skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: CAS has been hitting 52 week highs. Is there an explanation other than market "enthusiasm/madness" due to press releases stating CAS will be making medical masks? I know you are generally negative on this company due, if I recall correctly, to elevated debt levels but has your opinion changed?
Thanks,
Jim
Read Answer Asked by James on April 13, 2020
Q: Peter
I know you have said that the stock market may start going up before this crisis is over and confuse and confound investors. Well I am one of those investors. If as the Royal Bank said this morning millions of dollars have been pulled out of mutual funds in the last several weeks, I can’t imagine that it is those people getting back in the market or is it? Where is all the money coming from to buy stocks? What is the stock market anyway? Institutions and individuals buying and selling to each other to try and make a buck? I read once that the world could do without oil before they could do without the stock market. Do you believe that?
Post if you want. I am sure I am not the only investor out there who can’t make sense of the stock market.
Read Answer Asked by Helen on April 08, 2020
Q: Trading at ~$24 a share gives a market cap of roughly 1.45 billion. If they earned 297 million fiscal 2019, that would give a TTM PE of 4.89.
I know their properties are closed right now, but is this not a great buy looking out 2-3 years?
Any comment would be great. Are there any other companies you like that are trading at these ridiculous valuations?
Read Answer Asked by Ken on April 08, 2020
Q: Which public Canadian companies do you think is reasonable to expect solvency issues in this market?
Read Answer Asked by Eugene on April 07, 2020
Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony
Read Answer Asked by Anthony on April 03, 2020
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.
Read Answer Asked by Hector on April 02, 2020
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.
Read Answer Asked by Donald on April 02, 2020
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
Read Answer Asked by Gary on April 02, 2020
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
Read Answer Asked by Lance on March 31, 2020
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
Read Answer Asked by Michael on March 27, 2020
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.
Read Answer Asked by Roy on March 27, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!