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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: Happy Holidays to ALL at 5i,
I currently own FM at a higher cost than today. In a balanced equity portfolio would you own this stock? I don't want to exchange for another base metal holding and it is in a registered account so tax loss selling is not helpful. My question is more about potential. Do you think the weakness is about U.S./ China trade tensions, slowing Chinese economy or something specific with FM?
My preference is to hold on, but if you think this is dead money for years, then I would move on to another sector to prevent "lost opportunity" elsewhere.
Thank you
Read Answer Asked by Rudy on December 19, 2018
Q: I have a loss on Power Corporation.
I intend to sell the stock to take the capital loss.
Can you recommend a replacement?
Of course I like dividend and growth! But I could live with a smaller dividend and some growth,
65 an retired.
Thanks!
Read Answer Asked by Serge on December 19, 2018
Q: You answered a question on ECN.PR.C I would like to ask a similar question about ECN.PR.A. It has dropped a further $3 since last Thursday. Do you see any particular weakness other than the general conditions you have answered on previous preferred reset questions? Is the share buyback of ECN common shares weakening the company's position of paying interest? Most of my resets have been called back at reset date and new stock issued at lower rates so I have not replaced them. Is that a possibility here and with the C's? (deduct what you feel appropriate)
Thank you and Best wishes for the Christmas Season
Read Answer Asked by Paul on December 19, 2018
Q: Hello,
I currently own the mutual fund Trez Capital Yield Trust Fund in my portfolio. It pays an attractive yield of 8%. However, I understand that the parent company Trez Capital is currently winding down its operations. It is currently trading at $0.50 a share. Is my investment in the mutual fund secure or would you advise me to sell the fund and redeploy the funds?
Read Answer Asked by Alan on December 19, 2018
Q: Thanks for the quick reply to my question about debt-free companies. I shouldn't have used the word 'screen', although I appreciate you running one for me, and maybe the ROE criteria was too restrictive.

Asked another way, are there debt-free companies that you like and consider worth holding? I guess I'd expect names like KXS to make the list.

Thanks again for your help!

Read Answer Asked by Michael on December 19, 2018
Q: Do you think stock market action has become decoupled from the world economic reality? I note that unemployment in the US and Canada remains very low, GDP continues to grow and interest rates are still low (and it appears increases are less likely). Furthermore, a reduction in oil prices should put money back into the pockets of consumers. I feel that markets have been possessed by a wave of pessimism that borders on irrationality. I would value your opinion.
Read Answer Asked by Chris on December 19, 2018
Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil
Read Answer Asked by Phil on December 19, 2018
Q: Now down to these two mainstream gold companies. I think that perhaps that it might be a good idea to sell mux and use the proceeds to buy more KL. The later has been very profitable for me and unfortunately cannot say the same for mux. In that category would you consider buying ALS altius as an. option or something else. Thank you as always. Wishing you all the very peaceful and blessed Christmas and New Year.
Read Answer Asked by Maureen on December 19, 2018
Q: Absolute had a higher than average trade on Tuesday with a very strange pattern. Other than two small dips it traded at $7.75, flat, until about 2:30. I saw various sellers during the few times I checked in.

Have you any insight on what was going on?
Read Answer Asked by Danny on December 19, 2018
Q: I just sold my final energy stock last week for tax-loss, VET, so I'm out of the sector right now and wonder if it's a good time to reenter. I sold these two stocks in the summer, and see they are way down from where I sold. Are they still considered good companies, and do you think there is some growth in the stocks in 2019? Are the dividends considered secure? Thanks!
Read Answer Asked by Kim on December 19, 2018
Q: Hi 5i,
Can I have your opinion on averaging down on these in the current climate, say in the next few days,. Without regard for weightings,risk profile etc, could you rank them in order that you would chip away at them?
Thanks
Read Answer Asked by mike on December 19, 2018
Q: Hi 5i
Let's say selling for tax purposes is not relevant for this question. Given the current negative momentum would you prefer (1) walking away and coming back after the New Year to assess the damage (of a portfolio) to decide a course of action or (2) actively manage (chip away or sell) before year end.
I suppose this is a question about "do nothing or do something" decisioning.

Thanks
Mike
Read Answer Asked by mike on December 19, 2018
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