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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: Have these ETF's in my portfolio for at least 5 years. With the current interest rates environment... keep or swap? If swap which one? What would be a better option?

Thanks for your great service

Kevin
Read Answer Asked by Kevin on March 11, 2022
Q: Do you feel loblaws is getting over valued.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.
Read Answer Asked by Geoff on March 11, 2022
Q: Hi 5i
Three questions if that's OK, points to be deducted accordingly:

1. What's the best site to find dates on which quarterly reports will be released along with estimates for the upcoming quarter?

2. Could you identify 2 or 3 small to mid cap O&G producers that you would recommend now (not including TVE or WCP) along with a thumbnail sketch as to why for each?

3. What are your thoughts about FRU for income and cap gain over the 12 months or so?

Thanks!

Peter
Read Answer Asked by Peter on March 11, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Read Answer Asked by Leah on March 11, 2022
Q: Hello everyone at 5i!, I trimmed 30% from my nutrien holding since it has grown nicely . Now that I have my initial investment at hand, I was thinking I would like to add NWC to my portfolio. It seems to have a reasonable PE ratio and a decent dividend. What are your thoughts on NWC for a long term hold and is now a good time to pick it up ?Cheers, Tamara
Read Answer Asked by Tamara on March 11, 2022
Q: thanks for your answer regarding net value statement. How do I purchase the feature that allows me to update my net worth? Thanks
Read Answer Asked by Robert on March 11, 2022
Q: Hello, just a question of process. Do you post answered questions from the previous day by a certain time the following day? Are all the answered questions posted all at once? Thank you.
Read Answer Asked by jeff on March 11, 2022
Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).

Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.

Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?

Thank you.
Read Answer Asked by Stefan on March 11, 2022
Q: Marked Private to allow 5i to vet for suitability. Please post publicly if you feel this post has any merit, otherwise just discard and accept my apologies.

Hello 5i and fellow members,
This is not a question, but just a comment about the current market turmoil. In reading the questions and answers over the past month or so, it is obvious that many members - and market participants writ large - are very much spooked these days.
Then, referencing a news item that speaks to the broad (very broad) mental health of Canadians and observing that anxiety, depression, worry, and fear have increased across the entire population as a result of 2+ years of Covid with no end in sight, geopolitical turmoil and uncertainty, and all of the other factors that cause the average citizen stress these days - the point is that even if one is not aware of it, one's mental health, outlook, perspective, etc. may not be as healthy, clear, and resilient as it was, say, three years ago. This means that there may be a fundamental, underlying, reason for one's reaction to events today that may not have been present in other circumstances even where the market itself was performing horribly.
I know my anxiety has increased but I am trying to school myself to put it into a broader context and not engage in hasty reactions to a horrible and uncertain market based on fear that may originate from two years plus of pandemic. The bad news seems to just keep piling on, but I am optimistic that in 3 years things will look radically different - and better! My response has been to do nothing major to our portfolio other than normal re-balancing where required.
I wish everyone out there all the best and hope this might help one in contextualizing their own reaction to events.
Cheers,
Mike
Read Answer Asked by Mike on March 11, 2022
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