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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: Dear 5i team,
Thank you for the Special Report. Could you kindly confirm a few things about the graphs in it, please? My broker account doesn’t show graphs like yours, so what is the blue line and what is the brown filled-in background- I was thinking high and low stock prices, but noted the left and right y axis are different so I think I’ve not got that right. And how do you read the dark blue graph at the bottom- what is the stock’s ‘relative strength’ relative to?
Thanks so much!
Read Answer Asked by Hilary on March 16, 2020
Q: Just before the sharp downturn in market values I sold about 20% of my growth holdings.if I was looking to add a 2 - 3 names back what would be your top recommendations for good value on price and long term growth prospects?
Also, what was the reason for the decline in CBO price?
Read Answer Asked by PETER on March 16, 2020
Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views
Read Answer Asked by Peter on March 16, 2020
Q: Hello friends,

Given the current market turmoil, I'm watching for good entry prices for companies I'm interested in from all 5i portfolios - including your US stocks recommendations.

However, I'm in a bit of a conundrum - which ones should I snatch first? The ones that went down the most for good or bad reasons or the ones that held-up best?

I'm aware that this depends on my stomach, and perhaps that companies that went down most might recover faster if they have a growth profile, but those that held-up best might continue to do even better during markets recovery.

To give just one example pair: GC or BYD?

Perhaps an article might be written on this theme?

All the best and many thanks that you're here for us!
Iulian
Read Answer Asked by Iulian on March 09, 2020
Q: Hello,
I was watching an interview on BNN with Mr. Wonderful where he disclosed this little company which is using psychedelics for treatment of depression, PTSD, ADHD in adults, drug addiction therapies and a host of other potential avenues. After doing some light digging it also turns out Linton is on the board of this company. They trade on the NEO exchange which I have never heard of, can you give me your opinion of this exchange and this very small company. I realize this is early days. This would be a flier long hold 5 years.
Read Answer Asked by Kolbi on March 05, 2020
Q: I have CCL.B in a few of my portfolios; do you think its time to sell and replace? I allocate 50% of CCL.B to Consumer Staples and 50% to Materials. Right now CAE is the only Material security that interests me, are there others that you would recommend, I don't want MX. I have PBH and ATD.B in Consumer Staples and could add to either of these or are there others that I should consider. I'm a buy and hold type of investor; with a growth focus.
Read Answer Asked by stephen on March 05, 2020
Q: Hi, TRZ fell nearly to $14 last week, even if the Air Canada $18 offer has been approved (except for government). I do not think that AC could walk out of the deal or change the conditions of the offer because of the changing market or economy. The investors do not believe this will be approved ? You mentioned before a 55% probability- is this still your number? Many thanks.
Read Answer Asked by Denise on March 05, 2020
Q: Has the expansion of the US Fed balance sheet since 2008 contributed to the performance of the markets by keeping interest rates low?
Given the last week of market activity, do you think the US Fed will lean towards cutting the discount rate shortly?
Do you think that this is the appropriate policy response?
Why?
Should interest rates be as low as they are?
Does the US stock market need a low interest rate environment in order to do well?
Thank you.
Read Answer Asked by Wayne on March 02, 2020
Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
Read Answer Asked by Betty on February 20, 2020
Q: I have a larger cash account with a 10+ year horizon and would like generate capital gains only and no significant dividends. I like the Horizon TRI funds but would also like to invest in some individual stocks. Could you recommend some good stock (or other ETFs) that pay out little or no dividends.
Thanks!
Grant
Read Answer Asked by Grant on February 19, 2020
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