skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: as the Oaktree Financial deal looks imminent,will it be immediately accretive?
Thanks
Bob Rose
Read Answer Asked by Robert on August 19, 2019
Q: I am currently overweight the financial sector. I am concerned about the trend to negative interest and the risk of a recession. The odds of market declines are increasing in my opinion.
Protection of capital is more important than income.
We are not supposed to time the market.
Should I put this group in cash ?
The group will be hurt by negative interest rates or am I wrong on this.
Read Answer Asked by Doug on August 19, 2019
Q: Hi 5i-
Given the current state of energy sector and especially the oil companies in Canada what is the likely possibility that a company like Torc oil and gas could/would go bankrupt. Is this possibility something that is also influenced by a low share price. (I remember Teck Resources stock falling very low during 2015/2016 and heard talk of this, but later 2016 the stock recovered.)
Currently long term holder of Tog but down -75% thinking about averaging down but would value your opinion on this or better to sell and move on. There are no tax advantages as in an rrsp from many years ago.
Thx
Read Answer Asked by jim on August 16, 2019
Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Hi there,

What are your thoughts regarding the recent yield curve inversion and this signalling an upcoming recession? Markets seem sensitive to headline news and I'm wondering if now would be a good time to devote a decent amount of my portfolio to a low volatility ETF until things subside. If so, which ones would you recommend at this time? I believe BMO has a pretty good product line. In addition to this ETF holding I will also hold the Canadian growth equities listed from your Balanced Equity Portfolio.

Thanks!
Read Answer Asked by Michael on August 16, 2019
Q: What is your view of MUX today, it has not gone up with the recent rally in Gold and Silver. It's still down 24% ( at $2.45) from last year's high of $3.20, while most gold stocks have hit new highs and many have doubled. What do you think is the reason it has not participated in the rally.
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Hi,

I am working to increase the international diversification of my portfolio. One of the ways I am exploring to do this is by reallocating to Canadian dividend-paying companies that earn their income substantially in other jurisdictions. Would you happen to have any recommendations as to such companies that I could look into? Is there an information source that you can point me to that has an analysis of Canadian companies earning their income in foreign jurisdictions?

Thanks,

Derek
Read Answer Asked by Derek on August 16, 2019
Q: I have half positions in each of these four companies and cash to deploy to bring some to full positions. In which order (best candidate first) would you proceed?
Read Answer Asked by Christian on August 16, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!