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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: Hi 5i Team,

Would you still recommend holding onto this company? Their recent results have been disappointing which has been reflected in its share price. Would you still hold or would you recommend moving on from this one in favor if another company? If move on, is there another name in the sector that you would recommend?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on May 24, 2023
Q: More than half my portfolio is US stocks or etfs valued in usd with very little fx hedging. In recent history the usd/cad exchange rate has ranged from a low of about 0.95 in 2011 to a high of just over 1.40, and we are at 1.35 now, that is, close to the top end of the range. As I live in Canada, am I taking an outsized risk here based on currency alone? There seems to be a lot more downside potential at 1.35 than upside. If we move ever move to par again, that would be huge hit for me.
Read Answer Asked by William on May 24, 2023
Q: Let’s talk index growth potential, generally.

We see the S&P500 has a 7+% weighting of Apple and a 22% concentration in the top 5 stocks. Reports are that tech drives the index growth much more than the remaining companies. Other indices around the world do not have this anomaly. e.g. TSXComp, MSCI World, MSCI EAFE (all typical of locked pension funds)

As we eventually move past this period where a recession may or may not happen, and market downturns may or may not happen, which areas (and these indices) may enjoy a healthy, lower-risk yet most favourable delta over the next 3-6-9 years? Is Warren Buffet on the right track when he recommends that his wife stay with just the S&P500 when he’s gone?
Clayton
Read Answer Asked by Clayton on May 24, 2023
Q: Of these three, why do you prefer SLF? Is MFC a close second? Thanks as usual.
Read Answer Asked by Danny-boy on May 24, 2023
Q: Hi, ATS Corp has launched a public offering of 6,000.000 ( 6.9 mln with overallotment option) new common shares in US and Canada. Pricing will be determined in market context, once underwriting agreements are complete with Goldman, JPM and TD.

Could you please help us understand the implications of this news /transaction as a current shareholder.

What is the % of the secondary to present o/s shares ?

In your view, could it result in a stock weakness - at least a temporary overhang and offer an opportunity to add to our position and if so, what would be the price range ?

Thank You


Read Answer Asked by rajeev on May 24, 2023
Q: Hi Peter, Ryan, and Team,

Regarding Nutrien, I read your answer to 5i member Maureen, and also just finished today's article in the Globe and Mail:"Nutrien shares fade on disappointing first-quarter earnings" by Ian McGugan. In your view, is Ian's thesis valid, and would now be a good time to sell NTR if one has already made some money on it? What would be some better (?) and less volatile options in the Materials sector?

Thanks as always for your insight.
Read Answer Asked by Jerry on May 24, 2023
Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry
Read Answer Asked by Terry on May 24, 2023
Q: I am interested in Ai which stock or ETF should I start with?
Read Answer Asked by Nizar on May 23, 2023
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