Investment Q&A

Q: Can you suggest five companies from the oil sector that are least likely to go into bankruptcy with oil at current prices.

Q: As a follow up to your answer you failed to answer the second part of my question which is: at the recent price (around $25) do you think BCI has long term value and potential for good upside?

Q: What would your top 2 stock or etf picks be in each sector (US or CDN stocks) keeping in mind a relatively strong balance sheet, liquidity and stable and / or increasing future growth. Thank you for your sage advice!

Q: Hello,
I am currently waiting out this deep downturn in the market. At some point the market will start recovering. I have followed your recommendations in the Portfolio Tracking and Analysis tool.

If you had $500,000 sitting in cash which you want to deploy once the market turns around, which sectors would you look towards investing in for the eventual upward trend? Would you be able to provide your favourite stocks /ETFS which you would use to cover the sectors you think will be first to recover?

Thanks for all your help.

Q: With the recent announcement of the merger of Argonaut Gold and Alio Gold, do you think this will be of benefit to Argonaut shareholders. Could this help to reduce Argonaut's debt load and provide a better outlook for both production and exploration potential. Also could you provide insider holdings for both companies. Thanks.

Q: UK Banks have suspended their dividends for remainder of 2020...do you see that as something that has a decent chance of happening here in North America? Thank you.

Q: How is it that western Canadian oil is at a historic low and yet CNQ & SU are gaining in share price ?

Q: Have 2.3% in ARE ,2.4 In TFII. Thing of selling ARE at a loss and adding to TFII purchased @ $28.42 . ARE has. Slightly higher dividend . I consider TFII a better growth stock than ARE.
TFII has had a sharp drop from $48 . I consider throwing out the baby with the bath water. Strong need for transport and lower gas prices adds to an incentive to buy.
I’m I on track?

Q: Hello, I would like to get your best guess as to how the cdn bond market would react under 3 different scenarios.

1. Rates stay static for the next couple of years as we slowly make our way out of this and there no other real shocks to the system.

2. Rates rise as things improve much quicker than expected and the economy booms along with higher inflation than expected.

3. The situation slowly get worse and prolonged and rates fall to below zero.

I am confused at the best of times but these days are setting things to a whole new level.

Currently own xbb and vcit as fixed income. Better options?

Thanks for all you are doing it really is helping.

Q: Under what circumstance would you consider swapping one BIPC share for one BIP.UN, assuming the ongoing dividend and unit distribution payout are identical.

Would it be just the tax consequence on the future sale of the share or unit, and perhaps the tax treatment of the dividend and unit distribution payout? Thanks.

Q: Thoughts on buying this? It is up 10% so maybe I missed the buying window?

Q: Do you think the suspension of dividends is a direct result of the Covid 19 event and management has cut it out of an abundance of caution or are they severely in distress for cash. If the former do you believe that at the recent price (around $25) BCI has long term value and potential for good upside?

Q: What are your thoughts on being opportunistic on Wall Financial given that the shares are off approx. 40% with the recent market turmoil?

Q: Given the high implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years.

Thanks

Q: I have owned this particular preferred share for 5 years now and that has just recently been renewed and with the recent drop in the market and overall poor performance and using your crystal ball would you continue to hold or just sell and move on. Please do not take into consideration a capital gain loss or interest payment

Q: Hi Gang
Can you give me your 5 top reits at this time given this environment
Thanks for your help
Mike B

Q: Greetings Team 5i,

I was thinking of buying for RRSP but concerned about losing out to withholding tax.
XDG is a Canadian wrapper with around 53% of USA holdings plus rest of the world.

Would you have an idea of the withholding tax status? Held in an RRSP, would the USA holding's dividends NOT incur withholding but the remainder would?

In this case, I am giving the issue of withholding tax too much thought and should just buy it for its merits?

Thank you in advance!

Q: Hi All at 5i!
I read an article by Jeff Booth entitled” Jolted awake from an economic fantasy “, in the Globe and Mail on Saturday. Basically, Jeff gave an example of a saver and a person who took on a large quantity of debt and kept doing so. In 2008 , when there should have been an economic reckoning ,the Saver was punished , but the indebted person was rewarded by the government pumping liquidity into the market, thus fuelling the economy with even more debt, and not allowing things to fail as a capitalistic market would dictate. So now, with this virus, and more government indebtedness, to help the country, where will this leave us? Will we be kicking the can of economic collapse further down the road? I am just trying to figure out the economic implications of all this, with my limited insight, as economics is not my area of expertise and I am getting a headache. I was hoping you could comment. I am heading into retirement, and am just wondering how I should position myself to safeguard my savings ...the market is unstable and the GICs are punishing the savers...again. Thanks, Tamara

Q: Pls comment on Seagate Technology earning , outlook, and future growth.
The stock looks cheap, is it a value trap? How had it done on dividend increases in the past 5 years. Would you recommend a buy?

Q: Looking for big pharma ETF`s when the pandemic is over to invest, which would be most tax efficient in a non registered account. I guess this limits them to the USA.
Any Canadian ones.
Thanks
Jeff