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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: Please explain negative interest rates. Why would a bank or country pay someone to hold their money? How does this relate to countries purchasing their own debt? If the economy/markets are in good shape why would negative rates exist and why are they needed?
Read Answer Asked by Lorne on March 20, 2019
Q: We’ve owned six rate-reset preferreds for close to 10 years. What an experience! One (RBC) was just recalled. Here’s our present status:
Book Market
BNS..PR.Z $238k $228k $10k
BMO.PR.Q $123k $114k $ 9k
TA.PR.J $125k $91k $34k
BAM.PR.R $121k $76k $45k
ENB.PF.E $112k $75k $37k
I worry less now about our preferreds as our IA predicts most of ours will get recalled. Your thoughts please? I 'think' there's a place in our portfolio for some blue-chip preferreds even if not recalled. Having said that, I still don’t grasp preferreds nearly as much as I should, eg what the principal amounts will be if not recalled. Your thoughts please? The huge gap for three of our five also causes me to worry a bit about what’s happening to retail holders like us. Thanks.
Read Answer Asked by Bill on March 20, 2019
Q: Hi
Please help me with a 100,000 foot scan of the telco space. The hypothesis is the Cdn. Telcos are extremely vulnerable to the combined threat of cord cutting and streaming. Customers cancel cable, stream their entertainment with unlimited choice via ROKU. Telcos suffer. Our nice dividend growers fade.
Is it too soon to sell? Appreciate your take.
Thanks Frank
Read Answer Asked by Frank on March 20, 2019
Q: Hello,

Lyft and Uber will be going public soon, would you recommend purchasing shares after the IPO? Growth has been great for both companies but obviously they are losing a lot of money as they grow.

What is the general strategy for IPOs ie. Lightspeed POS? Should you typically wait for first qtr results before you buy? I considered stocks like FB, MongoDB and could have done quite well. Also I believe that employees have to hold shares for at least 6 mths (not sure of exact timeframe) before they sell so wondering if that would have an impact when insiders with a considerable number of shares are allowed to sell.

Thanks,
Neeraj
Read Answer Asked by Neeraj on March 20, 2019
Q: Celgene appears to be stumbling higher, presumably towards the value assigned to it from the Bristol Myers merger. In past months, you previously suggested holding on; is that still your view? Also, can you suggest a source for information on the tax treatment from the merger for Canadian taxpayers who hold Celgene? Thanks,
Read Answer Asked by Leonard on March 20, 2019
Q: Does the new digital subscription tax credit apply to our 5i newsletter fees?
Read Answer Asked by Ian on March 20, 2019
Q: Any comments about NPI share offer. For expansion or to clean up balance shret
Read Answer Asked by Mark on March 19, 2019
Q: Mark asked a question today and the stock was not identified. Can you clarify please?

Sheldon
Read Answer Asked by Sheldon on March 19, 2019
Q: Hi 5i. To further transfer from Balanced to Income portfolio, please pick from my top gainers and % gain from which to reduce or sell outright in order from 1st to last or leave alone.
XHC75%, VUN60%, ATD.B35%, ZUH30%, XEF25%, VXC25%, IYT25%.
The proceeds will then be used to top up your income port. and global div. players on pullbacks or as required. Does this make sense? What % cash should I keep in reserve? Thanks
Read Answer Asked by Peter on March 19, 2019
Q: I currently own Slate Office Reit which has not been performing very well and was thinking of selling it and buying Summit industrial income Reit. I am interested in yield and growth and would appreciate your comments on this switch. Also I would appreciate your reasons for your suggestions. Thank you for all you do. Ian
Read Answer Asked by Ian on March 19, 2019
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