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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: I currently own BNS, BAM and GSY in my Canadian equity portfolio for a total weight in the financial space of about 12%. I am wondering if you would currently favour a switch to SLF from BNS, especially if I could crystallize a taxable loss?

Also a comment about the questions on market timing that you have recently received. If you are reacting to volatile markets it may simply be that you are not as risk tolerant as you believe!
Read Answer Asked by Paul on March 06, 2020
Q: I am a long term holder of CAE and would like to take advantage of the market turbulence to add more. Can you please offer some thoughts as to the sensitivity of CAE to a downturn in the aviation and travel sectors?

Thanks for your awesome service. Think of all the good you guys are doing for the retail investor at this time in particular.
Read Answer Asked by Joel on March 06, 2020
Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.
Read Answer Asked by Richard on March 06, 2020
Q: Hi Guys,
Poor Chorus Aviation: Getting hamered (Not justified in my opinion) along with all the airline stocks and then this news:
Chorus Aviation Falls to 52-Week Low As U.K. Air
05 Mar 202011:35 ET
(MT Newswires) -- Chorus Aviation (CHR.TO) was down more than 5% to a 52-week low after the company on Thursday said it has eight aircraft leased to Flybe, a U.K. regional airline placed under administration.

The company said Flybe leased three ATR 72-600 and five Dash 8-400 turboprop aircraft, which, Chorus said, account for less than 5% of the book value of its regional aircraft leasing segment fleet. It said it has a plan to repossess the planes and lease them to other customers.

"We are currently in negotiations with prospects for these aircraft. As noted, these aircraft represent only a small portion of the value of our leased aircraft portfolio," Steven Ridolfi president of Chorus Aviation Capital said in a release.

Chorus shares were last seen down C$0.36 to C$6.04 on the Toronto Stock Exchange, under its previous 52-week low of C$6.22.

Would you continue to hold or possibly even add to an existing position ? Thanks

Dave
Read Answer Asked by David on March 06, 2020
Q: Regarding dividends payment in US. You are right as every broker has its rules. For webbroker at TD you have to open a US account and transfer securities to the US to be able to keep dividends from being converted. For BMO and Questrade the account holds both US and Cdn securities and the dividends are paid in the currency it is declared and not converted unless you request the conversion.
Read Answer Asked by Saad on March 06, 2020
Q: Hi,

I have parked some cash in PSA (CAD) and MINT (USD) for short term until market and economy stabilizes. PSA invests into cash or high interest savings accounts of National, Scotia, CIBC banks. MINT invests into short term high quality corporate investment grade bonds. How safe are this ETfs if interest rates keep dropping and a severe global economic downturn or collapse of Financial markets. How much can the price drop be considering they are yielding close to 2%

Thanks
Ninad
Read Answer Asked by Ninad on March 06, 2020
Q: Something that would be of enormous help to members currently buying stocks on dip (as opposed to ETF(s)) is a write-up that identifies companies (other than energy companies) that have balance sheets in a state where much lower sales for over a year could mean bankrupcies or share dilutions. I'm looking at forestry stocks, for example, and question what will happen if their sales go down 50%. Will they be able to pay their debts if this goes on 12-18 months? Even A&W, which appears on the surface to be a safe and boring income stock. What if sales go down 50% for a year, could franchise be under enough pressure to be forced to walk away? Buying a franchise is very expensive, afterall. I realize this could take time to write something like this, but no-one in the news is talking about the fact that some companies that need a minimum of sales before running in trouble with debt. Would appreciate your thoughts if you think this thesis is without merit. Thank you team!
Read Answer Asked by Matt on March 06, 2020
Q: I own two of Innovator's Defined Outcome ETF's - PAPR and POCT - each with the 15% downside buffer. They have performed as hoped for during the period I have owned them - limiting the upside to approx. half of the index return and similarly buffering the downside by approx. 50%.
On their web-site, Innovator has an interesting article questioning the future of the traditional 60 /40 portfolio. With 10 year bonds under 1% and headed lower, they question future returns from FI and perhaps its ability to act as a ballast to a portfolio in volatile times.
They suggest for the future - 50% Equity ; 30% Defined Outcome products ; and 20 % FI. Talking their book admittedly but interesting . Your thoughts , please.
Thank-you.
Read Answer Asked by William on March 06, 2020
Q: This question was asked almost a year ago. Any changes to the list of stocks you cited?
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Q: Could you please list several divined stocks (no banks ) that might do better in a prolonged recession especially with dividend pay outs. Best first on list please.
thanks

Asked by JOSEPH on March 19, 2019
5I RESEARCH ANSWER:
BEP.UN, AQN, FTS, T, L, BCE, RCI.B, NWC, SAP
Read Answer Asked by Mary Ann on March 06, 2020
Q: Top 5 picks for a Smith Maneuver portfolio of dividend paying stocks for someone in their late 30's?
Read Answer Asked by Jamie on March 06, 2020
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