skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hello Peter,
Is greenlane going to be another Xebec? I am puzzled that companies in this space can't seem to turn a profit. What do you think of Costco and United Health for long term hold? thanks very much.
Read Answer Asked by umedali on March 13, 2023
Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?

Thank you
Read Answer Asked by Carmen on March 13, 2023
Q: Hello 5i Research
I would like to initiate a position in mawer bond fund . I currently own most of their other funds , what are your thoughts or should I add to mawer Canadian balance fund that holds about 30 % bonds .
Thanks
Read Answer Asked by claudio on March 13, 2023
Q: what companies are involved in natural gas ?
Read Answer Asked by philip on March 13, 2023
Q: I'm confused when looking at the value in bond funds going up when the talk in town is that the rates will continue moving up even in Canada maybe a bit later this year. How is that? How do one reconcile that the the rise in yield moved in tandem with the rise in value Thursday and Friday?

Yves
Read Answer Asked by Yves on March 13, 2023
Q: With whats happening in the markets currently with CM's admission of mortgage issues with SIVB debacle, rising rates, volatility etc could be the beginning of a big mess in the Financial services sector.

Although long term you are bullish on 4 of the 5 names do you think it would be prudent from a risk aversion viewpoint to step aside on these names and wait till things settle?

Can you also please comment especially on EQB and GSY and their outlook/risks in this cyclone.

Thanks

Sheldon

Read Answer Asked by Sheldon on March 13, 2023
Q: Hi 5i, I imagine when trading resumes that there'll be another large drop. What would you do? Thx.
Read Answer Asked by Christopher on March 13, 2023
Q: There are many questions and recommendations regarding safe places to put cash these days and US treasuries..

Risks investing in US TREASURIES

A question was asked the other day about UTWO. Part of your answer mentioned a 4.9% yield. Very appealing. Tempting to buy.

But as a holder of UTWO are you guaranteed your capital at the end of two years ?

I am under the impression they trade more like bond etfs vs GIC’S here in Canada.

Can you clarify that please.

And given the volatility of the market how risky are these T bills?

Is there a way to buy them and be guaranteed your capital at the end of the designated time period.

Thank you.

I am thinking they trade more like bond
Read Answer Asked by Donald on March 13, 2023
Q: Not sure which entity in the Brookfield group walked away from a loan obligation nor do I know the details. They along with PIMCO and Blackstone were mentioned on Bloomberg Wall Street week as entities that did this. I am very concerned about this. Could you share any details you might have on this.
Read Answer Asked by Greg on March 13, 2023
Q: Hi, what do you think of these names to take advantage of the pullback in the financial sector due to the SVB bust? Or would you just stick with JPM and BAC? I realize that not all these banks are exactly comparable. Thanks,

Jason
Read Answer Asked by Jason on March 13, 2023
Q: Hi there, with the failure of SVB, many regionals have also been sold off, possibly unjustifiably. Do you see any current opportunities in the space that seem like good buys? SCHW comes to mind but wondering your thoughts or if there are any others that look good here.
Read Answer Asked by Michael on March 13, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!