Investment Q&A

Q: Dear 5i,

Many stocks such as Google have a high purchase price per share such that one needs quite a lot of money up front to purchase a board lot of 100 shares. Are there any disadvantages for individual investors who wish to buy and sell odd board lots like 1 to 10 shares?

thanks for your opinion

Q: These are three that seem to have a very good track record as of late SUM, OLY and C DAY. Could you give me brief opinion of your thoughts on these. Thanks Dennis

Q: I would like to trim or sell one of these companies for cash. If sector is no issue , which would be the better choice in this environment.
Thanks

Q: I am a long time subscriber and an avid reader of the Q&A. Even with all I have learned, I am still having a difficult time understanding how to invest the fixed income portion of my portfolio. I want fixed income to provide portfolio stability by protecting on the downside while offering the possibility of capital gains along with some income.

I am a buy and hold investor on the equity side and I am comfortable deciding when to sell a company. However, the fixed income side seems to demand a more active approach - or does it? For example, you have been suggesting that interest rates seem likely to decline in the coming months so that would favour long term bonds. But for stability, or as an offset in case I am wrong, should I also hold short term notes? Should my fixed income portion be split 1/3, 1/3, 1/3 among cash, short term and long term and just left at that or is it necessary to continually monitor and adjust these weightings? Or is there one fund that does all that already?

Appreciate your insight.

Paul F.

Q: I notice that you are getting questions about what to buy when the market settles and it seems people are expecting this to happen soon. But isn't this something that could take a year or two, as closing plants down,people not travelling and buying things will reduce earnings and put us into a recession?

Q: Can you explain why gold has dropped sharply today? My expectation is that through times of uncertainty, gold should usually go up?

Q: Can you give your current thoughts on this company please? What is the growth outlook and how does the balance sheet look? Would you recommend anything else in the US instaed? Thank you

Q: What are your thoughts on a buy for Delta Airlines? If cornavirus worries pass in the next few months, do you anticipate a quick comeback for quality airlines like Delta?

Q: Could you review the situation with covered call ETFs during this type of market where everything is dropping?
Do you buy covered call ETFs to obtain income?
Do you sell your covered call ETFs?
Do you wait until the market moves upward before buying a covered call ETF?
Do you simply stay away when the market turns and buy the individual security?

Thanks....

Q: In Nov 2016 you dropped QST from coverage for being too small and volatile. Lately though, it seems to have risen in your estimation albeit on the higher end of risk. Just wondering what factors you consider to have changed?
Many thanks .
Mike

Q: Hi,

Warren Buffett owns Delta airlines. Which is a better buy Delta or Air Canada?

Thanks

Q: Hi, what are your top 5 Canadian and 5 USD dividend paying stocks that you would buy in this correction for a long term hold in a retired income portfolio? thanks

Q: Is there a chance the CGX sale will not close? Noticed the current stock is trading closer to $33 today. Also is there a another dividend payment?

Q: Is there any reason why Cineplex is now trading well below the $34.00 offer price? Is there any reason to believe the acquisition will not close? Would you simply hang on to the shares until the transaction closes?

Q: With both stocks below the takeover offers. While CGX is waiting to complete the transaction and TRZ is waiting regulators approval, what is your assessment of risk in buying a position in either or both companies.

Thanks

Q: Hello 5i team,
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine

Q: Two questions: i) You have previously voiced concerns with respect to NFI production control issues and ii) there appear to have been several additional contract awards to NFI in recent weeks. Do you consider the production issues have now been addressed and no longer a concern and, do the additional/cumulative contract awards represent a significant improvement in this company's outlook and is this a decisive move by purchasers of mass transit vehicles? I appreciate there is unlikely to be a short term profit bump but if there has been a productive move or change in purchasing trends do you expect the benefits will mostly accrue to this company and in the longer term. Thank you for your response.

Q: Could you comment on their earnings? Thank you!

Q: Can you comment on Whitecap’s latest results? Do you like the company? Any other general comments?

Q: I'm curious about what happened to REITs and utilities on Friday. They got absolutely hammered. Some of the utilities, in particular, like Boralex and Capital Power were down 6%-8%. Both sectors plunged like anvils. They performed worse than most tech stocks, yet the fears over the virus should not be able to impact their revenue and profit at all. Do you have any ideas here?