Investment Q&A

Q: Hi Peter & Ryan

This is just a comment but please feel free to deduct a question credit.

During difficult market times we send you questions so that we dont feel alone when markets are crashing. It's the time we need some "emotional support" and the Q & A provides just that for me.

Thank you kindly to you both for helping me navigate during these turbulent times. I bought GSY and I held even though it dropped after that.My cost was still in the region of about $28. I was tempted to sell when it dropped further but found solace in your answers to the stock. I am glad that its today up over 25%.... I can't thank you guys enough for providing me with the confidence to hang on to my positions and to cease opportunities during crazy market swings.

Once again, thank you and much appreciated.
Sincerely,

Q: I understand that Brookfield Asset Management really thrives in this kind of environment. They are very good at funding companies or buying up shares/debt in distressed markets and they certainly have lots to choose from. An article in today's WSJ said Wall street money guys are getting lots of calls from companies needing cash.

Q: With the price of crude oil so low now, which crude oil stock/s would you recommend on buying at this time taking into consideration debt load, dividends, liquidity, management etc. Thanks

Q: Now that Brookfield has 10.1% of the common stock do you expect any changes at TA going forward?

Thanks
Bob Rose

Q: Looks like the markets are liking the financial aid packages approved in the last day or two but do you think that this bounce is warranted? Would you start deploying cash here in both the Canadian and US markets or wait for less volatility? What does your experience tell you? Thanks.

Q: During this downturn in the market I believe 5i said it could be a V recovery. At the rate we are going we should be back to normal very shortly. I read 5i questions and write a lot of answers pertaining to me over the years. Do you see this recovery going at this rate or will there be a noticeable pullback? Thanks Dennis I really rely on your service

Q: Why was it hit so hard today?

Q: Thoughts on holding on to this stock - is it a good long term hold - they are getting users but loosing as revenue.

Q: Good afternoon,
I hope everyone is doing OK at 5i - sending my best regards.
May I please have an update on PLC.
Do you have any concerns?
Would you be a buyer now?
Thanks,
Patrick

Q: Any particular news or reason for the the strong increase in SHOP?

Q: Are there any Canadian companies out there that have been ridiculously punished and would be good to start or add to a position? I was thinking ecn and gc are a couple.

Q: Hi.

May I get your opinion on DAR?

Thanks

Q: Hi, is qiwi a buy,hold or sell ? why?
Thanks,

Q: What will be your Top 10 stocks in the TXS 60 index to get the highest dividend with the lowest risk reward?
The 10 stocks suggested in BEAT TSX 2020 seem a bit risky.

Q: Hi,

I purchased these utility and telecoms largely because of their low beta. In the recent downturn, they fell as much or more than hi growth stocks like SHOP, FB, AMZN or NVDA. AQN was down over 40%?? How do you account for that? Seems to me I'm better off ignoring 'safety' and going for growth?

Q: Hi everyone,

I hope everyone at 5i and their families and friends are healthy and getting through the quarantine period.

I have a question about building positions. I assume its generally accepted that a full position is a 5% weight. Do you recommend sticking to full positions (5%) and half positions (2.5%) or can you build positions at 1%, 2%, 3%, 4% and 5%. Assuming a 1% position might be a junior gold miner, a 3% position would be something like Suncor, which is a good company, but volatile because its based on the price of oil and a 5% position being a stable, blue chip like BCE? Is it ok to look at it this way or does it make things too subjective and its best to stick to full positions (5%) and half positions of (2.5%-3%) and perhaps avoid some of the more speculative investments that would be a 1 or 2% weighting. If you're not comfortable holding 3%, maybe its not worth the investment?

Thanks,
Jason

Q: If you hold the same stock in both a registered and a non registered account and sell both positions within a day of each other, does the superficial loss rule apply to the registered account if you want to repurchase that stock in the registered account?

Q: How would someone find a list of companies that have been around since the early 1900's (have gone through the depression, wars, hyper inflation etc) and never cut or suspended their dividend? Would those same companies be theoretically safe and follow the same history if we end up in a prolonged recession/depression now?

Q: If we have yet to reach the worst of the virus threat and if the current question mark regarding the direction the price of oil will take in the future poses a problem, I think we have yet to see the lowest prices for these companies. The question is how much further down their prices can go. If my theory is correct, at what price would you take an initial position in these companies?

Q: I am thinking of selling CCL.B and buying ATA to crystallize a tax loss. Would you recommend this switch or is there another sector related stock that you would prefer vs ATA?
Thanks for your service