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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: I get most of my income from dividends. Please name 4 sectors where dividends might be relatively Less likely to be suspended and 5 companies that will do best with the criteria mentioned. I understand that at this time it is hard to project but I ask for relative possibilities with the current situation that may change. 
thanks 
Yossi
Read Answer Asked by JOSEPH on March 26, 2020
Q: While our politicians and others say this is unprecedented, the truth is it has happened before. The 1918 Spanish Flu killed 33 million world wide because they didn't know much about prevention and soldiers were returning from war. Some areas did close borders and practice self-isolation. Even the word quarantine comes from the 40 day isolation period in the middle ages. What happened after 1918?
Markets improved, then there was the 1920-21 depression (maybe war related) followed by one of the biggest bull markets ending in the 1929 Great Depression.

We haven't used the word depression yet but a depression is a fall in GDP of 10% or more or a Recession lasting more than 2 years. I think it is likely that we will have a technical "Depression" and using the word may send markets lower. Either way we are not finished and we need to test the lows and see some real light at the end of the tunnel. But it will end and return to normal and higher prices. My thoughts as I sit in self isolation. Stay safe everyone.
Read Answer Asked by Earl on March 26, 2020
Q: Assuming markets will tank again, which would you suggest be purchased for a long-term hold at that time: BAM.A, SLF or TRI? Retired investor looking for dividends with some growth.

Many thanks to the entire 5i team for your collective efforts to provide us with timely, thoughtful information and a much-needed balanced perspective during this most challenging of times.
Read Answer Asked by Maureen on March 26, 2020
Q: The above TFSA holdings have not performed well and of course, are not eligible as tax loss harvesting. This is one of the potential downsides of TFSA investments. Please give me your thoughts on which ones you would move on from and without worrying about sectors, some replacements you think will recover well. Thanks again for your guidance.
Read Answer Asked by bill on March 26, 2020
Q: Hello 5i Team

Could you please provide an update on the mortgage investment corporation.
Are they a reasonable source of higher yield interest income?
The four MIC and First National have suffered the declines similar to the market.
These investments would be held in my RRSP for long term interest income and not for capital gains. These would be a small portion of my high yield fixed income portfolio which includes corporate bonds and convertible debentures.
How did MIC fare in the low interest rate environment after the 2008 crash / recession as most stock charts only go back 10 years.
Thanks for the excellent advice in the last four weeks with all the market changes.
Read Answer Asked by Stephen on March 26, 2020
Q: If my aim is to raise some liquidity for more prudent re-investments in the coming weeks, which companies in your balanced portfolio would you consider as best choices to sell. Not seeing the road ahead with any clarity, I'm interested in keeping those companies with strong balance sheets, and selling those that may suffer the most in these unforseen times.
Thanks,
Read Answer Asked by Claus on March 26, 2020
Q: Luckily, I went to cash on most of my US holdings in Feb, but kept some VIG, thinking it would survive better than others. That has not really been true and I notice that it does not bounce as much on an up day as one like VIS, which also pays a higher yield. As I start picking away at re-building my US portfolio, what 3 ETF's would you recommend?
Read Answer Asked by Maria on March 26, 2020
Q: Hello 5IResearch
Are there any canadian ETF that tracks the travel industries such as the air lines and or the cruise lines that you can recommend ? If not what would you recommend to participate in the travel industries recover .Thanks for all the recommendation that are posted each day.

Read Answer Asked by claudio on March 26, 2020
Q: Good morning,
Is there an ETF of big cap Canadian dividend stocks equivalent to PDC but without the large energy component? On the other hand, have the pipelines in PDC suffered enough that I shouldn't worry about the energy component going forward.
Read Answer Asked by Ken on March 26, 2020
Q: would you agree with the expectation of lower rates for longer and if so, what about selling Pref shares which have been killed and switching to a high yield
bond etf or fund? Does this make sense given the current sell off in credit?
Any recommendations for a purchase ? thanks
Read Answer Asked by Scott on March 26, 2020
Q: Hello All,
Why would stocks raise just because of the stimulus.
The Streets are empty and companies are laying off people or are closed. No production, no income, only stimulus money from governments which is not backed. There will no quarterly earnings now and for the second and perhaps 3rd quarter!
Why is the market bull crazy, doesn't make sense.
Thank you, Frank
Read Answer Asked by Frank on March 26, 2020
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