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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: Do you think that, while this unfortunate war carries on, industrials will continue to rise?
I read that gold, grain (wheat?), copper, paladium and nickel have reached new highs.
If so, I'd be grateful to know what stocks you would prefer to own to cover some or all of these, plus an assessment of the key metrics for your view.
Thank you for your highly appreciated viewpoints.
Read Answer Asked by TOM on March 08, 2022
Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.
Read Answer Asked by peter on March 08, 2022
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Read Answer Asked by Steve on March 08, 2022
Q: Everyone,
My investment strategy is to hold long term and hold the best of the best. I have not sold any of my tech stocks but I have recently been a buyer. The only thing that has changed in the last six months is the price people are willing to pay - for each seller there is a buyer! The noise will pass someday - I don’t know the day but it will pass.
Clayton
Read Answer Asked by Clayton on March 08, 2022
Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?
Read Answer Asked by Kelly on March 08, 2022
Q: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Read Answer Asked by Jerry on March 08, 2022
Q: Hi,
I am seeing what appears to be a surge in copper and wondering if this might be an opportunity to invest in either an ETF or individual stock. Given the current market, which would you prefer? Risk tolerance is fairly high, but I have little diversification in the materials sector other than GDX and SLX. Most of my available cash is in US dollars, within tax sheltered accounts. Thanks in advance for your sage advice!
Dawn
Read Answer Asked by Dawn on March 08, 2022
Q: Hi,

The last time you were asked for your thoughts about BB was a few months ago when it was trading for a shade over $12, and you rated it as one of your least attractive.

Have your thoughts changed after it has shed further 30% of its price?

I sold a small holding at ~$27.00 in Jan21 (after getting in at ~$13 in '18) during its meme-stock craze. I think it's susceptible to another such a run-up, given its legitimately-sexy reputation/past performance.

Question: Does BB's current price justify re-initiating a I-don't-care-if-it-goes-to-zero position of 3% of my otherwise-conservative portfolio (50% defensive, 30% cash, 20% fixed income)?

Thanks, and please keep up the good work.
Read Answer Asked by William on March 08, 2022
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Read Answer Asked by Delbert on March 08, 2022
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