Investment Q&A

Q: While I am sure Mr. Nuttall will have some interesting insight into today’s news that the UAE is withdrawing from OPEC, I would appreciate your thoughts. First, is this something short term, and the UAE rejoins after the Iran crisis, or can we now expect an upheaval in OPEC and its membership? Articles suggest this will result in a lowering of oil prices in the medium term if the UAE remains out….your thoughts?

Thanks as always,

Dave

Q: Peter recently answered a question about the number of positions which makes for good diversification and in answering I believe he said he personally holds about 15 stocks and 3 income oriented ETFs. All my holdings are stocks and I know nothing about ETF's. Could Peter share with us what 3 income oriented ETF's he holds and why he chose those. I am a long time subscriber to 5i and you and your team have taught me so much over the years, allowing me to achieve WAY beyond what I could have done on my own.

Many, Many Thanks
Scott

Q: While I have always believed in the saying “The markets climb a wall of worry.” I think we’re in a usually worrisome situation and I have little confidence that the current US government can competently manage the war, inflation or the US debt. The most likely scenario seems a global recession and/or higher inflation. Because of this I have pulled back on my US stocks and would like to “ride out” the next while. My primary goal is to preserve capital, but I’m not a fan of just holding cash; I’d like some income as (at least partial) protection from inflation. I’m wary of bond ETF’s (inflation would reduce their value). What recommendations do you have, assuming I want to keep the funds in USD? Thanks.

Q: As portfolios should be diversified, the following names are owned, yet are not doing well, except SYK/MRK. Are any of these outright sells or just not the flavour of the day?Thank you for your excellent advice!

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: It's rebalancing time, for me. I need to augment our fixed income positions and would appreciate your thoughts on best current options. I already have short and long bond positions at present, not doing much but paying the payments. I'm not keen on pref shares. I am perplexed by the interest rate regime by and large. Are rates going to lower, as I assumed prior to Trumps Iranian caper are will they rise, to counter inflation which may be lurching from the grave. Laddered GIC's? I would rather not carry all the cash I'm generating from trimming equities but have a bit of analysis-paralysis. What would you suggest, Obywan-Kenobi?

Q: Can you give me your best ideas for a near term purchase of US traded companies with a good yield and some growth potential?

Q: Hi Team,

Appreciate all you do, seldom ask questions...

This is for my Kids RESP (ages 7 & 11). As a means to try and get them understanding stocks a little bit, we basically give them 3-5 basic company reports (that 5i recommends) and ask them to review + choose 1 company to invest in. They own 2 companies thus far... investing approx $5K each in Google and CSU. The current market value is now is $2500 for CSU and $11000 for Google... we now have another $3-$4K cash to invest for each of them.

Questions:
1. What would be 3-5 companies we should point them to now for them to pick from (keep in mind, their 'reviewing' of a company is generally looking at the price chart and understanding a bit about the business... there's no deep thought in their decision, obviously)?

2. Which 1 or 2 of those companies should we try to guide their decision to?

3. Would adding to CSU be a better option for them?

4. Should they be trimming google to add another name for diversification?

Thanks!

Q: seems to remain a hidden gem. past performance looks good going forward, what is your opinion

Q: I am thinking of adding to my defense sector exposure. I own SHLD which is 60% US stocks. With Europe's desire to purchase more defense equippment at home would it make sense to start a new position in EUAD (100% European stocks) instead of adding to SHLD? SHLD has performed better over the last year and the US will have to replenish the armaments it burned in Iran, but US firms might expect fewer orders from Europe.

Q: Can you please comment on SRAD short report, earnings, and conference call? What is your outlook for the company?

Q: I'd like to increase exposure to markets outside of the US and Canada. I currently have VEE and VIU.

Would you add to these or are there other ETFs that would complement these?

Q: with the takeover of Arc by shell, I am wondering if other Montney operations become targets. How would you rate these three or are there others you could mention?

Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Q: How would you rank the above companies from 1 to 10 from an buyer's point of view?

Q: Mda has dropped straight down 20% for no apparent reason.Whats the problem?

Q: I ve held this stock in my RRSP for a little growth and dividend for 10 years. I already have DIR.UN. is there a good replacement.

Thanks

Q: How transformative is Akita's integration of Paramount Ressources and the end of the dual share classes? Would you be a buyer here? I hold near 4% in my portfolio, should I trim or hold?

Q: As details become available regarding the Canadian Strong Fund, we would welcome 5i opinions on how this development can impact investment strategies and potential opportunities. Please answer when sufficient information is released by PM Carney and team.

Q: Almonty Industries has a market cap of about $8 billion. Do you have any forecasts or projections of the amount of tungsten they expect to be able to mine from the Sangdong mine? What is the timeline to full operations for the mine? Does the expected production justify the valuation of the stock?