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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: Following up on my hedging question, any thoughts on which companies Nuttall is referring to in this excerpt from his newsletter? Thx


what were we doing yesterday? We sold our one US name and bought a low-cost oilsands producer whose stock was down by 50% (the Fund now has 100% Canadian content…Canadian producers at least benefit from a $0.73 loonie when they sell their oil in US dollars but have operating costs in $CDN). We added to another oilsand name that is 55% hedged this year at $59WTI (with swaps) as the stock collapsed by 56%. We also went through the structure of the hedge books of our positions and trimmed exposure to any name that may fall into trouble if the price rout lasts for longer than 6 months. Now is not the time to take on extreme risk. Our goal is to be in companies that can weather this storm as best as possible to allow us to be fully exposed to the sector for the inevitable turn. All it will take is one headline about a Saudi/Russia meeting and energy stocks could easily gap up by 20%+ in a day…if you’re not positioned for that event human psychology will prevent you from chasing the rally hoping for a pullback that may never come.
Read Answer Asked by Patrick on March 12, 2020
Q: 5i.

Do you guys have any plans on buying or selling within the Income portfolio at this time?

Cheers
Read Answer Asked by Stephen on March 12, 2020
Q: 5i.
Whats your thoughts on the utility companies?
Do you think they will hold during this crazy market?
I been holding the following stocks for near 3 years.
I have only trimmed BEP.UN.
My weightings are ok.
These are in my income portfolio.
Any suggestion?
AQN,EMA,FTS,CU,BEP.UN
Read Answer Asked by Stephen on March 12, 2020
Q: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
Read Answer Asked by Bob on March 12, 2020
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Read Answer Asked by Pierre on March 12, 2020
Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!
Read Answer Asked by Gregory on March 12, 2020
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