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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: Good morning,
Just saw in my news feed that RY missed expectations. Means another blood bath for the banks? Should one wait before backing up the truck and loading up? How long should one wait for the dust to settle? I know RY,TD &BNS are your favorite picks.

If you can add a few sentences in the US banking sector,not would be appreciated.
Many thanks.
Mano.
Read Answer Asked by Savalai on August 24, 2022
Q: I own a mixture of these in both my RIF and non registered accounts and wish to consolidate them so as to only own one of each. Capital gains and tax need not to be considered. Which version of these 2 companies would you have in each of my two accounts ? Thanks.
Derek
Read Answer Asked by Derek on August 24, 2022
Q: Hi 5i

I have too many stocks and am starting to pare back. I have these five stocks in Energy. Which two would you sell? To which stock(s )would you add the cash from the sale.

Thanks for the excellent advice. It is so comforting to have 5i to ask questions of. It is hard to be objective sometimes when it is your own portfolio.

Cathy
Read Answer Asked by Cathy on August 24, 2022
Q: In a diversified portfolio currently hold CAE and thinking of switching to riskier ATA given dismal outlook for former and after it cut its dividend. Still need to increase my industrial holdings and CAE is my only aerospace subsector holding. Other industrials are WSP. TRI, TFII, BBU, BBUC and BAM. Your views?
Read Answer Asked by William Ross on August 24, 2022
Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
thanks
Paul L
Read Answer Asked by Paul on August 24, 2022
Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.
Read Answer Asked by Dr Lorraine on August 24, 2022
Q: Hi 5i, I’m going to be selling out of the money covered calls in my US/Canadian RRSP accounts. Now my understanding is the Canadian option market in not very liquid so should I journal over my Canadian banks, pipelines, Telecom, Utilities (big companies) to the US RRSP account? Also I imagine I’m looking to write covered calls on on big stable companies do REITs make sense. Can you rank the best sector’s and maybe some companies that make sense. Your help is appreciated.
Read Answer Asked by Mark on August 24, 2022
Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!
Read Answer Asked by Robert on August 24, 2022
Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Read Answer Asked by jeff on August 23, 2022
Q: Retired, dividend-income investor. I'm just trying to figure out where we are at in this investment cycle. In my opinion we appear to have bottomed and are now starting to see equities on the rise...but then again, it might be a head fake, bear market rally. Time will tell. Then we face the potential recession predictions...soft landing...hard landing?

So, forget all of the investment jargon for a moment and assume we have either bottomed or do indeed retest that bottom and then resume the rise in equities. Then what happens after that, when some kind of a recession possibly hits us. What do equities do? If recessions are usually short lived and markets are looking ahead 6-12 months, what then? Do equities sell off or...?

I am normally an extreme buy-and-hold investor who sets his long term asset allocation and follows it, with very little cash on hand...maybe 2-3%. I will probably do absolutely nothing with however you answer...just trying to understand the market dynamics. Or, there is the chance I might raise my cash up to 5% at the most, but that is market timing. AND, the investment cash usually burns a hole in my pocket and I historically reinvest into some falling knives. So...I usually just watch the action and do nothing besides some minor trims-adds to my core positions to maintain my target asset allocation.

Sorry for the ramble. What's your crystal ball say for the next year or so?
Thanks for your help...much appreciated...Steve
Read Answer Asked by Stephen on August 23, 2022
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