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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: Hi 5i
Macy’s is approaching earnings release Aug 12 with a corresponding rapid increase in share price over past several days. What would you attribute this to and do you think it is significant?

I realize most analysts rate this stock as sell, and as current owner of this stock I am trying to decide if this is my “selling opportunity “ or should continue to hold. That is to say is there a faint hope for this stock to recover somewhat from this price point and if so over what time frame?

Thx
Read Answer Asked by jim on August 11, 2020
Q: I currently own TCN but would like to increase my Real Estate holdings through an ETF. I would like to stay away from shopping malls and more commercial real estate and lean towards more residential holdings. Do you have any suggestions in the ETF category or should just buy a REIT like CAR or something else.

Thank You for your solid support
Clarence
Read Answer Asked by Clarence on August 11, 2020
Q: I own ARX, PSI and XEG. Momentum in ARX is improving and I am just above water. I am down 66% with PSI. My other holding in the energy sector is XEG. I am considering selling PSI and investing the proceeds in ARX. What do you think? Thank you.
Read Answer Asked by Richard on August 11, 2020
Q: I just listened to a Podcast from Business Casual about online education. This discussion resonated with me in looking into the future and changes that Covid has forced to our brick and mortar Universities to adjust to. What are other companies & ETF's in this space. My understanding is that it is a $700B/yr business and companies together have in excess of $100B market cap.
Read Answer Asked by Richard on August 11, 2020
Q: I'd like to get your take on a piece in the Globe and Mail yesterday by Scott Barlow related to the Canadian dollar. It's position is that on top of a large rise the loonie has already experienced, we can expect it to go much higher compared to the US$. This obviously doesn't bode well for those with investments in US dollar accounts so I wonder if you think it might be better to shift some of it back to Canada, perhaps into hedged ETFs with US holdings like XMH or VSP.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-the-strongest-force-behind-the-market-rally-could-push-loonie-much/#comments
Read Answer Asked by John on August 11, 2020
Q: Hello Peter,
There have been a few SPAC IPOs, among them being Pershing Square and Bow Capital.
How would you view SPACS in the current environment? Are you keeping an eye on any that might list in the near term with a buy intent?
Regards
Rajiv
Read Answer Asked by Rajiv on August 11, 2020
Q: Trying to make some 'secure' income of 5% or more. I've heard that Split Corp preferred shares may be a more stable route to go. Any advice in this regard? Could you also recommend a few Split Corp, or regular preferred shares, that meet that criteria of being 'super safe' but yield at least 5%?
Could you also please recommend any websites that cover the preferred space well.
Thank you very much.

PS: I asked a similar question a couple days ago but I don't think it was received.
Read Answer Asked by Toge on August 11, 2020
Q: Further to the active discussion of BEPC versus BEP.UN, I switched over to BEPC (from BEP.UN) in my registered account. I phoned TD-Waterhouse today to see if I could enroll my BEPC shares into a synthetic DRIP, and was told that BEP.UN is eligible, whereas BEPC is not. I am curious-- can you confirm this, and if this is indeed the case, why might that be? For those 5i subscribers who are interested in enrolling in a (brokerage) DRIP, this could be a relative advantage of BEP.UN, especially with a lower price (and higher yield) versus BEPC, one would be gradually adding to their position via a DRIP. Your thoughts on this situation?
Ted
Read Answer Asked by Ted on August 11, 2020
Q: Have been following this stock for awhile and noticed that they issued a lot of shares at $6.50 shortly after the short attack. Their shares have since drifted down to $5.21 well under the offering price? Why would anyone buy at the offering price? I know warrants are attached to the offering. Expiry is August 27 th.
Can you help me understand this process. I dont get the logic of it?? Is short selling having some bearing on stocks performance?
I would have thought that under normal circumstances that the shares would have held at or around $6.50?

Please enlighten me
Thanks John
Read Answer Asked by John on August 11, 2020
Q: Hi 5i - I recently sold the last of my mutual funds, Capital Group Global Balanced. Can you suggest alternative investments that provide similar total returns and provide international (non-US) exposure? Thanks.
Read Answer Asked by Martha on August 11, 2020
Q: with COVID likely to last longer and sports betting and betting in general probably going to be stronger this winter , what gambling companies can you recommend?
thanks, Jean
Read Answer Asked by Jean on August 11, 2020
Q: I own $5000 face value of JE.DB.C convertible debentures and am not sure I clearly understand how their announced recapitalization plan will affect my holdings. I received 323 rights to purchase post consolidated shares at a price of $3.412 each. Based on the last closing price of the common shares $0.46 and the 1 for 33 consolidation today’s value of the post consolidated shares = $0,46 x 33 = $15.18 So do I understand correctly that they are giving me the right to purchase 323 shares which are today valued at $15.18 ea for $3.412 ea? Seems like a no brainer. What will happen to my debentures if I don’t exercise my right? (Deadline is Aug 28) What would you recommend? Thanks
Read Answer Asked by Steven on August 10, 2020
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