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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: Hi 5i - Retired income investor but also interested in growth. I have been holding FFH.PR.K:CDN for a number of years. Decent income but limited growth opportunity. It represents 1% of my portfolio. Portfolio analytics indicates I should increase my exposure to communications services. I've been thinking of selling FFH and buying BCE which I don't hold or adding to my current Telus holding (at 2.5%). Other options could be adding to Fiera (only 1% holding) or to TD (3.6%). Appreciate your thoughts and other options that provide relatively safe income with a greater long term upside. Really appreciate the good work you guys do!
Read Answer Asked by Martha on April 29, 2020
Q: From your portfolios, can you please list the top 5 companies that are hit much more than they deserve in your opinion, and are solid investments in the next 5 years? That's for my children RESP, who need the money in 5 years.
Read Answer Asked by Mahdi on April 29, 2020
Q: Hi !
I presently do all my transactions for the stock market on RBC Direct Investing. However, I am increasingly frustrated by the frequent breakdowns in the site. For example, this morning, 20 minutes before the opening of the market and now, 35 minutes after the opening, it is just impossible to check stocks or pass an order. In trying to reach the site, I get the following message: "The server is busy at the moment. Try later."
I understand the markets are seing increasing traffic lately, but I would expect the biggest bank in Canada to be up to the challenge.
Do you know if the problem of accessibility to direct investment account investment is similar in other providers of such service ?

Thanks for your help,

Jacques IDS
Read Answer Asked by Jacques on April 29, 2020
Q: i am interested in buying SU in my Rif to offset a tax loss of the same company in my non registered account. I was wondering what you think of buying suncor at the moment. Also wondering how it can be up five percent today when oil is hammered so hard?
thanks for all the help
Read Answer Asked by joseph on April 29, 2020
Q: We are now about 15% below the peak for the S&P 500 and 17% below the peak of the TSX this year. Do you think the market is being too optimistic in apparently giving us about an 85% chance that everything will go back to normal very soon?
Read Answer Asked by Andrew on April 29, 2020
Q: The guy who predicted the 2008 financial crisis is now forecasting a depression 10 times worse than the 2008 crisis.
Furthermore Rosenberg predicts it will take 10 years to get out of this Covis 19 downturn.
I will appreciate your insight.
Read Answer Asked by Terry on April 29, 2020
Q: At today's prices, what Canadian stocks look most attractive to you for a long-term hold?
Read Answer Asked by Chris on April 29, 2020
Q: Hello Peter,
From your reports, Shopify has an inside ownership of 7.4 percent whereas Lightspeed only has 1 percent. Could this somehow be viewed as Lightspeed's management does not have the same confidence in the company as Shopfiy's? I am looking at LIghtspeed as potentially smaller version of Shopify's and am reluctant to put more than 1 percent given the inside ownership.. Please comment. Also, from the cannabis companies, would Organigrams be decent one at this price? Thank you
Read Answer Asked by umedali on April 29, 2020
Q: Dear5i,
I am interested to start a position in either CRM and/or VEEV. Are these 2 companies in a similar business or would you suggest to diversify and select booth. What is your opinion on these 2 companies.
Thank you for your help.
Albert
Read Answer Asked by ALBERT on April 29, 2020
Q: I would appreciate your thoughts on SVM. Is this something. It recently agreed to purchase Guyana goldfields. Wondering also your thoughts on this acquisition.

Also somewhat related, there is a lot of talk about gold and wanting to own gold in portfolios. Do you agree and if so do you think you would do better off with the metal itself or individual stocks if you have 3-5 year time horizon? Thank you
Read Answer Asked by Aleem on April 29, 2020
Q: Hi Ryan and Peter.
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 29, 2020
Q: Thank you for your explanation of floating rate versus fixed rate preferreds with my two examples of BAM.PR,B and BRF.PR.E. { I assume by fixed rate you mean perpetual } ..... I don't really understand the preferred space but have been researching the effects of the virus crash versus these stock prices. Overlaying the price pre crash on the various kinds.... Perpetuals had a little drop and climbed back to close to where they were. Whereas fixed rate resets and floating rates fell between 20% and 40% and are still down there. Well we all know interest rates aren't going up any time soon and it sure looks to me like there isn't a lot of room to fall. Two I'm looking at are FTS.PR.I a floating rate preferred and ENB.PR.H a fixed rate reset preferred.... I'm trying to understand why they were hammered so badly when realistically interest rates don't have much room to drop . I'd still be getting the interest rate based on the stock price which would be close to 10% on one and 7% on the other less whatever the amount of the interest rate drop is wouldn't I ? . What is the investment theory that made them correct so much ? And what market conditions would exist to gain back those losses ? ...Visually it looks to me like in the case of the Enbridge product if interest rates were to drop a half a percent my yield would drop from 10% to 9.5% ..... I know there is something I'm not grasping here . I just don't know what it is . Thank you for your guidance through these financial conditions.
Read Answer Asked by Garth on April 29, 2020
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