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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: 5i.
Whats your thoughts on the utility companies?
Do you think they will hold during this crazy market?
I been holding the following stocks for near 3 years.
I have only trimmed BEP.UN.
My weightings are ok.
These are in my income portfolio.
Any suggestion?
AQN,EMA,FTS,CU,BEP.UN
Read Answer Asked by Stephen on March 12, 2020
Q: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
Read Answer Asked by Bob on March 12, 2020
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Read Answer Asked by Pierre on March 12, 2020
Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!
Read Answer Asked by Gregory on March 12, 2020
Q: What's your view of Covid 19?
In the event the contagion is contained, should we expect a meaningful market rally or would the damage done to the economy be felt for a longer period at this stage. Simply looking for your outloouk and gut feeling. Thank you!
Read Answer Asked by Pierre on March 12, 2020
Q: Hi Team!

Of the 3 listed stocks, do you have a preference to slowly accumulate in this up and down market?
PTS had some decent Q4 and FY results and decent 2020 guidance. Would they be that affected by COVID19? They are essentially just providing loyalty e-commerce and technology solutions.
Would CJT and TFII suffer that much in the e-commerce space given their delivery aspects? With the oil selloff (and thus reduced fuel costs) they should save quite a bit in fuel costs especially if oil remains on the low side for weeks/months.
All 3 are roughly down between 16-21% in the last month.
Looking out 12-18 months, I would think each would revert back to their recent 52 week highs.

Thank-you for keeping us all informed!
Steve
Read Answer Asked by Stephen on March 12, 2020
Q: How does one preserve capital at times like these if one is fully invested, mostly in equities? This is defintiely not the time for changing sector allocation...How does one deal with having a full position SHOP for example? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on March 12, 2020
Q: what opinion can u give on this company, it has grown in size rather rapidly and the nature of the business, would u buy into it
Read Answer Asked by richard on March 12, 2020
Q: What do you advise about investing in banks given current market environment. What are the tipping points - pro and con? Which 2 or 3 banks [Canada or US} would you put on a watchlist?
Read Answer Asked by sam on March 12, 2020
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