Investment Q&A

Q: I would like your opinion on possibility of NAFTA termination.
What would be impact on Canadian stocks?
What sectors and companies would be most impacted?
Could it trigger recession?

Thanks,
Milan

Q: Hi Peter,

Please list 10 stocks that could see some tax-loss selling but could also rebound next year (good fundamentals, value, etc). I imagine that CRH and CBL could be two candidates? I don't mind any riskier stocks as well.

Thanks in advance.
John

Q: Good Afternoon.
Would there be a correction in the next 6 months ?
Is now the right time to invest in gold ? What gold stocks you would recommend ?Thanks.

Q: Interested to know the percentage that each sector represents of the TSX, i.e. financial, utilities, energy, etc. Is it prudent to use this sector representation to structure a portfolio. Thanks, David

Q: Why day after day my Canadian stocks go down a little bit but my us stocks go up....Friday everyone of my Canadian dropped and 2/3 of my us stocks went up?

Q: Hi Peter,

As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.

Thank you.

Q: Where do you look to determine market and sector breadth strength? September is giving fairly mixed signals for a weak time of year.
Your thoughts please.

Q: If the Canadian economy is working on all cylinders WHY is the market not reflecting this. Markets should be a good indicator of the over all economy shouldn't it. Very frustrating!!

Q: On BNN this morning it stated our Canadian Stock Market ranked 96th out 100 world markets. Is there any way to find the figure for foreign buying of Canadian stocks and compare these figures to the past. Are we not in play due to Nafta changes coming and fear of Pres. Trump.,the low demand for commodities, our Liberal Governments Federal & Ontario Provincial, NDP in Alberta and BC. Our high home prices in Toronto and B C and fear of real Estate Collapse or What ? RAK

Q: In my portfolio, small cap and technology has weakened in the last two months, yet l see indexs making new highs, at least in the US, where are the gains; sectors?

Q: Portfolio Managers are saying US Stocks are expensive and they are buying Europe and Emerging Markets. What about Canada ? Is the uncertainty regarding US Tariffs holding TSE back ? DOW is hitting New Highs . We are not ? Is it also because we are a commodity economy. Are we just out of favour until world economies start to show growth which will drive commodities higher ? Oil also seems range bound $ 40.00 - $ 50.00 Not good for Canada !
RAK

Q: I noticed on your macroeconomic card that inflation rate is higher than gdp growth. What causes this and is it something that can continue over the long term ? Thank you.

Q: The potential for an increased US protectionist stance has me thinking about the possible impact on Canadian companies (non-manufacturing) doing business in the US. Some of the big Canadian banks like TD have significant US exposure, as do some utilities like FTS or AQN. These companies are Canadian, but have US offices and presumably employ thousands of Americans. They do not really export any product into the US. Do you see any reason for concern for Canadian companies like these that have US offices and employees that provide a service (as opposed to selling a Canadian-made manufactured product into the US)?

Are Canadian banks, utilities or similar companies covered under any NAFTA provisions that could be re-negotiated? Do the profits on their US operations all come back to Canada?

Perhaps it is a little premature for these questions, but I hope 5i will be proactive in keeping its clients advised of any developments respecting Canadian companies operating in the US.

Thank-you

Q: Good Afternoon,
How much would you advocate an average 40 year old working Canadian invest in the US and Global using the Mawer Funds for example. Something along the lines of 75% CAD, 15% US and 10% Global? Thanks

Q: Is there a link which will provide the return & total return of TSX & S&P500 for each year? What are the numbers for 2016?

Thanks and all the best in 2017..

Q: It's never easy to find this piece of information or so it seems. Could you advise from your Bloomberg terminal or elsewhere?

Thanks

Q: My bank's online trading site gives me the 12 month trailing return of my portfolio, updated every month.
Can you advise where I can find information on 12 month trailing return of the TSX?

Q: Now that Donald has consistently shown his character it seems obvious that Hilary will be the next President. Do you still expect the markets to be jittery?

Q: As the proposed carbon tax will primarily adversely affect the Canadian oil, gas, and transportation industries would it be a good idea to purchase American stocks in these sectors going forward? Or are American Companies potentially in a similar tax situation in the US?

Q: What are the possible ramifications of the Carbon Tax as laid out by the government? How should investors protect themselves?