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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 team. Is this company a buy? Stock just plummeted from an all time high to an all time low in the space of a month. Yes, I know the sector is suffering big time, but Warren Buffet's words keep ringing in my head: “Be fearful when others are greedy and greedy when others are fearful." I just don't see this longstanding energy stalwart fading away, much less fossil fuels (eco crazies be damned). Your views would be greatly appreciated. Thanks as always for your knowledge and analysis. - Asher
Read Answer Asked by Asher on April 09, 2020
Q: which gold stocks you will recommend?
Which is best APARTMENT REIT?
2 QUESTIONS.
Read Answer Asked by Nizar on April 09, 2020
Q: Not a Question, just some feedback on the strategy of tax loss selling.
I crystallized some losses 24 Mar to the tune of 33k (gasp)!
Due to these wild markets, those four stocks are now collectively up almost 10k at todays close (another gasp…did I blink?)!
However, the ETF that I purchased 24 Mar with the proceeds from the sale of those stocks, and will hold for (at least) 30 days, is also up more than 5k. Even though things have moved more quickly than we would have thought possible, I am happy with the way things have turned out so far:
After 30 days, I will have a tax loss of 33k that can be carried forward indefinitely which brings a good deal of flexibility to my planning (how many of us have resisted selling a stock in the past because we don't want to pay the capital gains tax?). I will also hold a credible ETF that pays a monthly dividend that I may chose to sell and repurchase the original stocks, or not.
Before repurchasing, I will probably ask 5i if it is a good time to get back into those four companies.
Thanks again for all of your good work
Publish if you wish
Read Answer Asked by Steve on April 09, 2020
Q: Hi,

I am trying to wrap my head around Shopify.

With all the craziness in the market due to COVID 19, how is it that this stock has held up.
It is up 12.7% YTD and a return of 118% in one year.

What is so special about this stock that it’s held up so well while other stocks within the same industry/sector are down 50%-60%.?

Thanks,
Read Answer Asked by ilie on April 09, 2020
Q: I am being charged with holding tax by my brokerage on foreign dividends in my US$ RRIF. [TOT] [Is that recoverable?
Read Answer Asked by steve on April 09, 2020
Q: Hello peter and team,
I’ve been following Peter since he use to run Sprott mutual fund. appreciate over the years how much I learned. “The BIG picture of investment “
1.Currency is another form of hedge. Served me very well till today on many occasions
2. Diversification. Surely enough I have to believe it
3. Weed stocks valuations and Big picture outlook for Energy sector in general. No regret to miss the boom and bust. Sleep well! Healthy investment ha!
Here is my other questions:
1 Ignore the market indexes up and down, I have 50/50 split between S&P/Nasdaq( actually tech portion is over my 50% as SP has 25% tech), what’s your outlook the growth and earnings for the tech sector compare to the rest of the groups during the Q1 2020? Less impact or nearly the same as overall market
2 when people overstocked toilet paper instead of shopping for good companies in stock market in March, thinking about post virus investment strategies, What we learned from WFH, human can’t live without tech. It has changed humans life forever? I remember the article your investment thesis is simple, buy apple or blackberry? Go to the mall and airport have a look.
Looking forward to reading Peter’s articles on financial post !
Thanks you and team, keep up the great service

Read Answer Asked by LEI on April 09, 2020
Q: If I believe that there will debt problems before this is over , does one want to continue to hold HFR. I have held it for a couple of years but would sell it if things go down to add to stocks I like. A couple of weeks ago it went way down when market crashed. I read your answer to stay put as things were a little crazy in bond market. Is it the worry of the bond holders that the companies will go under and in fact this is not a real safe holding right now as I see 1|2 of it's holdings are BBB?
Read Answer Asked by Geoff on April 09, 2020
Q: Just a simple persons observation.
WCS @ $5/bbl = 3 cents/liter
Using another metric: Macdonald's cup of coffee for seniors(1/2 liter) = $1
MacD coffee is roughly 65 X the price of WCS
GO figure????
Read Answer Asked by Mike on April 09, 2020
Q: I see you made recent comments on Match group. I'm interested and it looks very strong fundamentally (pre covid), very high roic, roe. But debt looked like it could be pretty high and CEO sold a large chunk of shares last month. Can you comment on its financial situation and would you have concerns with it making it through some negative quarters?
Read Answer Asked by Adam on April 08, 2020
Q: Based on the following from G&M today, and my horizon of 5+ years, can I have your opinion on continuing to hold:

"NFI Group Inc. (NFI-T)

On March 25, Adam Gray, who sits on the board of directors, invested over $10-million in shares of this company. He acquired 1-million shares at a price per share of $10.85 for an account in which he has control or direction over (Coliseum Capital Management LLC), raising this account’s holdings to 3,206,246 shares.

On March 25, director and the company’s former president and chief executive officer John Marinucci invested over $105,000 in shares of NFI. He bought 10,000 shares at a cost per share of $10.51, lifting this account’s position to 145,500 shares."

Thx
Chris M
Read Answer Asked by Christopher on April 08, 2020