Investment Q&A

Q: Thanks to the 5i team for all the great work amongst a very tough 2022! I wish you and yours all the very best for the new year.

I really appreciated and learnt a lot from the various indices/metrics that you used in your market update emails, especially circling back in the most recent one to update the trends. Looking at the various indexes you explored last year, it made me wonder if there was an index or metric that tracked digital advertising to look at trends through time (e.g., have things bottomed and more are spending on digital advertising). As a holder of companies like Google, Digital Turbine, and The Trading Desk, I am interested to know if there is an index/metric out there to follow trends in digital advertising. If there is, could you use it to suggest what the general status of digital advertising is and how it might help inform adding to positions of GOOG, APPS, TTD, and others (if you have higher conviction names to suggest).

Thanks so much for all you do and wishing everyone a strong investment year in 2023.

Q: Your thoughts on AFRM? Would you put some money to work here if you assume the Fed 'pauses' in a couple of months?

As alway, thanks for your great input.

Dave

Q: I have been gifted this bond ETF in a margin account. I know little about bonds, and wondered if I should keep this ETF or if there is another bond ETF that you would recommend in this challenging economic climate? Thanks for all your guidance during these unprecedented times.

Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$

Yves

Q: Happy New Year to the 5i Team. I enjoyed Lightspeed on its ascent in my TFSA, and suffered buying back too early. I believe, supported by some analysts, that it has a future. Should I take my lumps, sell LSPD and invest the proceeds to increase my position in BN to 4%, or continue to hold LSPD. Which stock does 5i feel will generate the best overall return over the next 5 years?

Q: HI Peter and Team,

Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Does the recent acquisition have a significant impact on QIPTs prospects?

Q: I’m interested in the current and future developments in AI.
Can you recommend or suggest a stock or ETF that covers this industry.
Thank you

Q: I am looking to add some bond exposure. I had a look at TLT and XHY.

Here is my own personal view on the economy:

- Interest rates could eventually flatline or even fall later in 2023.

- The economy has a somewhat elevated risk of going into a recession.

- The interest rate hikes have a risk of causing "something to break", possibly triggering a black swan event.

Under the above scenarios I am guessing XHY is not a good option considering the individual ratings of the bonds within this ETF, correct?

I don't necessarily want to invest in preparation for a black swan event that may or may not happen, however I want to prepare a bit for that possibility. If that were to happen I would guess that investors would tend to migrate towards the USD. Would that be beneficial for TLT?

Are there better options?

Q: Happy New Year to all at 5i!!!!! I have both of these ETFs in an unregistered account. I have held them for a while. XWD seems to be out performing XEF. I am tidying up my portfolio and am contemplating conglomerating XEF with XWD, and I would welcome your thoughts on this move.

Cheers,
Tamara

Q: BEPC is down 18.54% and BIPC is down only 7.73% over the past year. This is quite a difference given that they are both utilities. Can you tell me the difference between them in terms of what they invest in, safety, and expected growth? If you were to add to one, which one would it be, if any?
thanks

Q: My question about Perseus Mining is why the stocks is growing so slow. We have gold consistently going up, productions is increasing, net income growing, good balance sheet (I believe) and started to pay a dividend to shareholders (I believe in the last 2 years). Will Perseus continue to grow and is the management is strong. Also, will gold price continue to rise with all the chaos in the world. Thank you. I greatly appreciate you taking the time to answer my question.

Q: Hi Peter, following the merger of MNRL and STR we now own STR. Please offer your opinion of the combined company and whether you would continue to hold. Is there an alternative you like better ? All the Best to you your 5i staff and to all the members here for a prosperous and Happy 2023. Paul

Q: Good morning and happy holidays to the whole 5i team. If you were looking to invest in the potential of India having an economic push like China had what ETF's or companies would you consider and what account would you hold them in? I am thinking long term.

Thank you

Q: I have 6000 shares bought around $23.00 of tpz. Div. is $1.20 a year. Key. recently bought major purchase from Plains and upgraded to buy. Dividend is $1.92 a year. Your opinion of both companies please. At current prices would you sell tpz and buy key.?

Q: We have been keeping in cash the proceed of the sale of a condo. what would you suggest for a conservative growth ETF in canadian currency. That would represent 10% of our equities holdings. Looking for more growth than yield, as this would be in a non registered account. We would like something all in one, as I do not want to add more names to the list of equities we have.

Q: Which one do you like more for 3 to 5 years. ASML or ANET?

Q: Can you please provide your preferred Emerging Markets ex. China ETFs that are available in Canada? Two names will be sufficient.

Thanks as always for your expertise.

Q: A recent question started with the premise that China was currently uninvestable. You answered the question but did not speak to the premise. I, myself, was thinking pretty close to the opposite, that China represents one of the better opportunities right now. What do you think? Thank-you.