Investment Q&A

Q: Which company do you prefer in this environment - BYP.UN or HR.UN? Do any have a risk of a distribution cut or will it all work out more or less once the pandemic is under control?
Thanks for your service

Q: Morguard doesn’t seem to be taking part in this SnapBack rally. Do you see any reason for this? Good entry point for buy and hold?

Q: What do you make of this insider selling, is it time to bail out of this security, Thanks

Between March 12 and March 19, chairman Louis Maroun sold a total of 312,000 units at an average price per unit of roughly $8.80. Proceeds from these sales, excluding commission charges, exceeded $2.7-million. After these transactions, this account held 773,629 units.

Q: I am trying to decide between ONEX and BAM. I believe you prefer BAM, but I already hold BEP, BIP and BPY. Given this, which would you recommend? Thank-you.

Q: I own the following preferred share CPX.PR.G and CWB.PR.C . What do you think of selling the preferred and buying the common share of the same company, or buying bip.un or bep.un. With a long trem horizons 5 to 10 years
thanks

Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam

Q: In view of current conditions, in your opinion, is PBH a buy ,sell,or hold both a registered and an unregistered plan. Thank you,

Q: Thank you for your service, you guys do a great job! With the recent downturn in the markets, which stocks would be your top 3-5 buys for the next 3 years? Thanks.

Q: Is Chartwell a buy at its current price ? Thanks

Q: With the possible exception of MDT or ISRG, some of the US listed medical stocks remain down near their lows while other names have rallied hard. I am interested in the companies above and wonder if you can tell me if each would be a buy for you at current levels? Again each are down a lot, have favourable analyst ratings but haven't bounced much. Are there any on this list you DO NOT like?

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!

Q: Hello 5i, if you had to choose 10 companies out of the USA or Canada for a 5 year hold what would you choose?

There is no need for additional comments, the money isn’t needed in 5 years that’s just a timeframe that should hopefully allow for success vs the virus and recovery economically and adapting to the changed world ( going cashless, online shopping, deliveries, remote work etc) Risk is not an issue and neither is sector diversification. thank you !

Q: Hello 5i,
Could I have your thoughts on the above three companies in terms of outlook and dividend sustainability. Possibly rank them?
Thank you
Dave

Q: Hi guys,

Thanks for your valuable advice.

I am trying to process the wild swings going on and the lagging advice coming out through business news channels. With the new upswing in the markets, everyone is now proposing what we should have bought (and could still do). This is frustrating as it was good advice a week ago, and things will surely change again.

While we all understand that there is no crystal ball, what do you feel are likely scenarios for markets as investors process central bank and legislator market stimulants?
It appears that investment strategy is now heavily influenced by what has dropped, in combination with highly likely to be supported by government as critical assets.
If you could suggest any further insight in future direction or departures from recent strategy, and whether you feel that the government interventions are likely to hold us at a V shaped market curve, that would be helpful.

Thanks,

Peter

Q: Thoughts in MNS and MNT ?

Q: This is not a question.. just a positive note if I may. A friend of mine...a pharmacist who also practices preventative medicine and advice...feels strongly that the coronavirus will mostly have run its course by May. We must improve our immune systems as much as possible..stay home ..stay positive.....sleep..lots of water...and healthy foods..and fresh air of course. China has already started to re surface as we all know. Hopefully this lifts some spirits just a bit. Post if you wish.

Q: I have held a part position in Brag for some time now and thinking about adding to make a full position. Realizing its risk being a small cap, it seems to be expanding its business and revenues. What are your thoughts

Q: Peter; I have read the answers re bei.un- but after listening Mr. Morneau it seems to me with the $2,000. per month for 4 months - would this not flow upwards to bei and put a floor on their cash flow? Thanks. Rod

Q: hi Peter
what do you think about this company, SPOT, is it a sell, hold, why
if sell what company to replace it, thank you.

Q: I believe it in the last year or so has not been one of your favourites, however I have held GIB.A for a long time and it has been a stalwart; I (unfortunately) added a significant amount last year. In the last few weeks it has decreased a lot, more than many other tech names. I am still not sure why; any comment about that? I was attracted to the idea of harvesting a tax loss and migrating to another position (eg KXS) but since the drop in GIB.A has been much larger, does it have more potential upside than KXS which is not down as much? Thanks.