skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi There,
Can you suggest a method where one can estimate the realtime Equity Risk Premium for US market and Canadian Market using ETF's. Can you also give a guide as to what values may cause investors to shift between the risky asset and the safe asset for US and Canadian markets. Thanks
Read Answer Asked by Ian on June 24, 2022
Q: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks
Read Answer Asked by pietro on June 24, 2022
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks
Read Answer Asked by rajeev on June 24, 2022
Q: Hi Team,
The last couple days I am seeing a drastic sell off in oil producers, and what seems to be a rotation into investors buying up the most beat down tech names. Do you see this rotation continuing? Is it time to dump oil stocks and buy back into tech / growth names?
Read Answer Asked by Shane on June 24, 2022
Q: Hi, Energy sector was creamed today with 5% decline on the top of 15-20% drop over past week. I also learnt from CNBC that many large investors are buying significant amount of September Puts. We trimmed 25% of our 10% Energy weighting, selling XLE, XEG,CNQ and TOU, mostly at market open. Do you believe , Energy sector could be range bound for near term and has further downside ? Would it be prudent to cut the sector weight to 5%, in General, without being specific to our portfolio ? Which companies would you reduce, in order of priority, among, CNQ, TOU and SU, based on balance sheets and possible further downside caused by Oil/Gas price and recession ? Thanks
Read Answer Asked by rajeev on June 24, 2022
Q: Hi, With recent drop in Oil/Gas prices, would it be prudent to reduce exposure to Large E&P and Integrated names and increase ENB weighting, so we have Energy exposure but with limited downside. In your Balanced Equity Portfolio, I noticed that ENB weight is about 7.5% and you appear to be comfortable with that. Thank You
Read Answer Asked by rajeev on June 24, 2022
Q: With losses mounting day by day If I sale most stocks and take a huge loss,Which stocks cdn and US make good strong stocks in US and CDN.
5 EACH.I know this is not easy but perhaps better than cashout with lots of losses.
Read Answer Asked by Nizar on June 24, 2022
Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.
Read Answer Asked by Steven on June 24, 2022
Q: QUIS has been a significant disappointment for some years now and appears to have changed its business profile at least once along the way, such that even now there is a current apparent need to make a substantial progress. So the question is there a reasonable prospect that the recent announcement involving Visa will have a significant impact on this company's sales and profitability?
Read Answer Asked by Mike on June 24, 2022
Q: Seeking Alpha mentioned that the Federal Reserve will release the results of its 2022 bank stress tests today. What do you think of the results?
Read Answer Asked by Kyle on June 23, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!