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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: I'm considering a contrarian play on an o&g service company. I understand it may take a number of years but at these prices the right company could be a multi bagger when the sector turns from these very low share prices. A strong balance sheet is key to be able to last however long it takes. I see MCR, TCW, and ESN fitting the bill here, but which one would you invest in? MCR has actually done quite well in the downturn and is up considerably. TCW and ESN are more similarly aligned and have both been beaten up. I'd imagine TCW and ESN would have much more torque than MCR in a recovery, so more value there. Clarke has been a big buyer of TCW at these levels, but MCR has large insider ownership. Which one do you feel is the best choice and why?
Read Answer Asked by Adam on December 18, 2019
Q: I own Chartwell and H&R few years , they are steady however it appears in the continuing low interst several Reits out perform like Granite REit Dream industrial cap reit etc I don't follow Reits . I am considering replacing one say H&R or both
with quality names in Canada or U.S Sector doesn't Matter
Read Answer Asked by thambirajah on December 18, 2019
Q: Hi 5i team,

Over the past several years, I moved a lot of funds to the U.S. for the growth opportunities. The CDN dollar has been range-bound in the 74-76 cent level but is now breaching 76 cents. I am inclined to think it won’t push much higher, as the FED is on hold and the recent U.S. job report was a lot stronger than in Canada. But you never know, so I am considering some hedging activity. I don’t really want to move money back to Canada. Is there a large cap S&P type ETF product that would hedge the CDN $ in my U.S. accounts?

As an alternative, as I am not really an ETF guy, is there an option to buy/add to some Canadian domiciled, inter-listed companies in my U.S. accounts, such as OTEX, MEOH, FTS, TD, others, assuming they fit my portfolio? If the stocks do well, and the CDN $ rises, then my U.S. priced stock will have to rise proportionately to keep pace with the CDN $ value. Does that option make sense or is it all a wash in the end?
Any other ideas for hedging a large U.S. exposure?

Thanks again for your insight, and for a great year in U.S. stocks, even though it is not your focus area.
Dave
Read Answer Asked by Dave on December 18, 2019
Q: I have a balanced and diversified portfolio.
In reviewing my holdings, these two stocks are at the low end of my portfolio %. I have money to invest, so my options could include rolling one into the other to increase my holding %. , or adding $ to one or the other.
I see ALA has restructured and their outlook looks positive whereas ITP is OK for income but not growth. Your thoughts and recommendations?
Read Answer Asked by Ric on December 18, 2019
Q: Looking at using some cash in our RIF accounts (mostly a mix of Income/balanced portfolios) to boost the yield a bit and am considering AW.un or NFI. With price pullbacks, both currently have a higher than average dividend (sustainable ?) and, it appears, some cushion against any significant capital loss, (barring any new bad news). Do you think these are now good candidates for an income portfolio ? Alternative suggestions?
Read Answer Asked by Alexandra on December 18, 2019
Q: I would ask for some clarification re your response to my question re a custodial issue . Brokers note that "These securities are held in segregation and cannot be used in the conduct of our business " . Given that the securities are registered in the broker's name , how does " held in segregation " protect the investor ( the beneficial owner ) from a loss , as a direct result of insolvency of the broker , it's parent or affiliate ? Again , I refer only to a loss which exceeds the limited CIPF coverage . My question relates to a loss , not the probability of a loss . Also would you shed some light on the basics involved in registering shareholdings ? Thanks .
Read Answer Asked by michael on December 18, 2019
Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?
Read Answer Asked by Steven on December 18, 2019
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