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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: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard
Read Answer Asked by richard on March 22, 2023
Q: Nvidia has quickly become 5% of my portfolio. I love the firm but it's been a meteoric recovery. In 2-3 years do you see it higher or is it time to take some off the table? Same question for WSP which has doubled for me now representing 4.68%

I know allocations are personal - just looking for how you manage your winners. I typically have a 6% max threshold on any one stock.
Read Answer Asked by Don on March 22, 2023
Q: Do you have a 1 or 2 yr chart available comparing gasoline to oil prices? FLK
Read Answer Asked by FORREST on March 21, 2023
Q: I have the stocks in RRIF and CIX in TFSA.Do you have any news concerning CIX ventures in US and the Canadian taking the debts. Is it a concern my breakeven is 15.50, Gold seem to be climbing well with bank turmoil in US.All this debt will have to be repaid to gov't entities eventually. Can US still avoid a recession with all these problems.Gold has moved quite a lot in last week.What does 5i globe see in the future for gold
Read Answer Asked by Guy on March 21, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
Q: On the XLB - long bond: during a dropping rate environment curious on what other sectors of the market have historically done over the same period you referenced. Utilities, Financials, Industrials and Gold. Might help to know as if you needed to raise cash to buy the XLB what sectors should it come from?
Read Answer Asked by Michael on March 20, 2023
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.

Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?

Thanks



Sheldon
Read Answer Asked by Sheldon on March 20, 2023
Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks
Read Answer Asked by Terence on March 17, 2023
Q: David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. for investors seeking growth please list your 5 favourite names in this area please show each companies percentage of revenues arising from its international exposure thanks Richard
Read Answer Asked by richard on March 15, 2023
Q: Hi 5i and Peter,
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.
Read Answer Asked by Dennis on March 15, 2023
Q: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks
Read Answer Asked by Curtis on March 13, 2023
Q: Could you explain why banks are not doing phenomenally well given the interest rate increases?

I understand that it may lead to fewer loans and some defaulted loans, but surely floating-rate loans and the higher interest of new loans would far out-profit these.

On that note, would you recommend locking in a floating rate mortgage at this point?
Read Answer Asked by Kevin on March 13, 2023
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