Investment Q&A

Q: Thoughts on BMO's quarter and associated layoffs? From a value perspective do you feel that it's a good time to enter or do you think it may slump even further?

Thanks in advance.

Q: Thoughts on DOL's quarter?

Q: I read that the merger deal closes 3rd quarter 2020. Does this mean tsgi will continue to trade on its own until this time? I'm not sure I want to hold shares in the takeover company so how long do I have until I have to sell to avoid this?

Q: Hi 5i,
What are your thoughts on Ero Copper? Looking at the position in order to increase materials exposure, and position for any improvement in global trade optics.

Thank you.

Q: Hello 5i,


I am wanting to move more into US and rest of world, as the analytics program directs me.
Due to a sale in my tfsa, i will have US dollars that i can then put in my non registered account. ( i will fill the tfsa once afain from that same non registered account). I was wondering what to buy with these US dollars, though. I dont want to lose too much of. The divident break we have for US stocks in the Rif, so i was looking for low or no dividend yield candidates. One problem encountered is that in my non Canadian portfolio, i am moving away from individual stocks and towards etf's. Harder to find low or no dividend payers.

VEA was one I was looking at.

In the 5i portfolio tracking and analysis it says that vea has a yield of 1.89, which although not ideal, maybe something we could live with. When i go on the bmo site, though, it seems to indicate a yield of 2.99, which is becoming less livable.

I imagine you are riht about the dividend. But, would like to be sure. Also, do you see the 1.89 yield as being too high for a non registered account? Thanks once again

Q: Hi Peter, As part of clean up exercise, I have below loosers in my RRSP/RESP/TFSA accounts. Need your opinion whether to hold, buy more or let it go and to replace with what.
RRSP-ALA,ZWP,CGX,MX,NTR,MAW150,MAW160
RESP-FAH.U, TSGI,BOX,FFXDF
TFSA-COV,ECA,HEXO,TOY

Thanks
S

Q: Could u comment on today’s acquisition. Thanks Chris

Q: Hello
I noticed APR.UN has a new issue release this evening. I'm thinking of using this opportunity to purchace some shares for my TSFA. I understand the risk of being concentrated in one sub class of real estate, but find compoany compelling. Could you provide me with your thinking and perhaps an alternative if you think its wise?
Thank you
Nicholas Marriott

Q: Further to my question re: a bought deal. I read i that the deal was for $ 92.50 a share US that is approx $123.00 Canadian. If shares were trading at a higher level prior to the deal - approx $126.00 - ( mind you they were around the bought deal price a week ago ) what is the "bought deal" part of issuing new shares?
I have read that term a few times and seen the stock prices for stock react wildly from the announcements - I am unsure what it mean or what the implications are.

Q: If the U.S. dollar takes a big hit in the next couple of years, maybe a 20% drop can you explain what would happen to the value of say ZTL. the CDN dollar version of the u.s. long term treasury bond. TLT has been the place to be ever since rates started falling over the last 20 years. On a currency devaluation i would think people would head for the exits pretty quickly?
thanks Gord

Q: Hello 5i Group,
Which do you like better PayPal or Square, or would you recomend a half position on each.
Thanks, for your services,
Ken

Q: Hi 5i,

RE: The exchange offer

If I do nothing, do I keep all my shares of DHR? Would that be the preferred option to retain the growth portion of the company?

TIA!
Wayne

Q: I was interested in Brookfield Asset Management CEO Bruce Flatt's comments during a BNN interview with Amanda Lang this week. Flatt said that "We are close to 11 years into this economic cycle. I don't think economic cycles have been repealed; there will be a recession." He added that Brookfield is more cautious today than it was in 2009 during the world financial crisis. His company is holding lots of cash and staying diversified to weather the downturn. With 5i's years of investment experience, I would appreciate your opinion on the risk of a recession and your recommendations for capital preservation of investment money if such a situation might occur. Thanks!

Q: First services announced he bought deal for $200 million. Can you explain what about Deal is ?

Q: Hi - wondering what your thoughts are on the DYB ETF as a way to play a market pullback without having to be actively involved on a daily basis. Thank you.

Q: Is the cra review serious? What is your outlook for this company?

Q: Hi,

I have a question about timing the market. I know the old saying that its not about timing the market, but time in the market. However, 10-11 years into this bull market, how do you juggle wanting to invest in good quality names if you believe the market may slip into recession in the next 12-18 months? Should you keep a percentage of your portfolio in cash? What if the recession doesn't come for another 3-4 years?

Thanks,
Jason

Q: Hi 5i team,
Could you list your top 5 REITs to invest in and why? Thanks,
Pierre

Q: I will be coming into some cash around the middle of next summer and will be re-orienting my portfolio towards income. I want to have 4%+ overall yield. To that end I am looking for a bunch of higher income stocks so I can hold on to my low or no yield, growth stocks. Specifically I am looking at stocks that have over 6% yield and whether you think a full or partial position makes the most sense for each. Please deduct as many credits as you see fit. Thank-you.

Q: Could you suggest four or five renewable Energy companies in the United States and Europe.