Investment Q&A

Q: Over the last 50 years or so which governing party has been most favourable to the S&P 500?
Republicans or Democrats?

Q: Hi Team,

How close are you to adding a US/Global Balanced Equity portfolio to your
List of
Model portfolios?

Q: Good morning, what would be the best way to learn about Bitcoin and Blockchain Technology for a non techy person but is quite interested in learning, thanks?

Q: Does the Ontario probate fee apply to. Tfsa?

Q: Is the Buffett Indicator of any value today. Meaning if it goes above 180% should you rethink your momentum stocks and reduce margin? Buffett indicates that above 200% is dangerous and 120% is now normal. Have these numbers been adjusted in recent years due to quantitative easing and now that the feds have reduced quantitative easing should they be tightened? What do you feel the new normal range is with the feds hawkish change? I know timing the market is never good, but I think reducing margin and removing the gasoline at times should be considered.

Q: Hi,

I know sometime ago there was an article about "asset location" by you or a guest writer either here or in CMS? Can you direct me to the appropriate link?
There was some "confusion" amongst the members of our investment group which stocks/ETFs are best held is what account!! TFSA/RRSP/Non Registered/ RESP etc.,
The most tax efficient way one can allocate the stocks/ETFs.

Much appreciated.
Mano

Q: Hi, sent this question to i5Research on Jan 09 & as of yet have not received an answer. Am wondering if it got lost in the queue. Does 5iResearch think now is a good time to invest in copper? What would you recommend as a better investment, a copper mining company or a copper processing company? In each of those categories what two or three companies would you recommend. Thanks … Cal

Q: So I read in the G&M that household savings are at record numbers ; some $ 300 billion , twice the average of the last 2 years , yet I understand that Canadians are in debt to an unprecedented degree. How can this be ? The savers and debtors must be not the same person. Personally, I believe the boomers will come to the rescue of the many indebted GenX and Millennials by passing their sizeable assets over upon their last gasp.
Any thoughts ?

Derek ( boomer)

Q: Hi! The tech rout continues this morning. I previously was able to trade this rotation when it happened in 2021 and they seemed quite short lived. This feels a little more permanent because of the imminent end of tapering and lift off of rates. Impossible to predict, but do you see this rotation as lasting longer than the others in 2021 and if so is it too early to start nibbling at some beaten up names like SHOP and NVEI and GSY?

Also, I'm not sure why GSY is getting thrown out lately. Good valuation with good earnings and a recession doesn't seem likely.

Thanks,
Jason

Q: Happy 2022 thank you for another great year. I was wondering if you know any companies in the graphite/graphine space that might be good for a buy or at least put on a watch list for now.
Thanks

Q: I regularly use Globe Investor some terminology used by professionals on these sites and TV require some explanation. For instance, i.e. Trade Desk just as an example, the price/earnings (TTM) 142.2; earnings per share (TTM) 0.57;
Doing my math the share price 79.00 @ 11:00 a.m. divided by 0.57 = 138.59
Am I right you would be paying 138.59? Above I said the PE was 142.2 doing my math would the PE now be 138.59? I realize every move in the stock price changes the PE slightly.
Another frequently used termination is free cash flow. Please explain. I know I have the right people to explain the above.
Thank you

Q: In my grandchildren RESP I have 25% in IWO, 25% in VIG 25% and 25% in VGRO. I would like to buy 2 stocks with the remaining cash(25%) which 2 stocks would you recommend. Money not needed for 14 years.

Thanks

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Q: What's your stock market and economic outlook for 2022? Which sectors you think will perform well in 2022 and why? Which sectors will be laggers? Would you please provide the names of a couple stocks of each of your sectors which will perform well. Thank you.

Q: Hello 5i Research Team
Note that there is no rush in answering this question.
Please explain or where I can find an explanation on the shift of the yield curve in relationship to future stock market returns.
Thanks in advance for your excellent service.

Q: Is there any website/service that shows whether companies have increased/decreased share count over previous years? Thanks.

Q: Hi All:
I have a generic TFSA question. My TFSA is ~$147K; my wife is at ~$140K
Not all my stocks choices are winners but sometimes in the past I have NOT taken my profit off the table. ie sold some of my winners to reinvest in other upcoming potential winners. We all get the $6K starting in 2022, but I would like your thoughts on transferring in kind some shares from our TFSA's into our open account. ie: the ones that have gained 70 to 80%. My thoughts are that this would give me more room to transfer $$$ from our open account in 2022, that are presently losses I think are still potential stocks that could go up, thereby giving us some tax free gains.

Is this game to dangerous or just plain stupid.

I hope you all have an enjoyable and well deserved Xmas time off. Ken.... :-)

Q: Good morning, my daughter has $600,000 to invest for a two year period. She is looking for relative safety of principal, but a better return than GIC's or daily interest accounts, thanks?

Q: Hello Peter and team,
Just a comment. Your response to Dennis on December 18th regarding to what happened to the markets from 1990 to present (technology in relation to yields) is the best i have seen and somewhat comforting that investing in companies like Amazon , Google, etc makes sense. Thanks for the perspective.

Q: Regarding the answer to my question with respect to Nortel and the tech decline received Saturday @ 3:49 a.m., my family held stock in Nortel and I am very appreciative with respect to the detailed and quality of the answer to my question. Myself and probably many others had concerns with the Nasdaq doing what it has been doing lately and your perfectly explained answer made me feel a lot more comfortable. I guess you were working late due to the timing of the answer. Thanks again,