Investment Q&A

Q: I prepared a question on EWJ but when I hit “submit” your website logged me out; I will prepare it again but if you see the first one of course please ignore this.

A couple of questions. First, what is your outlook for this investment going forward? The ETF is based on the Japan index; does the market in Japan seem favourable? In particular, there has been a suggestion that the “carry trade” will be winding down as interest rates begin to rise; will this affect the investment prospects? Or does the ETF being in US currency shield it from any effect?

Second, what is the expected yield going forward? Different profiles for the fund show different rates. 5i I has it at 1.9%; BMO shows it at 4.53%. However, in December, I received a payment that was probably just over 4%, but that was a semi-annual payment. Can you see what it might be going forward to the next one in May? And can you explain why the December payment seems so high, especially compared to distributions in the past years?

Many thanks for your excellent service.

Q: Hi 5i,
In a TFSA what would be your order of preference in buying these 5 growth oriented stocks?
Size, sector etc. does not matter.

Thanks!

Q: Hi Peter & Ryan, what are the chances of a higher bid for SKYT ? Their stacked technology looks unique. Would you continue to hold SKYT or sell ? Thank you.

Q: considering selling LMN and reinvesting proceeds into TRI looking for growth over next 24 months thoughts thanks Richard

Q: Goldman downgraded Bombardier to a sell. Could this be the start of the "elevator down"?

Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you

Q: Hi.
Could I get some general thoughts on the lithium sector?
Thanks

Q: Hi 5i
Could I have your assessment of TEAM please.
Thank you

Q: Hi
Could I have your current thoughts here. I currently hold and tend to do so (generally) for the long term but questioning my own reasoning on this one.
Thanks

Q: Hold a position in TOI that is currently up 49% in my TFSA. Would you switch out to BN based on a long term outlook? Thanks Ron

Q: Read in the Economist that the Trump administration bought into the above companies.
None are making any money at this point. Realizing it is a speculative play, would you recommend investing in any of these ?

Q: Hello Team,
Which of these two very different companies would you prefer for and why for a two to three year hold.
Kind Regards,
Barry

Q: Can you share your top US ETF picks for each sector? Thanks!

Q: on jan 12 i asked a question for two small cap gold companies for growth,you gave me aauc and aris, i bought them both, i still own aris ,aauc was bought out. my question is what can i replace aauc with-small cap gold company for growth
dave

Q: Any info on why ATD has been sinking lately? Cheers.

Q: Fairfax along with many other insurers have been dropping in price. Could the reason be due to the anticipated decline in interest rates in the months to come. Would you consider the recent recent in the share price of FFH an opportunity to buy?
Thank you.

Q: GSY has been described as in the penalty box most recently. It seems the company continues to perform well fundamentally and sentiment rules the price movement of the stock more frequently and and with greater volatility as time goes on. Can you explain why it is in the penalty box? I understand that its 2nd mortgage business is increasing loan losses as are auto loans but I have been unable to verify if this is accurate or significant. Please comment. Thank you.
John

Q: Please provide your thoughts on MATR.T
Thanks.

Q: On December 10/25 you answered a question about CPH and gave it a meh. I see you have just listed it as a best stock idea. I've done well by moving on your "best" ideas and wonder what changed between Dec 10 and now. Thanks Al

Q: Hi there team,

I'd like your thoughts on this company and the space in general. I've taken a flier recently and wondering if it is an area (graphene manufacturing) I could add to over time? Thanks!