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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,
Your opinion and suggestions please.

There seems to be a consensus emerging that China and the emerging markets in particular will outperform the US markets. Do you think the same? I understand that 5i does not research international markets. Nonetheless I would appreciate it if you could suggest sectors and stocks from China and elsewhere; within your knowledge sphere.
I heard the German Chancellor in Davos mentioning deregulatory reforms as well as refrain from looking at outside capital markets(US) as a source of capital. And I believe that Trump threatened Europe with retaliation if they sold off US assets. The dollar has ben weak and probably goes even lower. That should bode well for international markets.
It would be great for us subscribers if 5i expanded its research even if limited, to international markets, particularly China. Any chance of that happening in the near future?
Regards
Rajiv
Read Answer Asked by Rajiv on January 28, 2026
Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.
Read Answer Asked by Joanne on April 17, 2025
Q:
This question is prompted by concern I felt upon seeing portfolio consists almost entirely of growth companies, few dividend payers, and no bond holdings. After reading the notes, articles and opinions of several financial analysts and investment gurus, I gather:
— that “value investing” has not worked for the past decade; and
— that now however is the time for investors to adopt a Value-centric approach.
Do you agree with this sentiment? If yes, does 5i have screens (or links to them) of US-listed companies whose share prices have declined more than fundamentals justify AND whose prospects for share price appreciation look good going forward ?

Additionally, IF, and *ONLY IF*, you believe “value’s time has come” do you have a US-listed value-oriented ETF that you care to recommend? I reviewed these two ETFs: ILCV and VLUE. Do you like either one? If yes, do you prefer one over the other? Or do you have other suggestions? Thanks! :ao: sab
Read Answer Asked by Adam on December 17, 2024
Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Read Answer Asked by Catherine on October 07, 2024
Q: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 06, 2024
Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......
Read Answer Asked by Garth on May 23, 2024
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Read Answer Asked by Elaine or Gerry on May 19, 2020
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.
Read Answer Asked by Terry on May 06, 2020
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