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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 Team

My wife and I are looking at our investments, and although we rode the market right down with the majority of people, we are not looking to spend anything/withdraw any time soon. We are young professionals in our mid thirties with two young kids, so lots of time for our RRSPs/TFSAs to bounce back.

Do you think this is a good time to leverage to get further into the market? I'm thinking that we can borrow $50k on a HELOC and get some solid stocks at a steal. Earn some dividends and get some quick capital appreciation, with the expectation of selling off and recovering the cash by the end of the year.

Looking at perhaps going 1/3 each to things like CAE, RUS, and RBC. I'm new to making my own decisions on investments. Is this an absurd idea? Let me know if I'm crazy. I see all my friends jumping in at the moment and the temptation is high.
Read Answer Asked by Steve on April 15, 2020
Q: With oil Storage at a premium , and contango in the futures market
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal
Read Answer Asked by cal on April 15, 2020
Q: Hi there,

There are some high quality names that have not been beat down in the downturn (ie: KXS, DSG, CSU etc) which have not participated as much in the rebound, which makes sense - but if someone was looking for high quality names that have been beat down that would present a good entry point and a great opportunity at recovering and outperforming in a rebound, what would you recommend looking at?

Thanks!
Read Answer Asked by Michael on April 15, 2020
Q: I am interested in adding another name that would benefit from the roll out of the internet of things. I currently own Nvidia, Taiwan Semi and American Tower currently. What names would be complimentary and timely? Thanks
Read Answer Asked by Martin on April 15, 2020
Q: To Peter's question regarding exchanging Brookfield Infrastructure Partners Exchange LP units to BIP.UN:

I got info from BIP investors relations late last year:

1. LP units are exchangeable to BIP.UN 1:1 for 7 years,
2. The exchange is deemed disposition, i.e. taxable on gain
3. The exchange is no fee, can be done by brokerages

I emailed BIP investor's relations couple of times in the past, they are quite responsive and detail in their replies.

Hope this helps.
Read Answer Asked by Steve on April 15, 2020
Q: I recently sold CDZ, XEI and ZDV for a tax loss and would like to re-purchased equivalent ETF's. Can you recommend appropriate replacements?
Read Answer Asked by Paul W on April 15, 2020
Q: Could you comment please on the increased short position on BAM.A.
Thanks
Bob Rose
Read Answer Asked by Robert on April 15, 2020
Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: Hi. I see in many responses related to Canadian banks that when you reply that you prefer bank a, b, c over bank X, is the a, b, c in order of preference? Sometimes the order changes from different responses.
Would you be able to list the Canadian banks in order of preference for a 5-10 year hold. I understand that in 6 or 12 months the order may change, but I'm looking today what it would be. Thanks
Read Answer Asked by Marco on April 15, 2020
Q: Hello,
I am funding my two kids TFSA’s this year, ie; $6,000 each. In your opinion based on long term growth what would be the 4-5 companies you would invest in at this time, preferably in the Balanced Equity portfolio.
Cheers,
Rick
Read Answer Asked by Rick on April 15, 2020
Q: A few days ago BRF.PR.E was recommended on BNN as a candidate for both a good capital gain and at the time a 7.5% yield. It promptly got a 20% hike in price and now yields 5.8% and has returned to it's normal trading level . So I missed that little opportunity. But as I don't have any fixed income it made me have a look around for other beat up preferreds where I discovered another Brookfield product BAM.PR.B down in price and currently yielding 8.8% .BAM.PR.B is a floating rate preferred and I was unable to find out which kind BRF.PR.E is. I don't really understand which type of preferred is more desirable than others but I do have faith in Brookfield getting through this mess maintaining the dividends on their preferred shares. Please explain the desirability of one over the other of these two preferreds ? There is a considerable difference in both their highs in price and current yield . Thank you for your guidance through these tough market times.
Read Answer Asked by Garth on April 15, 2020
Q: Hi. I want to gradually increase my exposure to the industrial sector and I am considering nibbling at one of the following companies; MG, CAE, LNR. This company would be a long-term hold. thanks,
Read Answer Asked by John on April 15, 2020
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