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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: I have a relatively heavy weighting in oil at over 10%, about a 3% weighting in gold and 1% in uranium. Otherwise don't have other commodities.
Fortunately have been able to start taking some profits in oil and will continue to do so if keeps rising.
What is the expectation for other commodities in general over the next few years (though I know you don't have a crystal ball)?
For a conservative investor, what stocks or ETFs would you recommend to provide a diversification into other commodities - my thinking is about a 3% weighting in these. Would prefer to avoid coal if possible.
Take as many credits as needed.
Thank you.
Read Answer Asked by Tulio on January 19, 2022
Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. Thanks.
Read Answer Asked by Rob on January 19, 2022
Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.
Read Answer Asked by umedali on January 19, 2022
Q: Hi,
I try to follow your metrics where I can. I think you usually recommend using forward earnings for PE ratios as the market looks ahead. In your answer to Cal on CSH.UN you referred to earnings for the year just ended to give you a PE of 20. Your database shows a PE of 746, which I believe is trailing as well. Did you mean the year ahead to get a PE of 20 or maybe I am missing something?
Thanks.
Read Answer Asked by Dave on January 19, 2022
Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?
Read Answer Asked by V on January 19, 2022
Q: I read recently that Apollo Global Management acquired a significant ownership in Martinrea. Although, now I can’t seem to confirm the source after a google search. Anyways, do you see a scenario where MRE is acquired by Apollo or another Asset Manager like Brookfield? Can you rate the probability on a scale of 1-10 whereby 1 is least likely and 10 most likely. Many thanks in advance and I must say I really enjoy your service.
Read Answer Asked by Anthony on January 19, 2022
Q: BAM had a brutal day today and has lost 10% previous to today. So we are off close to 15%.Would you view this price level as an attractive entry point for this name?
Read Answer Asked by Kim on January 19, 2022
Q: Hi 5i,

For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!
Read Answer Asked by Jinlong on January 19, 2022
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