Investment Q&A

Q: Earlier this Fall, ahead of the recent correction, I moved 12% of my portfolio to cash (I was fully invested in equities). My thought is to hold the cash until we hit the top of the ongoing interest rate increases the deploy the cash into corporate bonds, BBB or higher, spread over 2-6 years maturity. Recent reports have maybe another 2 rate increases in 2019. Given this has been signalled to the market do you think bond yields are already accounting for this?

Q: Hello Peter, Ryan, and Team,

I sold some holdings in my margin account to take advantage of tax loss selling. My Industrial allocation needs to be increased, and I'm considering purchasing CNR, as a large-cap holding that's recently been beaten down. Our other Industrial holdings across all accounts are BAD, CAE, NFI, SIS, STN, and TFII. Would CNR complement our other industrials? Or do you have other suggestions?

Thanks as always, and Season's Greetings to everyone at 5i.

Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.

Q: hi there,

i know that BCI is an odd trader especially with the low volumes. However it seems to be down in an up market - is there any news i missed? It has been a very stable stock to own through all the market girations and i was looking to slowly add to my position unless i missed something.

Cheers

Q: I would like to invest for long term and am looking at either KXS or CCL as both are down. Would you have a preference? and what are the risks with either stocks?

Q: I hold both ZWH and TXF - both "covered calls". I would like to switch out of "covered call". Do you know the equivalent ETF for these two that have no "covered call"?

Carl

Q: I have MFT as my fixed income holding. I have noticed that it is dropping and at the same time VAB is rising. What would cause this to happen and is it time to swap to VAB or have both in my portfolio?
Thanks and have a great holiday!

Q: Hi there, can you please recommend a good dividend based ETF.

Q: My wife and I are retired with no company pensions. We focus in our Non-Reg'd. Investment a/c on solid dividends with dividend growth (banks, SLF, BCE, major pipelines, BEP.UN, SU, etc). I would like to add another quality name in our Inv. a/c that would be resilient in an economic slowdown (and ideally has been beaten down). Considering TRI but it "feels" expensive. Is there something better? We would appreciate your recommending a few names. Thank you for your comments. Edward

Q: I was wondering if 5i has done much ground truthing when it comes to Alcanna Inc. With my experiences at their stores, have gotten impression that staff working there are pretty unknowledgeable with what's going on with there company, well as with product they sell, ie: booze. Does someone test company out from a customers perspective before recommending a stock.

Q: As AGT trades further below the offer price, does it become a potential buy? It seems unlikely that the $18 offer will meet with positive response from majority of shareholders (unless of course share price somehow drops below $14 or so in the mean time).
What are the odds, do you think, of a higher offer if the first one fails?
Any chance the offer isn't genuine and just intended to support the share price until financials improve?

Q: I am a Money Saver Subscriber and have just read your 5i edition. Rani wrote a very good article on the Marijuana sector. I did really well in the sector as I unloaded in JAN2018 when the bragging started. I am interested in FIRE after reading the article. I see from previous questions that FIRE was not on the radar. It is now. What changed? What was the price at the time the article was written? Thank you. Jeff

Q: what is your current view on MFT - article in Globe recently was drawing attention to the leveraged loans used in floating rate mutual funds and ETFs as becoming a lot more risky in this environment - your opinion please - thanks - Karen

Q: Good days,

I am down 30% on this stock, can you please comment on buy more/hold/sale?

Q: Merry Xmas to all
thank you for all the good service you provide us all
What s your opinion on MRK at this price and would you consider it one of the best choices in this field

Q: I was reading an article in today's Globe and Mail where they were commenting on Investors fleeing the US trillion dollar debt market (leveraged loans)- and they felt they were becoming riskier in the current environment where interest rates were not expected to go up as much as predicted - MFT holds leveraged loans I believe - how safe do you view this ETF in this environment? - I looked at the price and it has a good current yield of 5.057% and although down a bit from its year high of $21.64 (currently trading at $20.72)- it has hung in there pretty well. I know it is hard in this environment to try and figure out which space to be in with the current unpredictable and uninformed US President - but I am just interested in your feeling about the floating rate space right now - hold, or sell. Right now I am interested in preserving principal and willing to take some risk. Was thinking of selling and maybe looking at it again once everything settles down to a more normal investing environment where rates might start going up again. Appreciate your insight - Karen

Q: Hi Peter/Ryan
I am thinking of moving from non-registered stocks to MFT for safety and collecting dividends. what you think of this strategy for long term? Do you see any risk or would suggest further diversification in current scenario.

Thanks

Q: On BNN today David Rosenberg recommended investing the the Corporate Bond Market. Would you have any recommendations in this area? Thanks, Bill

Q: Would you be able to list a number of convertible debentures from’safe’ companies and at reasonable rates?
Thank you, Team!
Happy Holidays! Let’s hope for a better 2019...

Q: for us residents and taxes, does trade date or settlement date matter to enter into 2018 tax return, where in Canada settlement must fall within 2018. Thanks