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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: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?

Thx
Read Answer Asked by blake on September 25, 2023
Q: Thoughts on whether or not you think we will have hard or soft landing. If one is a long term investor looking for income/growth what is your advice during this time especially watching areas like utilities/reits go lower and lower? Cyclicals too, not looking good and if we go into a hard landing with lots of bankruptcies things could get a lot worse. Thanks for your insight!
Read Answer Asked by Neil on September 25, 2023
Q: What are some stocks that could do really well with AI becoming more and more available ?
Read Answer Asked by Ashleigh on September 25, 2023
Q: Hi 5i, an article in Globe today screening for Companies outperforming S&P500,
as well as financial strength in regard to profitability, robustness of balance sheet,
and earnings quality, identified Southern Copper Corp (SCCO-N) as their #1 rank.

Could you please give me your opinion of SCCO, and whether you agree with the
opinions of the screeners.

Thanks for your support.
Terence
Read Answer Asked by Terrance on September 25, 2023
Q: Everyone, will we have a recession in the next 12 months? Also, how does tech compare to the broader market during a recession? Clayton
Read Answer Asked by Clayton on September 25, 2023
Q: I'd like to diversify my portfolio by adding some exposure to emerging markets without the inclusion China. Please suggest some ETFs that:
1. would give me exposure the equities of strong corporations
2. would enable me to own bonds of both corporations and countries.
Also, I would appreciate protection against currency fluctuations.
Read Answer Asked by Les on September 25, 2023
Q: Me, thinking of selling CAR.UN and adding to DIR.UN. My reason, DIR.UN has more upside. In the income portion of the portfolio, about 18% of total portfolio, CAR.UN has a weighting of 1.47%, while DIR.UN  comes in at 6.88% but I'd be okay with overweighting DIR.UN. What is you take for this potential move???.....Tom
Read Answer Asked by Tom on September 25, 2023
Q: Could I have 5i's analysis and recommendations on Hamilton's new ETF HBND ? A 10% yield on US treasuries seems like a pretty secure investment ...... Please assess versus other bond ETF's available on the market as the fixed income side of a portfolio ?.....And from a second point of view on whether it also might be a pretty safe place to park cash as well ? Can't really see a whole lot of volatility with US Treasuries but I know very little about the bond market .....
Read Answer Asked by Garth on September 25, 2023
Q: Hi With respect to Steve's question, about Series 1 debentures trading at $136-$138 currently and applying for new debentures through Rights for a price of $133, is it not true that Debentures currently trading also have an embedded additional value of $3.25, quarterly interest ( $3.25x4=$13.30 annual), payable on October 1st. Whereas, the debentures acquired through rights will be issued only on October 6 and are not eligible for that interest for quarter Jul-Sep and hence the price differential ?

Thank You
Read Answer Asked by rajeev on September 25, 2023
Q: I know that you've answered a lot of questions on HMAX lately and I have read all of the answers but I still have some questions as I don't fully understand the risk of the product. Please take as many credits as you need to answer:

1. Usually high yield means higher risk, but I'm assuming because covered calls are being used to generate this income that this statement doesn't apply? Can you confirm explain?

2. How risky is this compared to an equity ETF? Higher or lower risk?

3. Is there any long term scenario where this would underperform cash?

4. Generally what would be a safe portfolio weight for this type of product?

Read Answer Asked by Pamela on September 25, 2023
Q: Peter,

A bond fund will have a duration. I was told by a rep at the $$$ show that it can refer to the percentage change in value of the fund when interest rate changes. IE if duration was 3, then a 1% change in interest rates will create a 3% change in the value of the fund. Is this true?

If this is not true then please explain the proper meaning of duration.

Thank you

Paul
Read Answer Asked by paul on September 25, 2023
Q: I am thinking of buying Rogers Communications for future growth in the share price. My investment horizon is more than 10 years. Would you say that Rogers is a better choice than BCE or Telus? Please explain the reasoning.

Also, is the current share price of RCI at a good price to buy it or would you wait for it to drop some more?

And what class of shares would be better to buy (Class A or Class B)? Please explain why. Thank you for your insights.
Read Answer Asked by Cathy on September 25, 2023
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