Investment Q&A

Q: We have a crisis and I am concerned .
I can’t get a fill with everyone heading for the exits at once .
Nobody in their right mind is buying .
We are in a bit of a helpless situation here .
I had never been so invested . I am underwater on Banks that I have held for years .My high fliers SHOP, LSPD, CSU ,AAPL, etc etc made me a wealthy man ( on paper) . I thought I was reasonably prepared , but I have held on too long. How do you see this recovering ?

Q: What do you think of hhl for income and some growth ? Or can you recommend a better health care etf in Canada ?

Q: Would POW be regarded as a safe plact to park some cash and collect a reliable dividend ? Joe

Q: Hello friends,

Given the current market turmoil, I'm watching for good entry prices for companies I'm interested in from all 5i portfolios - including your US stocks recommendations.

However, I'm in a bit of a conundrum - which ones should I snatch first? The ones that went down the most for good or bad reasons or the ones that held-up best?

I'm aware that this depends on my stomach, and perhaps that companies that went down most might recover faster if they have a growth profile, but those that held-up best might continue to do even better during markets recovery.

To give just one example pair: GC or BYD?

Perhaps an article might be written on this theme?

All the best and many thanks that you're here for us!
Iulian

Q: Hi, I have a bunch of cash looking to deploy in this carnage. I'm a bit underweight in international and emerging markets, however I'm a bit worried about putting new money into these markets compared to the US market when markets do bounce back. How would you recommend I deploy new $ into international, emerging markets, and US/CAD markets over the next few months?

Q: This week looks like it will be volatile.
Can you recommend 4 or 5 stocks that stick out as a great buy this week in this plunging market ?

Thanks

Q: Why PPL has dropped much less compared to Enbridge

Q: Which one of these companies would you rather own and why. Thank you

Q: Looking to buy this morning. What do you think would be the least risky of sectors? Banks and telecoms look good to me.

Q: Thoughts on adding to ENB at this time?

Q: In this market turmoil, with a bear market and very low yields, I would expect the safest stocks both for yield and low price volatility would be REITS and utilities. Both will benefit from low interest rates. I figure utilities will likely benefit from low natural gas and oil prices too. Neither is likely to see profits and revenue impacted due to either the virus or the oil war. Still, both are falling heavily today, anywhere from 5%-9%. I'm assuming these falls are mostly index related, and that over the coming days as the panic selling fades they will start to head up again as people seek safe, reliable yield. Please critique my thinking. Are there REITS and utilities which are Alberta focused you think would diverge from the rest?

Q: Follow up...
ENB or PPL for purchase today?
Tks.
G

Q: Hi team,

My first time real bloodbath experience. Just wanted to ask if you change your comment about not taking an aggressive stance on VET after this past weekend. Can the company survive with say $30 oil prices for the next 6 months, given the fact their debt to cash flow situation is going to get much worse. Would you buy today or would you expect the price to go even lower?

Thanks for being with us during such exciting times! :)

Q: Peter; Would you consider this “ capitulation “?
Thanks

Rod

Q: Does price of oil directly affect the business of ENB? Or is downdraft just sympathetic to oil price.

How do you feel about a purchase of ENB in this current bedlam?

Tks,

G

Q: Are there any US Equity ETF's that are Deep Value tilted ? ( verses Growth )

Q: With the carnage going on in oil. IF, one still to partake in the gamble, is Enbridge a better gamble being a midstream company vs a producer. It looks decent for an entry I think

Q: Hi Peter and Staff
Please deduct as many questions as you see fit. I have a basket of oil stocks which of course I have wished I did not own for quite a while. Monday will be brutal. My question is surrounding the fact that some of our companies have significant hedges in place at higher $ per barrel while others will not have any or many. In the event that the market torches them all on Monday equally would you please research and provide details on hedging % , period and $ for a large list below
ARX,CPG,ERF,GTE,KEL,PXT,SGY,TOG,VET,WCP,YGR

Secondly could you advise of the debt to cash flow of the worst 4 of the above and the best 4 of the above.

Please provide detailed response with as many questions deducted as you see fit.

Thanks for all you do

Dennis

Q: I sold my business and started a non-registered investment account in November 2019 and currently have no US equity. I am semi-retired and looking for total return, with a 10 year time line. Can you recommend an ETF that I can slowly add to with market dips? ZDY is down about 10% YTD, trading a 52-week low with a P/E of 14.90 and dividend of about 3.25%. But ZSP and ZLU have historically better 3-year returns. I would be grateful for your recommendations. Thank you!

Q: What are your thoughts about this Company and how it may perform over the next 3-5 years as I see that RBC has it as a income pick. Do you think the monthly dividend stable.

Thanks for your great advice!