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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: I am an 88 year old, investing for over 70 years, and an appreciative member of 5i since inception. My present objectives include creating capital losses; reducing my formerly 80 stock non-registered portfolio to only those in your Balanced Portfolio; thereby making my life easier so that I do not concern myself each day with fluctuations, and let you make the decisions;etc., I believe I have the following options; 1) Sell all present losers; 2) Henceforth buy or sell only stocks in the Balanced Portfolio 3) Where the 30 day rule applies, buy comparative stocks for the 30 days).. What is your opinion? Do you have better proposals in view of the present crisis? Thank you in advance for your usual consideration and advice.
Read Answer Asked by Harold on March 23, 2020
Q: Two questions: I'm currently transferring from Mutual funds into Questrade. Is it a time to hold off doing that given that the transaction takes place 10-20 business after the request. Also, is it more stable to buy in US funds during this crisis?
Read Answer Asked by Kevin on March 23, 2020
Q: Good Afternoon
Can you please provide a site where we can get the prices of Corporate Bonds?
Thanks
Read Answer Asked by Terry on March 21, 2020
Q: is there any site that lets you know if companies are buying back lots of there own stock. thanks
Read Answer Asked by jim on March 21, 2020
Q: Is it likely that when the dust settles after this crisis, with all the government spending, that we may enter into a period of hyper inflation? In your opinion, would I be better off sitting on cash or gold?
Read Answer Asked by Duayne on March 21, 2020
Q: Hi there,

I'm sitting in all cash currently and am looking to rebuild my portfolio over the next 6 months. I prefer concentration of about 15-20 names. Which names from your Balanced Equity Portfolio would you start nibbling away at here in order from first to last? Or what would be a good 6 names to start with? Also, would you buy any full positions here, or would you start with half or quarter in these economic times? If you could share some information on the best way to rebuild a portfolio using individual equities at the time, it would be much appreciated!

Thanks!
Read Answer Asked by Michael on March 20, 2020
Q: Mid day 52wk lows yesterday for TSX & SP500. Both markets today doing better. How should I approach putting cash to work? I don't want to be early, but I don't want to miss the sale prices. I am conservative with a 40/60 asset allocation, 40% equity and have a 7 year hold.
Thank you
Read Answer Asked by Richard on March 20, 2020
Q: In this time of turmoil, I’m just wondering how is the 5i team managing their own individual portfolio.....
Are you selling, are you buying or are you on the sidelines....
Just curious to know how your managing.
Read Answer Asked by Kevin on March 20, 2020
Q: Would you classify rate reset preferreds as equities or fixed income?
Read Answer Asked by bill on March 20, 2020
Q: Peter,

As you say, no one rings the bell at the bottom. With this in mind do you put any credence in the theory that it is best to wait for the VIX to quieten down to around the 40 mark before wading back into the market. I am for the most part, an income investor.

Thank you

Paul
Read Answer Asked by paul on March 20, 2020
Q: I know very little about bonds and most ad advisers suggest some bonds for a 73 year old like me. Is this a good time to add bonds to a RRIF? If so, what bonds or bond funds do you recommend?
Thank you for your service.
Don
Read Answer Asked by Donald on March 20, 2020
Q: So during the Trump impeachment hearings, I got nervous and I pulled my $500,000 pension out of my Blackrock mutual funds and stuck the cash in a money market account. Pure luck on my part but I figure I need to take advantage of this crash and reinvest. My organization's pension fund is through Sun Life. My question is, would you put this in the Canadian Mutual fund (blue chip Canadian stuff) or the US Black rock fund (again blue chip US companies).....OR....European focused. I am debating. The TSX has been pummeled and seems like a good choice. What percentages would you follow? Any advice?
Read Answer Asked by Kevin on March 20, 2020
Q: Dear 5i
I'm always a little confused as to which companies are CDN hedged and which are not . Just because it's listed on the TSX doesn't` always mean that it is hedged I'm guessing . I'm also assuming that it looks like the CDN dollar is going to be weak compared to the US dollar for awhile .That being said which of the ETF`s listed above are CDN hedged and is it wise to have a balance of hedged and unhedged anyways ?
Typically you expect share prices to rise as earnings increase . With the state of the economy ie covid19 it is likely that earnings will be lower for the next couple quarters at least so there are few expectations for higher earnings from most companies .Given this , would you expect the market to rebound higher even before there are rising earnings simply on the anticipation that higher earnings will eventually happen once covid19 is proven to be under control , or do you think we would actually have to wait for increased earnings to occur before we would see any meaningful bounce in the markets ?
Please deduct points appropriately .
Thanks
Bill
Read Answer Asked by Bill on March 20, 2020
Q: Hello
Thank you for your timely reply to my question.
The link to “past crashes” didn’t go to the correct page. Could you resend it with the correct link.
Thank you
Dave
Read Answer Asked by Dave on March 20, 2020
Q: This market is offering a wonderful opportunity to buy quality dividend paying companies at discounts that seem remarkable. I think this is a once in a decade opportunity. For the long term investor, who wants dividend income as well, this is a gift.
Read Answer Asked by Murray on March 19, 2020
Q: So having been through the Great Recession and now the cornea virus, I finally get it. Review your portfolio ,sell those companies whose fundamentals are damaged and possibly beyond repair ( swallow the loss),deploy your cash after things have settled down and there is more clarity into stocks who have the potential to rebound much better than the stocks you have sold. Is that about it?
Read Answer Asked by Derek on March 19, 2020
Q: How would you approach the situation where you want to "buy into the dip" but you also have an attractive tax-loss selling opportunity on the same security? Is there any rule of thumb here or it's really a judgment call?
Read Answer Asked by Andrew on March 19, 2020
Q: Could a covered call fund on a major index ever stop paying dividends? I realize they could plunge 50% or more in value. Thank you.
Read Answer Asked by Jerry on March 19, 2020
Q: What are people with a high net worth doing right now?
Clayton
Read Answer Asked by Clayton on March 19, 2020
Q: When I am watching BNN. The futures are showing on the side and the futures are often referred to.
I have always thought of it an a heads up leading indicator how the day would look based on trading over night but I’m not sure.

Can you explain what it actually is and how we should be using the information in som rod our decisions ?
Read Answer Asked by Paul on March 19, 2020
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