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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: Please suggest replacements for the above stocks. I want to harvest some capital losses.
Read Answer Asked by Larry M. on March 26, 2020
Q: Hi Peter & Ryan

This is just a comment but please feel free to deduct a question credit.

During difficult market times we send you questions so that we dont feel alone when markets are crashing. It's the time we need some "emotional support" and the Q & A provides just that for me.

Thank you kindly to you both for helping me navigate during these turbulent times. I bought GSY and I held even though it dropped after that.My cost was still in the region of about $28. I was tempted to sell when it dropped further but found solace in your answers to the stock. I am glad that its today up over 25%.... I can't thank you guys enough for providing me with the confidence to hang on to my positions and to cease opportunities during crazy market swings.

Once again, thank you and much appreciated.
Sincerely,
Read Answer Asked by ilie on March 26, 2020
Q: I understand that Brookfield Asset Management really thrives in this kind of environment. They are very good at funding companies or buying up shares/debt in distressed markets and they certainly have lots to choose from. An article in today's WSJ said Wall street money guys are getting lots of calls from companies needing cash.
Read Answer Asked by Murray on March 26, 2020
Q: Looks like the markets are liking the financial aid packages approved in the last day or two but do you think that this bounce is warranted? Would you start deploying cash here in both the Canadian and US markets or wait for less volatility? What does your experience tell you? Thanks.
Read Answer Asked by K on March 26, 2020
Q: Are there any Canadian companies out there that have been ridiculously punished and would be good to start or add to a position? I was thinking ecn and gc are a couple.
Read Answer Asked by Chris on March 26, 2020
Q: What will be your Top 10 stocks in the TXS 60 index to get the highest dividend with the lowest risk reward?
The 10 stocks suggested in BEAT TSX 2020 seem a bit risky.
Read Answer Asked by Olivier on March 25, 2020
Q: Hi,

I purchased these utility and telecoms largely because of their low beta. In the recent downturn, they fell as much or more than hi growth stocks like SHOP, FB, AMZN or NVDA. AQN was down over 40%?? How do you account for that? Seems to me I'm better off ignoring 'safety' and going for growth?
Read Answer Asked by Graeme on March 25, 2020
Q: Hi everyone,

I hope everyone at 5i and their families and friends are healthy and getting through the quarantine period.

I have a question about building positions. I assume its generally accepted that a full position is a 5% weight. Do you recommend sticking to full positions (5%) and half positions (2.5%) or can you build positions at 1%, 2%, 3%, 4% and 5%. Assuming a 1% position might be a junior gold miner, a 3% position would be something like Suncor, which is a good company, but volatile because its based on the price of oil and a 5% position being a stable, blue chip like BCE? Is it ok to look at it this way or does it make things too subjective and its best to stick to full positions (5%) and half positions of (2.5%-3%) and perhaps avoid some of the more speculative investments that would be a 1 or 2% weighting. If you're not comfortable holding 3%, maybe its not worth the investment?

Thanks,
Jason
Read Answer Asked by Jason on March 25, 2020
Q: How would someone find a list of companies that have been around since the early 1900's (have gone through the depression, wars, hyper inflation etc) and never cut or suspended their dividend? Would those same companies be theoretically safe and follow the same history if we end up in a prolonged recession/depression now?
Read Answer Asked by david on March 25, 2020
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