Investment Q&A

Q: Are we nearing any levels where something is a screaming buy or do we need more washout?

Q: Hi 5i team,

What would be the equivalent of PHYS and XGD in the U.S. markets?

Thanks for your help.
Harry

Q: I was wondering about your practice of selling covered calls. Do you hold off in environment like this? With all of the uncertainty, there could be a dramatic turn in either direction. Do you wait for things to settle down to get a clearer sense of where things are heading or do you continue in this environment?
Thanks

Q: Morning Peter and team,

I am thinking of getting some exposure to gold and would appreciate your suggestion as to how I should go about it, e.g. mining companies, stocks, etfs, physical gold, etc?

Thanks,
H

Q: I understand Covered call ETFs limit the upside potentials when the market is in uptrend. So what type of ETFs increase the upside potential when the market is in uptrend?
I'm asking because at some point the current down trend market trend will reverse and if one wants to get the maximum benefit of the uptrend do you think leveraged ETFs are a good choice ?

Or do you suggest any other types of ETFs?

Q: Can you give me your expert opinion on Blackline Safety and Terawulf. Would you be a buyer of either at their current prices and do they have any tariff exposure? Thanks in advance.

Q: Hi 5i Team,

You have in the past been very positive of BNS. I have held it for dividends (dollar cost averaging) and long term growth. It is also "Canadian". It has fallen in price since late last year, especially compared with TD. I would be interested in your opinion going forward and if you would be OK with adding to my position (new $$$). 3 to 5 year horizon.

Q: Some brokers are downgrading RCI.B from Sector Outperform to Sector Perform and decreasing the target for this stock by almost 15%.
What is your insight for RCI.B looking forward ? Hold, sell or buy?
Any comments on the sustainability of the dividend will be appreciated.
Thanks again for your valuable comments.

Q: Hi- would welcome your analysis for this growth / defensive name at current price. Is the debt situation still the major concern here? is there remaining headline risk with the trial and consumer pushback?

Q: Best vehicle to park a bunch of cash in a brokerage account till the noise stops?

Q: Hi,

Is MDA Space’s purchase of SatixFy Communications sounding like a good deal? Stock is off 5% this morning, maybe on the news….

Thank you, Michael

Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.

Q: Hello 5I Team,

I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad

Q: Hi peter I have a 1.7% position in ATD in my TFSA with about a 1000.00 gain in it. I was thinking of selling it and adding to my position in TOI. How much upside would the deal with 7 Eleven give ATD and would this be an ok move in general. Thanks

Q: Any impressions after a few days of traading??

Q: why are analysts advising or hold or sell when Fortis is close to a 52 week high? I know there are probably as many opinions as there are analysts, but presumably they are informed opinions.

Q: Hello
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael

Q: What is your take on the very short news story today about FM withdrawing its arbitration against the gov’t of Panama? Does this point to optimism for a favourable settlement, or is it more of capitulation to negative prospects for recovering anything much for its loss? Does it still have any other arbitrations for its claims? Thanks

Q: I heard something very interesting a few days ago. A study found that the average holding period for stocks by individual investors is now about 6 months. Back in the 1960's or 1950's, it was 6 YEARS. Obviously, there is a lot more information out there now, easier access to it, and much cheaper trading. Wondering what you think of this development, and how it is impacting (a) individuals' investing performances, and (b) the overall market. I think it is making the market a lot more volatile. Studies I have read over the years tend to indicate people who trade less frequently do better than frequent traders, on average, so on the surface, one would think the shorter holding periods today might be hurting individuals' investing performances.

Q: Hi I know MSTR has had an extremely bumpy ride. What do you think of their recently issued preferred shares? Is there enough information to estimate what the actual dividend and % at today’s prices will be. RBC DI shows 132%. Also would you consider the yield to be “reasonably” safe? Thank you.