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: 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: Hi with interest rates beginning to edge lower what would be the sectors most likely to benefit? Could you give me a couple of your favourite picks for each of those sectors. Would you be edging in, fully buying in, or hold off for a possible October correction? With the likely chaotic return of Trump to the Presidency would the Renewable stocks such as BEPC be at risk of correcting under this scenario? He does not like windmills much... Thank you for your service and deduct credits as you see fit.

Q: Greetings 5i,

Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.

Q: Morning 5i Team,

May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?

Cheers,
H

Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Q: In your opinion, would a trump win in November be positive or negative for Unh

Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?

Q: Good morning. Looking at my U.S. holdings and noticed it's a down day for these 2 great firms. Went looking for any news but nothing specific found. Have I missed something or is this kind of an inverse Trump trade if he's elected? Your input is appreciated. Thank you. David

Q: Without China due to their economic problems will Copper prices go up. Demand in other areas increasing EVS, Utilities, Home Builders, AI etc outlook looks good for demand. What about price .

If Trump and Canada and other countries hit China with tariffs on EVS less demand will be the result.

Why does China do it to itself with over supplying the World with goods It will Cost China jobs They have an aging population with a low birth rate , Not a good outlook

your comments please RAK

Q: If Trump is re-elected as president of the USA. he could seek to devalue the U.S. dollar, making Canadian exports to the U.S. less cost competitive. How would this be done??? Also would this put in jeopardy the USA dollar being the reserve currency and perhaps the currency of another country taking over, like Germany, Japan or South Korea??? Anxious to hear you thoughts....Thanks....Tom

Q: Well if tRUMP is re-elected as US president, what are the reasons that Merck would do well???......keen to get your take on this....Tom

Q: Everyone, the first six months of 2024 are behind us, what did you learn and what is expected in the second half of this year?
Clayton

Q: Hello 5i,
I recently asked a question regarding icln , which as you mention, is an etf in clean energy area. I asked whether it might respond similarly to AQN and other stocks mentionned in the article you recently wrote on possibility for a rebound with changing rates.

I am interested in this etf, but the stronger possibility of Trump entering the Whitehouse, this time legitimately, worries me. If I can trust what I read, he has made deals with Big Oil and sees climate change as Woke propaganda. This makes me hesitant. How would you see a Trump presidency affecting this sector? although, if it affected the US sector, I imagine it would also affect the Canadian stocks, as well.
thanks for your great service

Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?

Q: Quite some time ago I asked 5i for a comparison of JD and AMZN . JD was the clear winner on valuation but 5i favored AMZN. I bought JD anyway and took a bath on it . But according to your disclaimer so did you. { Either that or you've held a short position for a world record time } ..... I liked the company when it was $83 and I still like the company now though it has slipped to a 1% position in my portfolio .... Just saw their earnings report which was a beat and it looks like they are doing some interesting expansions. Could 5i offer an opinion on the expansions ? And which would you give the edge to, JD or PDD and why ? ..... And do you see the " China Factor " as continuing to plague these companies ? With the U.S. talking trade war I am a bit leery in spite of these extremely attractive valuations ......

Q: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?

Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James

Q: Good morning; I read an article in the G&M on the weekend regarding the remote possibility (should Trump win) that they may change how the US Fed operates; affecting its independence and role as the world currency.

Crazier things have happened and with 50% of my investments in $US it got me wondering - if the US Finaincial system were subject to such change, which currency could/would replace it? I’d be interested in your view of the likely top 3.

Thanks very much,

Dave

Q: Just out of curiosity, what do you think about Mr. Trump’s company (Truth Social) that has recently gone public? I see that it’s up 11.99% at the moment, is it the novelty effect that’s causing this? Thank you