Investment Q&A

Q: With high expectations for technology companies and a high likelihood of political turmoil in the fall, combined with traditional tax loss selling season, when would you tendto thinkis the best time to buy, if one has been holding cash to deploy?
A big question but I know you have lots of experience
Thanks

Q: This questions is regarding US Russell 2000 etf called IWM. Do you think the rally in this can keep going over the next 2-3 months?

Q: Hi,

Your faith in resurgence of Small caps seem to be paying off! IWM is on a tear, eh?! However an article in Barron's seem to suggest that it is bit early to dive into Small caps!

Having said that, can you suggest some LOW COST Small cap ETFs both in the US and the rest of the world. If you want to give some for growth and some for value, it will be appreciated.

Many thanks.

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Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Q: Saw a blurb in Seeking Alpha about these firms as good growth stocks as well as the etf.
Sold my SMCA and have $30K U.S. to invest . I can buy 3 of these, which 3 do you like for 36- 48 months?
Thank you David

Q: I’m looking to replicate IWM and IWO with US growth companies but with a Canadian registered ETF. Any suggestions or is that not a possibility.
Thank you

Q: Were I to invest in a Growth/Income pairing of healthcare stocks, would you recommend XLV/THQ or XLV/LIFE? I am currently very happy with my XLV/LIFE combination but would appreciate your input re: the use of THQ...
Best regards,
David

Q: Hello team.

JD Vance has said he wants a lower US dollar. What would be 3 or 4 stock market based consequences / implications be if the US dollar was and remained significantly weaker? Lastly, what type of policies do presidential administrations have that they can use to purposely devalue their dollar?

Thanks.

John

Q: With the decision today that the ICSID refused to hear Transcanada’s case, what do you think the impact on the stock price will be?

Q: Can you provide your input on these REITS ?
Please sort them for buying first to least preferred.

Also, suggest which of these you wouldn't buy, if any ? and why ?

Q: Can you comment on a current view of NVO and LLY given the sharp recent pullback.Is their moats still valid in GLP drugs?

Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx

Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe

Q: I need to decrease my energy and energy related exposure. Thinking of the next 3 years, can you recommend 2 stocks from this list to sell? Or am I better off to just sell a portion of each one?
SU CNQ TOU ARX ENB TRP PKI
Thank you

Q: You recently recommended LLY as a buy at $850/875. Today it is trading at $838. Any sense of why it has been dropping so much lately, and would you recommend a buy at current prices?

Q: Hi, US Small caps are finally showing some love, with IWM - Russell 2000, up more than 10%, in past 4 days, after trading sideways for over 2 years. Experts seem to be watching this move with great interest, due its significance, pointing to expanding breadth of the market beyond a handful of Technology mega cap stocks.

My question is about the Small cap sector in TSX, which still seems to be lagging its US peers, except some strength in the materials. Is this normal, historically? What could be the reasons for this divergence and do you see this gap narrowing, in the near term ?

Your perspective would be really helpful as many of us follow your advice and Model Portfolios. Small Caps are your expertise, without doubt and you ( Peter, Ryan and Team ) are regarded as one of the Best Portfolio Managers in US and Canadian stocks.

Thank You

Q: Hey folks, hope everyone is enjoying the summer season. I own basically an equal weighting of BN (4%), BAM (4%), BEP(4%) in our various accounts. I'd like to buy a 4% position in BIP. Now comes my question, should I be a lumper or splitter - that is, am I ok looking at these as 4% positions, or would I be better to look at this as 12% position moving to 16% wrt Brookfield products??

Q: Hello Peter & Team,

I know (looking at previous questions) 5i likes XEI as do I with the good dividend I continue to enjoy. But it has languished since Aug 2022 when I took up a position to the tune of (as of today) a tad over -8%. Considering market conditions since that time and the fact the Blackrock index is made up of some 50+ S&P/TSX composite index stock, shouldn't I be enjoying a little bit better performance on the capital gains side of things? My goal with this ETF was to enjoy the dividend and appreciate a 4 or 5% per year return or at least stay close to par. Is there something I'm missing? Are my expectations unreasonable? What is your interpretation of what drives this ETF?

Thanks for all you do

gm

Q: your view on kei please
thank you

Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave