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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: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks
Read Answer Asked by Marco on March 24, 2020
Q: What US stocks is 5i staff currently buying and why?
Read Answer Asked by Marco on March 24, 2020
Q: Why is iBCE down almost 10% today if it’s supposed to be a safe haven bond proxy& do you buy a full position here?

I also want your opinion on the REIT’s and why they have been demolished in the last 10 days, which names would you be buying now or later?

Please deduct accordingly

Thank you!
Nick
Read Answer Asked by Nick on March 23, 2020
Q: I tried my bank chart system and they do not show 15 year charts.
can you tell me what was the low back the great recession 2008/2009 period, for these 2 stocks. It should give some perspective on where we were during a severe recession.
Read Answer Asked by john on March 23, 2020
Q: I am a buy and hold investor with 5 to 10 years of time horizon.
Have the following 7 stocks in Canadian Utilities in the order of their weights in our portfolio. Utilities makeup roughly 8.5% of the total portfolio including cash positions and like their dividend. FTS, TRP,EMA, AQN, ENB, BEP-UN, BIP-UN. I like to reduce exposure to utilities and also like to reduce number of different shares. Two questions:
1. Is 8.5% a reasonable weight considering the current situation?
2. Which one of these I should sell to reduce utilities weight and to reduce the number of shares in utilities?
Read Answer Asked by Naren on March 23, 2020
Q: Hello,

I’ve been reading a lot on P/E ratios after your special report. From what I can gather once a company share is priced at 12 or lower P/E that typically this is a good buy for a long term hold. Is this typically accurate in your opinion?

Also, can you provide a site, which we would have access to, that provides the most accurate/up-to-date P/E ratios.

TIA
Read Answer Asked by Gerald on March 23, 2020
Q: Good morning,

I have the same amount of shares in VIU and VEE as a year ago, but the quarterly dividends both recently announced are both smaller than last year's. Why is this? Have many international companies maybe cut their dividends due to the virus and it's impacts? Could this be a Vanguard decision? Thanks
Read Answer Asked by Jeff on March 23, 2020
Q: Hello, 5i!!

Thank you for showing us how to behave like you guys, professional money managers.

Quick question and a simple yes or no will suffice. Are you looking at modifying some names from the growth portfolio?
Read Answer Asked by Rino on March 23, 2020
Q: Can you suggest any place where I can monitor for canadian companies suspending or reducing their dividends? Thanks very much.
Read Answer Asked by bill on March 23, 2020
Q: Hello,
I’d like your opinion on phys.ca. I’m holding a small amount that I bought at $13 and the price is down a little. Is now a good time to average in or do you think it’s still too early?. What are your thoughts on Projections of $1800 plus per oz? This will still be a relatively small holding in a trading account.

As always thank you for your insight.
Dave
Read Answer Asked by David on March 23, 2020
Q: What is your opinion on the $1 trillion+ stimulus and the Covid19 impact on the economy in the next few months or longer? What happens if the general lockdown last a few months? Any chance that it is not as big of a story than reported by the media? I had to drive out of town on Friday and I listened to CNBC for 2 hours. It was so negative I had to turn it off. Is it just me or are they trying to scare people? Thank you for your general comments.
Read Answer Asked by Pierre on March 23, 2020
Q: Realizing that you don't have a crystal ball can you suggest how safe you think the dividends are for DIV, FRU and A&W?
I am seeking dividends in a registered account and if the dividends from the above companies are threatened or cut I guess the stock price would would really collapse. I am thinking I could sell and replace them with a much safer dividend ETF like FDV (or anthing you suggest). On the other hand, if you think they might be
Ok, they sure are paying one heck of a dividend right now and if the stock price could recover in due course I would just be as well off continuing to hold.
Read Answer Asked by David on March 23, 2020
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