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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: How do you see the real estate sector performing over the next 12-18 months? In an otherwise balanced portfolio, I currently have no real estate holdings. Would you suggest I add here and - if yes - would you opt for RIT or DIR.UN? It would be a 3% total weighting. Alternatively, I could purchase either OTEX, EIF or PRMW. Looking for a combination of growth with a fair-sized dividend and moderate risk. What would recommend - and in what order (strongest first)? Thank you.
Read Answer Asked by Maureen on April 05, 2023
Q: 2 for 1 questions...

1- What is the average PE for the construction industry as it appears that URI misfortune may be linked to the residential slow down. What is the forward PE for URI?

2- It appears that TD is the most shorted of all banks throught the world according to Bloomberg. That's not a small statement. Having said that, would you buy now or wait for a general bank recovery?
Sorry this makes 3 questions. LOL LOL

Yves

Read Answer Asked by Yves on April 05, 2023
Q: Hi team ,
I am holding onto smaller positions of the following names which I am down huge on : Sq, Twlo, Apps. I have held these through the tech wreck riding them to the ground. My question is do I keep holding onto them at this point waiting for more recovery , or do I consolidate them and buy a different position? If they are sells, what would be your most promising names to buy today? Some I were looking at were Ats, Crox , Bn. Thanks .

Shane
Read Answer Asked by Shane on April 05, 2023
Q: Office vacancies are at basically a three decade high.Interest rates have risen dramatically and are likely not going to materially fall for many years .Work from home is here to stay.How is Bam….with its monstrous office space exposure and huge debt going to be a favourable investment in the near future?
Read Answer Asked by Kim on April 05, 2023
Q: I stumbled upon I-80 gold because I have Equinox Gold EQX and Equinox just sold a bunch of shares of I-80 and reduced their ownership of I-80 from around 25 per cent to just under 20 per cent. EQX's selling of a block of shares drove down the share price and I took that as a buying opportunity. I believe EQX sold the block of shares not because they don't believe in I-80 but because they are short of $ for their capital projects for the next 18 months. What's your take on the motives for EQX reducing their ownership in I-80? What is your general impression of I-80? Lots of potential or lots of smoke and mirrors? There is hope that I-80 MIGHT have a porphyry at depth since there is a major anomaly from a geophysics survey. Is a porphyry find that big of a deal? The anomaly I believe is below the archimedes open pit? If a good ore body is found at depth from an existing open pit I take that as a good thing since they don't have to sink a much shaft for skipping and ventilation? Then again I am not a miner, but just a guy with time to read and who has an a good Internet connection!! You guys are the knowledgeable ones about mining.
Read Answer Asked by Paul on April 05, 2023
Q: Dear 5i,
Out of all the countries classified as Emerging Markets.
In your opinion which countries are expected to outperform the S&P500 index if held for at least 5 years? Can you suggest some Canadian and/or US listed ETF's that might achieve this goal. I'm interest in holding a 2 to 5% position for at least 5 years in my TFSA.
Read Answer Asked by Ian on April 05, 2023
Q: hello 5i:
would like your take on this ETF, for a registered account. We're looking for sustainable income: I've reviewed the sector and holdings breakdowns and realize the fund will not do as well in a bull market. Part of the reason we're so interested is that Seeking Alpha’s Quant system rates DIVO the very best nontraditional equity derivative income fund out of 14 choices, which is a fantastic stamp of approval.
If (a big word), we return to a bull market where growth handily beats value, DIVO should still see gains in NAV, correct? And the yield (around 5%), should be sustainable, correct? What have we not thought of here, or in other words, what are the red flags we've missed?
thanks
Paul L
Read Answer Asked by Paul on April 05, 2023
Q: Hi Peter,
My question is about Target Maturity Corporate Bond ETFs. Please comments on the advantage and disadvantage of using a ladder of these target maturity bond etfs as a base for the fixed income portion of one’s portfolio. Seems to me instead of buying individual bonds at a discount to take advantage of capital gain upon maturity, the investor can purchase these target maturity bond ETFs to achieve the same goal with more diversification. Is this correct? For investor, is the tax treatment between individual bond and target maturity bond etf the same on an annual basis on the interest income received and on the maturity year when the principal at par is paid out? What should we watch out for when considering this kind of ETFs? What will be your pick for the best target maturity corporate bond ETFs offered in Canada and in the US? Thanks.
Read Answer Asked by Willie on April 05, 2023
Q: Why would the Canadian Government invest 100’s of millions into a company that seems to be based in the UK and has gone bankrupt 3 or 4 times
Read Answer Asked by Robert on April 05, 2023
Q: I recently purchased the above preferred shares of 'Brookfield Properties', I believe a subsidiary held privately (51%?) by BN. I was intrigued by the generous 10.5% yield. Most of the these shares are owned by the 'who's who' in Canadian investment. Can you elucidate on their 'commercial real estate' risks that everyone is concerned about generally? Is the yield a factor of this general fear of commercial real estate, or is there a more specific risk in this company? Or, is it simply a factor of low volume? I am also somewhat attracted to the many 'mortgage reits' in the US, many showing 15% =/- yields. Can you speak towards these types of investments as well please.
Thanks
c
Read Answer Asked by Claus on April 05, 2023
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