skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If one believes the 2 year note yield will fall, what are best ideas to play this scenario?
Read Answer Asked by John on January 05, 2023
Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.
Read Answer Asked by Gerry on January 05, 2023
Q: Hello,
Many experts are predicting a downturn in the market for at least the first half of 2023 and possible even longer. With that in mind, and if the Feds and Bank of Canada pause in Q1,... the market will stabilize and GIC rates may pull back. In fact RBC GIC's short term rates are about the same as longer term. Therefore, is this a good time to start buying Bonds ETFs with the hope that as rates start coming down the stock price will start moving higher? Am I correct in this assumption? And, which ones would you suggest? short, mid, or long term.? As well, what are you thoughts on Prime Linked Cashable GIC's ( offered by RBC)? Finally, would you buy a 1 year GIC currently at 4.65% ( by RBC) ?
Thanks
CR
Read Answer Asked by Carlo on January 05, 2023
Q: Happy New Year to the 5i crew. A question regarding EXLS, it's had a very nice climb since early 2020 and has more than tripled. The PB and PS look reasonable for a growth company but the PCF looks quite high. Is there more gas in the tank over the next 1-2 years?
Read Answer Asked by Stefan on January 05, 2023
Q: Can you please provide two Emerging Markets ETFs ex. China that you would recommend to an investor seeking exposure to those markets?

Thanks as always for your expertise.
Read Answer Asked by Richard on January 05, 2023
Q: TFSA top up for 2023. I hold all IWO in the account currently. My crystal ball doesn't like the current USD:CAD outlook so buying USD with CAD to get IWO at the moment doesn't feel like a good move. Does anything in the balance or growth portfolio look particularly attractive as a buy? I hold OTEX and ENGH as tech stocks, both have been adequately beaten up to be buys but I hate owning the same stock in multiple accounts so would consider a different CAD stock for the TFSA account if you can think of one. So long way to ask: just suck it up and buy, IWO, buy ENGH, buy OTEX or buy ??? as it is your top pick right now. 5 year hold.
Read Answer Asked by Tom on January 05, 2023
Q: Hi Team,
My thoughts are on what to do with a portfolio that was caught "tech heavy" before the recent fallout. My opinion is...that if the holdings were "winners" in the previous environment, and will survive until the next cycle up for the sector happens, then at this point it is best to just hold on to the positions, as opposed to try to sell for big losses and diversify at this point when the entire portfolio fell 50% in 2022. My hopes are to wait for a big recovery in my holdings at least somewhat...then after that diversify to more appropriate levels. Am I wrong in this thinking? Tough call I know...but what do the odds point to here? Thanks!
Read Answer Asked by Shane on January 05, 2023
Q: If held in a TFSA, I believe RSP would be exposed to an American withholding tax. If this is the case, can you recommend a Canadian based equivalen that wouild not?
Read Answer Asked by richard on January 05, 2023
Q: Good day,

Can you please rank the following for me in terms of personal preference - ENB, KEY, PPL, T, BCE, SLF, TRP. I own them all, but just want to see how closely calibrated my weightings are compared to your relative rankings.

Thank you.
Read Answer Asked by Trevor on January 05, 2023
Q: Good Day Team,

Is this a good time to go into cash and if so do you favor any of these listed?

Thank you,
John G.
Read Answer Asked by John on January 05, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
Q: Hi Peter,
I have a general question about Canadian energy markets. Yesterday, January 3rd Canadian energy names (oil and gas) tanked to the tune of between 6 and 12%. WTI oil and natural gas were down a bit, but not to the extent the stock prices fell. In your opinion, was there any news that would precipitate such a price drop. Or is it possible that the big players decided to re-position on the first trading day of the year? Much appreciate your views!
Read Answer Asked by hank on January 05, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!