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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: With this massive sell off, I am considering selling positions in to crystallize the tax loss, and immediately purchase similar companies to not miss out on future gains or realize any actual losses. Do you see any issues in this strategy and if not, do you have a couple suggested equal (or relatively equal) swaps in each sector? The banks are an obvious one, what about swaps for the tech, industrial, healthcare, utility companies in your model growth portfolio ?

Thanks for the great service!

Scott
Read Answer Asked by Scott on March 17, 2020
Q: Would it be a good time to buy Preferred shares?
Read Answer Asked by Paul on March 17, 2020
Q: In answer to Carlo on the call letters for the VIX, on TD Direct, they are VIN on US exchange.
Read Answer Asked by Shirley on March 17, 2020
Q: Hi there, just a follow up to my previous question. You mentioned a good strategy to get back into the market was to buy a 5% tranche on a 5% dip in the QQQ. If purchasing in Canada in a registered account, would ZQQ/ZNQ be good choices? Also, would you be doing 50/50 ZQQ/ZNQ split? Thank you!
Read Answer Asked by Michael on March 17, 2020
Q: Would you buy any of these companies at this time? Would appreciate reasons for your answer. This will be in my cash account, 2-3 year hold, medium to high risk. Thanks.
Read Answer Asked by K on March 17, 2020
Q: The payouts on preferreds have become astronomical, and I'm a retired person needing income. Is this the bargain of the century?

John
Read Answer Asked by John on March 17, 2020
Q: So with the various central bank moves, should I be nervous about holding Bankers Acceptances? They currently are my dry powder to buy stocks when things clear up. Would it be better just to hold cash or TBills?
Read Answer Asked by Greg on March 17, 2020
Q: If the impact of Coronavirus leaves a "stay at home" legacy do you think Upwork is a company that stands to benefit and grow (like Etsy for skilled labour)? My understanding is that it's a marketplace for those with skills to meet companies in need. Do you see it as one to benefit immediately and in an ongoing when conditions improve? Would you endorse scaling into this?
Read Answer Asked by Tim on March 17, 2020
Q: Hello 5i,
What do you think of REM as an income stock for a retired person?
Thank you.
Lisa
Read Answer Asked by Elisabeth on March 17, 2020
Q: Hi Peter, Ryan and team,

With the craziness of the market now, what top 5 US stocks are going to be a good buy opportunity?

Thanks
Read Answer Asked by Marvin on March 17, 2020
Q: Hello team,
This is a general question about metrics and about Microsoft in particular.If you back off cash and debt what is the metric for a P/E ratio with this applied and how does this comparison evaluate Microsoft and its peers.What is this metric called and how does this apply to for example CSU.
Read Answer Asked by ANDREW on March 17, 2020
Q: I have always thought that "markets hitting all-time highs" is a huge concept that in my opinion the gravitas of which is lost on most. Because, if you have been invested across the market for some length of time, you will be up. And it seems to me it's not that rare to be at all-time highs. So my question is: Can you give some insight into how large the intervals of time are between all-time highs? I mean, generally, markets go up. But say, what's the largest interval between market highs and when was that?
Read Answer Asked by William on March 17, 2020
Q: For fun, let’s assume that the markets will be shut down. What would that look like? I assume there would be some warning that they were to close, and that there would then be a lot of selling prior to that. Correct? If they were to close, how long might they close for, and what could we ‘expect’ would happen when they reopened? All very hypothetical, but whatever insights you have would be appreciated.
Also, today I tried to take money out of my personal chequing account, at TD, and they capped withdrawals at $2500 per person, per day. I’ve never had that before. Concerning?
Thank you.
Read Answer Asked by Toge on March 17, 2020
Q: I have used this etf several times in the past. Most recently, I bought about three weeks ago, fearing the economic effect of the virus. Each time I have bought I have felt that I have violated one of the basic tenants of investing...don’t buy something you don’t really understand. I appreciate that the etf uses derivatives, of course, and thus may be subject to the risks of the solvency of the counter parties. Could I please ask your advise as to whether counter party risk is an issue with this etf given its strong performance of late?
Thanks as always
Neil
Read Answer Asked by Neil on March 17, 2020
Q: MGM has come down a lot approx 65 per cent in the last month and it is easy to see why. If you have a long term view would you be fine holding this name. Bought some at $22 and then again today at $10. For AC I bought some at $32 couple of weeks back. Given the beating they have taken I’m hesitant to sell at these prices with a longer term outlook. How are their Balance Sheets and do you think they come out of this intact and recover over time.
Read Answer Asked by Aleem on March 17, 2020
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