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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: I was wondering about your thoughts/comments on Jeremy Grantham’s comments that a huge crash is coming. I know people say things like that all the time, but obviously Jeremy has quite the background and history. Thanks
Read Answer Asked by Cam on January 21, 2022
Q: For the aggressive part of my portfolio I have 1 to 2 percent positions in TTd, crwd and unity. You mentioned these are still expensive and I was wondering about taking that 5 percent and allocating it to shopify now that it has been cut in half and it’s PE is in the 30’s? Could we still see the possibility for significant drawdowns on Veev and apps, or could one or both of those be options for a less aggressive play for some of that money as well? There always is the option to do nothing with the rest of my portfolio being balanced. These moves would all have no tax consequences being part of a registered plan. Thx as always
Read Answer Asked by Brian on January 21, 2022
Q: Hi 5i,

I am a new member, joined last May 2020. Since joining, I have been learning quite a lot on this site. We purchased about 70k (my TFSA) based almost exclusively based on your Balance Portfolio with some minor additions of other stocks. Despite the recent market looses, my portfolio is stable, luckily I don't check on it daily.

This week, we moved some funds around, we are looking to invest another 100k in the stock market, we have an investment horizon of 5-10 years for this fund. I have been told repeated that it's not about the timing, but the time in. Yet with a retirement horizon of 10 years, should we be concerned with entering the market this week?

If you were to buy 3 stocks today, what would they be?

Thank you!
Read Answer Asked by ED on January 21, 2022
Q: What 2 gold and 2 silver companies would you be most comfortable investing in today? Thank you.

Mike
Read Answer Asked by Michael on January 21, 2022
Q: Good morning,

I added Unilever yesterday following a sharp drop of 15%, just a speculative move in my RRSP portfolio; however, I considering keeping it a bit longer but have room only for 1. Your thought on selling Kraft Heinz holding and replacing it with Unilever. Thank you!
Read Answer Asked by Nhung on January 21, 2022
Q: Hi, There are lots of high growth companies out there with little or no free cash flow. Growth investors accept this because these companies invest aggressively in their own growth, development, market position, etc.

While it's understandable that high growth companies focus on their own growth now, presumably they will eventually need to switch to other forms of capital allocation. I am wondering if you have any insight into how much confidence we should have in which of these management teams will act in the best interest of shareholders when the time comes to maximize shareholder value via other forms of capital allocation. For example, if a company reaching maturity throws most of their resources into R&D despite diminishing returns it would not be in our best interest.

I realize the answer to this isn't completely knowable, so also interested in your general thoughts on this topic.
Thanks
Read Answer Asked by Alex on January 21, 2022
Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?
Read Answer Asked by Colleen on January 21, 2022
Q: Lately I have noticed a number of questions regarding P/E. Most sites quote TTM (trailing 12 months). While valuable, you have mentioned that you find "P/E-forward 12 months" to be more helpful. I believe the 5iR company data page shows TTM.

Could you consider, in one of your next website updates, including P/E-fwd 12 months? If yes, great. If no, can you provide a website that does show this number.

Thanks for your help.....Steve
Read Answer Asked by Stephen on January 21, 2022
Q: What companies mine both gold and copper? Which ones are recommended?
Read Answer Asked by James on January 21, 2022
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