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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: You answered a question on ECN.PR.C I would like to ask a similar question about ECN.PR.A. It has dropped a further $3 since last Thursday. Do you see any particular weakness other than the general conditions you have answered on previous preferred reset questions? Is the share buyback of ECN common shares weakening the company's position of paying interest? Most of my resets have been called back at reset date and new stock issued at lower rates so I have not replaced them. Is that a possibility here and with the C's? (deduct what you feel appropriate)
Thank you and Best wishes for the Christmas Season
Read Answer Asked by Paul on December 19, 2018
Q: Hello,
I currently own the mutual fund Trez Capital Yield Trust Fund in my portfolio. It pays an attractive yield of 8%. However, I understand that the parent company Trez Capital is currently winding down its operations. It is currently trading at $0.50 a share. Is my investment in the mutual fund secure or would you advise me to sell the fund and redeploy the funds?
Read Answer Asked by Alan on December 19, 2018
Q: Thanks for the quick reply to my question about debt-free companies. I shouldn't have used the word 'screen', although I appreciate you running one for me, and maybe the ROE criteria was too restrictive.

Asked another way, are there debt-free companies that you like and consider worth holding? I guess I'd expect names like KXS to make the list.

Thanks again for your help!

Read Answer Asked by Michael on December 19, 2018
Q: Do you think stock market action has become decoupled from the world economic reality? I note that unemployment in the US and Canada remains very low, GDP continues to grow and interest rates are still low (and it appears increases are less likely). Furthermore, a reduction in oil prices should put money back into the pockets of consumers. I feel that markets have been possessed by a wave of pessimism that borders on irrationality. I would value your opinion.
Read Answer Asked by Chris on December 19, 2018
Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil
Read Answer Asked by Phil on December 19, 2018
Q: Now down to these two mainstream gold companies. I think that perhaps that it might be a good idea to sell mux and use the proceeds to buy more KL. The later has been very profitable for me and unfortunately cannot say the same for mux. In that category would you consider buying ALS altius as an. option or something else. Thank you as always. Wishing you all the very peaceful and blessed Christmas and New Year.
Read Answer Asked by Maureen on December 19, 2018
Q: Absolute had a higher than average trade on Tuesday with a very strange pattern. Other than two small dips it traded at $7.75, flat, until about 2:30. I saw various sellers during the few times I checked in.

Have you any insight on what was going on?
Read Answer Asked by Danny on December 19, 2018
Q: I just sold my final energy stock last week for tax-loss, VET, so I'm out of the sector right now and wonder if it's a good time to reenter. I sold these two stocks in the summer, and see they are way down from where I sold. Are they still considered good companies, and do you think there is some growth in the stocks in 2019? Are the dividends considered secure? Thanks!
Read Answer Asked by Kim on December 19, 2018
Q: Hi 5i,
Can I have your opinion on averaging down on these in the current climate, say in the next few days,. Without regard for weightings,risk profile etc, could you rank them in order that you would chip away at them?
Thanks
Read Answer Asked by mike on December 19, 2018
Q: Hi 5i
Let's say selling for tax purposes is not relevant for this question. Given the current negative momentum would you prefer (1) walking away and coming back after the New Year to assess the damage (of a portfolio) to decide a course of action or (2) actively manage (chip away or sell) before year end.
I suppose this is a question about "do nothing or do something" decisioning.

Thanks
Mike
Read Answer Asked by mike on December 19, 2018
Q: Is part of the market correction due to the huge amount of money flowing into pot stocks. The money is coming from somewhere???
Read Answer Asked by Burke on December 19, 2018
Q: Hi 5i
I was going to ask a specific question but this one pretty much was it "What general question has not been asked ..." so I'll alter mine a bit.

What questions are you asking internally between yourselves or put another way, generally, what questions would you ask 5i Research if you were one of the members ?

Thanks
Mike
Read Answer Asked by mike on December 19, 2018
Q: Merry Christmas, hope you got my present of a crystal ball ... please use it when replying to my future questions :)

Honestly, I don't know how you can do it without one !

Mike.
Read Answer Asked by mike on December 19, 2018
Q: Hi 5i team,

From this evenings news:

"CALGARY, Alberta, Dec. 18, 2018 (GLOBE NEWSWIRE) --

Highlights (all dollar amounts US dollars, unless otherwise noted):

Parex Resources Inc. (“Parex” or the “Company”) (TSX:PXT) announces today that its strategic repositioning review process has been completed and did not result in an acceptable proposal;"

The article goes on to discuss 2018 results (good) and 2019 guidance (good) and plans for massive share buybacks at what mgmt appears to believe is a hugely discounted stock price.

Considering the beating this stock has taken lately and the above news, how do you feel about a new position in this company?
Read Answer Asked by Ryan on December 19, 2018
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