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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: I asked this question yesterday and I am re-sending as I have not received an answer. Thank You.
Enbridge Inc Pref Ser D
This prefered is currently yielding around 9%. It will reset in Feb 2023. Since interests rates are expected to remain low for the next year or two, is this a safer way to invest in a RIFF for the next 2 years? I expect to sell these shares in 2 years to meet the mandatory withdrawals. What risks should I be concerned about? Other then interest rates going down from here, what can possibly drive the share price further down ?
Read Answer Asked by Joseph on June 11, 2020
Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.
Read Answer Asked by Jerry on June 11, 2020
Q: OECD is in the news predicting the possibility / likelyhood (??) of historic global recession. What might we see to refute / support this dire scenario?? Thanks, Jim
Read Answer Asked by jim on June 11, 2020
Q: Hi, I owned the 5.25% Debentures (and stock) ahead of the COVID-crash, but bought more of both in the pit of the crash. I get that they are servicing a lot of debt, but I also felt that they were perhaps being punished for being an airline, without consideration of their essential service in most of their flying markets, and their largest input cost is fuel, which mitigates some lost revenue.
The Debentures have not recovered nearly as well as the stock. I'm OK holding on to the debentures, as they are less than 2% of my RSP, but would appreciate your perspective.
Read Answer Asked by Darren on June 11, 2020
Q: Good morning 5i guys!

Thanks for everything as usual solid advice.

Divurging from ETF's for the canadian market. I am fairly well diversified. But lacking in tech.
Which individual tech stocks would comprise your home built canadian tech portfolio 'today'? Rough weights even though they are personal of course.

Thank you and looking forward to it.

Read Answer Asked by Adam on June 11, 2020
Q: What are your thoughts on this company? I have family members that have invested in it, but I cannot find much information on the company. Thank you
Read Answer Asked by Meghan on June 10, 2020
Q: Hi any info on this company, are the warrants worth a punt?
Read Answer Asked by Cameron on June 10, 2020
Q: Sorrento Therapeutics Inc. is hot on the Vaccine trail. along with MRNA & NVAX. Would you have an opinion on it?

Thanks! Austin
Read Answer Asked by Austin on June 10, 2020
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
Read Answer Asked by David on June 10, 2020
Q: I’ve held BNS shares in a DRIP over the past 10 years. My ACB is about break even. I obviously chose the wrong bank as I would have done much better holding RY, TD, or NA over the same time period. Since I’m in a position to sell and not pay any tax, would you suggest switching over to one of the other big five or simply stay the course? I’m a long term investor and plan on leaving this money for my estate. Thanks for your insight.
Read Answer Asked by Curtis on June 10, 2020
Q: Hi, my question concerns slow repositioning of an actual 100 % dividend etf and stocks portfolio , for long term and retirement . Concerning the fact that various economical factors are now present for a future inflation (and then future interest raise in maybe 2 or 3 years ?): 1) what sectors will be safer, or even stay "safe" for dividends 2) what category of bond etf could be added to this portfolio , if indicated ? Many thanks ! JY
Read Answer Asked by Jean-Yves on June 10, 2020
Q: I am interested in WELL and have been watching it for some time, but I have one nagging question I wanted to ask. I was part of the PHM hype a few years ago and was flying high (like everyone) until it came crashing down. The hype around WELL as well as being in the healthcare space reminds me a lot of PHM. But is that where the similarities end? Do you like it at today's levels? Thanks.
Read Answer Asked by Jeff on June 10, 2020
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