.
And then as one of the top picks, which met all those criteria, was STN.
Out of all those criteria, I remember:
1) a company had no dividend and just introduced one;
2) significant insider holding/buying.
3) no debt.

Could you please let me know if the criteria I listed above is correct + if there were other criteria as well?
Also, could you please recommend a few companies in both Canada and in US, which met all those criteria (relatively) recently?
It would be really appreciated companies from different industries/sectors please.

Thank you

Q: Do you think the federal budget (and any nasty surprises in it) could have a significant impact on the Canadian stock market? Do you think any sectors could get hurt, or benefit, more than others?