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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: hello 5i:
Many moons ago, we bought CSU.DB as a fixed income part of the portfolio for its (large) interest rate over prevailing rates at the time. All that was expected was a steady, relatively safe interest payment. The fact we've now got a very good capital gain as well, is a real bonus.
So, the question: is there a debt instrument, currently, that you would put in the same class as CSU.DB, that still has decent liquidity?
thanks
Paul L
Read Answer Asked by Paul on February 26, 2021
Q: Hi 5I,

Would you be able to comment on the Gold Price? It's down to the low 1700's at the time of this question, and was hoping for some insight on how you see it behaving in the Short/Medium/Long term.

Thanks
Read Answer Asked by Andrew on February 26, 2021
Q: Your thoughts on the pro's and con's between individual stocks and etf's
Read Answer Asked by David on February 26, 2021
Q: Dear Peter and Ryan.
I am confident in global recovery after deployment of the vaccines and would like to allocate fund to Recovery play in my RRSP. It is long term investment but it would be nice to see some gain in the short term too. Can you please recommend a few companies or ETF in CAD or USD?

Thank you,
Yiwen
Read Answer Asked by Yiwen on February 26, 2021
Q: Is the US dollar still considered as strong a safe-haven currency as in previous years? If yes, is there typically a correlation between it rising along with the VIX? I have been surprised at the level the US dollar has dropped over the past year.
Thanks, Cathy
Read Answer Asked by Catherine on February 26, 2021
Q: Do you concur with seeking Alpha? Thanks!
Canadian Solar Inc. (CSIQ) is cheaply valued. Especially considering its growth potential. The company has a strong backlog in energy projects and plans significant production capacity expansion. It is also planning to unlock value by an IPO in China of a subsidiary. The relative valuation to peers looks good as well. The company had a strong performance over the past year, it's still a bit behind other solar stocks as shown by the Invesco Solar ETF (TAN).
Read Answer Asked by Austin on February 26, 2021
Q: Hello 5i,

The BOC has clearly indicated that interest rates will not be increase until 2023 at the earliest and it does not appear that we will reach full employment anytime soon as long as the current pandemic continues to act as a drag on the economy.

My question: Why all this talk about interest hikes. What are the criteria supporting this conclusion and what is your view about imminent interest rate increases?
Read Answer Asked by Joseph on February 26, 2021
Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave
Read Answer Asked by Dave on February 26, 2021
Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason
Read Answer Asked by Jason on February 26, 2021
Q: VB on a bit of a tear the last few months. I’m at 1/2 position and can’t decide whether to hold for overall financial sector diversification (also hold BNS, TD, SUnlife, MFC) or sell and add to one or all four of these large caps. Given VB’s valuation has now caught up to the sector, my thinking is it only now moves with the sector on go forward basis, so why not play that game with a safer large cap financial name? Does this make sense?
Read Answer Asked by Tony on February 26, 2021
Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.
Read Answer Asked by Murray on February 26, 2021
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