Investment Q&A

Q: Its a given we are collectively heading (long term) toward a carbon neutral future. We have also seen how fragile current energy supply is with the shortages caused by current European conflicts.
So...the question is on nuclear. How viable is it as a source of clean stable energy going forward, and how does one get exposure to companies in this space CDN or US. I am slowly reducing my fossil fuel exposure and now hold the captioned stocks. BEP fits the mandate I'm sure; how about BP?

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.

Q: I bought this ETF about a year ago at $30. What is the outlook for this stock? Will it keep trending lower? As always, your comments are much appreciated.
Thanks.

Q: Adobe is well off its 52 week high. I am considering easing into this stock. Am I on the right track? Any comments you have on this security would be appreciated. Thank You.

Q: To protect an account could you purchase a put (leap) for the SPY etf? Also how large does to put purchased need to be per $1m in equities.

Q: Good morning, 5i team!

NFI didn't perform well in our portfolio in the last 2 years. Your thought on replacing it with one of these 2: Lion Electric or Rivian. Or just get out and put in Magna or Linamar instead for auto parts instead. Thank you!

Thanks!

Q: I would appreciate your thoughts on asset and sector allocation if one believes we are approaching a recession. Thanks for a great service.

Q: Please give me your outlook re the lumber market in the next year in light of rising interest rates, would you consider it a sell or hold and if a sell would you give me some sector areas to redeploy the money.

Q: Nutrien's stock fortunes have been rapidly diverging from that of the big American fertilizer companies over the last month. To what do you attribute this?

Q: Given that we are seeing increased inflation and many are predicting a recession in the next 12 to 18 months, what would be your investing strategy, what fundamentals should we look for, i.e. Earnings, or?? What sectors would you suggest for safety and what sectors should we avoid?

Thank You

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: performing well despite all the bad news re current events. what is your opinion going

forward?

Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

Q: Would you add to any of these shares? And if so in what order?
Thank you

Q: What are your pros/cons about investing in Parker-Hannefin for a long term hold in my $US RRSP?
Thanks

Q: hi, it may be in a previous answer, if so please, humour me. I am wondering why the forward EPS estimates have come down so much for SHOP? was there a fundamental issue that occurred, did they issue new shares? I thought SHOP was still in big growth mode. also, depending on where you look, research companies investing media etc, they all seem to have different values for the EPS, both trailing and forward? could you provide your numbers for these please. thanks, chris

Q: What do you think of Tesla, they are just stretching such a big lead on the next guy and it continues, the first quarter numbers are up and its insane, they put out 310000 cars in the last quarter, mustang put out 58000 all of last year, this year they want to triple it but already they are out of chips. Tesla spends 3 times the RD per car that other builders do. They had 14 cars left in inventory at the end of the last quarter. They are sold out until 2023. Two huge additions will come on line this year, Giga Berlin ( already going and putting out a "sold" car every 150 seconds, Giga Texas coming in the next few months. They are secure in their access to nickel. Seeing Giga Berlin build cars is just fantastic, incredible automation, the giga press. It seems all is roses and just starting to ramp up, do these incredible numbers make a statement for the stock? buy, sell or hold?
thanks, Jean

Q: Some talk of chances of fed engineering a soft landing are low. Inflation too high and it isn’t transitory and tightening will likely put us into a recession in 2023. Is a recession a very likely scenario for 2023?

Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?

Thanks!

Q: DEUTSCHE POST AG seems like a international UPS type stock that's interesting. Can you tell me anything about the financials and does it look interesting to you from the view of a dividend payer? Thanks!