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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: I have read the following from Morgan Stanley's CIO:
- S&P 500's forward price-to-earnings ratio is over 20.4, the equivalent for the MSCI ACWI ex U.S. is around 13.5.
- That discount of nearly 35%, a 20-year low, is a two-standard-deviation event.
- Dividend yields for non-US equities are running above 3% - more than double that of the U.S. benchmark.

Do you think there is an out-sized opportunity to invest outside the US, beyond one's normal global diversification strategy? If so, what sectors, stock and/or ETF's do you recommend? Thanks.
Read Answer Asked by Ben on March 04, 2024
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Read Answer Asked by Greg on March 04, 2024
Q: What would be your top energy (large and mid caps) picks today for greatest growth?
Read Answer Asked by ZIM on March 04, 2024
Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J
Read Answer Asked by Jerry on March 04, 2024
Q: In response to Ben’s question on March 1 regarding to buy LMN or not you stated that if one has a time frame of 5 years or more, then he should buy it at the going price. Are you saying not to buy the stock if less than 5 year timeframe?
What if one does not use timeframes as a reference but uses percentages ? In my TFSA ( where I have my riskier stocks ) I use 20% as a point of consideration to sell. I may be leaving money on the table but I have locked in a good gain. I would appreciate your thoughts on this approach. Would your answer on LMN be the same if one used the 20% ?
Thanks . Derek
Read Answer Asked by Derek on March 04, 2024
Q: Hi, I'm light on financials holding a full position in TD. I was wondering if you could give me a few picks with safety, dividends and some growth being the parameters for a retiree's income portfolio? Would now be a good time to add another bank or would you lean into an insurance name at this time? Or something else? I look forward to your response. Thank you.
Read Answer Asked by Harry on March 04, 2024
Q: India is now or about to be the most populous country in the world and its economy appears strong. This should point towards solid growth going forward. What are your thoughts on this? If one wanted to invest in this scenario, how would they do it? Can you suggest ETFs that would mimic their future?
Read Answer Asked on March 04, 2024
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