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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: What would you conjecture would be the market's response if the following were to occur: 1. Biden wins so decisively that Trump leaves with very little resistance 2. The Republicans win the Senate and 3. Shortly thereafter, we come up with a successful vaccine ? Thanks.
Read Answer Asked by Norman on September 25, 2020
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason
Read Answer Asked by Jason on September 25, 2020
Q: hi folks:

this might be a big ask, yet do you know what percentage of this asset (BAM) is exposed to 'big city' real estate ie. new york, toronto etc

been watching both BPY and BAM underperform and i wonder if it is partly/solely due to the underlying exposure to big city real estate

current prices of those assets (BAM, BPY) may not be fully reflected in the share price (ie. down)

thanks as always


Read Answer Asked by Robert on September 25, 2020
Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom
Read Answer Asked by Tom on September 25, 2020
Q: Hi Peter and Team,

Now that the second wave of Covid is deemed to be officially here (at least in Canada), do you have a sense that another steep market drop is inevitable? I was reading an article by Rob Carrick in the Globe today, and his advice (verbatim) is, "Anyone who has money that they cannot afford to lose in stocks should get it out, right now. This includes seniors who don’t have their cash cushion set up, home buyers who got tired of earning nothing by keeping their down payment money in a savings account and, more broadly, anyone who will need their money within five to 10 years."

Sounds like Rob is pretty convinced that a significant drop is likely, but my inner gambler voice is telling me that most people expect another quick market rebound (like from April-August), which may negate having a steep sell-off in the first place. Any thoughts from your vantage point? Thanks. Brad
Read Answer Asked by Bradley on September 25, 2020
Q: Hi Peter,
In a reply to a question today you said ENB would become a "Cash Flow Monster" if they stopped investing in new growth initiatives. Agree.
1. Would you consider the same assumption for PPL?
2. And if new growth initiatives were/are to diminish over the next 1 -30 years due to the increase in renewables what would you see ENB/PPL most likely doing with the increased free cash flows?
Thanks as always for your perspective.
Read Answer Asked by Dennis on September 25, 2020
Q: Hi 5i team,

PA suggests I up my utilities by 5%. I was thinking of adding two stocks one being AQN at 2.5% to 3%. Can you please suggest a few large and mid cap companies that would complement AQN.

Thank you
Read Answer Asked by Rino on September 25, 2020
Q: I just recently retired and within my portfolio have approx 60% in Bonds (As per above) - while these have been a great hedge against the equity holdings, I am considering either selling some of the bonds listed above - approx 10% and moving these monies into either high yield bonds - ie CHB or ZHY or if not into high yield bonds possibly a high yield dividend fund like XEI or ZWC or ?
While I would like to increase the income on these monies - do you think this is a good time to make this move?
Read Answer Asked by Greg on September 25, 2020
Q: Hi Folks,

Looking for your sage opinion please. I've owned CCL Industries for a few years and have done very well - up about 150% in a taxable account (thanks for making me aware of the company years ago). It's not a big holding (2.5% of my equity portfolio). CCL.B seems to be struggling and at one point I was probably up closer to 200%.

My question is should I lose confidence in the company at this point, sell the shares and pay the capital gains tax (I have a fairly low marginal tax rate right now), or should I hold? I do note CCL.B has the early appearance of turning the corner to better results.

Thank you for your opinion and also for the significant investment gains I have made for several years now with 5i's support. Because of you I have done really well on CSU, SHOP, FNV, WSP, ATD.B, IWO as well as others.

Michael
Read Answer Asked by Michael on September 25, 2020
Q: Hi Guys
I hold both these companies, both of which are trading at about half of book value. I was thinking of selling one of these and using the proceeds to top up the other holding. Looking forward a couple of years, and seeing which company has delivered better returns, which company would you favour and why.

Thanks
Read Answer Asked by Stuart on September 24, 2020
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