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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: 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.
Read Answer Asked by Jerry on April 10, 2025
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?
Read Answer Asked by Merrilyn on April 10, 2025
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?
Read Answer Asked by John on April 10, 2025
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!
Read Answer Asked by Martha on April 10, 2025
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.
Read Answer Asked by Pierre on April 10, 2025
Q: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?

It seems expensive on a PE basis but wondering your thoughts.

Also - do you know when this company reports and the outlook for earnings?
Read Answer Asked by Cathy on April 10, 2025
Q: Can you rank these 4 in terms of upside over the next decade? Do you prefer the stocks, ETF's or the actual metal? Also, do you recommend any other that's not in this list?
Thanks
Read Answer Asked by Rob on April 10, 2025
Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks
Read Answer Asked by andre on April 10, 2025
Q: I made a terrible mistake and shorted the stock market yesterday. Consequently, I am down BIG TIME. I need to cover my losses and sell some stocks. Which five of the following would you suggest selling if I am thinking long-term holds? Should I sell some of each? Which should I sell the most of?
Read Answer Asked by Lucy on April 10, 2025
Q: Can you suggest a few names with strong fundamentals and growth prospects in the long long which could be good picks in this bloodbath
Read Answer Asked by HARRY on April 10, 2025
Q: Around Feb 25 the stock took a large upward jump.
On April 8th it dropped nearly 3%
Do you have any insight why the 2 significant movements?
Also to business questions:
i) what is the latest plan for divesting their pork business and
ii) they recently raised their dividend 9%. What is their payout ratio?
Thanks
Read Answer Asked by Phil on April 10, 2025
Q: I'm sitting on some USD, if my thesis is the current situation will lower the value of the USD. Would you agree? Would you have a investment recommendation to guard against this?

thx for all the support
Read Answer Asked by Roger on April 10, 2025
Q: Hi, sorry for my apple to oranges question, but I’m thinking of selling Msft ( down) for tax loss and adding X for a long term hold. Would you be ok with this move, or do you feel Msft would be much better in the long term? Looking for the elusive combination of steady growth and stability.
Thanks
Read Answer Asked by Brad on April 10, 2025
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