Investment Q&A

Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN

Thanks for help with this"Knocking Out market"

Q: Given the recent pullback on TSGI, what action would you recommend those currently holding the stock take?

Q: Hi Team,

In this panic selling who are the big sellers? ETFs, Institutional, pension funds etc and they are moving to cash since bonds are also sold along with stocks. I believe individual stock investors are very small percentage of market. Is there a website which shows etf outflows/inflows.

Keep up the great work.

Thanks

Q: Can you rank these 3 companies and justify the ranking?

Q: comments on latest quarter and how do you think they will do in this environment. thanks

Q: Your opinion on this REIT in general and in comparison to other real property Can REITS.

Q: Your take on ufs please. Last question was back in November. Would you consider it a fair hold ifnothing else but for the dividend? THANKS FOR ALL THE CONSOLING FACTOR. TKS LARRY

Q: retiring next week and now this happens
i will be totally dependent on dividend income
yes, i should have bond income but i don't
ytd shows:
50% of dividend portfolio is <20%>
50% at <37%>
should i sell <37%> portion to protect portfolio?

Q: I park my cash in PSA in Canada. Do you have a recommendation where to hold short term US $$-is there a PSA equivalent I can put my US $$ into? Thank you, Bill.

Q: I'm looking for a stable US residential REIT. Who would you recommend?

Q: Hi 5i team,
I want to buy ETFs for my RRSP to capture the eventual market recovery. I'm thinking of the utilities and banks sectors. I understand that 'covered call' ETFs are not ideal to capture market gain in an upswing. Which ETF would you recommend for Canadian utilities industry? And which one for Canadian banks? Thanks.

Q: Why XGD went down on Friday? For the uncertainty market, is it good time to buy XGD?

Q: Hello 5i. Are the energy royalty companies like FRU and PSK exposed to the same kind of risks as individual energy companies, or are they different? Are they likely to cut their dividends in the current environment? Thanks.

Q: Canadian pipelines have suffered along with most of the market during this correction. My understanding is that they are protected by take or pay contracts with the producers. In other words you either take the capacity you agreed to or pay for it. The obvious concern here is that the producers opt to do neither, not having the money and facing bankruptcy. My first question is whether this is even true to any extent. Secondly, what would the response of the pipelines likely be? Do they ultimately become owners of non-producing oilfields?

Secondly my understanding is that shipping by pipeline is cheaper than shipping by rail. Given this scenario the remaining product should shift over time from the rail lines to the pipelines, keeping the pipelines full. The loser becomes the rail lines. Do you consider this to be true?

Q: I have a few questions about negative interest rates:
1) how low was the US and Canadian bank rates back in the worst of 2008, and where are they today
2) what major economies currently have negative rates/for how long/how low (or high?)
3) for those countries with negative rates, has this affected the dividends paid blue-chip stocks on their exchanges
4) what are the best investments for "hiding out" should we get to negative rates
5) could you hazard a guess as to the likelihood of negative rates in N. America
Thank-you

Q: What is wrong with chartwell? It is down 5% in an market up day.
Thank you

Q: Interest rate on our money in the bank or in gics is virtually zero. I always heard that in a disinflationary period, the worst place to be is in stocks. But would people not want to be in the stock market and at least get a good yield. So many dividends are over 4%. This is a contradicton. Can you explain it to me. Thanks.

Q: Dear 5i team,
Thank you for the Special Report. Could you kindly confirm a few things about the graphs in it, please? My broker account doesn’t show graphs like yours, so what is the blue line and what is the brown filled-in background- I was thinking high and low stock prices, but noted the left and right y axis are different so I think I’ve not got that right. And how do you read the dark blue graph at the bottom- what is the stock’s ‘relative strength’ relative to?
Thanks so much!

Q: Just before the sharp downturn in market values I sold about 20% of my growth holdings.if I was looking to add a 2 - 3 names back what would be your top recommendations for good value on price and long term growth prospects?
Also, what was the reason for the decline in CBO price?

Q: ‘Nervous nellie’ here...is cash (over 100k) safe in canadian account (brokerage or bank) ? Any Real need to spread it on different instution, or buy short bond, cd etc.