Investment Q&A

Q: Hello,
Looking for what is currently on sale / best current valuations. 2 stocks from each of:

1) Income Portfolio
2) Balanced Portfolio
3) Growth Portfolio
4) US

Of these picks, please rank from lowest to highest risk.

Thank you!

Q: What is the difference between TRP and SOBO? Which one would be most effected by the current tariffs? Which one would you prefer for income account?

Q: What is the outlook and past performance for CNQ, CES, CEG and SHOP? Do you think its outlook is still intact? Would you buy / sell today?
The trend from past performance for CEG looks quite good. How heavily dependent is CEG on AI demand?
Thank you for your valued insights.

Q: Any further insight or update on their progress? I would have thought the turmoil in their sector would prompt use of their facilities - but the stock languishes.

Q: do you think the whole brookfield group, bn, bam, bip.un, bep.un are dropping like crazy because the bad press getting lately with mark carney etc. or is it just because market on whole. They have all taken a good kicking the last two months or more.

Q: Are there any websites you can suggest to track market and company earnings revisions? Thanks

Q: Excluding the Trump tariff issues, any explanations about why this stock has tanked so badly since its Decembert 2024 high?

Q: I’ve held BYD for a number of years and have tried to be patient recently, but I’m wondering with its significant headwinds if it’s time to move on. What are your thoughts on BYD going forward, and do you have better suggestions for another consumer discretionary or consumer defensive stock?

Q: What's going on with Natural gas sector i own TOU ARX,TRP CNQ would you add hold or sell and in what order also own small positions in Gold (GDXJ and Silver same question ) lastly own COST WMT ....LLY ISRG also same question buy more sell or hold CW entry prices thanks for all your help


same question

Q: Hi Gang
What your take on it now
Thanks Mike B

Q: Hello 5i,

If we assume Trump continues with his grandstanding for another few weeks, is it plausible that SPY could reach levels of 460 or 430, or an unthinkable 2022 level of 360?

There has been a few questions and answers with a list of stocks and ETF’s to purchase. Our query will be focused on RRSP and TFSA choices. We have a large cash pile (50% CDN and 50% USD funds) residing in PSA and BIL from our rebalance in mid-February to sleep at night. We have 15% in laddered GIC’s for fixed income in RRSP’s.

We set a target of the SPY at 500 to begin a slow accumulation of equities. A reply to our questions below can include International ETF’s, US or CDN stocks or ETF’s, with the only limitation that the stock or ETF must be available in CDN and US stock markets.

If possible, could you provide a list of 10-15 stocks for RRSP’s?

Which 5 stocks would you recommend for TFSA (not the same as RRSP)?

Thank you for your time and support.

D&J

Q: What do you think of it for an investment in current market?

Q: Hello Peter and the 5i Team,

With China apparently selling vast amounts of US Treasuries, which in turn has caused yields to rise dramatically, resulting in a corresponding drop in price of this ETF, I'm concerned that an ETF like HPYT won't be able to mitigate the losses, even with its covered-call strategy. Since HPYT is scheduled to pay its distribution today, I'm patiently waiting to determine if my recent steep losses will be somewhat reduced by the distribution. I'm seriously considering getting out of HPYT entirely due to the unintended consequences.

Am I correct in my thinking? I don't have a lot of experience with ETFs of this type.

Thanks as always for your guidance.

Q: What’s the best type of account to put this fund in?

Q: Could you kindly summarize this NR in layman terms.

https://www.zentek.com/news/zentek-announces-closing-of-2-000-000-non-brokered-private-placement-of-debenture-units/

Thank you

Q: Hi 5i,

Can you please comment on their latest announced acquisition recommendation and your thoughts?

I've also noticed insider trading with executives acceptance of their Grant of Options at various amount of liquidity that's above current share prices. Could you comment on what potential signals that could be?

Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?

Q: It appears more and more likely that if current tariffs remain in place the USA and Canada are headed into recession. On average markets have dropped around 30% during past recessions. This would imply considerable further downside from current levels. Especially so if the Canadian markets are caught up in the same downdraft.
What is your current view on how far markets will drop from current levels? And Why? And do you still see less of a drop in Canadian markets as one of your previous posts would suggest. If so.,how would that be rationalized?
Is it too late to sell equities, or better to sell and limit further losses if a lot more downside is likely?

Q: Hi 5i, in mid-December 2024 I trimmed my overweight Mag 7 holdings and put the cash into a US high interest savings account. I am now concerned about a decline in the US$. My question: should I be and if so, can you suggest some alternative holding/investment suggestions? Thanks!

Q: What ETF would you buy to be long the market in this volatile environment (moderate risk - some income if possible)? If you can suggest 3 with a brief comment that would be great. Thank you.