Investment Q&A

Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo

Q: Hello Team,

What are your thoughts on these two companies and which would be you favor if either as a strong compounder going forward?

Thanks,
Barry

Q: Would VIU be a good proxy for global exposure without North America?

Q: Is there an ETF of the S&P 500 without the 35% tech component?

Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?

Q: What are your thoughts on GENI earnings. Do you consider stepping in or wait until Tariff issues are resolved.

Thanks for the great service

Q: Kxs traded higher on good volume on a day most everything else was down. After seeing the recent Earnings are you more comfortable holding this company? Also what is the current forward P/E ?

Q: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs

Q: Any idea why MFC is taking such a hit today? I don't expect insurance companies to be down 5% in a day unless it's a broad market thing. I realize the market is down due to orange man but insurance shouldn't be impacted by tariffs and my GWO is up.

Q: Hi 5i,

I've read through your previous comments on the company and I was wondering:

1) What do you perceive as the key drivers to this company's performance?
2) What do you think explains the rollercoaster that the share price has gone through?
3) What should I pay attention to if I want to decide whether the company will right the ship and re-establish its momentum?

Thanks!

Q: What do you think of WDO's gold reserves. My not-very-well researched impression is that they have some very high quality ore but not much of it.

Q: Hi, could you list your 5-6 favourite sectors today. Also just wondering, do you see any signs of a sector rotation anytime soon? Or is it too hard to predict? Just checking cause Technology seems to have had a long and positive run, while Oil&Gas seems to have lagged for quite some time? ( I could be mistaken).
It seems to me when a sector falls out of favour it sometimes takes a long time to recover?

Q: Anything specific with the strong decline of BN recently

Q: Would appreciate your thoughts on the recent results and outlooks. Thank you.

Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks

Q: Morning Peter and team,

Would you please recommend a number of ETFs for emerging markets.

Cheers,

Q: ATD has been stagnating lately and I am considering swapping some of it for Dollarama. Your opinion is appreciated. Joe

Q: Could you speak to the issue of how Canadian investors should respond to proposed tariffs by the Trump administration before March 4th and after March 4th, assuming tariffs are implemented. Please give an example of the type of companies you would sell and buy? Thanks

Q: Hello,
I have a question about adding fixed income to a portfolio.
My registered portfolio is all equities, mostly large cap dividend payers and some growthier names thanks to 5i, reasonably well diversified, a little heavy on financials.
I am happy with the results and will be relying on it as my main source of retirement income in about 5 years.
I am thinking it is time to gradually add some fixed income, to decrease volatility somewhat and increase predictability, targeting a 70/30 equity/fixed income split over time.
Would like to keep it simple with ideally 2 ETFs, was thinking XBB or ZAG plus something else.
I see that the Canadian Money Saver portfolio uses XBB, CBO, CPD and XHY for fixed income.
What would you pair with XBB/ZAG in this scenario?
Is a US fixed income component a good idea?
What do you think of combining a passive bond universe ETF with an actively managed ETF/fund?

Thanks as always.

Q: How long do you expect them to last. Americans are upset, Also all the firings that are taking place, I understand PAY DOWN the HUGE US DEBT is a good idea Canada should start to pay down their debt as well,

These moves will cause Republicans to loose seats in 2 years time next Election. RAK