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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 5i,

I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.
Read Answer Asked by James on September 23, 2022
Q: Hi Guys,

My son is opening his first RRSP and is looking for a basket of ETF's with a bit of a longer term horizon. What would you recommend?

Thanks,
Read Answer Asked by john on September 23, 2022
Q: Hi 5i, looks like markets are going to take out June lows. With all the talking heads talking about more pain to come, what does your gut tell you?

Thx again for all your advice.
Read Answer Asked by Christopher on September 23, 2022
Q: Hi Peter,

Thanks for your insights at the MoneyShow last week. You mentioned Long Term Bonds as a viable investment option in the current market environment. Can you explain the rational? Also provide some recommendations for ETS (CAD currency preferred) or specific bond and or bond fund.

Thanks for your continued guidance during this bear market opportunity,
Angelo
Read Answer Asked by Angelo on September 23, 2022
Q: Want to beef up my finacials. I own SLF, TD, BAM.A and X . Trying to decide between 1. Buying BNS ( new position), 2. topping up my 4 existing more or less equally, or 3. putting it all into just 1 of the current 4 ( likely SLF as TD and BAm are already a big holding, jury is still out for me on X). Long term holds, balanced/income hybrid portfolio follower.
Read Answer Asked by Tom on September 23, 2022
Q: After reading your answer to a question on TIP and STIP on March 29, I invested in these two inflation-protected bond ETFs, however, their performance to date was extremely poor and I am down about 10%. Can you please explain why these "inflation protected" securities behave so poorly in the current high inflation environment? Aren't they specifically designed for situations like we have these days?
Read Answer Asked by Michael on September 23, 2022
Q: Everyone, Now that the fed has raised rates, what do you see the market doing the the next year. Clayton
Read Answer Asked by Clayton on September 23, 2022
Q: I have been a canadian equity owner only but am buying a number of US large caps for the first time. With the US dollar being as strong as it is right now, would you hedge these purchases using the NEO exchange. I am in my early 70s
Read Answer Asked by bill on September 23, 2022
Q: Last December I asked what price you would consider this to be really cheap. The answer was below 3 dollars. Today it is at one dollar and thirty five cents. I guess this could go below a dollar which would have been unthinkable last year. It is no fault of their own other than profit margins. Is there some reason that large institutions don't come in and buy this up at this price. Does risk change at this price somehow.
Read Answer Asked by Steve on September 23, 2022
Q: I am concerned about the European holdings and the auto industry in a recession. So, I am considering selling Granite and replacing it with Nexus or Summit. because I still like the industrial space What do you think? Thanks
Read Answer Asked by gary on September 23, 2022
Q: In a well balanced long term portfolio, with preservation of capital being the first priority, safety of dividend and some capital appreciation being secondary, would you add to BNS or SLF at this time? I have a 2.5% position in each and want to increase one to a 5% position. Would you suggest buying it all now or legging in over the next few months? Thankyou
Read Answer Asked by Allan on September 23, 2022
Q: I hate asking market timing questions as much as you hate answering them but...I have always been a bit light on real estate and am wondering if now is a OK time to add a position in either xre or zre. Second question: You have XRE in the income portfolio, today would you stick with XRE or I was looking at ZRE that has outperformed XRE recently. My concern about timing is with rising interest rates and the jittery markets that I might be better off just parking in the banks or consumer deffensive and worrying about real estate in a few years,
Read Answer Asked by Tom on September 23, 2022
Q: In May,U made the right move in trimming Zre at $25.35 as it is now $21.50. The Fed & Powell are very aggressive to increase rate to reduce inflation to some 2% & possible increase rate to 4.4% by year end from current 3.31%. Majority of my Reits are near or/at 1 year low. Is it time to sell? Txs for u usual great services & views
Read Answer Asked by Peter on September 23, 2022
Q: I'm looking for industrial REIT exposure for income and some growth. Which of these two look better currently and forward looking? Or, would you suggest another, either CDN or US?
Read Answer Asked by Tony on September 23, 2022
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