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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: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).

Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.

Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?

Thank you.
Read Answer Asked by Stefan on March 11, 2022
Q: Marked Private to allow 5i to vet for suitability. Please post publicly if you feel this post has any merit, otherwise just discard and accept my apologies.

Hello 5i and fellow members,
This is not a question, but just a comment about the current market turmoil. In reading the questions and answers over the past month or so, it is obvious that many members - and market participants writ large - are very much spooked these days.
Then, referencing a news item that speaks to the broad (very broad) mental health of Canadians and observing that anxiety, depression, worry, and fear have increased across the entire population as a result of 2+ years of Covid with no end in sight, geopolitical turmoil and uncertainty, and all of the other factors that cause the average citizen stress these days - the point is that even if one is not aware of it, one's mental health, outlook, perspective, etc. may not be as healthy, clear, and resilient as it was, say, three years ago. This means that there may be a fundamental, underlying, reason for one's reaction to events today that may not have been present in other circumstances even where the market itself was performing horribly.
I know my anxiety has increased but I am trying to school myself to put it into a broader context and not engage in hasty reactions to a horrible and uncertain market based on fear that may originate from two years plus of pandemic. The bad news seems to just keep piling on, but I am optimistic that in 3 years things will look radically different - and better! My response has been to do nothing major to our portfolio other than normal re-balancing where required.
I wish everyone out there all the best and hope this might help one in contextualizing their own reaction to events.
Cheers,
Mike
Read Answer Asked by Mike on March 11, 2022
Q: In a TFSA is their a withholding tax on American dividends?
Read Answer Asked by Jean on March 11, 2022
Q: Hello Peter & Team

Have owned PG for some time. Have done well and enjoy a good dividend. Over the past 14 days it has seen a steep decline rivaling what we saw in Feb - Mar 2020 when the pandemic hit. Would like to hear your thoughts on PG. Any Reason(s) you know of for the steep decline? Would you consider it a sell/hold/buy? Do have any other options in the consumer discretionary sector you consider better keeping in mind a businesses ability to seamlessly pass along inflationary prices to the consumer?

Thanks for all you do

gm
Read Answer Asked by Gord on March 11, 2022
Q: Hello again - after reading an earlier question asked by someone spooked by the market in it current catatonic state, I recalled graphs I reviewed this morning showing institutional buying cross referenced with share prices. For many of my tech holdings ( eg. DOCN, GLBE, ESTC, PD, etc ) the graphs show steady purchasing levels by institutions even as share prices are plunging. My take on institutional investors is they are manage other people's money by and large. They are not prone to the panic, or emotional reaction, that retail investors like myself experience when we hit these air pockets. Helpful charts, at least for me and while I'm burning up one of my question credits I'd like to add how I have greatly benefited by the Portfolio Analysis tool since its inception. Using several of your suggestions, I have built a diversified portfolio that is providing a lot of insulation from the current market gale. Thanks AL
Read Answer Asked by alex on March 11, 2022
Q: What did you think of At’s conference call? Should we hold or move on?
Read Answer Asked by Mike on March 11, 2022
Q: On March 9, 2022 Kim Bolton was on BNN Market Call discussing a past pick, Sony, bought on the ADR. He recommended Sony on March 31, 2021. The pick was down 8%. A one year chart shows Sony up 76%. Is the majority of the difference due to the exchange rate? If so, is the exchange rate likely to continue in this direction? If so, it might not be advisable to buy on the ADR at this time? Your opinion please.
Thank you for the great service!
Read Answer Asked by Steven on March 11, 2022
Q: Good Morning Peter & Team

Have held ABBV for over a year now and like everyone else have done very well while enjoying a good dividend along the way.

Listened to Gordon Read this morning on Market call. He mentioned one drug which they have done very well with Humira, will be coming off patent within a year opening the door to generics. Would you agree this is going to hit their cash flow which could result in some disappointing results?

Would you consider ABBV a sell/hold/buy right now? If its a hold, when would you consider moving on? And lastly, Are there any alternative options you would recommend in place of ABBV if in fact moving on might be the recommendation?

Thanks for all you do.

gm
Read Answer Asked by Gord on March 11, 2022
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