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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: HI!
In an income seeking portfolio, if one has a portfolio that is overweight financials, do you think it makes sense in the current environment to lighten up and add to pipelines and utilities due to the geopolitical events and risk of recession down the road. Thought in rate rising environment assets that benefit from rising rates were in favour but it seems telcos, utilities, and pipelines are moving more now. Obviously with price of oil, increase in pipelines is understandable and clearly yield curve is playing a role. What are your thoughts on whether increasing rates will eventually hurt utilities/pipelines. Thank you!
Read Answer Asked by Neil on March 08, 2022
Q: Hi Team,
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
Read Answer Asked by Shane on March 07, 2022
Q: I'm down in XBC, AT, WELL, MITK and TIXT.

Should I sell and move on or keep it.

If I sell which one do you suggest that I ad in this group.

Thank you
Read Answer Asked by Martin on March 07, 2022
Q: Hi 5i We have $65000.00 in cash in an RRESP account. The funds will not be used for 7 years. We are looking to get back into the market. May we have 5 Canadian and 5 US suggestions. Thanks



Read Answer Asked by Gordon on March 07, 2022
Q: Hi Peter
I have read your report that you have sent over to your customers stating that with this market correction it is time to build, i am with you all the way i am fairly new to this game been in it for only 2 years and still learning alot following your advise. I am at the age of 63 years old , if still healthy my time frame will be 5 years. Stating what you said about the market correction that we are in now, which companies would you feel is something that you can see moving in the right direction or which sector would you recommend? Thks again for everything
Read Answer Asked by wilson on March 04, 2022
Q: All three reported tonight (March 3). What are your thoughts on the results and would you rate them a buy/sell/hold and why? If a hold, what would you see as a catalyst to get each of them moving? Thanks for all you do.
Read Answer Asked by Randy on March 04, 2022
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Read Answer Asked by Roy on March 04, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Good Morning Peter & Team.

I have two questions. Please charge me accordingly. Both have to do with ramifications from increasing cost of OIL.

1. Do you think the ever increasing price of gasoline is going to push more people towards EV and if so, what would be your recommended play to take advantage of this?

2. Commodities especially those coming from mining, and especially those used in the EV industry, appear to be on the rise. What recommendations would you make for us to take advantage of this trend? Right now I have RIO & DML on my radar.

Thanks for all you do

gm
Read Answer Asked by Gord on March 04, 2022
Q: I like to look at total return including capital gains plus dividends over the previous 5 or 10 years when considering the purchase of a stock. This sometimes keeps me from purchasing a stock with a big dividend but little or no price appreciation. But I do not have a site that I am confident in to provide total return information for US or Canadian listed stocks. I use Globe watchlist which has a 5 year return but it does not agree with Canadian Stock Channel, for example.
Is there a site or simple method to get this statistic?
Read Answer Asked by Elliott on March 03, 2022
Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?
Read Answer Asked by James on March 03, 2022
Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean
Read Answer Asked by Dean on March 03, 2022
Q: I am underwater with all of my holdings. SHOP is currently down 46%, GSY is down 16% and NPI is down 17%. Should I sell and cut my losses or hold? Can I hope for SHOP or the others to recover in 2-3 years time?
Read Answer Asked by Sally on March 03, 2022
Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.
Read Answer Asked by Dennis on March 03, 2022
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