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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: How would you rank the banks? Strongest to weakest in this environment.
I'm considering selling some far "out of the money" puts to get some income. And if I get assigned, so be it. I'll suffer with a few bank positions yielding close to 8%. Geez, we're talking about bank stocks! I figure if they get into trouble we're ALL in really really BIG trouble.
For example, TD at $40 would yield me 7.9% in dividends. That's like 10.2% in interest. Or RBC at $58 would yield me 7.4% in dividends.
So which Canadian banks would "crack" under pressure and which wouldn't.
Thanks and take care!
Read Answer Asked by Carlo on April 07, 2020
Q: Re the couple who live on their RRIF and wished to "harvest capital losses", I hope they understand that you cannot harvest capital losses in a RRIF. Not sure if they were asking about their RRIF only or other accounts.
Read Answer Asked by Earl on April 07, 2020
Q: Given that the CDZ ETF holds companies with a 5 year record of raising dividends, I am wondering if there are going to be very many left after this crisis. Best case scenario I think for most companies would be to hold their dividend due to the uncertainty. That leaves a small universe of possible companies to hold and may lead to concentration in Banks and Telcos, maybe pipelines. Any comment?
Read Answer Asked by Earl on April 07, 2020
Q: Defense Industry ETFs: Searching the database I do not find any questions on this subject (ITA, XAR, DFEN, FITE, etc.) Would be an allocation to USA industrial exposure outside of tech. Do you have views, suggestions, insights and/or rankings?
Read Answer Asked by William Ross on April 07, 2020
Q: I have what I call a mini portfolio of higher risk stocks in addition to my portfolio of diversified quality portfolio.
I presently hold ATE, AKU, PNG. I want to add 3 oil stocks to this portfolio. Thinking maybe, VET, MEG and NVA. Opinion. Any other likely candidates in the smal/mid cap. Candidates should be less than $5 and a good hedge position to protect them over the next 6 months.
Read Answer Asked by Roy on April 07, 2020
Q: Do you think this rally is sustainable? The markets have really rallied lately and was wondering if a guy should lighten up a bit.
Read Answer Asked by sean on April 07, 2020
Q: Peter and team
Mr Burry and others speak about an index fund and ETF "bubble" about to burst.
I am not alarmist by nature, and can see how some smaller "boutique" etfs might dissolve, but I would think that the larger ones that track major indices by BMO, Vanguard etc are as secure as the markets.
Just looking for thoughts and comments

Thanks

Phil
Read Answer Asked by Phil on April 07, 2020
Q: I like this quote so much, I like to share:
"In times of change learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists."

—Eric Hoffer
publish or not
Read Answer Asked by claude on April 07, 2020
Q: In October, you recommended the above ten companies as best in Canada to own. Are they still the best ten...most peaking in February and then falling like all stocks, some more than others? If I wanted to invest in your best three choices, which would you recommend and is now the time or wait another month? Guessing the bottom is impossible. Thanks
Read Answer Asked by William on April 07, 2020
Q: Power Financial has merged with Power Corporation. The dividend is over 8% and just recently raised before this covid virus. But when they were two companies, combined the dividend would be much higher for two companies so do you think they would still cut the dividend?
I know they haven't created much value over the years but now being a merged company, do you see more upside? I know you prefer Sunlife. I just think Power Corporation has more divisions they could spin off once this downturn is over. Do you agree?
Read Answer Asked by Helen on April 07, 2020
Q: Like everyone else I have been hammered in the oil sector.
Would it be prudent to sell off GEI, IPL, and KEY, take the capital loss and funnel all the remaining funds into a company like SU, which do doubt will survive this crisis and now with a nice dividend yield?
Has SU ever cut their dividend and how safe do you think it is even in this environment?

Is their another company you might prefer over SU, (other then ENB, RNW & BEP.UN) which I have as well?
Would you sell all of the three above or hold on to one of them maybe?
Deduct points as you deem appropriate.
Thanks
Jeff
Read Answer Asked by JEFF on April 07, 2020
Q: if this relief rally continues tomorrow does it make sense to trim some good stocks if I like liquidity
Read Answer Asked by thambirajah on April 07, 2020
Q: Some of my holdings eg gc plc mg doo
appear r weak in the recovrey phase eso if my time frame is say 18 months.
if I like to reduce my holding by one or two hich one would you suggest
Read Answer Asked by thambirajah on April 07, 2020
Q: Hello 5i Team !
I received today a Management Information Circular of the TSGI and Flutter Entertainment PLC all-share combination and Notice of the special meeting. My worry is if I keep my shares in TSGI, I will receive 0.2253 of a Flutter share for each Common Share I hold at the time of completion of the deal. If I want to sell my new Flutter Entertainment shares in the future, which trade on the London Stock exchange, it would cost 125 $ and up to sell these 135 shares. Should I sell my TSGI shares before the closure of the deal and buy a similar company such a Great Canadian Gaming (GC-T) or which ever company you might recommend ?

Stay safe and thank you for your sound advise.

Elaine
Read Answer Asked by Elaine on April 07, 2020
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