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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: Hi 5i.
Looking to boost the dividends in my Canadian equity portfolio by peppering in some preferred shares, Can you recommend 5 companies preferred shares that are buyable with an eye on safety, I currently have CSU.DB
Many thanks!
Read Answer Asked by Mark on November 29, 2021
Q: Peter,

I would be quite interested in your very knowledgeable opinion on the Sat article in the Globe re the Bridging Finance Inc fiasco. It smells of Madoff of the North. I find it ironic that they would lend to mid-sized companies that had been ignored { declined } the banks , but the banks were then pushing out the end product as a recommended investment. How with any common sense would the spin sent out by the Sharpes ever pass the sniff test when they claim they were in essence lending to companies that banks would not touch , yet had zero writeoffs. I must be missing something.

How as retail investors are we to protect ourselves when the " experts" look like they were hook line and sinker into a pile of garbage.

Thanks

Paul
Read Answer Asked by paul on November 29, 2021
Q: Hi Peter & 5i team,
Many investors consider cryptocurrency highly speculative or even risky. Recently portfolio managers are adding crypto to their holdings. What would be a good way for the retail investor to add a small percentage ( if any) to their portfolio?
Thank you for your opinions.
Read Answer Asked by john on November 29, 2021
Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!
Read Answer Asked by Rob on November 29, 2021
Q: With the markets down so much today (TSX 2.3%; DJIA 2.7%; NASDAQ 2%), what Can or US high quality companies look like significant buys to you? Or do you recommend waiting on the buy side until things settle a bit in the next week or so until more is known about the new COVID variant?
Read Answer Asked by David C. on November 29, 2021
Q: Hi 5i Team,

Upstart, Pinterest and Cerence are all beaten down lately. Do you think they still have future growth potential and are buyable during the current tax loss selling period. If so, pls estimate an entry point respectively.

I understand the risk of these stocks and they are in different sectors.
Pls deduct credits at your discretion.

Thank you for your great advice as alwasys
Read Answer Asked by Pui on November 29, 2021
Q: My broker bought for me positions in three different versions of Brookfield Infrastructure. Is one better than the other to own in an unregistered account?
Read Answer Asked by Lori on November 29, 2021
Q: Everyone.
My thoughts for investing: only invest in the the best of the best; hold long term and stuff will happen to test you.

As I look back on LSPD:
Should I have sold when the short report happened? No because nothing materially changed. The report was fluff and noise.
Should I have sold after the last quarter report? No because there was only a small misstep. High growth companies do have missteps.
Should I have sold when price dropped below 50 or 200 day moving average? No nothing materially changed. Apple and Amazon have dropped below both of those markers.
The only thing that has changed is the price people are willing to purchase shares.
The company strategies are still intact, but should I have sold earlier and what would be the key signal to sell?
Clayton
Read Answer Asked by Clayton on November 29, 2021
Q: Hi folks
Ok...so I woke up this am to world markets down....I decided to buy a bit more BNTX for obvious reasons. It was already up to its highest of the day and I thought it would go up more but that's OK.. my question is...how can a small investor like myself get in before a stock soars? Who are these early, ahead of the game buyers? Seems unfair to me!
Thanks for your steading support and have a warm weekend
Read Answer Asked by El-ann on November 29, 2021
Q: Hello Peter,

With the uncertainty created by the new variant likely to impact the economy and delay interest rate hikes I am preparing for extreme market reaction in the margin account where I might have to lighten up the portfolio.
I would appreciate if you could grade the sectors and subsectors to reduce first, from the list below.
Industrials, Technology, Digital payments/lending, Faangs, Online Retailers/commerce and in general high growth(&value) companies that have taken a hit over the last week or so.
I apologize if the question has got jumbled up, but would appreciate your rationalized response.
As always, your opinion and suggestions are highly valued.
Regards
Rajiv
Read Answer Asked by Rajiv on November 29, 2021
Q: hello 5i Research team,
I understand that the entire sector has been weak for some time. WELL is currently at its 52 week low. Based on technical analysis, what is the next support level? Could you compare WELL stock performance with a basket of North American competitors (name the list of the companies in your basket) since March 1st 2021 when WELL was at 9$ and comment. What could be catalysts for the sector? Have you seen some signs of consolidation in the sector?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 29, 2021