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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: Hi Peter & 5i,
Q1 - CSU and VGT values have caused my TECH sector allocation to be overweight. Knowing you can't personalize weightings and keeping in mind the theory of letting your winners run. Would you see a trim of CSU and VGT and putting those proceeds into GSY as good switch for future growth? Or would I be just shuffling future growth from one sector to another?
Q2 - In showdown of TIH and EIF which one would you recommend for overall future returns? Do you have concerns about the debt levels of EIF versus the EBITDA? No such concerns with TIH.
Thanks always for your great insight and advice.
Read Answer Asked by Dennis on February 26, 2024
Q: Hello. Cintas Corporation has consistently caught my attention, but its stock price continues to climb. What insights can you provide about this company? Do you believe it’s a suitable core component for a diversified portfolio with long-term growth potential? Is it a good buy at the current price? Thank you
Read Answer Asked by Esther on February 26, 2024
Q: I will not be able to join the US markets and four top stocks Webinar that will be held on February 27 at 1PM EST. Will it be recorded so that we can watch it later? Thank you
Read Answer Asked by Gervais on February 26, 2024
Q: I have just updated my portfolio analytics and am delighted with the results and the advice from it. 5i has been a big part of that, giving me the insight, information and confidence to make mostly good decisions.

I originally put a 30% allocation for bonds when I started 4 years ago, mostly because that's what was usually advised for those in my position (about 10 years out from retirement).

However, I have put no new money into bonds over that time because the ones I own have been the worst part of my portfolio. They did not act as ballast when the market went down - they seemed more volatile than most of my conservative equities. They also did not go up appreciatively when interest rates rose, and overall, even with the payouts, I'm in the red on these bonds over the past 4 years.

I heard you mention bonds in asset allocation on the recent podcast but I didn't sense any great endorsement of them. Other than the traditionally recommended 60-40 or 70-30 split, can you offer reasons not to sell them off and buy conservative stocks like CN, CSU, BN, etc or else broad-based index funds like XIC, XUU etc.?
Read Answer Asked by Kevin on February 26, 2024
Q: This is a company you have recommended in the past. I see now you feel it is a sell. Is there no chance for a turn around if one is a patient investor or is it at risk now of going out of business? If you can please describe what is happening with this company and their plans it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 26, 2024
Q: Hi Peter and Team,

What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.

I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?
Read Answer Asked by Marc on February 26, 2024
Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on February 26, 2024
Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!
Read Answer Asked by Brian on February 26, 2024
Q: Can you please clarify what happened to investors with Russian stocks or ETFs, after Russia invaded Ukraine. I have read that investors lost all of their money. Was this due to the actions of Western governments? It is hard to believe that all Russian companies suddenly became worthless. I am not familiar with the specifics as to what happened and am trying to understand the facts.

My question is raised from the risks of investment in China. I currently own Emerging Markets ETFs with large holdings in China. If China was to do something (e.g. invade Taiwan) which upset the Western Governments, I would like to assess the risk that these investments could zero.

Is this a legitimate concern? What are the facts as to what actually happened? Is it possible that Chinese equities could also become worthless with a significant change in the geopolitical situation?

Your advice and insights are most appreciated and valued. Thank-you.
Read Answer Asked by Dale on February 26, 2024
Q: In one of your answers yesterday, you intimated that the sale of Enerplus might not be a done deal. "Devon is a much larger company than CHRD and if it wants ERF it likely could top this bid. .... This one may not be over." The press release announced that both boards unanimously approved the deal. Are you aware of the size of the breakup fee ? Do you know who the largest shareholders of ERF are ? As an ERF shareholder, I agree with your assessment that this is not a great deal.
Read Answer Asked by Mark on February 26, 2024
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