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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: Hello 5i,
Thanks for all your great work.
I've been impressed with the unique way that Aritzia has carved out a place for itself in the Canadian retail sector. I've been thinking about stepping in and buying some discounted shares. Can you please comment on your overall thoughts on the company, it's financial strength and it's ability to make it to the other side of the virus disruption.
Thanks so much,
Murray
Read Answer Asked by Murray on April 22, 2020
Q: So apparently dog shelters have few if any rescues available and breeders also are without puppies now that folks are homebound and seeking furry companions. What do you think about Zoetis as an investment at this time from a risk reward perspective - would you recommend it as a buy, is its debt a problem - any other cautions. It hasn't dropped very much in this environment so would you average in gradually? Many thanks for the help. Ken
Read Answer Asked by Ken on April 22, 2020
Q: When I go in Florida in the winter I really like this restaurant chain, They have the best steaks for a really good price ! They have over 500 restaurants in all the states and they have no debt and over 100 millions in cash. They cut their dividend and the big bosses have all cut their salaries for this crisis. Do you think it is a good investment at the present price and do you prefer other chains for investments ? Thanks
Read Answer Asked by jean on April 22, 2020
Q: Gran -Son with 12,000 to invest LONG term (10) yrs--he says !
Q-Do you feel this market will re-test the March low ?
Q-- Your top 3-picks in the Can. Mkt for long term
Thanks for the great service

Don

Read Answer Asked by Dr. Donald on April 22, 2020
Q: This may be a "crystal ball" question but your view would be appreciated on interest rates in say 5 years. Given the stimulus in place and what more may be needed until the economy really restarts and the borrowing all that entails, do you think rates rise significantly in that period or are we in a lower for longer extension of rates for the foreseeable future. Any factors or variables to consider that you think might affect your answer? Thank you for providing your opinion. Ken
Read Answer Asked by Ken on April 22, 2020
Q: What are your thoughts on SYSCO CORP. In a previous question, 5i's main concerns were with debt level but there appeared to be good growth prospects. The the stock would be OK at a better valuation.

Currently, the price is much lower but I see that more than 60% of its revenues is from restaurants. With potential restaurant closures, is this a concern for the near term and future growth?

Is SYSCO worth buying? Is US Food Holdings a better option. Both have not rebounded as much as other consumer sector companies?

Thank you





Read Answer Asked by J Stephen on April 22, 2020
Q: I hold this in my Cash account (for income) and it is underwater (has been for a while). In your opinion, would I be better off to harvest the loss and purchase 2 or 3 individual top quality preferred shares? If so, can you provide some specific suggestions (I am overweight financials). I assume I would have to wait 30 days to purchase the individual shares to avoid the superficial loss?
Please deduct credits as appropriate.
Thank you.
Read Answer Asked by Carlos on April 22, 2020
Q: I have most of my wealth in an unregistered account and would like to invest in the safety of Bonds or GIC's but I don't like that they get fully taxed. Are there any ETF's or funds you would suggest that use derivatives or some other wizardy to turn Bond/GIC income into dividends so they are taxed more favorably? All without giving the advantage back through high fees or MER?
Read Answer Asked by Morgan on April 22, 2020
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Read Answer Asked by darcy on April 22, 2020
Q: Which oil companies are your best Equipped to make it through the current mess? Could you make a top 5?
Read Answer Asked by Mark on April 22, 2020
Q: I have had CHE and EXE in my RIF for quite awhile.
Cost $74,526 total and currently worth $35,010 for a loss of $39,516 (Ouch!!)
Being in my RIF, there is no tax write off but selling either or both will free up $35,010 of cash for other more (hopefully) rewarding items.
The same with VET in my TFSA but even with VET's dividend cut its still paying me about 10%+ dividend on my cost of VET.
Given all the issues with Long Term Care Facilities and Corona-19, is EXE still a good long term bet?
I'm inclined to sell CHE and stay the course with the other two.
Your thoughts?
Brian
Read Answer Asked by Brian on April 22, 2020
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