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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 have been a holder of KEY for some time now. I have stayed with it as it went from a darling to a dog. It's current ratio and debt to equity ratio are not good and the price of nat gas is very low. Today they announced the temporary closing of 4 plants to consolidate operations. I think they are a good management team but am beginning to wonder why I'm being so faithful. Can I get your perspective. Hold or sell?
Carl
Read Answer Asked by Carl on April 13, 2020
Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?
Read Answer Asked by James on April 13, 2020
Q: Hi 5i Team. Question(s) for you on the ETF HPR as it relates to taxation. This summary was taken from my recently received T3. On the T3 summary in the first column it indicates, on a monthly basis a total distribution of $352.14. The $352.24 is broken down as follows: 2nd column on the T3, indicates a return of capital or foreign tax paid of $18.81. The 3rd column on the T3 then states the actual non-elig.div or actual elig.div or foreign tax paid of $344.63. Should I assume that the $344.63 is actual elig. div for the Canadian Dividend Tax credit? Please deduct number credits as required. Thx Steve.
Read Answer Asked by Stephen on April 13, 2020
Q: Hi

I know you have recommended this in the past based on valuation and it has recently rebounded almost 100% off the lows.

As someone with a 5 year+ time horizon, but concerned about capital preservation, is this a good place to be right now

My concern is that if people are struggling to pay bills, rent, buy food, these loans will fall first.

A secondary concern given the present environment is government intervention to reduce the interest rates GSY can charge which would fundamentally impact the business.

Thoughts?
Read Answer Asked by Justin on April 13, 2020
Q: Further to my question of April 9 regarding withholding tax: I forgot to inquire of the following co's. if they also charge
NVS, PXSP, V and SDIV.
Thanks
Read Answer Asked by steve on April 13, 2020
Q: Have been dithering on having a greater tech exposure for my portfolio due to my ignorance of the space. Nonetheless, have narrowed down to two choices, Descartes or Taiwan Semiconductor. Given their low correlation (.25) would you favor, one, the other or both? (anticipated total exposure < 5%) Currently have a small, speculative position in PHO:CA (<2%) Other solid, possibly dividend paying suggestions are welcome. Thanks.
Read Answer Asked by David on April 13, 2020
Q: Hi 5i,
Is it advisable to switch PKI to ATD.B at this time for long term hold?
Thanks.

Desiree
Read Answer Asked by Desiree on April 13, 2020
Q: To a recent question I asked, 5i responded: "Some REITs, if they distribute a large portion of income as return of capital, can still be attractive outside of registered plans. But this also relates to our preference for growth inside a TFSA (REITs are typically slower growth)." I checked my TFSA portfolio, and some of my REITs' distributions are comprised almost entirely of ROC (Allied [AP.UN], Chartwell [CSH.UN], Dream [D.UN]), whereas others' (Choice [CHP.UN], H&R [HR.UN], Riocan [REI.UN]) are almost all otherwise taxable income. So I gather from your previous answer that the former type of REITs (Allied, Chartwell, Dream) shouldn't, generally speaking, be held within a TFSA, is that your view/advice? Also, more generally, so I better understand this issue-- what is the main business/accounting reason(s) why some companies' distributions are primarily ROC? Generally speaking, is one versus the other type of REIT (with respect to proportion of ROC within the distribution) a "better" investment, all other factors being equal (i.e., is there any general investment "rule" here)?
Ted
Read Answer Asked by Ted on April 13, 2020
Q: Hi 5i- I'm wondering if you know of a study undertaken on the subsequent performance of a share price after it has passed the "Death Cross" or "Golden Cross" ? Or are these just investment myths? Thanks, Ron White
Read Answer Asked by RON on April 13, 2020
Q: Hello Peter & Team,

In my weekly digest I caught wind of a comment made when you answered a question re SAP, BYD & FSV. Part of your answer included "FSV may see a slower recovery if the real estate market takes a hit, as is widely expected now."
REAL has recovered nicely during the recent move and I did well with it thanks to your advice prior to the recent Bear. I was considering getting back into the name but the comment above gives me some pause in requiring a position. All things considered, a hit to Real Estate would not be surprising. Would this hurt Real Matters moving forward?

Thanks for all you do

gm
Read Answer Asked by Gord on April 13, 2020
Q: As the market starts to recover, can you please give your opinion on what sectors do you expect to recover faster than others. Thanks
Read Answer Asked by Nancy on April 13, 2020
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