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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, in your response to Julie's question today on the economy can you provide key VIX and market levels, bond and stock, that would get you excited to deploy capital? Thx.
Read Answer Asked by Christopher on March 04, 2025
Q: Now that tariffs are here, and Trump is playing hardball with Ukraine and the world, can you provide thoughts on what you think the markets, US and Canadian separately, will do? How far percentage wise might each drop? Looking for time horizons of up to 3 months, a year and then beyond. Realize this is new territory but 5i should have opinions.
Read Answer Asked on March 04, 2025
Q: Hi 5i
1) What portion of NG is sold to USA versus LNG Canada (soon) and domestic consumption? 2) Canadian oil sands withstood negative oil prices for months - but it still flowed (and hence required condensate) - to what extent do you think Condensate (ARX/TOU) will be affected if there is reduced oil flow from Canadian oil sands. Thank you.
Glenn
Read Answer Asked by Glenn on March 04, 2025
Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean
Read Answer Asked by Jean on March 04, 2025
Q: Hello I am 72 and fully invested in CDN and US equities. I am concerned about a bear market or a correction, and would like to reduce my equity risk.
Say for $250K , how would you invest between CASH, T-Bills, GIC, Bond ETF?
What are you suggestions?
Thanks
Carlo
Read Answer Asked by Carlo on March 04, 2025
Q: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs
Read Answer Asked by Guy on March 04, 2025
Q: Hi 5i,

I've read through your previous comments on the company and I was wondering:

1) What do you perceive as the key drivers to this company's performance?
2) What do you think explains the rollercoaster that the share price has gone through?
3) What should I pay attention to if I want to decide whether the company will right the ship and re-establish its momentum?

Thanks!
Read Answer Asked by Blake on March 04, 2025
Q: Hi, could you list your 5-6 favourite sectors today. Also just wondering, do you see any signs of a sector rotation anytime soon? Or is it too hard to predict? Just checking cause Technology seems to have had a long and positive run, while Oil&Gas seems to have lagged for quite some time? ( I could be mistaken).
It seems to me when a sector falls out of favour it sometimes takes a long time to recover?
Read Answer Asked by Brad on March 04, 2025
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
Read Answer Asked by Teddy on March 04, 2025
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