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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 have heard a number of analysts talking about a rotation into cyclical stocks. What is your opinion? What are your recommendations in that space? Is there an ETF that tracks the space, either in CAN or US?
Thank you,
Read Answer Asked by Marcela on October 23, 2019
Q: Hi 5i team,
These two stocks, which are in the Balance portfolio, had a lot of happenings in the past few days. GIL posted negative news while GUD posted positive news. Is it a good time to initiate a 4% position in one or both stocks ? Would it be prudent to add to these two stocks right now, or better to wait till the dust settles.
Thanks
Read Answer Asked by Willie on October 23, 2019
Q: For my fixed income side of my portfolio I've just been keeping cash in a high interest savings account (Achieva Financial in Manitoba). It pays 2.3% interest. I just checked the yield to maturity of BND the US Vanguard bond ETF and it's 2.3%. The YTM for ZAG the Canadian BMO bond ETF is 2.2%. Hardly seems worth paying an MER and risking price fluctuations. What do you think, am I missing something here?
Read Answer Asked by Andrew on October 23, 2019
Q: Hello Peter
I have 2 questions on Tax Loss Strategy:
1. Would they be good tax loss candidates as I am down 22% on SQ and down 25% on NFLX , then buy back after 30 days, or would you leave them where they are.

2. When selling stock to crystallize a loss how much can one allowed to moving stock
up before the back buying price offsets benefits of tax loss.
example: Bought NFLX at $358.98 sold at $269.40 which is 25% loss.
What max price could I back again after 30 days before it offsets my benefits of tax
tax loss.

Thanks Andrew
Read Answer Asked by Andrzej on October 23, 2019
Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !
Read Answer Asked by Christian on October 23, 2019
Q: Last week, I asked for a few suggestions to diversify outside Canada. One of you suggestions was VXUS. I already have ZDM in my portfolio and I find that it outperformed VXUS over the past 8 years by a substantial margin (84% vs. 38%) However, ZDM has one possible major disadvantage: it is thinly traded (does that matter for a small investor?). ZDM tracks MSCI but I couldn't find the info for VXUS; their Canadian website doesn't recognize VXUX (vexatious that). Do you see any other problems and are they similar?
Read Answer Asked by Fred on October 23, 2019
Q: Good morning 5i team.
Keyera seems to be struggling lately. I saw a reference to Bellatrix bankruptcy as well as mention of rights issues (disputes with KML?) regarding the Alberta Crude Terminal and Baseline.
How big of an issue is Bellatrix bankruptcy for Keyera?
Can you provide any details on the issues with KML?

Thanks
Peter

Can you shed light on these issues.
Read Answer Asked by Peter on October 23, 2019
Q: Tech stocks have taken a beating over the last two months, due to high valuations and a shift to value stocks. Do you foresee a continuation of this trend into tax loss selling season and further drops, then finally bottoming out into the new year, or are we now dealing with just normal volatility?
Read Answer Asked by Dave on October 23, 2019
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