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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 don't know anything about technical analysis. However, looking at the chart of XBC over the past week there appear to be clear levels of support and resistance at 1.80, 1.95 and then at 2.25, Presumably this relates to investors either taking profits or exiting at a reduced loss following the recent uptick. My question: does this chart tell us anything about future levels of support or what we might expect moving forward? Thank-you for your insight.
Read Answer Asked by Stephen on April 01, 2022
Q: AKT.A has been showing better momentum lately, but I'm still way way down on this stock. Would you continue to hold or sell and use the funds to average down on Xebec?
My other 2 options are to either sell Knight Therapeutics, or use up some of my cash to top up Xebec.
I sold both TBRD and UNS near their lows only to watch them Rocket later, so this makes me hesitant on selling my losers, i often get it wrong.
Thanks
Read Answer Asked by Gordon on April 01, 2022
Q: I searched the i5 questions history and found that the last question was close to 6 months ago. I looked at the latest numbers and like that the margin % has increased and their balance sheet looks good except a for a recent large increase in inventory. Am I wrong to think they are ramping up production for unannounced orders and that the stock looks good?
Read Answer Asked by DAVE on April 01, 2022
Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.
Read Answer Asked by Yves on April 01, 2022
Q: I own both MAWER New Canada-MAW107 (since 2004!!) and Mawer Global Smallcap-MAW150 (since 2011) in a taxable account. Both funds declared very large capital gain distributions in 2021, much more then I experienced in the last years.. Are the capital gains really from 2021 -not the best year for MAW150 ?

I’m probably dead wrong but is it possible that after many years of good performance (let’s say 10 years), the mutual funds are required to distribute some capital gains, so that investors do not cling to them forever, and make CRA happy ?

Thank you.
Read Answer Asked by Denise on April 01, 2022
Q: Great webinar Peter. I was pleased to hear you reinforce the ‘basket’ approach in small cap investing. Not only does it make sense, it helps one sleep much better. Thanks again.

GM
Read Answer Asked by Gary on April 01, 2022
Q: Hello 5i Team

I need to trim back my holdings of TD Bank and potentially purchase shares in Bank of Montreal.

If I sell TD Bank on Thursday April 07, please confirm that I will receive the dividend as April 07 is the ex-dividend date.

As the Federal Budget is scheduled for release after close of the markets on April 07, would it be reasonable to assume if an increase in the Capital Gains exclusion rate was implemented it would be effective April 08 or at a later date?

I tried to research the previous increases in the Capital Gains exclusion rates, however it last occurred in 1987 and most government press releases are not digitized from that era.

Thanks
Read Answer Asked by Stephen on April 01, 2022
Q: GSY: I've been thinking about buying this stock; however, concerned about the BOC aggressive stated policy to increase interest rates quite quickly. This and the recent report from RBC on housing service index that is high and getting higher - higher % income required to service mortgage debt. Concerned about a recession; especially, if I own this stock which probably would get killed, I would think? Comments please.
Read Answer Asked by James on April 01, 2022
Q: I would like to get 5iR thoughts on the following March 31, BEI.UN trading activity. BEI.UN high for the day was 59.11. At 3:49 PM the price was 59.00, volume 200. At 3:53 I bought 140 shares at 58.80. Between 3:53 & 3:59 the price varied between 58.78 & 58.87 with individuals volumes less than 1000. Then just before 4:00, 69,000 shares were sold & bought at 58.79.

So my question is, what is 5iR thoughts on why, just before the market closes, shares of BEI.UN previously trading at volumes less than 1,000 shares per trade, an investor sells 69,000 shares (much more than previous individual trades) at a price close to the day’s low. I know you can’t exactly know the sellers thinking, but do you have any thoughts on the seller’s strategy. (69,000 x 58.79 = $4,056,510) Thanks … Cal
Read Answer Asked by cal on April 01, 2022
Q: Are there any indicators a recession coming?

I ask as nothing makes much sense at the moment. I run my own business, and there is a lot going on right now and feel the sand shifting underneath me.

COGS is going up like crazy, there is wage inflation, inflation in general, and interest rate increases on the horizon. I notice retail customers are bit slower than before and shipping is going up.

I don't get a good sense that things can continue like this.

I know inflation doesn't normally cause recessions, but interest rate increases can.

Should I not worry about it and just let my balanced portfolio go through the process.

Or do I position some Cash or more recession proof companies into my portfolio?

Sorry lots to unpack, but the Tea Leaves aren't giving me anything yet my gut feels something;)

Thanks Colin.
Read Answer Asked by Colin on April 01, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Bren on March 31, 2022
Q: Good morning,
I understand that Valens announced a deal yesterday where "underwriters have agreed to purchase, on a bought deal basis, 10,613,207 units of the company at a price of $2.65 per unit." The stock plunged 25% yesterday on the news to $2.16. I am sad to admit that I am ignorant to why this stock dropped so much on the news - any insights you can provide? Also, I bought this stock with a 5-10 year hold plan - still a good long-term company?
Read Answer Asked by Rossano on March 31, 2022
Q: hi, these equities are overvalued, over-leveraged, with shrinking earnings, according to Morningstar Canadian Dangerous strategy. do you think any are compelling sells now, and which would you Hold?
thanks, Chris
Read Answer Asked by chris on March 31, 2022
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