Investment Q&A

Q: Good afternoon, As a long-time Chartwell investor, of course I'm not pleased with its recent price decline. In our combined portfolio, I've allocated it in the healthcare sector. If I believe that the NWH.UN tenant base is more secure, would you be OK with a switch from Chartwell to Northwest Healthcare Properties, Do you concur with this thesis?

Thanks, and stay healthy.

Q: Just checking to see if Great Canadian Gaming's business is completely limited to casinos with physical presence needed or is there an online segment as well. If the online component is limited or does not exist at all, would there be an alternative company or two in the same field that you would recommend that relies mostly on revenue from online gaming. Thanks.

Q: Hi Peter
What are the pros and cons of buying CLF vs actual laddered Govt bonds.
Seems CLF is easy to sell--but is there more risk in a down market?

Q: Peter
I know you have said that the stock market may start going up before this crisis is over and confuse and confound investors. Well I am one of those investors. If as the Royal Bank said this morning millions of dollars have been pulled out of mutual funds in the last several weeks, I can’t imagine that it is those people getting back in the market or is it? Where is all the money coming from to buy stocks? What is the stock market anyway? Institutions and individuals buying and selling to each other to try and make a buck? I read once that the world could do without oil before they could do without the stock market. Do you believe that?
Post if you want. I am sure I am not the only investor out there who can’t make sense of the stock market.

Q: What are the Canadian equivalents thanks

Q: I have only 5% international exposure right now. can you give me 5 ETF's that have good potential upside coming out of this downturn that could help me balance out my portfolio by region. Asset class not a factor.
Thanks Dave

Q: I’m confused. I understand that there is risk to prefer chairs in that they rank behind balance but I had of common stock. Therefore the strength of the company affects the strength of the preferred chair. I also understand that with low interest rates the rate reset or perpetual preferreds have had their values affected. What I don’t understand is the minimum rate resets. There are strong companies that have minimum rate resets that will reset at 5+ percent guaranteed in the next few years. Why are these not trading at higher prices.Many of them are trading at 40% of their issue price. Please help me address my confusion.

Q: Before the downturn in stock market, the stock positions my portfolios, balanced and income, were matched with target weights, for the most part, like okay. Now I am thinking about starting a new portfolio comprised of the 10 Canadian stocks listed in the 5i SPECIAL OPPORTUNITIES REPORT, dated March 9,2020, and this portfolio would represent 5% of my total equity positions. I understand that it would be concentrated rather than fully diversified but I would be comfortable with this. Rather than overweighting the positions that I currently have, I thought it best to open a separate portfolio to track these special opportunities.
My intention would be buy individual positions over time, slowly to achieve the target weight, and that the positions held for the long term, aka 5 years. And I would be using cash that is available.
I would appreciate your thoughts and comments, like anything that I should be aware of or blind sided to..........Thanks.....Tom 

Q: Which would you prefer today, VTI or VUN?

Q: recently both copper and natural gas have broken out how would you play these sectors or would you advise to stay away ithese two compamies are picking up momentumm whats your opinion

Q: Do you have any concerns about Keyera's dividend for the next 6 months or so.
Thank you

Q: Hi 5i,
Last quarter I was considering watching my short-leash holdings like VB and COV for one or two more quarters ... considering the situation today would you carry on down the same path patiently or reconsider as that 1-2 quarters looks like it will be much longer?

Thanks
Mike

Q: Hi,

Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?

Q: Hi.
PINS issued Q1 guidance after hours today and the stock price is up over 14%.
Would you please share your opinion on this stock?
Also, what other stock names listed in the US are similar in “business “ like PINS?

Thanks

Q: Hi guys,

I hold CP in my portfolio at 3% (still in the green), thinking about switching to L or Costco for a little more security in these difficult times, your thoughts?
Keep safe,
Jim

Q: Dear 5i Team,

Several ETFs like HHL and EIT use a covered call strategy for portions of their investments. When markets have an overall downward trend, or are otherwise directionless but volatile, is this an effective strategy? I know that it works in an upward trending market but wasn't sure about the other scenarios.

Thanks in advance!

Derek

Q: Hi There! Albeit a US stock, hor on the Virus trail. Wondering if you have any insight into it.
Thanks!

Q: Can you comment on the following and what it means going forward. How important, if any, is this?

Claret Asset Managment out of Monteal disclosed 10% ownership of shares including buying 739,000 share since March 11, 2020

Q: I've seen you mention a few times that KXS and DSG are in the logistics business in one form or another. How much do their businesses overlap, and would it be okay to own both and still have a some diversification? Or is it best to stick with one and diversify elsewhere.

I'm largely asking b/c I'm looking for exposure to great Canadian companies (limited opportunities far as I can tell) and these are two that I'm interested in (already own KXS).

Cam.

Q: With many mines and exploration companies shutting down or partially shutting down do you see a shortage of the supply of precious metals, assuming this is on a global scale. Same question for base metals. Just an opinion is fine since nobody can predict economic and market developments with any degree of certainty, a fact that you recognize and that has been very helpful to me in my investment strategies. And very much appreciated!