skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In this market turmoil, with a bear market and very low yields, I would expect the safest stocks both for yield and low price volatility would be REITS and utilities. Both will benefit from low interest rates. I figure utilities will likely benefit from low natural gas and oil prices too. Neither is likely to see profits and revenue impacted due to either the virus or the oil war. Still, both are falling heavily today, anywhere from 5%-9%. I'm assuming these falls are mostly index related, and that over the coming days as the panic selling fades they will start to head up again as people seek safe, reliable yield. Please critique my thinking. Are there REITS and utilities which are Alberta focused you think would diverge from the rest?
Read Answer Asked by John on March 09, 2020
Q: Hi team,

My first time real bloodbath experience. Just wanted to ask if you change your comment about not taking an aggressive stance on VET after this past weekend. Can the company survive with say $30 oil prices for the next 6 months, given the fact their debt to cash flow situation is going to get much worse. Would you buy today or would you expect the price to go even lower?

Thanks for being with us during such exciting times! :)
Read Answer Asked by Saeed on March 09, 2020
Q: Peter; Would you consider this “ capitulation “?
Thanks

Rod
Read Answer Asked by Rodney on March 09, 2020
Q: Are there any US Equity ETF's that are Deep Value tilted ? ( verses Growth )
Read Answer Asked by darcy on March 09, 2020
Q: Hi Peter and Staff
Please deduct as many questions as you see fit. I have a basket of oil stocks which of course I have wished I did not own for quite a while. Monday will be brutal. My question is surrounding the fact that some of our companies have significant hedges in place at higher $ per barrel while others will not have any or many. In the event that the market torches them all on Monday equally would you please research and provide details on hedging % , period and $ for a large list below
ARX,CPG,ERF,GTE,KEL,PXT,SGY,TOG,VET,WCP,YGR

Secondly could you advise of the debt to cash flow of the worst 4 of the above and the best 4 of the above.

Please provide detailed response with as many questions deducted as you see fit.

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 09, 2020
Q: I sold my business and started a non-registered investment account in November 2019 and currently have no US equity. I am semi-retired and looking for total return, with a 10 year time line. Can you recommend an ETF that I can slowly add to with market dips? ZDY is down about 10% YTD, trading a 52-week low with a P/E of 14.90 and dividend of about 3.25%. But ZSP and ZLU have historically better 3-year returns. I would be grateful for your recommendations. Thank you!
Read Answer Asked by Grant on March 09, 2020
Q: Do you have recommendations on how to possible play the OPEC announcement regarding not cutting production? Is it good for Saudi companies since their per barrel production costs are quite a bit lower than the western world's? Do you see something like KSA being a good buy (its off quite a bit from only 1 year ago)? It seems between OPEC and the Canadian governments apparent intent on crippling the Canadian energy industry, that there's likely no point in buying Canadian energy companies for a while. I do still own ENB for some degree of north American exposure.
Read Answer Asked by david on March 09, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!