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: I am looking at the fixed income side of my portfolio and I am questioning the wisdom of holding CLF. Now I know there can be some sense in holding bonds even when interest rates are low (ie for the yield to maturity (YTM) and for the possible capital appreciation if interest rates go even lower). But for CLF this barely applies: the avg YTM is only 0.56% and the avg duration is 2.66 years (according to the Blackrock website on Apr 27). Thus the potential capital appreciation is very capped as the appreciation would only be in the 1.5% range if interest rates dropped to 0 and yet the potential capital depreciation is much much larger if interest rates rise significantly. So one is risking capital for a very low ytm without much potential upside and if interest rates rise, a potential rather large downside. Wouldn't holding cash make more sense?
Read Answer Asked by William on April 28, 2020
Q: Hi,
I have a few questions.
1) BAM is still about 50% off its February high. Why is that, given that so many other stocks have recovered considerably more? What is your opinion of it as a long-term investment? What about BEP?
2) What is your opinion of MIC as a long-term investment? Does it at least merit a “hold” at present?
3) How likely is it that the following small-caps will survive the present crisis: PL, HTL, ENW, VFF and PILL.CN?
Thanks,
Camille
Read Answer Asked by Camille on April 28, 2020
Q: Hi gang, from a tax perspective, which is better to have in a non-registered account, bond or guaranteed investment certificate? Thanks
Alnoor
Read Answer Asked by Alnoor on April 28, 2020
Q: What is your current best pick (or top 5) for pure growth over 1-3 year term?
Read Answer Asked by Jeff on April 28, 2020
Q: Hi Peter
are you still comfortable with MMX Maverix Metals? It's price is about the same as when you put it into the growth portfolio, down about 25% from it's high.
I was thinking to purchase it or XGD.
This would be for a 2 year hold. XGD is going in the right direction so I am leaning toward it.
What is your opinion on these two stocks?
Thanks
Ron
Read Answer Asked by Ron on April 28, 2020
Q: I noticed how supply chain related companies are growing after watching the mess with PPE and other medical supplies. I also read/hear there may be a rise in Nationalism in the future. I tend to believe this also, but Canada rushed signing the CUSMA the last day before breaking from Parliament (which I think was reckless considering we were in a crisis). I'm guessing most people (including myself) don't know a lot of what they signed off on. So do you think it's possible this may limit the amount of "new" Canadian manufacturing taking place as far as North America is concerned?
Read Answer Asked by Paul on April 28, 2020
Q: Hello 5i team,
Do you know the semiconductor company name that produces the G5 RF chip for cell phones?
Thank you.
Read Answer Asked by Elisabeth on April 28, 2020
Q: I have all three of these companies in my portfolios which include non-registered accounts, TFSA's, and trust accounts for my granddaughters, more or less equal weighting overall. I am still not sure of which one(s) to trim or add to. Do you have any suggestions based on fundamentals and balance sheet as well as growth potential. I am not considering the particular type of business they fit into here but rather that they are all small cap and volatile but with potential. Or perhaps should I just keep them as is. Thanks!
Read Answer Asked by Rob on April 28, 2020
Q: Hope everyone is doing okay at 5i.
I am looking to build a new RESP portfolio for my young granddaughters (ages 3 and 7). I would like to build it with a mix of equities plus a few ETF's to help balance and diversify. Thinking of 10 holdings of equities and ETF's. I would really appreciate your recommendations for a mix of equities and ETF's for this RESP.
Thank you,
PD
Read Answer Asked by Patrick on April 28, 2020
Q: Northview is now getting close to takeover price. I am thinking of cashing out and topping up one of the partial positions I have in PPL, CSCO and DIS. Make sense? - any preference? or better suggestion?? Thanks Jim
Read Answer Asked by jim on April 28, 2020
Q: Under ask a question, how do you find past questions that are not about a security? Members ask questions about capital gains, preferred shares, etc.. This was mentioned in an answer for Carlos on 4/22 where he was directed to the preferred category? What do I insert in the "Companies Addressed in Question" when I want to find out information on what people have written in about in the past of a general nature? Thanks Dennis
Read Answer Asked by Dennis on April 28, 2020
Q: What Companies have the biggest % of their business in oil storage?
Read Answer Asked by Thomas on April 27, 2020
Q: Which Canadian oil companies are the biggest producers of condensate?
Read Answer Asked by Edgar on April 27, 2020
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!