Investment Q&A

Q: Retired, dividend-income investor. I'm just trying to figure out where we are at in this investment cycle. In my opinion we appear to have bottomed and are now starting to see equities on the rise...but then again, it might be a head fake, bear market rally. Time will tell. Then we face the potential recession predictions...soft landing...hard landing?

So, forget all of the investment jargon for a moment and assume we have either bottomed or do indeed retest that bottom and then resume the rise in equities. Then what happens after that, when some kind of a recession possibly hits us. What do equities do? If recessions are usually short lived and markets are looking ahead 6-12 months, what then? Do equities sell off or...?

I am normally an extreme buy-and-hold investor who sets his long term asset allocation and follows it, with very little cash on hand...maybe 2-3%. I will probably do absolutely nothing with however you answer...just trying to understand the market dynamics. Or, there is the chance I might raise my cash up to 5% at the most, but that is market timing. AND, the investment cash usually burns a hole in my pocket and I historically reinvest into some falling knives. So...I usually just watch the action and do nothing besides some minor trims-adds to my core positions to maintain my target asset allocation.

Sorry for the ramble. What's your crystal ball say for the next year or so?
Thanks for your help...much appreciated...Steve

Q: Please comment on Q2 results and Conf. Call if you attend.
Keeper or move on? Investor not speculator bought in 2021 and under water huge.

Thanks

Yves

Q: I would appreciate your comments on the 2nd q results. The company is small, but it has been around for a long time, so management know their business. For those who like to invest in small profitable,
well financed companies with big growth prospects, this one sounds promising.

Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?

Q: How would you rate these companies for a buy now and growth in the future?

Thanks again

Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer

Q: Good morning!

I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.

I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.

I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul

that makes it unlikely thfee only but who can do trades in equities for a blue-chip

Q: With the price below 2 dollars does this become a takeover target.

Q: What are your top 5 us stocks to buy? Thank you Rose

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: How many years do you think it will take for CAE’s stock price to move back to its previous $40 high. Thanks … Cal

Q: A key agenda item in the Canadian visit of Chancellor Olaf Schulz is that Canada become a long-term (electrolysis-based) hydrogen supplier to Germany. I am surprised that this news has had little effect on NXH. (Although actual deliveries will not be for a decade or more, this is a strong long-term positive sign.) Any ideas why NXH stock price isn't reacting? Thanks!

Q: Between GH and INMD which one would you pick for long term growth, and why?

Q: Aurinia Pharma is having a patent concern along with slow sales that’s brought the the stock price down from the 30s to 8 dollars. What do you think about Aurinia and it’s prospects. Is it a buy hold or sell.

Q: Hi 5i. I am wondering if you can clear something up about the proposed takeover of Yamana by Gold Fields. The terms of the sale are that each Yamana share will be replaced by 0.6 Gold Fields shares. Immediately prior to the announcement on May 31, 2022, Gold Fields ADSs were trading at USD $12.20, but slumped immediately and closed at USD $8.66 on August 19th, a drop of 29%. At the time of the takeover announcement, the premium to Yamana's value was stated to be 33.8%. Now, given current share prices, I make it out to be only 9%. I can see nothing in the press releases to indicate the purchase price is adjustable, so isn't this deal now much worse for Yamana shareholders than initially proposed?

There was talk of Gold Fields' shareholders rejecting the deal because it was too rich, but I think now it would be Yamana's shareholders who should be turning it down. Any insight?

Q: Hello 5i could you explain the high volume an the steep price drop in Manulife today

Q: What would you consider good entry points for the attached stocks.

Thanks
Tim

Q: follow up to my previous question. what do you think the odds of the deal getting approved

Q: What do you realistically think would be a good price to buy Google considering the volatility in the markets these days? Under $110?

Q: now that the link deal is accepted, what should this mean for stock performance. market conditions aside what upward push should it have (if any)?