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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: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 28, 2022
Q: I sold out of all my PXT around $30 since it had a nice run but more impotantly the in coming president in Columbia is very anti-oil even though his name is Petro (kind of ironic). I have not been able to find any recent news as to whether the new president is going to follow through an policies that are not extraction industry friendly (Even though they are one of the few bright spots in the world economy in 2022). Is there anything on your radar about PXT and the Columbia geopolitical situation? I like PXT because of its net cash on the balance sheet and that is profitable even with WTI in the mid 40"s but government intervention by Latin American governments can destroy a lot of share holder value. What's your take on PXT?
Read Answer Asked by Paul on April 28, 2022
Q: I am confused and would appreciate some of your knowledge on the mechanics of the type of transaction Mr Musk is doing in buying Twitter.

a) I thought that stockholders were the owners, so that buyout would mean everyone's shares were being purchased. Is this the case?

b) Then Musk said that the Board were refusing to consider his offer and they weren't aligned to Twitter's performance because they weren't big stock holders. Can a Board actually block a takeover? The press seemed to think so. Isn't there going to be a vote by shareholders on the offer?

c) Then there's the purchase price. If it's going to remain a public company, then that $49B goes where, into whose pockers?

Thanks for your guidance on these questions.
Read Answer Asked by TOM on April 28, 2022
Q: Hi Peter

Is it possible to share the link to your asset allocation article that Steve mentioned yesterday?

Thanks
Read Answer Asked by Greyhair on April 28, 2022
Q: What is the biggest near term risk with Brookfield?
Read Answer Asked by Kim on April 28, 2022
Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?
Read Answer Asked by Jeff on April 27, 2022
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
Read Answer Asked by Rob on April 27, 2022
Q: Hello 5i,
I am a DIY invesor with ove $1000,000 trading portfolio over 15 years and am up 25% not including dividends on a mix of ETF;s and equities. My expense ratio is ,05% costing $1608. The one standout is HDIV with a cost of 0.65% and an mer of 2.05% probably due to the underlying holdings. Also many of the ETF's are BMO covered calls. I enjoy the monthly dividends. Is all of this reasonable? If not, please suggest improvements.
Thank you
Stanley
Read Answer Asked by STANLEY on April 27, 2022
Q: Hi 5i,
In general it looks like XDGH has outperformed XDG fairly consistently.
Can you help explain?
XDGH has approx. 70M AUM and XDG has approx. 311M AUM.
If one felt the USD was going to get stronger which ETF should one invest in?
If one did not have a view about the direction of USD which one would you invest in?

thanks
Read Answer Asked by Ian on April 27, 2022
Q: As can be seen from today's NR, we may now be off to the races with OPS. Would appreciate your views.

QUEBEC CITY, April 26, 2022 /CNW Telbec/ - OpSens Inc. ("OpSens" or the "Company") (TSX: OPS) (OTCQX: OPSSF), a medical device cardiology-focused company delivering innovative solutions based on its proprietary optical technology, today announced that it has received Health Canada approval for the SavvyWire™, its new guidewire for transcatheter aortic valve replacement procedures, or TAVR.
Read Answer Asked by karl on April 27, 2022
Q: GEORGE WESTON has ( so far ) held up well with it’s Loblaws and Choice Properties holdings and selling of the bakery business. With the passing of the father and now the son in charge, I am giving this stock another look. What is your opinion of this stock, especially in this current market ? Thanks . Derek
Read Answer Asked by Derek on April 27, 2022
Q: I was thinking about buying some of this company but with such a diaster of a first quarter I am having second thoughts. Or should I be contrarian and think that everything that could go wrong went wrong (lower grade combined with lower production because of machinery problem, which is now fixed). Or should I just buy some more ARG Amerigo and get the juicy diviidend? I am long term bullish on copper (re: electrifiaction of the world) but I tend to trade my base metal holders due to excessive volitiliity.
Read Answer Asked by Paul on April 27, 2022
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