Investment Q&A

Q: Morning 5i team,
The Canadian dollar is down about 10% over the past year.
Does it make sense to convert Canadian to US dollars to purchase US securities at this time? The securities may have to increase 15 to 20% just to make up the exchange rate.

Thanks for your opinion

Joe

Q: I've been curious about the Buffett Indicator (the ratio of total stock market valuation to GDP) for Canada. Am I correct in saying that it is about 1.7X or so, whereas it should be closer to 1:1 ? If so, what TSX stocks / sectors are pushing it up so high? I grabbed three large caps from different sectors to have a look at their present valuations...

You mentioned that BNS is historically cheap with a P/B of 1.2, so I'm guessing this one is fine.

If one looks at BCE's present P/E ratio it would be approximately brought back to 2012 levels if today's BCE stock valuation was reduced by "today's Buffet indicator overshoot".

TRP's present P/Cash Flow appears to be fairly high compared to some metrics in the past decade. Again, if the stock price was reduced by that 1.7 factor, maybe the valuation becomes more realistic.

I am only able to compare to metrics going back the past 10 years, so this may be part of the problem. Or perhaps I'm analyzing things wrong here and you have a different way at looking at this (?)

Q: Everyone, stocks go up and stocks go down. Own the best and wait for the dust to settle either way. I have been through the tech crash, a few financial crashes, the COVID crash and now we are going through the Putin war crash. I have also been there during the market rallies. Stuff happens and believe that holding for a long time is better than picking the right day or days to invest in the market - time in market beats timing the market every time. Take care and see you on the other side. Clayton

Q: Me, like JWEL for the health nutritional products that should continue to do well as the population ages. In the last while it has declined and is now trading about $33 per share. Pays a dividend of 2.2% or so.The market cap is small about about 1.4 billion but then again, the products don't demand a lot of capital investment. What are your thoughts on JWEL - buy now or over time or just pass?....is it more an income stock or balanced or growth? and does its future look bright? ........Thanks....Tom

Q: I do have a small space in my portfolio for speculation and over the years have both won and lost. What I have "sort of learned" through my losses is to avoid speculative investments based on "hope", "discovery", "hype", Fomo etc. When I look at the above investments my opinion is that they are more likely to be taken private/over and unlikely to go into recievership/bankruptcy. If I didn't already have these I would consider entering a speculative position. For me this is 1 or 2% per company with a combined speculative exposure of 6 to 7%. So my question is does my thinking make sense and given the present market will these companies GSI. GRN and QUIS given time live or die. Thanks John

Q: Thoughts on BNS news today with new CEO?

Thx

Q: Comments on the RPS situation?

Q: Thinking about VGK for Europe exposure (buying over the next couple of months). What is your opinion of this ETF? Do you feel there are better ETFs for this type of exposure?

thanks,

Paul

Q: CSH.UN has dropped a lot and is now at the price it was in 2012. can I get your opinion on its debt level, its safety during a recession as well as the safety of its dividend? Do you think it is a time to add one's position?
thanks

Q: As a place to park some us cash, how do you feel about this etf

Q: Hi Team,
This is more of a general question/ observation of todays price action. On a very negative day yet again, across all major index's where it seemed almost everything is down, some of my worst performers which I thought would be down even more yet were actually positive on the day. In specific (RBLX,SHOP,SQ,TOI (almost NVDA...was positive for a while). Anyways, should we read much into this? Is this a sign that some of these beat down names may actually be flirting with bottom? Or is is just wild trading and a one off perhaps? Your thoughts would be appreciated. Thanks

Shane.

Q: goodmorning.what do you think about the sustainability of the div. thanks brian

Q: Now trading below its IPO. What’s your opinion of the risk/reward for long term investor? Take out candidate?

Q: Is Cheniere unique enough to pay up here (with converting to the the so-high U$) or are there TSX alternatives you would recommend? Thanks!

Q: Is the Dream Industrial dividend taxed as a Canadian source?

Q: Where do you see this company falling on the value vs growth spectrum?

Would you consider its real estate holdings to have significant inflation protection benefits?

Thanks!

Q: I'm considering adding to my relatively small position in Finning International Inc. This week's carnage seems to be bringing the share price down to an appealing level. Could you please tell me what you would consider to be an attractive entry point? Thank You

Q: Your thoughts on SPG these days?

thanks

al

Q: Hi,

There are not many Q&As on Paramount Resources.

I was speaking with a friend who works there and he said it's a good investment.

What do you think?

Thanks,
Robert

Q: I am wondering if investment in XYLD is a good idea in this market?
I am unfamiliar with the covered call concept - hoping that you might be able to explain it in layman’s terms.
If buying is acceptable in this market, when is it best to sell this type of investment?
Thank you for your expertise.