Investment Q&A

Q: historically the risk in holding US Gov't debt has been very low. Now it seems we are only 1 Truth Social Post away from the next crazy Policy experiment. I believeTrump questioned whether they really owe all the Debt and may have even questioned the need to pay it.

When holding US Gov't debt in the form of US T Bills or similar has my risk ticked up since Jan 26th and would you say US Gov't debt is still much safer than say a TD US GIC (Corporate Debt)? Are there short term cash proxies you would avoid in this market due to recent admin change?

Lastly does this never ending talk about the US Debt ceiling and possible Gov't shutdown create risks for holders of US financial instruments?

Q: What do you think of peytos latest earnings.

Q: If the northern states can get electricity from other US resources, how might that affect the stock price of Hydro One going forward?

Q: Hi there
Could you please suggest 4 fidelity corporate class funds to hold in a non registered account for someone who would like to use fidelity funds as a hand off approach for their portfolio.
Thank you

Q: Good day, 5i Team,

As always, thank you for your support, especially during times like this.

Are you able to share your team`s general consensus on where we are heading and what would be the major factors to keep an eye on to gauge the depth of the pullback?

More specifically:
1. If we are heading for recession, what industries/companies would be best positioned to recover first and "benefit" from the current situation?
2. On the scale from Covid to Great Depression, where would you place us speculatively as the result of Trumpconomics?

Respectfully,

Nick

Q: This companies sales are 46% in Canada and 54% in the US and it operates 16 manufacturing facilities. As far as I can tell, what it sells in Canada it produces in Canada and its sales in the US are produced in the US. In this regard I see little effect from the tariffs except for juice concentrates, and plastic resins which it imports from the US for its Canadian juices and plastic bottles. Are you able to confirm the accuracy of my thesis in this regard? It reports on March 19 and with the stock near 52 week highs I am trying to anticipate any negative surprises. Other than tariff issues is there something else I am missing which could produce a negative surprise with its sales/earnings? Do you see it as a buy, sell or hold?
Thank you.

Q: Can you break down why DSG missed this quarter. Is there something that will cause a change with the usual predictably?
Apart from DT that is.
Thank you

Q: Hi gang,
What would be your best pick from this 4-ETF. I would like to buy one . Or any other suggestions. How much do you like small caps? Do you think if interest come down small caps will move. ?
Thanks. Alnoor

Q: What do you like presently about Lulu and have they successfully managed the loss of their chief designer? Do you see future growth in North America or are things picking up overseas.

Q: At what levels would you be an aggressive buyer of the SP500?

Q: As EMA moves up I am wondering if I should book profits and look to an alternate choice in the sector. I had the same thought on my CPX shares when they were in the mid $60s and failed to act leaving me down significantly on those now. I would hate to repeat the error. Should I be more confident in the staying power of EMA is, I guess, the crux of the question.

Q: What is your current opinion on Spotify. Would you buy it here for growth, or is it too expensive?

Q: Your thoughts on the latest results from Alaris...thanks...Steve

Q: Please comment on earnings in the most recent quarter. Thank you

Q: Hi 5i:
My question is about ETF EQLI, an S&P equal weight ETF that also writes covered calls. This ETF trades on the TSX in CAD but tracks a US index. Would the income generated by this ETF, if held in a TFSA, face the clawback from the US government even though it trades in Canada?
Thanks,
Murray

Q: What is expected from Propel in the earnings release, Wednesday.

Thanks

Q: Hi, can you please let me know what you think of ZVIA in terms of valuation, growth outlook, balance sheet, etc. Would you buy? I like their products

Q: Hi 5i, assuming Hurricane POTUS looses his bluster, one year out how would you rank the above small caps for potential?

Q: What’s the best strategy to protect our portfolios during these uncertain times?
I’m trying to figure out if I should sell some stocks to building a larger cash position or do nothing and just hold current stocks?
Thanks

Q: Hi team ,
What’s your take on the oil sector in Canada currently? Currently oil prices, sentiment is low for various known reasons. However , in this cycle would you consider the sector near bottom yet? And any potential catalysts on the horizon? With potential of new government possibly coming in by year end (conservatives ) , and a hopefully new wake up call for all of Canadian politicians and policy makers hopefully leaning towards a more self sustainable country and development of our resources and pipelines; would you consider this a opportune time to buy a quality oil stock? In specific I was looking at Wcp after its recent added drop after its acquisition. I am looking at a 8.7% dividend with possible upside potential if sentiment recovers . Would you buy this name today considering I have almost 0 sector exposure currently ? If not; a better name from today’s levels suggested?

Thanks ,
Shane