Investment Q&A

Q: Acuityads further to a previous question I was wondering if their balance sheet can "weather the storm." Can you expand on this part of the question. Thanks
John

Q: My question is about online access to investing accounts while visiting the USA. My accounts (Canadian equity accounts as well as US equity accounts) are domiciled in Canada. What are the rules for viewing or online trading in those accounts when I am in the United States?

Q: Pembina is acting badly again today (unlike the other pipelines). Any rationale for this? I see that it was halted earlier today but no news was posted as to why.

Q: HWO along with everything in the energy sector in free fall. Been here before I am ok but trying to figure what is worth holding/buying or letting go.
In your opinion will Hwo survive this rough patch?
Thanks
John

Q: While I realize that low oil prices are bad some, they are surely good for others. Can you please offer 5 suggestions for companies that stand to benefit from plummeting oil prices, If you can sketch the dynamics of this how this might play out, that would also be much appreciated

Thank-you.

Q: Any news behind the 15% drop in share price today?

Q: Any reason why this is so impacted today?Thanks.

Shyam

Q: Questions on Canadian Tire:
Does 5i feel CTC's Finance arm's lending criteria exposes it to significant losses (and a surprise to the market) in the current environment? Based on your view of the lending side of the business, does 5i feel the Finance arm supports or detracts from an investment in Canadian Tire at this time?
Finally, how strong does 5i view CTC's web presence, and its competitive position digitally versus strong competitors like Amazon?
Thank you
Edward

Q: In a taxable account I have TD and BNS each with $2500 losses should I sell for the capital loss and buy Royal bank. I have capital gains I can write off then

Q: I am trying to understand how a payroll tax cut rumour can spark a potential bounce in the market and if a big bounce (should it happen) is just an artificial bounce or something to take seriously? To me it would seem that coronavirus is only just beginning to be felt in North America and that rate cuts and tax cuts can't change the impact of fear and potential shut downs. My question is do you think the market has fully priced in the impact of coronavirus on the economy or has it just reacted to the headlines with another probable leg down when earnings are dented?

Q: The only thing that didnt go down with the rest of market was an asset class called Pensions. I believe the assets behind all pensions when south including the deterioration of the credit quality of the bonds held within .Is it possible that pension holders may feel the same pain as other asset holders?

Q: Morning guys:
With the recent dip and people in panic mode , would it be time to step into this quality name now ?
Thx
Mark

Q: For investors with high level of cash and based on current information available, how would you deploy capital going forward?

If we experience another big drop in the coming days, would you advise waiting for more stability. I did buy stocks today but remembered that I bought in too early in the last downturn.

Thank you for the special report today. Much appreciated.

Q: I'am thinking about buying 10000 shares of husky and Meg energy putting away for 5 years thoughts

Q: David Baskin said the big canadian banks have not reduced their dividends since 1964
would you say the dividend is safe on ZWB and is it a good time to buy.

Tom

Q: Enbridge down 16% today. Does the drop in price of oil, really hurt their business that much?

Thanks.

John

Q: Many thanks for your latest Market Update and Special Report! They are excellent and very helpful.

Please continue to do more in the future. Actually, if it's not a big burden on your time, I would suggest to do a Market Update and/or Special Report at the start/end of each week, or on "as-needed" basis during the time of these very turbulent markets.

Thank you for being here for us!

Q: Hello Team

Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.

Q: What are your thoughts on PENN National Gaming from a valuation perspective? Do you view their deal with Barstool Sports as a big opportunity to jump into online sports betting in the United States? Are there any other sports betting pure-plays (e.g. SGMS) that you prefer over PENN?

Thank you!

Q: A grim day today on the market.
BUT ...as I wind down the day do so with a smile.

I wish THIS (situation....see below) would happen to me more often:

I have fortunately owned ZM for a while.
After a down day recently I decided to add to ZM.

Inadvertently I bought ZOOM .... at about $3.50.... and it closed at just under $8.00 today. ( what a dunderhead - me.... lucky dunderhead.... and what a “fun” problem given all the ugliness in the market ).

I have of course investigated my good fortune here ... but am still unsure “why” ZOOM continues to zoom ( up).

Can you enlighten me?

Thanks.

PS outstanding work on 5i’s part with today’s communiques.

Like many others I have followed Peter’s picks and market musings for about 20 years; and am grateful for having done so.

But now we have Peter plus the whole 5i Team.
Talk about leveraging and multiplying talent ....and for the greater good - including the Charity activity.

Lucky us :)

Bravo, 5i.