Investment Q&A

Q: Just few more covered call gold ETF questions and I promise to stop flogging this horse and make a decision ..... Of the five ETF's 5i recommended { AMAX, CGXF,BASE,GLCC,GDXY } Could 5i give me the return, unit price gain/loss plus dividends for each ETF as a percentage ? .... As both AMAX and GDXY have only been around a year just go back for that period of time for each one. This will be long enough for me to assess as I am looking for gold volatility pre and post Trump's election.....

I notice all have an upward trend except GDXY. Could 5i speculate on the reason why ? Of course the question is does that 32.5% dividend more than make up for it ? I should be able to see that by your evaluations of returns for the other ETF's in comparison ......

And finally, hypothetically, if 5i were forced to choose one or two of these to " hide " in while assessing just exactly how bad Trump is going to make things for Canada . Which would be your two favorites, first and second, and why ? ...... Thanks for your terrific service ..... Garth .....

Q: Hi 5i!

Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?

Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!

Q: I am sure you have a lot of members like myself who would like to invest outside of North Americano due to Trump and our tiny Canadian market.
On top of our annual membership fees I would be willing to pay more for example a monthly letter ion investment ideas in U.K. and Europe.
What do you think of the idea?

Q: NDM (Northern Dynasty Minerals) has recently seen price increases. After reviewing previous Q/A, I notice NDM has a lot of controversy. Have those problems of the past been resolved enough to justify the market's current price? Do you think it's buyable, or still too speculative?

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: Could Trump force the Canadian banks & insurance companies close their operations in the U.s. and sell the proceeds to their U.S. competitors?

Q: Without getting political can you please comment on the following scenario. Donald Trump is successful in weakening the independence of the judiciary in the U.S. and it becomes clear to people and businesses that the U.S. is moving towards a sort of Russia style 'sham' democracy. Would this produce a rerating of U.S. stocks? And if so what kind of guess can be made as to the percentage drop as the reality sets in over a few years? Thank-you.

Q: In today's Bloomerg an article said that Brookfield and others are finding bargains in Trump's Big oil era. Its a buyers market. It seems for those with pateince, buying BEPC or BEP.un is a good move and you get decent dividend while you wait.

Q: With interest rates predicted to trend lower do you foresee more upside for utility stocks barring any Trump whims of the day ?

Q: A UCLA Anderson forecast just issued a recession watch. Its analysis was called…
“Trump Policies, If Fully Enacted, Promise a Recession.”
Can you provide your analysis of this report. Is this a legitimate forecaster with a decent record?
Thanks

Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio

Q: What do you think the odds are of Canada throwing in their trump card in the tariff wars and adding a 10% export tax on the 4 mbpd of oil sent to the states (~20% of their entire consumption)? This would likely spike the world price a lot and not reduce Canadian exports at least in the short term. Would this be a huge "win" for Suncor and other Candian oil stocks?

Q: historically the risk in holding US Gov't debt has been very low. Now it seems we are only 1 Truth Social Post away from the next crazy Policy experiment. I believeTrump questioned whether they really owe all the Debt and may have even questioned the need to pay it.

When holding US Gov't debt in the form of US T Bills or similar has my risk ticked up since Jan 26th and would you say US Gov't debt is still much safer than say a TD US GIC (Corporate Debt)? Are there short term cash proxies you would avoid in this market due to recent admin change?

Lastly does this never ending talk about the US Debt ceiling and possible Gov't shutdown create risks for holders of US financial instruments?

Q: Good day, 5i Team,

As always, thank you for your support, especially during times like this.

Are you able to share your team`s general consensus on where we are heading and what would be the major factors to keep an eye on to gauge the depth of the pullback?

More specifically:
1. If we are heading for recession, what industries/companies would be best positioned to recover first and "benefit" from the current situation?
2. On the scale from Covid to Great Depression, where would you place us speculatively as the result of Trumpconomics?

Respectfully,

Nick

Q: With the tariff war and Trump creating so much uncertainty, how does an investor handle this? It seems the tough approach of Doug Ford will only anger Trump and create more problems for Canada. With new terrible headlines on a daily basis and market reacting with more selling, how does a long term investor, who needs income from investments rationalize staying in the market? What could turn this around and how deep of pullback do you think we could see and/or how long of a bear market? Thank you for your insight!

Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: Please provide your thoughts on this ETF. Seems to be firing on all cylinders, but wondering if this is a good long term investment.

Q: Hello, given the Trump-induced turmoil in the economy/markets south of the border, how do you see the IJR ETF perform in the next 12 months? How are small businesses impacted by what is going on? Are Trump tariffs positive for them? Thanks

Q: I'm trying to assess unit price movement of HYPYT under certain scenarios ..... I have HYPT not HYPT.U ......

1} The Bank of Canada reduces rates in response to Trump's tariffs. Tariff inflation cannot be battled with interest rate increases .....

2} The US Fed also reduces rates as raising them would have no affect on tariff inflation and a possible recession would be Powell's main concern ......

Please comment on my theory and what price action you would expect if I am correct ? Thanks for your terrific service ......