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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: You have mentionned in the past that some of you at 5i are trading options during this time of high volatility, as i have bee, too. I am wondering what your prognosis of the coming months looks like. I have been getting scared of another leg down coming and am fearful of getting caught in Stocks that have fallen. That caution has been heightened by Buffet's ecision not to buy during this time, presumably because it is too uncertain. This may be a bit too broad of a question but i would be interested in knowing what you see on the horizon and what your take is of Buffet's apparent view of that smae horizon
Thanks
Read Answer Asked by joseph on May 07, 2020
Q: I am ready to exit Suncor, and am looking for a replacement stock with a good balance between dividend sustainability (over the long term, understanding that almost no dividends are safe in the current environment), dividend yield, and dividend growth.
I am considering either QSR or SYL (or another stock in the consumer discretionary or tech sectors -- please recommend, slight preference for consumer discretionary as I am underweight this sector) as a replacement. This is for a long term (hopefully indefinite) hold. I already hold CTC.A, MSFT, and IBM. Thank you.
Read Answer Asked by Walter on May 07, 2020
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Read Answer Asked by Lorraine on May 07, 2020
Q: Hi team, currencies move in short term nearly impossible to predict, however, the new 20 yrs treasure came out, would be a "support" U.S dollar in short term? thanks
Read Answer Asked by LEI on May 07, 2020
Q: I had some cash on the sidelines in March and managed to buy at some lows.
Im actually in the black now overall and of course my emotions (I think greed) take over and I think I should sell a portion in preparation for another dip - maybe a big dip after some of the reality of the impact of covid 19 is realized.
I bet you hate questions like this but, would you sell a third and see or just ride it out ?


Read Answer Asked by Paul on May 07, 2020
Q: Absolute software is hitting new highs in this environment , what is happening to this usually quiet stock ?

thanks, Jean
Read Answer Asked by Jean on May 07, 2020
Q: Hi Peter, can I get your opinion of BBD.B at this level for my 19 year old's TFSA account for a long term hold. He has just started and is short on cash but wants to get some invested. If you don't like BBD can you suggest another at the same level. Thanks, Nick
Read Answer Asked by Nick on May 07, 2020
Q: I am asking for some coaching advice. I am down on multiple blue chip dividend paying stocks. They are amongst your favourites, ENB, TD, BNS, SLF and CM.

keeping all in equal weights is not important to me, rather my personality is buying the best valued equity of the moment with comfort that I am getting it at a good price. I am holding for long term.

My problem is I don't have a sense of which is better valued right now with everything up in the air.

My question is deciding which one to buy more of, as they are on "sale" right now. I am comfortable that their dividends are amongst the "safest" available.

How would you approach this?



Read Answer Asked by Ernest on May 07, 2020
Q: Hi 5i,
Thoughts on purchasing BAM.A and SLF at current prices, or wait for lower prices? Do you think their dividends are safe?
Thoughts on the Canadian oil sector with respect to SU and CNQ? While dividends cuts have happened and likely to continue, do you see long term value in purchasing at these levels and do you prefer one over the other? Worth the risk for a 5 year hold?
Thanks very much
Terry
Read Answer Asked by Terry on May 07, 2020
Q: Hi, looking to lighten up on my small cap holdings, sector not an issue. Could you list in order which ones you would SELL first?
Looking to hold two for longer term
Thanks
Read Answer Asked by Brad on May 07, 2020
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