Investment Q&A

Q: I just noticed (better late than never) that you sold your full position in Stantec in your model GROWTH portfolio in February. How come? Any concerns with the company?

Q: Only within the last two months we were at record highs, now we’re in a bear marker for the Nasdaq and S&P nearing one. Futures are selling off again here Sunday night. US administration is digging the heels in on these tariffs.

What are your thoughts on the Trump and Fed put? If they don’t change course soon, the economy is going into a recession and midterms next year will be ugly for the GOP. Looking back at all previous crises, what do you think will happen in the next 6-12 months and what’s the game plan? VIX at these levels and large consecutive down days have resulted in nice future returns 1,3,5 years out. Let’s say you had 100k to invest now, how would you deploy over the upcoming weekly or monthly interval? Which 5 CDN and 5 US stocks would you continue to buy on any weakness, assuming only market related? Thank you!

Q: Is this a good time to buy XQQ? I only have a 2.5% current holding at this time?

Thanks

Q: Hi Guys,

For a dividend investor would you buy CNQ or FRU today for long term hold? Meredith

Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.

Q: How much is the market drawn down based on tariffs vs market valuation?
Is the current market still overvalued?

Q: Don’t you think Trump is forcing investors to move from stocks to bonds in order to reduce interest costs on the federal debt as a result that would leave room for tax cuts.

Q: What is your view on AXON moving forward? If it is a hold/buy what is a reasonable time frame?

Thanks for your steady hand. It is much needed and appreciated.

Janet

Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)

Q: Hello 5i,

Thanks for the detailed and quality answers during these "interesting" times. I know predictions are pretty much "off the table", but ... I wonder if you could ponder the chance over the next few years of a dividend cut at the Banks. (1 = impossible, 10 = possible if things get really bad).
Knowing that such an action would be a very tuff call for the banks to make. All Canadian banks in general, but specifically TD and BNS (which are some of my TSFA holdings and used to generate retirement dividend revenue.

Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.

Q: Hello 5I. Are there 5 dividend stocks and 5 growth stocks that you think have substantial upside on a market recovery?
Thanks

Q: i picked up some algonquin yesterday. does the stock pay US dividends & should i journal it over to my USD side of my investment account

Q: Hello Team,
Could you please comment on these two reits and do you have a favourite between them for total return going forward?
Thank You,
Barry

Q: I was just about to purchase SRAD and GENI. But now that HOOD and PLTR have pulled back so much would they have potentially more upside? Thanks

Q: Hello 5i,
I meant to send you a question but I am unsure as to whether or not it actually went through. I am only marking this "Private" in case it ends up being a duplicate, otherwise, "Public" is fine. If it is a duplicate, my apologies!!! Now to the questions:
What do you - and others - feel the Bank of Canada may do on April 16: raise, lower, or hold on interest rates? I know there is a *lot* going on at the macro level, but is there any consensus as to what we might reasonably expect?
In terms of the current environment, I have two questions about Covered Call ETF's:
Is the current environment good, bad, or indifferent for (un-leveraged) C.C. ETF's or is the individual performance of the underlying holdings far more important?
And, in this environment, what is the likelihood of C.C. ETF's needing to cut their dividends? What kind of factors have the geatest impact on a dividend cut decision for these ETF's? I hold a few of these ETF's and over the years have seen dividend cuts in some instances come and go, while in others, the cut has seemed more permanent.
Many thanks for any insights you can provide!! Have a great weekend, all!!
Cheers,
Mike

Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.

Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.

Best,
Neeraj

Q: I notice that Tim Cook has sold 24 million of his APPL shares the other day. Maybe he has personal reasons, of course, but the timing seems ominous. Any thoughts?