Investment Q&A

Q: I have used this etf several times in the past. Most recently, I bought about three weeks ago, fearing the economic effect of the virus. Each time I have bought I have felt that I have violated one of the basic tenants of investing...don’t buy something you don’t really understand. I appreciate that the etf uses derivatives, of course, and thus may be subject to the risks of the solvency of the counter parties. Could I please ask your advise as to whether counter party risk is an issue with this etf given its strong performance of late?
Thanks as always
Neil

Q: MGM has come down a lot approx 65 per cent in the last month and it is easy to see why. If you have a long term view would you be fine holding this name. Bought some at $22 and then again today at $10. For AC I bought some at $32 couple of weeks back. Given the beating they have taken I’m hesitant to sell at these prices with a longer term outlook. How are their Balance Sheets and do you think they come out of this intact and recover over time.

Q: I hold these names In my $US RRSP and am comfortable holding them for several years. Can you provide comment given where they are currently trading if you would be comfortable holding.

Q: Morning guys:
Would you guys buy this great name right now? I just bought visa and MasterCard , what other 3 us blue chips would you look at for being on sale?

Q: Hi, Please provide some financial analysis of Cineplex under scenario if sale does not go through.
this stock was on my watch list before the news of sale and current price and dividend yield is very attractive.
would you consider it a buy at current level

Q: What is the best way to go long on Volatility? What are your thoughts on this?

Q: First and foremost looks like the 5i team is working overtime to keep up with all the questions to ensure us members are not waiting long to get answers. Much appreciated! Compared to 2008 are the governments responding faster this time around and is the play book the same or different this time? Trying to see if all of these measures will have the same benefits as before?

Q: I have noticed in your renewal section you have a$ 179.95 annual membership. In previous years there was often a multiple year subscription price, normally two years.
As well I have numerous question credits, in the event I do not review are these simply erased? Seems this service is escalating as with others but seriously looking at moderating my costs. Any comment?

Q: Hello 5i,
Thank you for your invaluable advice in this challenging time. Would you hold or sell Methanex right now with 55% loss on what was a full position?

G

Q: On Dec. 16th, you answered that FTNT was probably your favourite large cap Cyber security company. Any change there? Also they have a lot of cash, do they have a good track record of acquisitions? Thank-you.

Q: Hi, my respected 5i team
I'm looking for some US stocks to buy in order to take advantage of the current market dip. Could you please recommend 4 or 5 solid names that worth buying now in the order of the most attractive to the least if possible? My time zone is about 3 to 5 years. Could you also comment the reasons of recommending?

By the way, I bought GOOG and NVDA last year upon your suggestion, only half position. Do you think it is a good idea to add more now?

Thanks in advance!
Jane

Q: Dear 5i,
Is ENB hybrid i.e. 50% Energy / 50% Utilities? This is for allocation purposes in RRSP account. I am underweight in Utilities. but at 4% in Energy, mainly with ENB. Should I add more to ENB considering current price and environment or look at BEP.UN? Thanks in advance for your comments

Q: Hi, 5i Team
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:

Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP), 

In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?

Thank a lot!

Q: These are min reset prefs good til Feb 23 paying 5.2% min
Now at the time Kinder credit rating was 1 notch higher at 3H than Pembinas
and now they are trading at $10. The ppl.pr a which are somewhat similar in payment are at $14. Buyers/sellers are concerned about what, Pembina will cut common div and then the pref div making them no bid.
Comments welcomed,, oh yeah, they are yielding 11%

Q: I am looking at adding some US Industrials to my portfolio, could you give me your opinion on Honeywell and Lockheed Martin for long term income generating investments?Are there other US industrial stocks that deliver a good and growing dividend that you prefer?

Q: Hi Guys
Thanks for all your help during this little blip in the market. Thinking that with the new focus on Covid-19 treatment, medical supply companies might be a good investment, at least in terms of consumables. Do you think that might be a wise investment and if so do you have any favourites at this time?

Thanks

Stuart

Q: Hello team,
With regard U.S fed interest rates cut on Sunday, would BoC follow another 50 points cut soon?
When the markets return uptrend, would index ETF or sector ETF do better?
Thanks

Q: What would be the best internet gaming company to buy with the casinos closing? Thx James

Q: ZWK has fallen dramatically in this oil and coronavirus crisis. It now yields more than 10% with a 16 cent monthly distribution. Is this higher yield now a red flag for this ETF and U.S. Banks in general? Your thoughts are appreciated on the risks for it going forward, and given it's holdings and exposure to this downturn, and history, the likelihood that it may cut it's distribution. Thank you.

Q: Any idea why A&W would drop a huge 20% on Monday? Thats way beyond the average 10% drop! would you agree that it looks like a pretty good buy here?