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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: perpetual preferred shares - I am trying to understand the risks in purchasing perpetual preferreds as part of my fixed income allocation. i am going into retirement so steady income is more important to me than the day to day fluctuations in the face value of these. I understand the risks with rate reset but wondering what i am missing with Perpetuals. I hold a number of them in my US investment account and they have generally been significantly less volatile than the market in general and continue to pay me a nice steady stream of income. Am i missing something here!
Read Answer Asked by kelly on February 14, 2020
Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.
Read Answer Asked by Stan on February 14, 2020
Q: Which Canadian companies can China hurt the most especially with these new charges against Huawei. today. How does Sunlife and Manulife fit into this question?
Thanks, James
Read Answer Asked by JAMES on February 14, 2020
Q: Your comments on their results. Is there a stock split? Thank you
Read Answer Asked by Margot on February 14, 2020
Q: hello 5i:
WFC should now be showing signs of stability in their turnaround, if such a thing is going to happen. Can you comment on this subject, on their valuation compared to other US banks, and to how you view them today. I understand that JPM is your favourite, but it looks pricey to me.
thanks
Paul L
Read Answer Asked by Paul on February 14, 2020
Q: I have held these stocks for a few years and am underwater in all of them.
They all pay a small dividend.Should I take my lumps and move on .
Take whatever credits required.
Chester
Read Answer Asked by Chester on February 14, 2020
Q: The purchase of Sprint by T-Mobile was approved. The stock is at a new high on the news. Would this be a good time to buy? Can you please advise if analysts’ target revisions support the current price, are earnings expected to accelerate or have there been earnings suprises recently? Grateful if you would also advise on free cashflow, debt, and whether it is expecting a lot of growth from 5G. Thanks again for your valued views and insights.
Read Answer Asked by TOM on February 14, 2020
Q: Good Morning, please comment on recent earnings report from Peller. Do you like this security or better to look elsewhere for a small cap with good upside and minimal risk. Rob
Read Answer Asked by Robert on February 14, 2020
Q: What do you think about Jim Cramer's comments that fossil fuels are dead? With all the pipeline protests and endowment funds divesting of fossil fuel investments, it seems there is limited long term growth for these companies. Should one divest of pipeline and fossil fuel stocks and instead go towards renewables? Considering that millennials will be the next big wave of investors, and they tend to be anti fossil fuels. Could you provide some ETFs that are focused on renewables?
Read Answer Asked by Dennis on February 14, 2020
Q: Due to fortunate timing following some great advice (thanks 5I!!) combined with the recent market surge, we find ourselves overweight in Tech. With relatively equal weighting, which of these 7 companies (if any) would you consider selling? In what order?
Read Answer Asked by Stan on February 13, 2020
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