Q: The above pipeline companies are still declining. With declining interest rates I might have expected them to recover at least somewhat after the recent sharp declines. What is your perspective on these continuing price declines? Do you think the dividends are reasonably secure?
Q: As a follow up to my earlier question, is it a good time to add to this position when credit spreads widen?
The widening of credit spreads means the spread between similar bonds with similar maturities across the risk spectrum? For example, government, corporate and junk?
Q: This one has been on my radar for a while - I understand they have invested in the Savers/Value Village thrift store chain which appears to be doing swift business in my area. Dividend yield looks good to me as well, especially with recent price drop. Can you comment on the impact of their recent sale of European assets, and whether the current valuation might be a good entry point?
Q: I bought MPC which only represents less than 2% of my assets but of course it is down 40%. Should I just hold, sell or perhaps consider buying some more or another oil recommenddation when the time is a tad more stable? It is in a RIF account, pays 6%
JPM represents 4% and has really tanked with the events and Jamie Dimons ill health. Just hold on or another recommendation when things balance out a little? Thank you.
Q: I would like to buy one more tech in my corp account. Your special report recommended DSG and I like that it has no debt and does not pay a dividend. However, the past, 5i has also stated that you would be most comfortable sitting and holding ENGH for the long term compared to other techs and I am looking at 10 years. I already have some LSPD, KXS and QST in the account and some CAE and LSPD in another account. What would you recommend for max tech in my single portfolio? Thank you!!
Q: Any interesting happening in the markets the last little while? The price drop has been swift, but given where the S&P was in December 2018 (2416), there still seems to be some room on the downside. Is this a good level to start buying at? Different issues were affecting the market in each instance, but it still seems early to be a buyer right now.
Q: After reading your special report and market update today, I'm curious if you would also be looking at CN or CP following lots of volatility for them. Would this be an opportunity? and would one of them look more attractive to you than the other?
Q: I am new here in 5i and I noticed that you keep Methanex in your BE portfolio. I bought MX exactly a year ago and now I am down over 70% on this one. It's in the registered account, so tax sale wouldn't help recover losses. Also, I really don't want to sell at these levels, though I had this emotional response at every drop, wish I didn't. However, you guys are investment professionals, so, leaving emotions aside, I am wondering what motivates you to keep MX in BE portfolio despite terrible performance (I think only VET was worse stock than MX this year)? Do you see any chances or recovery here? It looks like investors gave up on MX as the stock is down 50% in the past 20 days (incl. 22% drop today).
Q: With the current situation, what Canadian banks do you recommend that has the least exposure to energy sector?Secondly is Bank of America a good buy right now?
Thank you.