Investment Q&A

Q: With the additional 6K TFSA contribution room nearing, I was wondering if I could get your current top 10 USA growth stocks you’d suggest come 2019. I will not need the money for at least 20+ years. Sectors and market cap is irrelevant. Just your best ideas for 2019 and beyond. Thanks as always

Q: Hello Peter
I have question regarding "dead cross" on daily frame of $SPX S&P500 (EMA50/200).
If one would sell all portfolio at dead cross time in the middle of October 2000 or beginning of January 2008 that person would save about 50% of losses and about
4,5 years of recovery . What is your or your technical analyst opinion about "dead cross" and current situation compared to 2000 & 2008 corrections.
Thanks.

Q: I run my own portfolio using Scotia I Trade. The portfolio is of size and I feel I need a more sophisticated platform.
Please refer me to one or two options to consider.

Q: I am a long time subscriber to 5i and long time follower of BNN and one of BNN's best, David Driscoll, mentioned that he could see another 16% down-side on the S & P. Also, awhile back John Zechner mentioned that there are stocks that are like melting ice cubes. Sell them before they are gone. Your opinion? I was always under the understanding that it is one credit per question. Please clarify this. Thank you. Dennis

Q: Re: Growth vs Value in market downturn

How do growth stocks tend to perform during market downturns vs value stocks? Does one need to hold a bit of both? If one holds stocks of good companies but have premium valuations..what does one do in a downturn..wait for markets to pick up and do nothing? This is essentially what I am doing. Thank you.

Regards,

Shyam

Q: is high interest saving account and is safest to keep cash comparing with bank MMF.
CBO, CPP, XBB all have lost money during the last few years why one should keep the cash in these fund
I appreciate your comment Thank you.ebrahim

Q: My sister in law recently met with her new advisor at Investors Group. He felt her current Rrsp investments were to risky and is recommending Maestro balanced portfolio to be known as IG Managed Risk portfolio-balanced effective November 1. She has no work pension or other assets other than her Lira and Rrsp account with investors. She has little to know knowledge of finance or investing which is why she is with Investors and hopes to retire in 5 years. Is this a good and or appropriate fund for someone like her? Are there any specific questions she should ask or clarify with her advisor. I did look at the one page fund fact he sent her and thought the fees were high and it looks like it is a fund that owns other funds. Any comments would be appreciated.
Thanks

Q: I am looking for a “green” alternative for investing in bonds and would appreciate your opinion of these bonds.

Q: Hi Peter/Ryan

With markets down, any scream buys you would suggest for today?

Thanks

Q: david rosenberg just publishes an article in the globe ignore the yield curve at your own peril, the crew at 5i seems to me far more optimistic than this article indicates, furthermore the market action seems to indicate rosenberg is right on,so my question is who is right andshouldn,t we all be raising much more cash including 5i portfolios. dave

Q: Hello, I would like to start a Share Purchase Plan with one of the main banks in Canada. I am not an employee, and would like to do this in an RRSP/TFSA/RESP. I contacted Computershare to do this and they told me it cannot be in done in a registered account. Does anyone know if this can be done any other way or with another company?


Thanks

Q: Hi 5i,

I read on Bloomberg that the 3 and 5 year bond yields have inverted in the states. I know generally it's a good indicator of a recession. How worrying is this sign to you? Would it lead you to making any investment changes?

Thanks!
Dave

Q: Hi, my question is does i5Research have any insight as to why preferred shares have drastically declined in price during November and is there any hope that this trend will reverse. My already underwater collection of Enbridge and bank preferred shares have decreased 7% in value since the start of November. My collection of preferreds are rate reset, resetting in 2019 and where issued with a 3.8% to 4.4% yield. Thanks … Cal

Q: ANYWHERE IN YOUR WEB PAGE ONE CAN FIND WHERE THE STOCKS BELONG TO THE CATEGORY ,e.g. BRK.B,,BAM,A,GOOS ,,PBH,SIS and UTX
Thank you

Q: Hi: I would like your opinion on the above named fund. The monthly payment is good but I have some overall misgivings about it. Hence I am turning to the experts. Thanks so much for your wonderful service. - IA Clarington Strategic Corporate Bond Fund
Cathy

Q: This is following on my previous question, Here is the information regarding this new fund from Spartan.
I do value your opinion on this one and how it rates regarding risk factor. Thanks

LSQ – which has been quite successful in pursuing other market-neutral arbitrage opportunities – anticipates that its SPAC arbitrage strategy will achieve double-digit returns on a portfolio basis using modest leverage (3x) with a very low-to-negative correlation to other markets, and with low drawdowns. We intend to pause fundraising once the strategy reaches $100M.

SPACs and the SPAC Market

- For those unfamiliar with SPACs, they are publicly-traded shell corporations that raise capital with a view to acquiring an operating business. Once a SPAC is IPO’d in the public markets (at say $10/share), it typically has 18-24 months to find an acquisition (capital raised is held in short-term money market instruments until deployed).

- When the sponsors of a SPAC find an acquisition, the underlying investors can either (#1) vote against the transaction and redeem their shares at the SPAC’s original IPO price (in this case $10), or (#2) vote for the transaction and participate. In an increasing number of instances, SPACs are permitting investors to vote for the transaction and redeem their shares (again, at their original $10 IPO price, per our example).
- In addition, SPACs are usually issued with warrants entitling the holder to participate in the SPAC’s potentially-successful acquisition. These warrants can also have a tradable market value.
- While SPACs can vary greatly in terms of size, quality, experience of the underlying sponsor, etc., for a SPAC investor, the worst-case scenario is a guaranteed return of capital at the SPAC’s IPO price (again $10 per our example), plus the residual value of any warrants, while the best case is participating in a very successful transaction.
Since SPACs are plentiful (33 have been issued in 2018 so far), trade on the open market (usually Nasdaq), frequently at a premium or discount to their original IPO price, and have a known ‘worst-case scenario’ and ‘timing’ attributes, they present considerable investment opportunities for a hedge fund manager with a detailed knowledge of the sector.

Please see the attached materials for additional details.


Seed investors – i.e., the first $10M – are entitled to the 1.5% & 10% fee structure with the right of seed investors to double their investments at that same pricing level during the term of the fund. We are looking to launch early in Q1 – likely end of January 2019.
We are in the process of compiling our order book so please let me know if you are interested in having an intro call and potentially allocating.

Q: Stock loss selling/ re-buy within a 30 day period.

If a stock is sold at a loss within a TFSA where a capital loss cannot be claimed, can the stock be repurchased at any time after the sale? i.e. no 30 day waiting period.

Similarly, can that stock (sold in a TFSA) be repurchased in another account be it unregistered or an RRSP?

Thanks.

Q: Hello Peter & Ryan,

After 2 incredibly gut wrenching months on the markets and the so-called repricing of equities, today the markets were cheering and have pushed indexes on both sides of the border into what appears like a 'relief' rally>
My question is a 2 part question:.

1. I would really like your insights into what were market participants betting on today and perhaps going forward. Is this possibly a "head fake" setting the market up for another wild journey or do you think that the market believes that concerns around: (a) interest rates (do not have much further to go) and, (b) that the US and China might be able to agree on a truth of sorts this weekend.

2. If the above concerns (question 1) become reality in the next month or so, what is your advice to members? What should investors chip away at in order to perhaps recover losses and defend their positions. I realize this a very broad question, but would appreciate your top 6 defensive picks, regardless of asset classes, that will boost our portfolios in the next 3 to 5 years.

Thank you very and much appreciate your opinion,
Joseph

Q: I have a Tax Free Saving Account government regulation question. In January 2019, I contribute $6,000.00 dollars, the new possible limit per year. Then, in January 2019, I transfer in-kind from regular account to my TFSA a stock worth $6,000.00 dollars. Now, can I buy another stock in the TFSA with the $6,000.00 dollars in cash in the account?

Q: I have a general question on taxation of investment income. If one had a mix of dividends, capital gains and interest income. Which source would taxed at the highest rate?