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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: In anticipation( trying to remain positive) of a Covid Vaccine what stocks in particular in both US and CAN will outperform in your view. Which stocks may retreat, at least initially?
Thank you
Read Answer Asked by Marty on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Dear Peter and Ryan.
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 24, 2020
Q: Hello 5i Team,
Thank you for all your guidance throughout this type of market. I'm sure all the Canadians are greatly appreciating your impeccable work for us DIY investors.

If you have ~$20k of cash today and your goal is to appreciate this into a much larger amount not too long after coming out of the other side of this market (i.e. after a recession), which 10-15 Canadian equities would you go after with a good sector diversification?

Since I am younger and my nest egg is still small, I'm not too concerned or rely on dividends. I'd much rather have stocks whose valuations may appreciate greatly rather than going for the slow and steady dividend aristocrats and blue-chips.

I have been eyeing the large discounts on Canadian equities such as the following: AC, CAE, SLF, GSY, LSPD, PLC, GIL.
Read Answer Asked by Michael on April 14, 2020
Q: Could you please give me your opinion on these three companies in light of the current situation. I hold Cu and CHR, but not AC. I am particularly thinking of AC since post the virus, it would seem to be likely to recover significantly. Your thoughts?
Please charge as many questions as you deem appropriate.
Read Answer Asked by Donald on April 02, 2020
Q: Good day 5I precious team.
I currently hold CAE in my taxable account at 32% loss currently and the downward spiral doesn't seem to slow down. Would it make sense to sell it and crystallize a loss to buy either AC or HRX in my RRSP in order to take a maximum effect if ( when ) the airline industry gets back on its feet? If so which would you choose and would you do the switch into the RRSP? I am retired and have sufficient cash to survive the market turmoil. Of course, risk is a consideration.

Thank you for your support.
Read Answer Asked by Yves on April 01, 2020
Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?
Read Answer Asked by Gigi on March 30, 2020
Q: Hello Peter and co,
Thank you for your voice of reason in these crazy times! My 18-year old granddaughter has been talking about investments, and recently announced that she has decided she wants to invest in a cruise line company, since they are probably way down. Her thinking makes some sense to me, as the cruise industry will survive, and the strongest players may benefit from assimilation of weaker players assets. Similar thinking regarding airlines. In both cases, bankruptcy may be a risk. Is it safe to assume that buying these sectors is a good long term strategy, and if so, which companies would you suggest? Presumably strong balance sheet is a must. I think I read that Warren Buffett bought some Delta Airlines shares recently. Considering all that, what would you suggest for a young 18-year old?
Thanks.
Read Answer Asked by Ed on March 26, 2020
Q: Hello 5IResearch
Are there any canadian ETF that tracks the travel industries such as the air lines and or the cruise lines that you can recommend ? If not what would you recommend to participate in the travel industries recover .Thanks for all the recommendation that are posted each day.

Read Answer Asked by claudio on March 26, 2020
Q: My son has AC shares in an unregistered account which were purchased over time as AC shares rose but now the AC price is below all of his purchase prices. He has tfsa room.

I am thinking of suggesting that he transfer those shares now to a tfsa so that he will not be taxed on the capital gains if and when the shares rebound.

As I understand it, he won't be able to use the tax loss due to the 30-day rule but he will not have any unregistered gains to use the offset anyway so I'm thinking that's a moot point. (I don't think he should liquidate and re-buy the shares in the tfsa after 30 days in case he misses the rebound.)

Does the transfer to a tfsa make sense or I am I missing anything here?
Read Answer Asked by William on March 24, 2020
Q: I seem to remember in past recessions that I was able to buy bonds of troubled companies like Air Canada and GM with yields in excess of 12%. I just looked on TD WebBroker and AC bonds are YTM 3.5%! No thanks! Definitely doesn't sound like a good risk reward, and there were many other companies with still 'normal' looking yields. Any thoughts on when bonds will be re-rated (or not)? Even the energy sector at some point should be yielding much much higher, with better risk profile than equities.
Alternatively, I always hear that the bond market is smarter than the equity market. Could this be a sign that equity markets have over-reacted? Thanks for all your good work!
Read Answer Asked by Philip on March 23, 2020
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