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: Good morning Ryan, Peter, and Team,

These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad

Read Answer Asked by Bradley on May 12, 2022
Q: Just read in the Globe and Mail that Jim Pattison bought an additional stake in WTE, costing him $9.4 million loonies. This caught my eye, aka attention...what does he see about the future of WTE? Me, wondering if it would be a good dividend investment going forward for the portfolio of income stocks. Keen to get 5iR's take.......Many thanks......Tom
Read Answer Asked by Tom on May 12, 2022
Q: For many years I have had full positions in each of BEP.UN, BIP.UN, and BAM.A, and have done very well with them. For purposes of portfolio weighting, I have always treated them each as separate entities in their respective sectors ie. Utiilities, Infrastructure, and Financial Services. I am getting ready to retire and have started looking at the relative safety of my portfolio more critically. Given that these 3 are all actually part of the same parent company (BAM.A), should I be worried about being invested too heavily in one company, or is it fair to keep treating them as separate moving parts? I would greatly appreciate your thoughts.
Read Answer Asked by FJ on May 12, 2022
Q: Hello Peter and team,
It looks like BAM will be spinning off the asset management unit. On their earnings call, i believe they mentioned it and the stock went up quite a bit and then went down again. Now that it is confirmed, there was no reaction.. Any comments? In case they do spin it off as a shareholder would one get shares of new companies similar to their other spinoffs and would this results in surge in stock price? In other words, if you are a BAM holder , would it be good idea to buy more shares at current price of $61.00 cdn assuming it is within our allocation in our accounts. Much appreciated.
Read Answer Asked by umedali on May 12, 2022
Q: Hello 5i Team,
I own ZIM in my TSFA and RRSP. I expected they would withhold tax in TSFA; however I was surprised they did in my RRSP. The $17 dividend was very nice, but the 25% withholding tax was not so much. My buddy mentioned I need to fill out some form my RRSP. I don't know. Perhaps, it's because they are Israeli domiciled?

Thank you,
Brent
Read Answer Asked by Brent on May 12, 2022
Q: I found this excerpt from a December 29, 2000 New York Times article instructive:

From 1995 through 1997, the bull market was good for almost every company. Then, starting in 1998 it became more selective and by late 1999 and early 2000 it was focused on a fairly narrow group of stocks -- many of them highly speculative. The big market news of 2000 was the bursting of the bubble for many of them.

The collapse of Nasdaq appears to have damaged consumer confidence and contributed to the poor holiday sales this year. But most investors have stuck to the stock market, even as they abandoned Internet retailers and saw Microsoft lose 62 percent of its value. The Dow Jones utility average is up 46 percent in 2000, its best showing since 1943, as utilities profit from increased demand for power after years when few new generating plants were built.
End of excerpt.
In 2001 we had a 8 month recession.
Sound familiar?
I realize that there are a lot of differences now. We have the supply chain issues caused by the pandemic and a war which has caused a temporary spike in oil and gas and some agriculture related shortgages. in 2001 we had a recession. All this will pass. Not clear who will be the winners in the next 18 months. My guess is, all that money to be spent on infrastructure, anything to do with electric cars and weapons. Follow the money.


Read Answer Asked by Murray on May 12, 2022
Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.

Are there any suggestions you have?
Read Answer Asked by Gregory on May 12, 2022
Q: If you believe that the Canadian dollar is going to decline significantly against the U.S. what, in your opinion, is the most cost effective way in which to profit. Exchanging cdn dollars for u.s. dollars and purchasing u.s. stocks with the currency rate balancing out or exceeding any stock losses or simply buying Canadian stocks with high u.s. earnings and please name a couple of stocks if this is the case. Thanks very much.
Read Answer Asked by David on May 12, 2022
Q: LAC is really taking a beating. Is there something wrong or just the general market malaise not wanting companies with no or little earnings. I want to bulk my lithium holdings since I just have a small position in E3Metals. Thought LAC would be the go to name but this market sell up is making me pause. Is it prudent to wait before starting a position in LAC are could one start to layer in?
Read Answer Asked by Paul on May 12, 2022
Q: In December DND announced the transformative acquisition of Link for 3.2B financed with a share issuance at C$53.00 and a large debt facility. The timing could not have been worse. DND shares are now trading at $13 and tech valuations have collapsed. The original terms no longer make any sense. Do you expect the terms to be renegotiated or DND to walk from this deal?

Thanks.
Read Answer Asked by Joel on May 12, 2022
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!