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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: Are there Canadian equivalent to TIP and STIP. I don’t want to add to my risk by not being hedged. I’m looking for a way to protect against inflation at some point. Is there another way besides inflation protected bonds?
Thanks as always for your insight
Read Answer Asked by Bryan on April 09, 2020
Q: I am looking for companies that should do well in the work from Home economy. Im also looking for companies such as $REAL and $DOCU that provide support to businesses.
I currently own $TDOC, $REAL, $ROKU, $VZ, $BCE. I would appreciate a few names that 5I likes in Canada and the US.

Thanks Valter

Read Answer Asked by Valter on April 09, 2020
Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?
Read Answer Asked by James on April 09, 2020
Q: Is CRS:CC a standalone company or one of a number of companies with common ownership?
Read Answer Asked by Elmer on April 09, 2020
Q: I'm interested in buying the preferred shares of some of Canada's stronger companies. If you were going to buy the preferreds of 5 companies today which ones would you buy? Of course price and yield are important factors. Please be specific as I know each company offers many different preferreds to investors. As always, thanks for your appreciated guidance.
Read Answer Asked by Les on April 09, 2020
Q: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.
Read Answer Asked by Curtis on April 09, 2020
Q: Can you offer thoughts on Baylin tech. I was thinking this would be a play on 5G down the road. Stock has been really hammered. Looks like the debt could become a problem but they are still working because they are considered essential need. Building a new plant to deal with future demand in what could possibly be a high growth industry?
Read Answer Asked by Andre on April 09, 2020
Q: I have held ccl.b and nfi for a number of years and done well, although the last few years have been disappointing. I have just sold my positions in these two companies and am considering cae and tfii as replacements. Your thoughts?
Does Cae’s recent decision to lay people off and cancel its dividend raise concerns or reaffirm its strong management and strengthen its eventual recovery?
Is tfii’s balance sheet strong enough to get through this crisis and given the need to deliver inventory by trucks provide rational for strength during the short term as well as once recovery takes hold?
I have a diversified portfolio which is fairly well balanced by sector and reflects your balanced and income portfolios with a smattering of stocks from your growth portfolio.
Read Answer Asked by Bruce on April 09, 2020
Q: My Tech holdings are represented by csu; kxs; otex; shop; lspd. All held in TFSA. Have had good results with all except lspd which is a relatively new purchase and am willing to ride out my position in this company and wait for recovery.
You frequently mention DSG as a top pick in the tech sector and am considering selling otex and adding dsg. I do not want to increase my overall Tech position.
Your opinion?
Read Answer Asked by Bruce on April 09, 2020
Q: Hi Peter & 5i team,
We sold Descartes for a profit when the covid 19 story broke. We are thinking of repurchasing . The global supply chain has suffered greatly during the pandemic, but we read that there has been a rebound of freight volumes in China. The CEO admits there are uncertainties and perhaps change ahead for supply chains. What are your thoughts. Is it a good time to get in or perhaps waiting a bit more is prudent.
Thanks for your opinion
Read Answer Asked by john on April 09, 2020
Q: Assuming this pandemic continues into June or July, where do see the AC's stock price (ball park of course) by the end of the summer?
Will this knock out some of the competition and allow AC to "come back" stronger?
Thoughts on FCR.UN?
Read Answer Asked by JOSH on April 09, 2020
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