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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 have roughly equal weights in NA, RY and BNS and a half position of TD in a TFSA. Even at the worst point of the decline (so far), I have stayed above water on on all but BNS.

As a retiree who loves his solid dividends, the banks are attractive to me and my total holdings are likely higher than you would recommend. I am wondering if I should use the correction to move out of NA and redistribute the funds into RY and BNS. (No room to add money to the TFSA.)

Your thoughts?
Read Answer Asked by David on April 24, 2020
Q: Hi 5i,

Thank you for the great work. Gold seems to be emerging as a key theme right now. Currently I have a full position in Franco-Nevada. Looking to add further exposure and wondering if you would:

1. Add to FNV
2. Add position in any miners you recommend
3. Add XGD

Thank you in advance!
Read Answer Asked by Greg on April 24, 2020
Q: Last year Dowdupont spun-off Dow and Corteva. Amounts were allocated to each of the spin-offs as to their immediate value on separation. I received a T5 setting out those valuations as "foreign income". My broker Qtrade left my original cost for the DWDP prior to spin-off as was. Allocating a theoretical cost for the DOW and CTVA shares without reducing the cost of the remaining DWDP shares leaves open an unfair (to Revenue Canada) capital loss upon sale of DWDP. Fair enough, however the response to allocate the DOW and CTVA share values as income seems unfair to the shareholder: as income full tax is payable whereas only 50% of capital gain is fully taxed and has the ability of set-off against losses.
Question Can you advise whether the Qtrade handling is mandatory per Revenue Canada or arbitrary by broker?
Thanks very much.
Read Answer Asked by Mark on April 24, 2020
Q: I hold a small position in EIF (1%) and debating whether to add or move on here. I like the divvy, but is it sustainable (payout ratio?). 50% off recent highs made in Feb, is it likely to re-test lows of late March ($14) in a second wave of market downdraft ? What are it’s prospects in a post-Corona world, does its business lend itself to quick recovery?
Read Answer Asked by Tony on April 24, 2020
Q: Hi Peter, Ryan and team,

How would you rank BYD, PBH, QSR and DSG for an add on in a RESP? Time frame is 8 years. Would rankings change within a TFSA?

Is it possible to buy stocks for a child who is under 18? Or would the child have to wait until 19 to own stocks.?

Please charge however among of credit for the questions.

Thanks again for your your great service!

Marvin
Read Answer Asked by Marvin on April 24, 2020
Q: I just read your report on PBH and wondering what does China have to do with supplying pork to PBH? (ref. Growth Plans section of the report). I always thought China was a net importer of pork and am shocked if Canada /PBH is buying Chinese pork. Please explain the China connection to PBH operations and its impact on PBH earnings & growth.
Read Answer Asked by EDWARD on April 24, 2020
Q: Good Morning

I’m looking to add some US exposure. I currently have Guardant, Roku and Alteryx. Regardless of sector what would recommend for a long term hold.?

Thank you
Read Answer Asked by Marty on April 24, 2020
Q: Can you provide further explanation for why you prefer unhedged products (ETF). I am referring to your answer to Mr. Lei’s questions from today’. Especially With the cad dollar at 70 cents or so, intuitively I have shopping for hedged products. Can you please explain the virtues and and faults of hedged vs unhedged products.
Thank you.
Read Answer Asked by Karim on April 24, 2020
Q: Morning ,
Relative to your recent comments on Canadian Banks and shorts , What % of shorts does it take to make a meaningful impact on the upside. Have benefited in shorts recently in Snap, Shop and ETSY . Cut my investing teeth in the Nortel, Rim , JDSU days and yet my banks have been my best long term move.
Thanks
Greg
Read Answer Asked by Greg on April 24, 2020
Q: Hello Peter & 5 I team,
Thank you for the update yesterday. You mentioned that solvency is a risk in these turbulent times. We are holding the above mentioned stocks and are wondering if any of them are an insolvent potential.
Thank you
Read Answer Asked by john on April 24, 2020
Q: Hi,
I am wondering if there are any any tail hedging strategies available to the common investor. As an example Universa has an insurance product which uses tail hedging strategies where one invests about 3% of their portfolio which practically produces a zero return during normal times but during times when unforeseen events or sudden crashes happen they produce phenomenal returns..I believe such products are only available to institutional investors. Thank you very much. Regards,
Shyam
Read Answer Asked by Shyam on April 24, 2020
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