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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: Which sectors do you favor most if we get a full blown tariff war
Read Answer Asked by Gary on March 21, 2025
Q: Dear Peter et al:

A "Drill down" from the top type of a question!

In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.

Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).

What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?

Thanks in advacnce.

P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Read Answer Asked by Savalai on March 21, 2025
Q: As we are not investing gurus, we often have difficulty understanding company reports. Could the 5i team suggest 5 impotant metrics to look for in company reports, both quarterly and annually. Perhaps this could be one of Peter's columns in the media. If this has been addressed previously, please advise.

Thank you,
Pat & Cyril
Read Answer Asked by Pat & Cyril on March 21, 2025
Q: What is the best way to think about position size of a particular stock and sector size, should it be based on total portfolio value or value within individual accounts?
Mike
Read Answer Asked by Mike on March 21, 2025
Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks
Read Answer Asked by FORREST on March 21, 2025
Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.
Read Answer Asked by Maureen on March 21, 2025