Investment Q&A

Q: Dear 5i,
As a member since 2012, I am happy to tell you that you're still my #1 trusted source of investment insights, in good markets and bad. Thank you for your dedicated service and conflict-free opinions. I have made a lot of money applying your sage knowledge and experience that would not have been possible without you. All the best for the holidays and for 2019.
Regards, Michael

Q: would you consider the ibm red hat deal almost certain to get past a vote and regulators?

Q: In an earlier answer you suggested that ryt might be more interesting than qqq, as it was an equal weight fund. I do notice, though that the top five holdings are quite different. But, that is beside the point--which is whether there would be n equal weight offering corresponding to voo? I searched but couldn't find any. Although i did come across the interestng information that Vanguard has switched its own employees pension funds ti vig, from voo.
Thanks and may you have the assorted blessings of the season

Q: IIROC Trading Halt - TSGI?

Q: whats going on today ?? Thx

Q: We are opening a TFSA for our 20-year old daughter. She is in the middle of her post-secondary education and she will graduate without student loans, thanks to her RESP. We will transfer in-kind these two DRIP stocks that we have held in-trust for her: BMO and ENB.
Portfolio question: what should her next holdings be? Long-term growth stocks like TSGI, CSU, SIS, or rather an ETF to get some quick diversity, like VUN and XQQ.
Tax question: I assume I am having a 'deemed disposition' with CRA on the in-kind contribution, and it will be taxed in my hands, as the owner in-trust.
Thanks,
Rob. (2 credits).

Q: PKI is acting like another melting ice cube.I thought it would act more like ATD.b ,which has been more resilient lately.Your comments please.

Q: Can you comment the recent acquisition and the market reaction?
Thanks, and have a wonderful holiday!

Q: I have a question about 1249
The CEO is buying his own stock and debentures big time. Could he take this private down the road. With him putting so much money in his stock, many we should too. The dividend is safe I believe
, you agree ?
Thanks.

Q: Hi team, can you tell me if there is any benefit to owning Preferred shares of a company or a bank as apposed to owning the regular shares. Is one better than the other, if so how and when would you recommend one over the other. Could you possibly recommend some based on your answer. Thanks, Nick

Q: I am a conservative,retired income investor looking to invest when (hopefully) this s###-show has settled down. What would you suggest for Canadian companies? I've been watching the banks but they seem to be continually weak.?
Your thoughts would be appreciated.
Bob

Q: I have these shares down 50 to 60 percent they are offering 1.10 per shar should I take it or hold on Thanks

Q: The Renewables are currently hanging in there ok vs much of the broader market. Why is that ?

Q: At this point in time would you prefer SQ or PYPL? Thanks

Q: I own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?

Q: On the losing end of these 3 - V down 12%, SQ down 35% and TEAM down 6% - thinking of selling before year end to capture the tax losses and then re-purchasing after the 30 days - question - is this a good idea ? OR should I just cut my losses on these 3 and look for something else that might be more in line with a possible "recession" on the horizon.
thanks

Q: I am still spooked out about the markets and sold all my stock positions yesterday. I now have a significant amount of cash and would like to deploy it the Bond Market which I think is a safer place at this time. Would appreciate any recommendations you might have as to how to invest the money. With thanks, Bill

Q: Is it due to close to tax loss deadline and very low volume stocks are turning down fast.My assumption is as I put a sell order for some stocks I am getting note that there are no enough purchase order
and will cause volatility,Is my assumption correct?

Q: Would you be a buyer at these levels, taking into consideration its current price, valuation as well as market conditions?

Q: As an experienced portfolio manager and you see :

1)The worst monthly performance on the markets since 1929 (December).
2)Brexit problems.
3)Fed perceived raising interest rate problems.
4)Escalating tensions in the Far East and the Middle East
5)Trade wars with a very uncertain but potentially lethal impact.
6)An economy which is projected to be slowing
7)Slowing corporate earnings with probably revised downward forward looking estimates
8)Very successful investors like Tepper and Cooperman saying cash will outperform over the next year or two.
9)Corporations are leveraged up to the hilt with debt and many are in danger of being downgraded or worse.

What would you do? To be transparent I am currently in 25% cash and fully hedged on the balance of my portfolio.

Please share your thoughts/strategies.

Sheldon