Investment Q&A

Q: Hi team,
You get many questions regarding resource companies, and it seems to me like a lot of subscribers, myself included, would probably get a lot of value from a 5i model resource portfolio. I realize the model portfolios already contain some resource companies, but would 5i ever consider creating its purely resource portfolio?

Q: Hi 5i,

After months of negotiating, the federal government and Air Canada announced a deal on Monday that allows the airline to access $5.4 billion in loans while Ottawa takes a $500 million stake in shares at $23.1793, a discount compared to Air Canada's closing price today. If I don't have any Air Canada, should I still buy some? What attractive price should be consider. Please kindly advise the deal, coming target price and any suggestion. Do you consider buy or hold?

Q: Hello 5i Team,
Usually when a government bails out a company (Feds will own ~6%), it does not bode well for the said companies future. I know these are unique circumstances. Are you still comfortable with buying Air Canada? Or will AC go the way of bombardier (Zombie stock).

Have you heard if other airlines in Canada will be helped?

Thank You,
Andrew

Q: Have you a list of "companies that can grow their dividends better. " rather than company's like Rogers Sugar Inc? I keep an eye on your Dividend Updates and I saw this answer and am curious.

Thanks

Q: Hi group just sold this stock (HMMJ) this am based on to many Canadian companies that are losing $ Should I buy a US based ETF to take better advantage of the US opening up on legalizing the product or just stay on the sidelines for now - what do you think ? buy some individuals or a US ETF or do not invest in the sector at all ? - Thanks for your help on this

Q: Hello Peter & Team,

I last asked about ASG 3rd week Feb. You cautioned me and rightfully so. I took a small position @ $0.24 based on some research being more than aware of the risk. It went up to over $1.00 and has since settled at $0.84. But now there's something strange going on.

When I look up a quote for the stock it only shows April 8th close. Nothing more recent. MSN Money, Yahoo, even my QTrade acct quotes is as of April 8 @ 3:52pm $0.84.

Thoughts?

Thanks for all you do

gm

Q: If you held Air Canada, would you take any action in response to the (clearly toughly negotiated) government bailout?

Q: Would you buy Coinbase on the Nasdaq when it starts trading on Wednesday?
Seems like it may be a better way to play crypto currencies without actually buying them.

Q: would appreciate your evaluation. Thanks
Gaston.

Q: hi there - recognising you are not tax experts i will ask anyways so if members can point me in the right direction. I received a 1099 form from CIBC but it doesn't specifiy which securities it covers. I am trying to confirm if these dividends are also covered on the T3 or is this separate?

Q: I am interested in the Industrial sector. What is the best way of playing it?

Q: Considering the new partnership/investment/bailout with the Government of Canada, How do you see this playing out ?
- I noticed Air Canada stock held up fairly well, considering the Government did the deal at a discount to current stock price.
- It looks like some smart advisers/consultants did the deal, however I am surprised that the stock did not drop more today...
- How the market interprets things these days is a bit confusing to me...
Good thing Vegas is opening up more..., because I want to bet Red on the Roulette wheel as a potential proxy for Air Canada at this point...

Q: Did the federal government's stake in AC today (Apr 13) result in a dilution (I mean, it must have) and if so, was it material ? Also, shares today closed slightly below flat-- why wasn't the gov't "bailout" viewed as a plus for share price?

Q: I was just sent a merger redemption notice for this fund. Should I redeem it or not?

Thanks,

Q: There appears to be a continuous downwards trend on both stocks, Canoo apparently misrepresented some facts and there were bookkeeping errors with PLUG accounting. Is it worth keeping these stocks for a 2-3 year time horizon assuming substantial upside potential in stock price from present.

Q: Hello 5i,
As I approach 70 years of age I am trying to prepare for my impending RRSP - RRIF conversion. One move I am considering is to move VIG over a period of years from my RRSP to my TFSA. The rationale is that it is a relatively low dividend stock but the capital appreciation is huge - I am currently up about 76% - and this means the increase in VIG value affects my minimum withdrawal required each year while contributing relatively little in the way of dividend income to cover the mandated minimum withdrawals.
One note - for the past several years we have been taking our TFSA contributions from our RRSP's but seem to always end up with a tax refund anyway, so we are not so concerned with the tax issue on that front.
So, to the question (finally): do you see any problems at all in such a move for VIG or any other U.S. ETF or Global ETF? The withholding tax on U.S. holdings in the TFSA is not an issue. Any other comments or suggestions?
Many thanks!!
Cheers,
Mike

Q: Hi Everyone at 5i! Coinbase is apparently launching its IPO on the Nasdaq. Any thoughts on it? Would it be available to the retail investor? Cheers, Tamara

Q: I read the questions and sometimes I get the impression you view volatile stocks as risky. For example, TSU could be at $17.00 and three days later it is $24.00 and the next day it is $16.00. This happens with other stocks as well. Is this as a result of people dumping when these stocks go up a few dollars in a few days or is it computerized selling. What is your opinion on why this type of volatility happens with some stocks. I have read that this DMYD is going to act like that but produce big gains. Thank you. I await your good information.

Q: I want to buy one of these. Which do you recommend and why.

Q: Founder selling 880,000 shares how that going to affect stock? short and long term,Thanks keep up great job, Gilles