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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 own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?
Read Answer Asked by Paul on December 21, 2018
Q: Greetings 5i team, Valuation measures look fine for IAG. How does IAG compare to other Ins. Co's and financial svc Co's for earnings growth and i-rate environment moving higher ?
Read Answer Asked by Bernie on November 07, 2018
Q: Hi, The listed companies have been where I have taken a big hit. As a novice investor the lesson I've learned is that it makes sense to average into a position, especially in an uncertain market. Losses in these stocks have taken over 5% of my portfolio. Can you comment please that all of these companies show promise for the long term, and there is good reason to say they will bounce back when the markets do recover? I know that MFC has a litigation issue, and TCL.A has an acquisition that is somewhat off the rails. I don't need this money for at least 15 years, but also want to feel sure I'm setting up my RSP for an increase within a few years. Thanks.
Read Answer Asked by Dan on October 30, 2018
Q: I am largely an income investor and hold the above stocks for their dividends. I am concerned that some of them may have high levels of debt and will be negatively impacted by higher interest rates. Can you advise which are the most and least indebted companies, and whether higher interest charges could threaten their dividends? Thanks.
Read Answer Asked by Ken on October 12, 2018
Q: The preferreds of various insurance companies are getting whacked with numerous issues hitting yearly lows on Friday, including some not connected with the Mosten lawsuit such as GWO. As a holder of several investment grade issues of these companies it is difficult for me to quantify how large the potential liability could be. Does 5i have any sense of this?
Read Answer Asked by Jeff on October 09, 2018
Q: A comment on the lawsuit. I am a lawyer who does lot of work for banks and I pay attention to court rulings that effect them. If Manulife has to appeal any adverse ruling to the Supreme Court of Canada, Manulife is very likely to win this case. The Supreme Court has demonstrated in other cases that it will try to accommodate the daily business of financial institutions. For those who care about such things look at the recent case of Royal Bank vs. Trang.
Read Answer Asked by Murray on October 05, 2018
Q: Considering MFC position or SLF position, next week. MFC appears to have the better cash / share price ratio (29 vs 20), greater pullback from 52 wk high (16.5% vs 8.4%) and a slightly better dividend yield (3.79% vs 3.69%). SLF appears to have a tighter standard deviation than MFC, since 2012. I've seen past Q/A stating you prefer SLF over MFC. Your thoughts on these two life insure co's or other life insure co's would be appreciated.
Read Answer Asked by LARRY on October 01, 2018
Q: ray.a is your top pick on BNN but is not in any of your portfolio, why ? At current price between mfc and slf which is a better buy ? After the recent news of the awards of contracts is maxr an attractive buy ?
Read Answer Asked by c c on September 13, 2018
Q: With all the hurricanes, earthquakes, flooding, droughts, etc, etc ,etc. How can insurance companies profit? The Canadian Gov't is taxing everyone to death and there is only so much money left over for average people to carry coverage so something has to give and on top wages are not going up for these people.
I would like your take ion insurance with these obvious conditions.

Thanks, James

Read Answer Asked by JAMES on September 10, 2018
Q: I have a small position in GWO, more in MFC and most in SLF. I would like to either own one or two of these. Which do you feel has the most potential? With the cash from the sale what would you recommend in the health sector?
Thank you,
V.
Read Answer Asked by V on August 14, 2018
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