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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: I have purposely maintained my non-registered foreign holdings (principally US) below $100K simply to avoid the hassle of reporting to Revenue Canada and completing a T1135. I now find that continuing to do so will leave me underinvested in US markets. Is there a way to get broad US exposure (i.e. S&P 500) with an ETF that would not be deemed as foreign property? Would HXS or HXS.U accomplish this? If yes is there an equivalent Nasdaq ETF?
Read Answer Asked by Steven on February 12, 2020
Q: I think the market is too complacent of the effects of the coronavirus. China is arguably the largest industrial manufacturer in the world and it has been all but shut down for the past month. I spoke to a friend whose company has a factory in China and event though it is not near the province where the virus has started, the factory is at low productivity because of worker fear and reliance on parts from other factories that are directly effected. If this were happening in North America, the markets would have sold off.
Read Answer Asked by Murray on February 12, 2020
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Read Answer Asked by Benjamin on February 12, 2020
Q: Hi 5iR, InterRent real estate appears to me to be a low profile property owner and developer with about 8000 suite located in Ontario and Quebec. The stock price is currently $17.00 and the company yields a very modest, 1.8%. If I had bought IIP in 2015, when it traded at $5.00 I would now be up 240%. The 5yr graph is any investors dream, slow and steady, constantly moving up with almost zero volatility. I like what I see and read about this company.
What am I missing here??? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 12, 2020
Q: Hi 5iR team, Many brokerage houses start each New Year by attempting to consolidate their best stock ideas for the year in a comprehensive list.....their Conviction List. I'm wondering if I may ask 51R to do the same? If I was to canvas the 5iR Staff stock experts what would the majority agree on to be your best 5 stock ideas, give or take a few, for 2020? Thanks team. Chris

Read Answer Asked by Chris on February 12, 2020
Q: Hello Peter,
If the US economy hypothetically grows closer to 3 percent as forecasted by Trump; which sectors would lead the way in your opinion?
Also, the Canadian economy should also experience a tailwind. How would you suggest the portfolio could be adjusted?
Any pointers to specific stocks both here and south that one could look at?
Regards.
Read Answer Asked by Rajiv on February 12, 2020
Q: I need to increase my Cons Disc and my Real Estate allocations. I currently hold GC and DRA.UN. Do you have any other suggestions of a Balanced Equity nature for each sector. Risk is not a concern.

Thank You for your great service
Clarence
Read Answer Asked by Clarence on February 12, 2020
Q: These companies represent 17% of my portfolio, with ENB and NPI positions being 3.5% each and the remaining approx 2 % each. Recently stock prices of several of these have increased 10 % or so.

Should I adjust any of these positions?

Without really knowing the remainder of my account, what percent in utilties would be suitable for a ten year horizon?
Read Answer Asked by Richard on February 11, 2020
Q: Dear Sirs,
I posed a question recently regarding the new issuance of debt by Great Canadian Gaming ( 5 1/4% Dec/2026) and was directed to the archive. I have found commentary on the company, but nothing specific to this debt issuance and your view of this particular instrument as an investment. Your analysis would be most appreciated.

With thanks.
Read Answer Asked by Brad on February 11, 2020
Q: Not a question, I came across this site that is useful for some research on pref shares
If you think it is worthy to pass on to the group
please do. I have zero interest in the site.

https://canadianpreferredshares.ca/category/primer/beginner/
Read Answer Asked by Leon on February 11, 2020
Q: Another solution for Kyle is to give trading authority on that account to a Canadian resident before leaving the country. The Canadian can then place orders via telephone still at a discount rate. That is the practice at one major brokerage; I have found that practices and rules can vary widely even among major brokerages.
Read Answer Asked by Peter on February 11, 2020
Q: do you have any info on a company called Bluedot in Toronto - run by a doctor who has algorithms to identify pandemics - think it might be a privately held company but a friend was asking me about it. Thanks very much - Karen
Read Answer Asked by Karen on February 11, 2020
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