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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: What do you think the main reason for the current decline is among these banks. Is it fear of loan losses, fear of what the companies are to report next week or the sell in May mentality? How much pessimism is baked into these stocks already?
Thanks, Mike
Read Answer Asked by Mike on May 16, 2020
Q: Hello

Looking 5 years out, which non-gold focused mining companies would you favour given the current stock prices. Thanks
Read Answer Asked by John on May 16, 2020
Q: Can you tell me the significance of Fine Capital's investment today in Wildbrain. I think this could be a multibagger in a few years. I think Erin Bollengren has the skills, the experience and the drive to turn this ship around. I know many of us, including you, have been very disappointed in Wild, BUT
in your career, have you seen quite a few ships that were sinking and came back to life with a good change in management? It seems that he knows how to right a ship. I still think this is a valuable company for the likes of Disney, Amazon. Appreciate your comments. I'm in at $1.75, stock is now $1.20 and was .80 just two weeks ago when I was so tempted to double down on my conviction, but didn't. Kicking my butt!
Read Answer Asked by Helen on May 16, 2020
Q: No Bid
5i made reference in March to companies like FSZ going no bid. Can you please explain further what this means. I am assuming no investors were bidding on the stock and short sellers would bid\ask the price down on smaller companies like FSZ. Thx
Read Answer Asked by blake on May 16, 2020
Q: I have sold my banks and Riets expecting there will be a tsnamia of foreclosures
and bankruptcies in the coming months.I also feel the survivors are learning how
to do business with a lot less bricks and mortar.
What is your opinion ?
Thanks
Peter
Read Answer Asked by peter on May 16, 2020
Q: Hello 5i team. Trying to make some money on the home fitness hibernation trend. Looking at Nautilus which has quadrupled (how did I miss that ?!?!?) in the last 6 months for my TFSA. The bride says pass, that I should go with Peloton instead, which has a higher profile, whose shares are also on an upward trajectory and which she believes trumps Nautilus in 'the cool factor'. Your insights are always appreciated.
Read Answer Asked by Asher on May 16, 2020
Q: I am trying to understand the value of diversification in our investments, particularly, for a buy-and-hold investor. I have the impression (correct me if I am wrong) that 5i regards ownership of one or more equities in each of the eleven TSX sectors as diversification (along with a portion of fixed income). To that end, I have been seeking (unsuccessfully) data that shows the progress of each of these sectors over time. I would like to know, for example, whether in the long term, one successful sector can compensate for another failing sector? As a rough proxy, in the absence of such data, I have examined the i-Shares sector etfs over the past twenty years and come to the conclusion that owning all sectors at all times may not be the best strategy. Over that period of time, one might have been better off to use only three sectors, namely, consumer staples, healthcare and information technology than to invest in all of the sectors. I would appreciate your view of what diversification means and what data you use to support that view. Thank you.
Read Answer Asked by richard on May 15, 2020
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