Investment Q&A

Q: I am coming into cash in August which will be roughly triple the value of my current portfolio.
I am not particularly jittery over this downturn and have a good 10 year horizon. To that end I have started selling puts on a few top US names. With the VIX as high as it is I can sell puts with an additional 10 to 15% drop from today's numbers and get a 8 to 12% pay out for August or September puts. At those numbers, I would be happy to own, for example, AAPL at a further 12% discount (with another 12% cushion i.e. money received via the put.) I m only selling puts on companies that I would like to own and in quantities where they would fit an overall portfolio allocation strategy should I need to pick them up. While I know this strategy is not for everyone, does it sound reasonable to you? Also do you know of Canadian stocks that have good liquidity in the medium term options market and are also good long term investments?
Thank-you.

Q: Hello team,

Would you please mark (from 1 to 10) each of the above companies in terms of their ability to weather a recession scenario. (the lower the mark the worse the current balance sheet and inability to service debt).

Thanks a whole bunch especially in this crazy times....

Q: Hey guys, I have a 3.5% position in GUD since a couple of years, average cost of $7.50, when they’re going to report ? my patience with GUD has run out, any suggestions to replace it with the recent pullback
keep up the good work !
thx !

Q: Between these two, which one would you pick and why? thanks

Q: CNQ is now yielding 10%. Based on your analysis and current oil prices can they keep paying it?

Q: How do you feel about bns or the banks at these levels?

How much downside do you see if we re in a recession and oil price stays low for some time? I am tempted in view of the usual stability, yield, oligopoly, sustainable payout, etc.

Appreciate your comments.

Q: Good afternoon,
What is your opinion on the impact of the present market trend on real states?
Thanks

Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR

Q: Hello Peter and Team,

Like most others, I'm licking my wounds tonight and strategizing how I might eventually make back some of the ground I've lost today. Thank you for the updated report and shopping list suggestions provided.
As well, I was thinking that there may be some good recovery opportunities within electronic transaction companies. I realize that interest rates, volume of transactions, etc., are some of the factors that will affect valuations, but the corona virus could be a boost for these companies if more of the world's consumers (especially in developing countries) move to a cashless society. I read that China is burning or disinfecting a lot of their paper money to help curb infection spread. Do you agree with this thesis, and if so, could you suggest a list of companies that could benefit? Could there also be boost to bitcoin adoption? Thanks.

Brad

Q: What would you look for in timing a buy? The vix at over 80? In particular I am interested in adding to my position in Verisk Analytics but this could apply to any stock.

Q: Hi,
Would you start buying these and in what order?
Thank you for great service.

Milan

Q: Thank you for the special report and the 10 companies to keep an eye on during these volatile times. The only question I have is the impact felt to the travel industry and if there are any companies from that industry that we should keep an eye on as well. Travel plans are already being reconsidered and I'm sure will only get worse and could be badly beaten over the course of time. Thank you for all your advise....

Q: Are you aware of any research that provides detailed analysis regarding oil patch exposure of the big 5 banks?

Q: Why in your opinion is Dream following the downside to the same extent as the market? I was hoping that uilities and REITS in general would be less volatile. What do you think of the fall in DIR.?

Q: Hi can you please explain what the prospectus filing on March 6/2020 for OVV means, they will be selling common shares and securities? Reading some of the Sedar's filings but not totally clear to me, does this mean they are delisting the stock or just selling their portion of shareholder equity (shares and debt)?

I own these shares in a TFSA and Canadian non-registered account, would there be tax implications?

Thanks

Q: What would be the top 3 Canadian banks have the best/quickest rebound potential ? thanks

Q: What do you think of adding 1/3% to ENB in this environment? ENB is currently 3.3% of my portfolio with an average cost of $45.75. Their record of dividend increases is impressive.

Also, is ENB adding many / any Wind or Solar assets to their mix? They hint at this in some communications.

Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!

Q: I have $87,000 to invest in my RRIF. At the age of 85, my required annual deduction is high. Could you recommend 4 or 5 stocks with good yields and a reasonable degree of safety to hold in my RRIF? Would any REITs be suitable for that purpose?

Q: Could you name 3 Canadian energy companies that are low cost, debt-free producers that might be worth watching for an entry point?
Thanks; and thank you for your report and communications today!