Q: With the markets down big time with coronavirus issues. What companies would you recommend which have gone down a lot but have huge potential once everything is back to normal.
Thank you.
Thank you.
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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: What advice do you have given the current market correction given the virus? I have a conservative portfolio (banks, utilities and telecommunications, Berkshire B and Microsoft?
Thank you.
Thank you.
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Apple Inc. (AAPL)
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Constellation Software Inc. (CSU)
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Atlassian Corporation (TEAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I currently hold the following technology equities in my portfolio: AAPL, TEAM, CSU, and LSPD. I'm considering selling LSDP (up 14%) and purchasing either SHOP or DSG. I would like a bit less volatility and more consistent growth. Does this seem reasonable and which would you choose or do you have another idea?
Thank you for your advice.
Thank you for your advice.
Q: What five Canadian stocks you would recommend for 2020?
Q: PLC a good buy at these levels? Based on consensus there is 25% upside in the name.
Q: I purchased these when issued at $115. In a way, CSU used the high issue price to pay the first 3 years of interest payments. I purchased these as part of my bond portion, and had intended to keep this until my end.
For CSU, this interest must be expensive. Given that they released the debentures at a 15% premium, would calling it back be viewed as bad faith?
There is some capital appreciation, should I capture this and flip into a bond etf?
For CSU, this interest must be expensive. Given that they released the debentures at a 15% premium, would calling it back be viewed as bad faith?
There is some capital appreciation, should I capture this and flip into a bond etf?
Q: Can you offer a list of what would be considered the "interest sensitive" stocks that are in your portfolios? Thanks.
Q: What is USD traded equivalent of XQQ?
Q: Does ETF have P/E ratio, if so, is it a valid tool to make investment decision on ETF? e.g. I am investing in EWU (UK ETF), should I compare its history P/E ratio? Thank you!
Q: How do you think this company will fair in the long term? Candidates for a buy out?
Q: Any words of wisdom you can impart to worried investors today to calm their nerves might be a prudent approach to our collective investing concepts for the next couple of weeks. Thank you for the stellar guidance in good times snd and troubled times. David
Q: Could you please provide your opinion on how the Chinese CoronaVirus might affect Magna's business / results in upcoming quarters ? I am still 10% up on my holding so wondering should I sell it for now and buy back in weakness in future?
Q: Hi,
I am wondering what to do with CCL.B now that it has fallen quite dramatically. I trimmed an oversized position last August, leaving a normal weighting for the holding. With the decline I am now underweight. My question is should I top it up to bring it back to a normal weight, sell it since it is a small holding, or do nothing and live with the underweight position (it is my smallest holding at around 2% of equities).
Thank you, Michael
I am wondering what to do with CCL.B now that it has fallen quite dramatically. I trimmed an oversized position last August, leaving a normal weighting for the holding. With the decline I am now underweight. My question is should I top it up to bring it back to a normal weight, sell it since it is a small holding, or do nothing and live with the underweight position (it is my smallest holding at around 2% of equities).
Thank you, Michael
Q: Your thoughts on ASML
Q: In a response to Manish on Feb 20 you said occupancy was 98.2%. In reviewing SIA's report, this figure refers to LTC occupancy. It appears that total property occupancy was 87.9% in 2019, down from 91.7% in 2018. Could you clarify which figure is the appropriate one to use. Also, how does total occupancy and any yearly change compare to the other major players in senior residences.
Thank-you, Grant
Thank-you, Grant
Q: I understand that REITs and REIT ETFs are somewhat tax advantaged. Should these all be held in a registered account or can I hold some in taxable account. Thanks for your explanation!
Q: I am in the process of helping my fiance invest her money. She has 14 000 in her TFSA. Can you suggest a mix of stocks? She still has approximately 25 years left in her job as a nurse. As she has many more years of work, she is willing to take on a high degree of risk for a 'growth portfolio.'
Regards,
Ryan
Regards,
Ryan
Q: Hello 5i.
I have been fortunate to ride the renewables up recently, their growth has matched or exceeded that of the tech sector which is pretty amazing. Both sectors seem overvalued but good long term places to be. My question is what do you see in the future given their valuations and overall trends and should an investor consider an overweight position in either or both? best regards. gary
I have been fortunate to ride the renewables up recently, their growth has matched or exceeded that of the tech sector which is pretty amazing. Both sectors seem overvalued but good long term places to be. My question is what do you see in the future given their valuations and overall trends and should an investor consider an overweight position in either or both? best regards. gary
Q: With the markets not really pausing for much these days are there any stocks represented in the 5i portfolios that represent good value today or should an investor exercise patience?
Thank you,
Mike
Thank you,
Mike
Q: The news release talks about a "new" unit possibly being offered. I imagine this is likely to be less favourable than the current dividend. The current "trend " in real estate REITS seems to be to slash the yield and sell growth. Do you have any thoughts on this? Thanks.