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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: Hello team.
Your thoughts about the interest rate and FX ( CAD/USD )move back home here after Fed cut half percent?
Really appreciate
Read Answer Asked by LEI on March 04, 2020
Q: I'm looking for some help in understanding the Sandbox transaction Alaris Royalty just reported.

Given that they didn't receive full value on the preferreds, doesn't that mean the common for Sandbox was worthless? Do you have any information on the other details of the transaction.

I've scanned the last three quarterly reports, I see quite a few top up investments, both additional Preferreds and debt. I didn't see any red flags in comments until Q3 where the investment was written down by $4 million and the rating was lowered. Certainly nothing indicated the common equity of Sandbox was worthless. It looks to me like they were blindsided.

What am I missing? Should I be concerned about a possible re-evaluation and writedowns of Alaris Royalty's other investments?

Thanks as always.
Peter
Read Answer Asked by Peter on March 03, 2020
Q: My current portfolio is somewhat similar to your BE portfolio but with a small (15%) portion of foreign holdings (more if you consider BEP which I also hold, as foreign since it has a lot of foreign investments). Foreign is far too small in my estimation. I have some cash to deploy which would bring it up to about 30%.
I currently hold VEE, DXG and DXU, an awful lot of US. Do you have any suggestions of ETFs I could or should add? I have held ZDM in the past.
Read Answer Asked by Fred on March 03, 2020
Q: Hi Gang,

What are your thoughts on the FED rate cut just in? Which sectors do you see this helping and hurting?

Thanks!
Read Answer Asked by David on March 03, 2020
Q: I have $50k cash available for my non-registered account. Looking for 5 or 6 income stock suggestions to follow through the virus correction and that would be expected to rebound well. Would like yields of 5% or higher. Also do you have any sort of gut feeling on how far down this could go?
Read Answer Asked by Dave on March 03, 2020
Q: Good Morning,
Can I please get your general comments in regards to the rate cut and central bank reaction to the "worst week for stocks since 2008" followed by the "best day for stocks since 2009" It seems these headlines have taken over the decision makers, and more QE/ lower rates because the market has fallen to now Dec 2019 levels- from all time highs! BIG DEAL! There will be no where left to lower rates and so much debt on the government balance sheet when things do truly get ugly. As a young investor am I the only one that feels we should let the free markets play out before the fed steps in, or is this necessary to avoid a recession. It would appear there is really no risk in buying equities since as soon as they start to go lower central banks will prop everything back up
Read Answer Asked by Kyle on March 03, 2020
Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks
Read Answer Asked by Gary on March 03, 2020
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