Investment Q&A

Q: Hello 5i,
The link below is for discussion amongst investors. If we look for a correlation between unemployment rate and stock market performance the current situation makes sense (low unemployment and stock market declines).
http://chartsetcetera.blogspot.com/2013/11/unemployment-rate-vs-s-500.html
There are other data sets that can provide similar links. There are no crystal balls or data sets that can truly assess how steep a market correction will be before bottoming out or how long a bull market will run, but we can utilize historical data to provide insight into windows of time to be wary and when it may be safer to invest.
If you are in for the long-term (10+ years) then we are in a normal cycle. The cycle from fall to recovery was 24 months in 2000-2003 and 14 months starting late 2007. This cycle started in October 2018. Anything can happen.
Happy Investing
Debbie and Jerry

Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.

Q: Good Evening,
Is LAC safe to continue to hold,it has gone down a lot close to an yearly low and a big loss for the year. Any particular reason for the huge recent sell off?
Thanks,
George

Q: I have capital gains in which I would like now to sell one stock in which I have a loss and can use against my capital gain. Of the stocks listed, LNR, MX, NFI, PBH, TOY would you sell? I do have the intention to buy after the 30 waiting day period.
Thanks

Q: Hi Guys,
How would you rank these 3 companies today if you're buying for a long term hold.
Thank you.
John

Q: If you were going to buy a basket of low cost etfs for long term (20-30 years) to hold in an rrsp what would they be? What weightings would you reccomend? Im looking to take advantage of the 8%+ annual market return for the long haul. Or would you use one of the one stop shop Vanguard ones? Could you also explain any reasoning?
thanks

Q: I am looking for a sanity check. I am a retired income investor so I like covered calls like BMO's ZW series. However I believe the market is at or near a bottom so owning covered calls ETFs is significantly less appealing than owning the underlying stocks, especially since I can claim some capital losses. So, for example, yesterday I sold ZWB and bought RY. Am I making sense? I do realize I am a bit less diversified and I realize I would need to buy a few companies to replace say ZWC.
Thanks
don

Q: Today, Bill made a comment about Alan Greenspan. As a former US Federal Reserve Chairman, he has admitted that his policy was wrong when he said the banks do not need regulations and then reduced regulations which led to the great financial crisis. I liked your answer to the question.
You can share this comment or delete it if you want.

Q: I just transferred $54,000 from my tsfa to my personal account. How do I find out how much I can transfer to my tsfa from my cash account thanks

Q: With the estimated take-over price of NEO at 19.34, are there any risks to buying NEO now at 16.49?

Thank you.

Q: I am thinking of rebalancing my portfolio over the holidays which could mean doing some trading between Christmas and New Years. When is the last day to sell to take advantage of tax losses for 2018?

I was also wondering if you have any concerns about trading next week when many are on holidays or working short days? For example, you have suggested before that one should not do any trading until mid-morning. I am a buy and hold investor and not usually too focused on achieving a real specific purchase price.

Thanks and best wishes for a happy holiday and safe, healthy New Year to all at 5i.

Paul F.

Q: Is the news about Buffett a surprise? Does not seem like the share price drop is warranted? Thoughts?

Q: I am pretty sure you have answered this before but I could not find anything with the search option, so here goes.

Brookfield companies have a complex structure and I was wondering in which category exactly their distributions fall with regards to taxation. For example I read that sometimes distributions from shares of BIP held in a TFSA were subject to the 15% witholding tax, while some other times they were not.

Could you please clarify the situation and also state your prefered account in which to hold BEP, BIP and BAM? I have them on my radar, so I want to make sure I maximize returns when the time comes to own them.

Thank you very much as always.

Q: Is there somewhere that investors can look to find up-to-date information on who the largest shareholders in a company are?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?

Q: is there a way of finding out who has a large stock portion of a company like enbridge etc. and if yes can you direct me their. Always good to see if you own a stock and it is also liked by some of the big pensions

Q: Which stocks has potential to rebound?.

Q: In this down market,which stocks I should sell to hold some cash.Thank you.

Q: would you buy either of these right now for a long term hold in a registered and diversified portfolio? thanks

Q: Hi 5i, On September 19 a client asked you a question on this stock and its price peaked at $0.45 that day. Here is part of your response "At $220M market cap, each 'future' location is being valued at about $4M, which seems high to us for a small retail outlet."
Stock is now $.05 - market cap 28.55 million. With the managements experience running Solo Liquor stores, does this seem like a good entry point, this would of course be risky and speculative as it is the Cannabis space, negative momentum etc, I am not looking to add a ton of money to this but maybe a 1% position, what are your thoughts on the company now? Recent update states they hope to have 25 stores open by end of 2019 and are focusing growth on Ontario now. Also, with Ontario possibly opening up liquor to private retailers this could be a play on that as well. Thanks for your advice.

Q: I'm looking to diversify a little more into the US and would like a couple of your top pick value stocks in the consumer cyclical as well as consumer staple sectors.
Happy Holidays to all your staff.