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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: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks
Read Answer Asked by ilie on October 28, 2020
Q: With respect to Howard’s question re: IOL, to my knowledge their real estate dealings are managed through Devon Estates Limited, which I have seen described both as a “non-distributing corporation” and as a subsidiary of Imperial Oil. This may account for why real estate (versus “land”) does not show up in the filings of IOL proper.
Read Answer Asked by Stephen R. on October 28, 2020
Q: Your answer to Jo-Anne's question this morning about Reliq's contract announcement seems fair (another 'good' contract but previous one's haven't translated into much revenue).

However, there was a 2nd simultaneous press release regarding a 'Non-Brokered Private Placement' in which they announce their on-boarding partners (one of them being the new contract announcement this morning) have invested in the company. At first a raise at the low share price seems negative but when your clients invest in your company, you would think they'd be motivated to onboard patients to increase revenue. Does this drastically change the risk/reward for an investor in RHT?
Read Answer Asked by Brent on October 28, 2020
Q: Ishares US REAL ESTATE ETF (not in your data base)
can you comment on this ETF for a diversified real estate play. Do you view this as a decent entry point.
What's your view of starting a portfolio of these 5 ETFS with a 20% weighting in each, then rebalancing every year back to the original 20% weighting. Im hoping maintaining the 20% cash position will help smooth out the portfolio in these uncertain times, maybe it will outperform the more popular 60/40 portfolio.
thanks Gordie
Read Answer Asked by Gordon on October 28, 2020
Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.
Read Answer Asked by Antonio on October 28, 2020
Q: Hello:
Can you recommend articles or books that will guide a pre-retiree about asset allocation strategies based on ETFs? (NOT a request for general reading) If 60/40 is dead, then one is bit lost! What next? I know that repeatedly you have said that you don't want to give % of weighting of stocks or ETFs as you feel it is bit personal. Hence my request to guide me to read and learn about asset allocation strategies. Please consider current political/economic/pandemic environment.
Read Answer Asked by Savalai on October 28, 2020
Q: Hi 5i,

can you please suggest some high quality pipeline stocks that one may consider purchasing in the current market as of October 26, 2020. Can you please also order in order of ownership preference. #1 being your top choice.

thanks
Read Answer Asked by Ian on October 27, 2020
Q: Hi Guys, the fixed income part of my portfolio needs a few additions, the returns on GIC's are very low, would be happy with PSA but apparently not available through my broker TD Waterhouse so my question is how would you rate the above 4 bonds, maturity date is no more than 3 years out.
Thanks Anthony
Read Answer Asked by Anthony on October 27, 2020
Q: The Cdn dollar is trading at around 76 vents US. At this exchange rate would you buy a hedged or unhedged S&P 500 ETF in Cdn dollars
Read Answer Asked by Lakis on October 27, 2020
Q: 5iteam:I continue to hold Domtar bouncing around 20% down and of course with no dividend.considering I do not have any foreign positions I am contemplating taking the loss on Domtar and initiate and diversify by acquiring Cyh for income and future growth.at 16.50 CYH is off about 25% from 52week high. Do you think Domtar has more growth potential in a market recovery? Your comments greatly appreciated. tks.Larry
Read Answer Asked by Larry on October 27, 2020
Q: What is your opinion of investing in bonds vs GIC's or stocks with high dividends for Fixed Income? I'm looking for security, and given the current bond yields and little room for interest rates to drop, bonds don't look too promising. What do you think of a combination of bonds, GIC's and blue chip dividends?
If so, which bond ETFs would you recommend, for both Canada and the US? I have some USD cash, but mostly Canadian.
Read Answer Asked by Camille on October 27, 2020
Q: Hi folks, please get update on Nova Leap Health nlh/c. Seems to be growing with acquisitions in part of U.S. Is it similar to operations like cbii/c, well/t or doc/t (tele-med operations)....and how does the balance sheet/ Q results look?? Watched cbii/c run from .15 to .60 andddddd missed. Does nlh/c have similar potential. Thanks as always, jb Piedmnt QC
Read Answer Asked by John on October 27, 2020
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