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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: Hello 5i
I've been reviewing your answers regarding which stocks to buy in this environment and noticeable by its absence is SHOP. Given it has been a top performer in Canada for a few years and has suffered a drop with the others I'm surprised by its omission.
Care to comment?
Thanks
Dave
Read Answer Asked by Dave on March 24, 2020
Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!
Read Answer Asked by Pat on March 24, 2020
Q: I'm thinking of switching etf's, selling VGG and buying VSP to take advantage of tax loss selling (VGG) and also buying into a CAN dollar hedged fund as the CAN dollar has taken a beating lately and should rebound looking forward, appreciate your professional opinion? Thank you!
Read Answer Asked by Pat on March 24, 2020
Q: Want to get your opinion of what’s happening in the market today? Fear of missing out rally? Did you expect stimulus package in U.S. to create this much optimism when the virus is still spreading like wildfire in places like New York?
Read Answer Asked by Curtis on March 24, 2020
Q: How would you rank these bond funds. I sold FTB and bought PMIF but it is not performing well. Bond funds have not performed well due to the drop in interest rates. I am retired in my late 70’s.
Read Answer Asked by Donald on March 24, 2020
Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob
Read Answer Asked by Robert on March 24, 2020
Q: Do you think we've seen the bottom now that the USA is close to a stimulus deal (as of writing today). I was wondering whether that stimulus announcement will be the last bit of good news for awhile. I'm trying to decide whether to wait for further lows which seems to be what everyone was calling for or whether to go in with a part position now. Your thoughts today on the stimulus deal and what may be to come would be appreciated. Thank you.
Read Answer Asked by Jason on March 24, 2020
Q: My average price on COV is $4.97, so ... I'm down 78% as of this morning. I was thinking of dumping it, finally, and topping up my position in GUD with the proceeds -- unless you feel there is some evidence that this stock will come back to life. It never was a big holding -- but it seems to me the cash would be better used elsewhere. I'd like to stay in a healthcare growth position. GUD is presently 2.5% of portfolio.
Read Answer Asked by Sylvia on March 24, 2020
Q: Many high quality bond ETFs are trading at substantial discounts to their NAV. How can this be as the ETF should be representing the value of the underlying bonds? Are bonds being sold so fast that the market makers just can not keep-up with the pace? If XCB and XRB return to their NAV value this could be a buying opportunity? Thanks Ron
Read Answer Asked by Ronald on March 24, 2020
Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff
Read Answer Asked by JEFF on March 24, 2020
Q: I have always believed in the long term value of lumber, hence my interest in this name that i have been in and out in past. I guess the question the market is now reflecting on is about the company's financial capacity to sustain debt payment, or stay afloat.
They are inherently designed to go through different cycles, and reduce operations, but would you think they can survive worst case scenario based on their debt ratios, and would you see value here even if dividend is probably going to be cut?
Read Answer Asked by Daniel on March 24, 2020
Q: My understanding is that People is a third party administrator.
Does this mean they would be unusually busy with the EI claims and dealing with Cocid -19 etc is actually a good revenue stream that would help their business?

It has been hit hard like all other stocks. But did well in the past economic crisis in 08/09. Is there any other issues that would impact their business ? It looks like it could be a good time to get in now ?
Read Answer Asked by Paul on March 24, 2020
Q: Hi 5iResearch team,
Would you please shed some lights on why utility stocks (aqn, bb.un, telus, fortis, etc.) are getting hammered.
Cheers,
Read Answer Asked by Harry on March 24, 2020
Q: A few questions have been asked about covered call products and I know that the bounce back will not be as high as a Plain Vanilla ETF. The question remains how much are you actually losing out on? Would the fund just not repurchase right away when called out so when things normalize, you may be out 5 to 10 percent as a guess? I am just hoping that the loss is not that bad
Read Answer Asked by Bradley on March 24, 2020
Q: In some of your recent replies you are encouraging investors to harvest tax losses in this market. Why??

I have no capital gains to offset this year, nor do I have gains from the last 3 years that I can carry losses back to offset. I have been mostly a buy and hold investor.

Why should I sell some of the good quality companies that you hold in your BE portfolio or have strongly recommended in the past just to generate a loss? E.g. I am now down on all of these despite holding some of them since 2011: ENB, BNS, TD, SLF, FTS, BCE, T, CCL.B, DOL, PPL
Read Answer Asked by Paul on March 24, 2020
Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks
Read Answer Asked by joseph on March 24, 2020
Q: Good day team. Re Granite; watched it reach a premium not long ago, now looks attractive for starting a position. Thinking of selling "some" Telus (still up after approx a decade hold & now 25% in one of my reg accts) and starting with GRT. How will cashflow be impacted now? Attractive on valuation now? Approx 5-7 year hold
Read Answer Asked by Harry on March 24, 2020
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