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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,

I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv
Read Answer Asked by Rajiv on February 21, 2023
Q: Hello 5i team.
As a retired income investor and I have been using ETFs pairings as for example ZDV / ZWC and SCHD/ ZWH.U for core equity exposure. I feel comfortable with a 50/50 ratio in order to maximize the yield. What are your thoughts on using covered call ETFs in a set and forget mode and the ratio that you would consider reasonable- why not 100% covered call. I hold some sector ETFs in a similar manner. Thanks Team.. gary
Read Answer Asked by Gary on February 21, 2023
Q: What are some "swing for the fences", i.e. high risk but potentially high reward, ideas on your radar at the moment. Looking for U.S./Canada ideas regardless of sector. Thank you!
Read Answer Asked by Andrew on February 21, 2023
Q: Hello 5i, I am retired and am looking at PWI for income and growth could you comment on the company Sustainable Power.
Read Answer Asked by Michael on February 21, 2023
Q: Good morning, I am wondering if there is a way to track sector rotation. Do you do it? How do you do it. Typically I follow XLF to follow the financials.
Thank you.
Read Answer Asked by Martin on February 21, 2023
Q: What is your interpretation of Zentek spinning out their graphite deposit to obtain outside financing to develop this project.

What is your guess as to how this may unfold.

https://www.zentek.com/news/zentek-and-1329307-bc-ltd-sign-letter-of-intent-to-spin-out-albany-graphite-deposit/

Thank you
Read Answer Asked by JACK on February 21, 2023
Q: Hello 5i Team,

Considering the recent rise of VMD share value, would you endorse a switch to the other former PHM spinout, QIPT. How do you rank them in comparison? I see that you are feeling more confident about VMD recently, but recognize that it's considerably more expensive. Thanks, Brad
Read Answer Asked by Bradley on February 21, 2023
Q: I have very little exposure to Consumer Cyclicals
in my portfolio. I am considering taking a small position (say 2-3%) in Cdn Tire - it has a 4% dividend and some analysts seem to like it. Question - is now a good time to being taking a position in consumer cyclicals and what are your thoughts on CTC. Are there better options?
Read Answer Asked by Ronald on February 21, 2023
Q: Risk Adjusted returns - Canadian Banks.
I am, respectfully, highly skeptical of your recent assessment.
Such a wide range seems unlikely, especially with NA at the top and BNS negative.
Not sure what you actually mean with 5yr CAGR value or whether it includes dividends.
5i has said on a number of occasions that Canadian banks tend to move in tandem over time.
I would appreciate some clarification and confirmation.
Thanks
Read Answer Asked by David on February 21, 2023
Q: Hello Peter et al:

I was talking to one of my friends who is a retired Financial industry veteran. We were talking about Energy sector and ETFs. He said the risk for smaller ETFs like HXE is that they can be wound down and it can create a lot of headaches with paper work. Especially in a non registered a/c.

I read in today's Globe and Mail that 29 ETFs have been shuttered in January alone! (Rob Carrick's article)

What ETFs you think are at risk of being wound down? (Based on their AUM?) Specifically is HXE at risk?

Many thanks.
Mano
Read Answer Asked by Savalai on February 21, 2023
Q: Hello Peter & Team:

I would like to added some growth stocks into my current defensive ones. Which of the above stocks represents a good growth prospect within the next 3-5 years, from most prefer, to least prefer.
Secondly, From an AI perspective, are there additional names which is also a good candidate in addition to the above mentioned?
Thank you as always
Read Answer Asked by DAVID on February 21, 2023
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