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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: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.
Read Answer Asked by Curtis on April 09, 2020
Q: Can you offer thoughts on Baylin tech. I was thinking this would be a play on 5G down the road. Stock has been really hammered. Looks like the debt could become a problem but they are still working because they are considered essential need. Building a new plant to deal with future demand in what could possibly be a high growth industry?
Read Answer Asked by Andre on April 09, 2020
Q: I have held ccl.b and nfi for a number of years and done well, although the last few years have been disappointing. I have just sold my positions in these two companies and am considering cae and tfii as replacements. Your thoughts?
Does Cae’s recent decision to lay people off and cancel its dividend raise concerns or reaffirm its strong management and strengthen its eventual recovery?
Is tfii’s balance sheet strong enough to get through this crisis and given the need to deliver inventory by trucks provide rational for strength during the short term as well as once recovery takes hold?
I have a diversified portfolio which is fairly well balanced by sector and reflects your balanced and income portfolios with a smattering of stocks from your growth portfolio.
Read Answer Asked by Bruce on April 09, 2020
Q: My Tech holdings are represented by csu; kxs; otex; shop; lspd. All held in TFSA. Have had good results with all except lspd which is a relatively new purchase and am willing to ride out my position in this company and wait for recovery.
You frequently mention DSG as a top pick in the tech sector and am considering selling otex and adding dsg. I do not want to increase my overall Tech position.
Your opinion?
Read Answer Asked by Bruce on April 09, 2020
Q: Hi Peter & 5i team,
We sold Descartes for a profit when the covid 19 story broke. We are thinking of repurchasing . The global supply chain has suffered greatly during the pandemic, but we read that there has been a rebound of freight volumes in China. The CEO admits there are uncertainties and perhaps change ahead for supply chains. What are your thoughts. Is it a good time to get in or perhaps waiting a bit more is prudent.
Thanks for your opinion
Read Answer Asked by john on April 09, 2020
Q: Hi, first I wanted to thank you for this amazing service, I am so glad I discovered 5i!
I recently sold my business and have 10+ years before retirement. I now want to deploy this cash to build my retirement portfolio, I don't need any income from this portfolio for 10 years.
I carefully reviewed your Balanced and Income portfolios. With much improved valuations for many stocks in these portfolios, what are your suggestions for 10 best (in terms of possible appreciation) individual stocks or ETFs for a non-registered portfolio. Either from your sample portfolios or not, US or CDN.
Thanks again!
Read Answer Asked by Laura on April 09, 2020
Q: Similar to the question that the gentleman Guy asked from April 8th, is it the same for an RRSP to transfer in kind to a TFSA? Is it allowed?
Read Answer Asked by Frank on April 09, 2020
Q: One of today's questions was about the impending rise of inflation after all this government printing of money and historical government debt. I like to look at history to see similar situations and the outcomes. We only need to look as far a Trudeau Senior to see the last time historical levels of debt were reached. As history shows its usually the next term(s) that has to deal with the repercussions of the spenders reign. So in 1981 under Clark (and then P.Trudeau again after that) inflation went over 10% and prime rate was increased to an all time record of 22.75% to try to bring down inflation. I'm sure everyone remembers either their parents or themselves having mortgages on their homes with rates in the high teens to mid 20% range. So my question is what will be different this time around? After Covid is over we will be sitting with the biggest deficit in Canada's history by miles, massive unemployment so a very slow recovery is likely (more stimulus likely needed). Were there any lessons learned around increasing interest rates to record levels to correct massive inflation or is that the likely path government will take again when this inevitably happens in the next few years? Thx
Read Answer Asked by Adam on April 09, 2020
Q: Hello, my shares of UTX have just been converted into shares of CARR (14%), OTIS (22%) and RTX (64%) respectively. I do not want to have too many stocks in my portfolio, do you think it is ok to keep just one of these three companies? If yes, which one would you keep? Why? Thanks, Gervais
Read Answer Asked by Gervais on April 09, 2020
Q: ECN.PR.A will reset Dec. 31/21 at 5.44% over the yield on 5 yr Goverment of Canada bonds , but not less than 6.5%.
On a total return I’m down 14.7% given the current price of $14.40. The current yield is 11.25%. It makes up 7% of my portfolio.
I’m considering averaging down to 10% of my portfolio.
My thinking is that with the very low interest rates it will make more sense for the preferred to be redeemed, since they will be able to raise funds at a lower rate in the market. My second thought is that looking forward to 2021 interest rates could be on the rise. Third the preferred is trading a huge discount .
Is there any overriding reason not to do this I.e. value of underlying shares ECN Common???
Read Answer Asked by Roy on April 09, 2020
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