Investment Q&A

Q: I have just updated my portfolio analytics and am delighted with the results and the advice from it. 5i has been a big part of that, giving me the insight, information and confidence to make mostly good decisions.

I originally put a 30% allocation for bonds when I started 4 years ago, mostly because that's what was usually advised for those in my position (about 10 years out from retirement).

However, I have put no new money into bonds over that time because the ones I own have been the worst part of my portfolio. They did not act as ballast when the market went down - they seemed more volatile than most of my conservative equities. They also did not go up appreciatively when interest rates rose, and overall, even with the payouts, I'm in the red on these bonds over the past 4 years.

I heard you mention bonds in asset allocation on the recent podcast but I didn't sense any great endorsement of them. Other than the traditionally recommended 60-40 or 70-30 split, can you offer reasons not to sell them off and buy conservative stocks like CN, CSU, BN, etc or else broad-based index funds like XIC, XUU etc.?

Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!

Q: Hi Peter and Team,

What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.

I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?

Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!

Q: Your current thoughts on CCO? I have it for materials and it's been sinking. Hold or jump ship and buy what in its' place? Thanks. Al

Q: Can you please clarify what happened to investors with Russian stocks or ETFs, after Russia invaded Ukraine. I have read that investors lost all of their money. Was this due to the actions of Western governments? It is hard to believe that all Russian companies suddenly became worthless. I am not familiar with the specifics as to what happened and am trying to understand the facts.

My question is raised from the risks of investment in China. I currently own Emerging Markets ETFs with large holdings in China. If China was to do something (e.g. invade Taiwan) which upset the Western Governments, I would like to assess the risk that these investments could zero.

Is this a legitimate concern? What are the facts as to what actually happened? Is it possible that Chinese equities could also become worthless with a significant change in the geopolitical situation?

Your advice and insights are most appreciated and valued. Thank-you.

Q: LOOSERS. FOXF,PUR-N &( ECR,NTR,CCO,IFP,MTY,NPI,SPB,WELL,WFG)ALL TSE

Q: You hold PKI.ca in the Income Portfolio and ATD in the Balanced Portfolio.

PKI has a higher dividend.

Is there an issue holding both in the same account? Is there any overlap?

Bob

Q: I have a question on the issue just announced- is this a decent entry point. With rates peaking and likely coming down this year would this be a good play? What is the outlook

Q: In one of your answers yesterday, you intimated that the sale of Enerplus might not be a done deal. "Devon is a much larger company than CHRD and if it wants ERF it likely could top this bid. .... This one may not be over." The press release announced that both boards unanimously approved the deal. Are you aware of the size of the breakup fee ? Do you know who the largest shareholders of ERF are ? As an ERF shareholder, I agree with your assessment that this is not a great deal.

Q: This stock has lost almost half the value I paid for and shows no sign of stopping to go down.

Do you see any positive future for it ?

What would you do if you were in my shoes ? If selling what would you replace it to recoup my losses ? Willing to take risks.

Gratefully,

Jacques IDS

Q: Give me your thoughts on this company is it all what they are crowing about.
Jim.

Q: I am wondering what you think the risk is with nvidia vis-a-vis the tensions between the US and China. My understanding is that nvidia's supply chain is heavily based in Taiwan. Should China overtake Taiwan, what do you think the impact would be to nvidia? Are there alternate sources elsewhere worldwide (considering supply chain constraints)? Presently, the US government is restricting what nvidia can ship to China and I must assume that China would probably reciprocate should they take control of Taiwan. Your thoughts are appreciated. Thank You.

Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?

Q: Would you lean KXS or DCBO moving forward?

Q: Would you tender the British Flutter shares for the US?

Q: Looking to build a position in renewable. You often suggested Brookfield but digging the sector, results of Constellation seem more impressive. I don't know what to do. Your analysis and advice will be appreciated;

Thanks

Q: While planning for our upcoming Japan trip, I noticed that the Japanese Yen is at a 30 year low against the USD. Any insight into why that might be? Do you see a way to profit from this, directly or indirectly?

Q: Hello Peter,

The insurance sector has been outperforming this year and I am wondering if it is still time to add to sector weight.
Your preferred choice here is Intact Financial and if I do not increase my sector weight, I will have to replace with selling either SLF or TSU.
What is your opinion?
Regards
Rajiv