Investment Q&A

Q: Thanks for the great technical chart. It is very very helpful. Can you please share the chart settings.
Is there any ETF in Canada and the USA that covers work from home stocks. That includes Cyber Security, Telecom and cloud business. if not would you recommend any stocks or ETF with a good balance sheet in each of the above sectors or any other sectors that would benefits?

Thanks for the great service.

Q: Could you please give me your opinion on these three companies in light of the current situation. I hold Cu and CHR, but not AC. I am particularly thinking of AC since post the virus, it would seem to be likely to recover significantly. Your thoughts?
Please charge as many questions as you deem appropriate.

Q: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks

Q: I have numbe rof companie on my watchlist.and number off companies I own not tracked by 5i-
byd bam aqn ecn kxs atd ccl gib .a. recently I deleted number of companies however I don't know how to add.
i am tech illiterate can you tell me how i add

Q: Are there any tsx listed medium and large cap companies that incur most of their costs in Canada but most of their revenue in the US? I ask because those companies may get a bump in revenue and profit because of the low cdn dollar/high us dollar.

Q: Your thoughts on these 2. Likelihood of either not surviving the crisis vs likelihood they offer large returns for the 5-7 year investor?

Q: Hi 5i,

Main question: How much overlap is there in the equities exposure of VSP and XQQ? Are there specific companies where any such overlap is concentrated to the point of being worth mentioning?

Follow-up clarification: In Derek’s March 30 Canadian pipelines question where you ranked 4 pipes on balance sheet strength and preferability, you named Enbridge 3-bal and 1-pref. What offsets the weaker balance sheet aspect? Balance sheet differences not being material? More reliable income stream maybe in the event of a sector meltdown? The track record on growth and dividend growth maybe? Size?

Thanks

Q: Hi 5i,

The Canadian forestry industry has been particularly punished in the volatility so far. What are your opinions on the sector for a long-term hold today? Do any companies stand out in particular?

Thank you in advance.

G

Q: I have a large capital gain on Boyd for the 2020 tax year which I am considering offsetting by taking Capital losses which I have on the above mentioned stocks, including BYD. What is the best way to do this? Sell and wait 30 days to re-buy? Sell now and buy proxies (what would they be?)? I’m also considering using stop losses to take advantage of any increase in stock prices I might otherwise miss. Would appreciate you comments and advice. Michael

Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.

Q: If you hold the same stock in both a registered and a non registered account and sell both positions within a day of each other, does the superficial loss rule apply to the registered account if you want to repurchase that stock in the registered account?

Q: I thought this link was a pretty good picture of what historical collapses have look like. Post if you think it might help those concerned about what the market is doing.

https://www.msn.com/en-ca/money/topstories/how-the-current-stock-market-collapse-compares-with-others-in-history/ss-BB11FfpW?li=AAgh0dA&ocid=AARDHP#image=2

Q: Sometime in the last 6 years a question was asked about a short list of Canadian companies that survived the 2008 financial crisis. I believe HCG was one of them although it has had its troubles since. I cannot find it in the search of all questions. Can you give a current list?
Thank you.

Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: if. you had to pick 5 stocks that you are familiar with and understand to start picking away which would they be.
i bought some ry at 80 and intact at111 and some suncor, just small amounts.
a value your opinion.
and is goeasy dead in the water, what a trashing

Q: hi,
can I get your best ideas for a long term investor ( who enjoys dividends with some growth ) for the following: (Canadian equities if possible please ) home improvement, Pharma, health services, REITS, drugstores, railways, and any other areas that you think should do well moving forward with covid19 looming over us for the next while...
cheers and stay healthy everyone. make sure to get outside and get lots of exercise! chris

Q: Hi,

A general question about a companies responsibility to update investors with respect to their business. Occasionally, companies update the market with respect to upcoming earnings and will 'guide up' or 'guide down' depending on what is happening. In light of the current chaos, it seems to me that now many companies have not updated guidance (I could be wrong, I follow the market generally...). Could you shed some light on to why not many companies have issued guidance updates? Perhaps the situation is so fluid, companies really can't update b/c they can't update with reliable numbers, or they are afraid to (make a terrible situation catastrophic), or...?

Further, are there time frames on issuing updates (X weeks before next quarter, for example) or perhaps requirements for updating if forecasts are going to be massively missed?

I'm basically wondering what to make of the few corporate updates.

Cam

Q: Which companies do you think might not survive the crisis and it's better dumping now while they still have value? I think you have mentioned the oil producers and what about restaurant stocks? I just listed a few examples here of both.

Q: The family is going to Cuba with Air Transat the second week in May.

Can you comment on the likelihood of this company failing prior to the AC acquisition.

Thanks!