Investment Q&A

Q: Just a comment: well done with your analysis of the factors behind the inflation piece the other day. I subscribe to both the Economist and the Financial Times and I can say that an analysis with that quality is very rare!

Q: With a larger capital (3-5 millions) is it acceptable to manage only with ETF or is it clearly preferable to build a portfolio with individual stock ?
Thanks for your work.

Q: Dear 5i
When the pandemic first started and the market dropped substantially , some days even7-10% in a single day i think it was because it was such a new and scary scenario that none of us had experienced before and thus created a lot more fear in the markets . Pandemics fortunately are not that common and creates a situation with a lot of unknowns when they do occur .
Wars though serious and scary as well have occured more often in history and though terrible, do not represent the same degree up unknown as a pandemic does . That being said , what would be your best GUESS as to what the market reaction would be with regards to a Russian invasion in the Ukraine .I suspect there would be a sharp reaction by the markets to the tune of a 2-3% downturn but certainly not the 7-10% downturn in a single day when the pandemic first hit .
I`m trying to remain level headed with regards the the Russian situation and would welcome your input . I know it is a guessing game but i feel your guess might be a more accurate guess than most of the rest of us .
Thanks
Bill

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: I hold the se three in my TFSA and each has a profit, though a lot less than it was.
Taking into consideration I am creeping up on 73 years old would it be wise to take my profits now or wait for them to rebound some.

Q: More of a comment really.

Some members of 5i are having conniptions about SHOP. Me too. Nobody likes to see their investment tank any more than I do. But I am diversified so am not getting too hurt by the action of SHOP. The only advice I can offer is that if you have an outsized position in any stock, not just SHOP, maybe you should rethink your strategy. If you are well diversified, just suck it up. This too will pass.

I am pleased with 5i but markets do go down from time. And this is just one of those times. The market gained so much in the last 6 or 8 months that us market watchers are not least bit surprised about our current downturn.

Q: someone asked whether transferring between his/her US tfsa to a cdn tfsa would be a disposition and contribution OR an internal transfer with no effect on contributions

i would check with your institution because if they are considered 2 separate tfsa's then this will be a redemption and thus you will not be able to put the $$ to the other tfsa till jan 1 2023

better check than be subject to onerous penalties from overcontributing in 2022

Q: Recent decent Q results & announcement of a possible spin off, prompted Bam.a reached a New High of $79.04,but has since dropped to current $67.91.Any reason(s)? Should I add to my position at this level or wait for market to settle down?Russia creating havoc with its latest aggressive action. Txs for u usual great views & services

Q: What are there pros and cons of buying CDR’s on the NEO exchange ? Is it better to buy on the US exchange and accept the initial fees to move money to a US account ?

Q: Do you know when the next reset for this is coming ,and also how often does it reset if we got say 4 hikes this year does it go up in tandem with the hikes or is it tied to a schedule,basically just want to know how this works ....Thanks

Q: Is there any downside to buying shares in single digit amounts when the share price is high? Example: Amazon at over $3000 per share.

Q: I've owned Coke for a nice 12% run. Swap out for Walmart or stick with KO?

Q: What is the the short and long term prognosis for WCP. I'm in the red on this stock and was hanging on for a stock price recovery. Thank you.

Q: MS has been dropping the past few days, likely with the market in general and geopolitical reasons but perhaps also due to news that the SEC and DOJ are investigating the business on block trading. Given this disclosure, would you suggesting moving out of the position (even at this depressed price) into another such as JPM that does not have this similar SEC risk? Or, could this even be an opportunity to build on the MS position?

Q: I'm considering getting some HXQ after its fall related to incipient interest rate hakes. In your view is it too early for bottom fishing the NASDAQ?
Thanks

Q: What are some good long term growth holds to buy the dip on right now?

Q: What is your opinion of GCM ? It pays a 3.17 % dividend and has a PE multiple of 2.17. Would it be a top choice for exposure to the gold sector and do they mine any other minerals ? Thanks

Q: Hi 5i
I am considering initiating a position in earthstone energy but there have been no questions asked on this energy stock and I would like your opinion.

The company has made several acquisitions in 2021 with another expected to close in second quarter..

What is your opinion on this company going forward and would you be interested at current price levels and if not why, why not.
Where do you it going medium/short term....Do they have potential given current the economic conditions affecting oil?

Many thanks
Jim

Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?

Q: Can you tell me what day the feds in the U S and Canada meet to decide interest rate decision in March and looking into your crystal ball how many hikes do you think there could be this year
Thanks