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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: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.
Read Answer Asked by Joyce on May 13, 2020
Q: Hi 5i,

Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?

Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.

G
Read Answer Asked by Greg on April 17, 2020
Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?
Read Answer Asked by James on April 13, 2020
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Read Answer Asked by Benjamin on February 12, 2020
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Read Answer Asked by Rod on January 29, 2020
Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.
Read Answer Asked by Raymond on December 17, 2019
Q: Looking at taking advantage of the recent sell-off in base metal miners to initiate a position in one of them. Which of the above would you prefer, or do you have another Canadian listed suggestion?
Thanks
Read Answer Asked by Robert on May 14, 2019
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
Read Answer Asked by Jeremy on February 19, 2019