Investment Q&A

Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?

Q: In the current market environment with high inflation, lower growth, risk of recession and war, if you were building a portfolio today for income/growth what sectors would you avoid entirely, if any? And, if one was building the portfolio today what percent would you allocate to each area that you are suggesting? Thank you!

Q: Hello, would appreciate your thoughts on this ETF as a potential long-term hold, which also has a small dividend. Thank you as always! Aaron

Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon

Q: hello 5i:
I'm asking for help in understanding current rate expectations and the way forward.
Given that the current Fed Funds rate is 1% and given that the future Fed Funds rate is expected to rise to 3.5%, it seems that interest rates, or expectations of interest rates, seem close to peaking. Would you agree?
If so, it seems bonds might become much more investable. Would you agree or disagree, and in either scenario, what is your opinion and the results on the bond market?
Would the results of a future Fed Funds rate of 3.5% not push us directly into recession?
I am also supposing (please confirm) that the Canadian path forward (although with higher rates) will directly follow US rates.
thanks for the economic primer
Paul L

Q: Can you please comment on the investment potential /outlook for Southern Energy….
Thx Kim

Q: Wondering which of these 2 stocks you would consider the better buy during the current sell off? I own a small position in Nvda already.

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!

Q: Hi,

Can I please get your updated opinion of Package Corp of America (PKG). Thank you!

Dave

Q: Dear Peter et al:

I see a lot of chatter about rare metals in the media. Some columnists, especially Technical analysts seem to favor this sector. Your answer to a fellow subscriber few months ago seems to lean towards REMX. However, it's returns seem to lag ZMT/XBM.

Do you think there is a role for rare metals at this time in one's portfolio? If so, what is your favorite ETF and why?

Thanks in advance.
Mano.

Q: Given the never ending downwards trend of the market, I want to invest $10000 in US market and $10000 in Canadian market in dividend stocks, with at least 5% dividend.

Can you recommend 3 US stocks and 3 Canadian stocks. ETFs are also acceptable.

Thanks

Q: I would appreciate your latest opinion on AAV? If you are not impressed with it, could you please suggest some competitors that you would choose instead? I wanted to use it for my TFSA. Thanks for your service.

Q: I was wondering what the difference is between these two companies. I own a small amount of SLF and am thinking of buying more or adding MFC.
I value your opinion.

Thank you.

Q: What Canadian stocks would you be picking up today in this selloff?

Q: Peter and His Wonder Team
AP is a small cap company in Pittsburg since 1929. Please give me your general assessment. I know they are in a 3 stage plan and has decent management. Do you think it has any merit as a contrarian play? Will they benefit from infrastructure spending even in a downturn?
Thanks...as usual!

Q: Do you perceive that Generac is fully priced given, for instance, California’s drought and concomitant energy supply issues?

Q: Hi, I would appreciate if you can provide your feedback about WELL Health Technologies. Pros, Cons, potential, Balance sheet & Cash etc. Do you find it attractive for Long term hold.
Thanks

Q: I am curious as to your current opinion on APPS. I hold both TSLA and APPS in my TFSA account w/ TSLA now being around 4x in weight. I was thinking to even up their weighting and was wondering if you could get behind this move.

Q: I understand that you, generally, are not fans of ultra-short etfs and their ilk for various (very valid) reasons. However, if an exception were to be made, would it apply to the "Advisorshares Dorsey Wright Short"? Running it through the excellent Qtrade Portfolio Simulator in conjunction with my current portfolio produces excellent downside risk protection and diversification numbers with minimal reductions in performance, income and fee numbers. Your perspective would be much appreciated.
Regards
David