Investment Q&A

Q: Hi 5i,

Thank you for the great insight during this challenging time. Can I please ask your opinion on these five existing positions? Each is sitting at a substantial loss and trying to decide whether to sell, hold, or with a Canadian recession on the near horizon:
-Parkland Fuel
-New Flyer
-Cymbria
-Western Forest Products
-Savaria

Thank you in advance. Please use credits as needed.

G

Q: But sell or hold?

Q: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.

Q: We Canadian like to drive and are willing block pipelines our resources re not worth anything if don’t export them our motor industry is dead how long government will be willing to pay our mortgages and pump funds in to our economy on borrowed funds
I think we re very near reccesion or let’s say reality check
Can I have your opinion on my assessment
We Canadians have very high debt so is our governments

Q: Can you comment on the repo purchases that have been ongoing and have ramped up recently in the US. Does this add another layer of concern to the markets or just what needs to be done in times like these? Is there any holding that might benefit from this?

Q: Hi, my question is more about next time the market goes into bear territory...
I currently own "SIL - Global X Silver Miner ETF" and always thought it would do better in market downturn. However, i am down 45% over past 3 weeks. Please help me understand why is it down so much.

Q: Good Morning 5I research.I own Altas gas shares and with this massive sell off is it a good buy let say 15 dollars or less a share
Thanks

Q: No sports = no sports betting. The company has a lot of debt. High debt and reduced earnings can destroy an otherwise good company. If sports betting generates essentially no revenue for the next year what kind of shape would the balance sheet be in? Would there be a significant risk of bankruptcy?

Thanks.

Q: ..how do you think HFR and CVD will perform as interest rates skid along the bottom?

Q: What do you think about leveraging into this decline. For example I could borrow $100,000.00 on my line of credit at 1 over prime. Prime currently at .75 percent. The interest is tax deductible. I could spread the investment out over 5 stocks that are paying over 5% and just let the dividends pay off the load. I have enough faith that we are close to the bottom and have no doubts that most blue chip stocks are not going to drop that much more.

Q: I hear you when you say that we shouldn't be too involved in playing the exchange rate between the Canadian and American dollar. But would this not be a reasonable way: buy sunlife in American dollars, since i have them. If the Canadian dollar goes up i sell in canadian dollars. If it goes down, i still have my American dollars in Sunlife that i had before
Looks good but am i missing anything?
Thanks

Q: When do they report ? Thanks.

Q: Consumers are refraining but going out to eat. Do you see any value in picking up a position here with MTY?

Q: Hi 5I,

Looking back to 2008 the utilities sector held relative well to the meltdown of the TSX. This time around ZUT is following the TSX down. One would think people still need hydro to heat/cook.

Can you comment on why this is happening? Is there a fear these companies will become insolvent due to their balance sheets?

Thx,
Chris M.

Q: Why did gold drop last week, is there something else going on?
Also, Options expiration is coming up Friday, in what way do you think this may impact the markets this week?
Thank you
Kim

Q: With all the selling taking place, I am curious about what characterizes a buyer now. Someone suggested that companies are doing a lot of buying of their own stocks, which doesn't make sense to me. I would think a lot of average investors looking for bargains, especially high yields, are doing the buying. I would greatly appreciate your opinion on this.

Q: After the "blood in the streets" kind of day we have had today, March 12, was I "crazy" to add to my holdings of the aforementioned? Are their dividends as reliable as I perceive them to be? FYI, I am a year away from retirement at age 60 and value dividend income for a portion of my portfolio.

Q: Am surprised at the relative strength of this stock. Is there something specific that is happening here ?

Q: Q1. Can you describe a bit what actually happens when the FED says they will inject US 1 Trillion into the market. Where will that money go and is it a loan? In the 2009 recession, it was a loan to the collapsing banks which I think eventually got paid back.

Q2. Regarding increased dividend yield on falling values of stocks, how does this work? The funds are changing hands outside of the company, so if share price drop was the only thing to happen, theoretically the continuation of the dividend should not be in doubt. Maybe the business of the company might drop for some reason if share price drops.

Most grateful for all the guidance you provide to investors and the education you offer on the function of the stock market.

Q: I feel that management deceived their shareholders. "The Company has agreed to the buy-out of the contractual bonus compensation arrangements with the CEO". He took a huge payment. "These executives will remain in their respective positions, with current base salaries and benefits continuing, along with a new bonus plan." That is an outright lie. No sooner did he get his huge payment then the CEO announces his retirement. Really deceitful. Time to hang up on this company?