skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Carnival CEO says demand isn't an issue - if one was betting on an industry recovery, which is the high quality/good balance sheet company to go to? Thanks
Read Answer Asked by Michael on October 13, 2020
Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?
Read Answer Asked by James on September 28, 2020
Q: Which 5 Canadian and US companies would 5i want to be holding when we get a significant market moving vaccine/treatment announcement? Tech and gold have been powerful during the pandemic but I want to make sure I am considering the right companies to add to provide balance if tech pauses and different sectors are needed for a leg higher. Your favs in each market and how/why you see them reacting to the announcement. Multiple credits are assumed.
Read Answer Asked by Tim on August 11, 2020
Q: Hi 5i , Thanks for all the recent guidance on stock picks in your flash report.
I read an article stating that Cruise booking for 2021 is already 40% more than 2019 bookings.
My question is which of the cruise companies have least dept and in a position to survive this downturn.
Read Answer Asked by Vinod on April 20, 2020
Q: Hello Peter and co,
Thank you for your voice of reason in these crazy times! My 18-year old granddaughter has been talking about investments, and recently announced that she has decided she wants to invest in a cruise line company, since they are probably way down. Her thinking makes some sense to me, as the cruise industry will survive, and the strongest players may benefit from assimilation of weaker players assets. Similar thinking regarding airlines. In both cases, bankruptcy may be a risk. Is it safe to assume that buying these sectors is a good long term strategy, and if so, which companies would you suggest? Presumably strong balance sheet is a must. I think I read that Warren Buffett bought some Delta Airlines shares recently. Considering all that, what would you suggest for a young 18-year old?
Thanks.
Read Answer Asked by Ed on March 26, 2020
Q: I am looking at buying into these three companies over the next six months to take a small speculative position. Are these three good candidates for survival? Would their be an ETF in this sector which would be a better option given the risk/reward?
Read Answer Asked by Terry on March 23, 2020
Q: Hi folks

Based on The current fundamentals........if you had to buy one cruise line, one travel co (eg expedia/bkng etc) and one US airline
what would your choices be?

Thanks I’m advance



Read Answer Asked by Robert on March 06, 2020
Q: Been keeping an eye on the travel stocks as they get pummeled by coronavirus concerns. CCL yield becoming very attractive--do you think there is a risk of them cutting the dividend as they battle through the inevitable sales decline over the next 12-24 (?) months
Read Answer Asked by Brett on March 05, 2020
Q: Can you assess the risk reward of buying these 2 cruise line stocks here - or would you advise waiting. NCL looks to cheaper; but has no dividend.

CCL has a 4.5% dividend ... (likely to be secure?) ..... which could justify be payed to wait for the eventual increase in share price.

Thank you for your help.
Read Answer Asked by Donald on February 18, 2020
Q: I read somewhere that the world airlines will need 100,000 new pilots in future years . China is a factor with so many Chinese travelling. Do you like CAE. Flight Simulators Any others?

Also Baby Boombers aging and taking Cruises. Who benefits the most here ? . Do you like this industry ?
RAK
Read Answer Asked by bob on January 14, 2019
Q: Hi 5iResearch Team,

Just wondering if you can comment on why RCL's stock price has been lagging behind CCL's over the last 1 1/2 --- 2 years. I currently own both and just wondering if I should should sell RCL and put the proceeds in CCL. Thanks,

Harry

Harris
Read Answer Asked by Harry on April 25, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!