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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: Morning ,
Relative to your recent comments on Canadian Banks and shorts , What % of shorts does it take to make a meaningful impact on the upside. Have benefited in shorts recently in Snap, Shop and ETSY . Cut my investing teeth in the Nortel, Rim , JDSU days and yet my banks have been my best long term move.
Thanks
Greg
Read Answer Asked by Greg on April 24, 2020
Q: Hello Peter & 5 I team,
Thank you for the update yesterday. You mentioned that solvency is a risk in these turbulent times. We are holding the above mentioned stocks and are wondering if any of them are an insolvent potential.
Thank you
Read Answer Asked by john on April 24, 2020
Q: Hi,
I am wondering if there are any any tail hedging strategies available to the common investor. As an example Universa has an insurance product which uses tail hedging strategies where one invests about 3% of their portfolio which practically produces a zero return during normal times but during times when unforeseen events or sudden crashes happen they produce phenomenal returns..I believe such products are only available to institutional investors. Thank you very much. Regards,
Shyam
Read Answer Asked by Shyam on April 24, 2020
Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.
Read Answer Asked by Herbert on April 24, 2020
Q: Good Morning
What companies do you recommend and see being active in this environment on acquisitions. Or do you forecast a slow down on acquiring because of all the uncertainty.

Thank you
Read Answer Asked by Marty on April 24, 2020
Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!
Read Answer Asked by Keith on April 24, 2020
Q: I am having a difficult time understanding the purpose of the analysts. The analysts group is: never right; the price variance is significant; they have a large conflict of interest problem; what side of the position are they on - buy side or sell side; who pays them; trust is important in any industry but who do you trust in the group; etc. etc. etc.
The never look at the analysts price information to make a decision, I review the information contained with the analysis to help me make a decision.
Comments are appreciated.
Read Answer Asked by Clayton on April 24, 2020
Q: Dear Peter and Ryan.
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 24, 2020
Q: This is a follow up to my question the other day regarding the Canadian government backstopping mortgages .... as well as querying the best option for dividend income if looking solely at preferreds, bonds and the Canadian banks ( given their attractive dividends and perceived safety - of course unless something really dreadful happens to wipe out their financial reserves and force them to cancel dividends)

My original question might have been a bit vague regarding this part of it. My apologies.

I would appreciate your assessment of these 3 options with dividend safety and size of yield ahead of any share price increases.

Thanks again.
Read Answer Asked by Donald on April 24, 2020
Q: How much of an influence do American investors have on the price of our banks? Many Canadian investors have bank stocks and rely on their dividends for income.

Steve Eisman of "The Big Short" was talking about how an interesting short he sees is Canadian banks and that he has been short for some time. He says the Canadian banks have not had a credit cycle in 30 years, they are extremely unprepared for it and will have real problems.

What is your opinion?

Thanks!
Read Answer Asked by Mary on April 24, 2020
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