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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 characteristics about BAM.A has kept it close to the March lows? Some of it's subsidiaries have fully recovered. I think airlines and cruise ship stocks have recovered more than BAM.a
Read Answer Asked by Mike on August 18, 2020
Q: I'm somewhat concerned that we'll see more COVID this fall and I wouldn't mind trimming my portfolio of positions less able to benefit (short term). Boyd Income Fund comes top of mind due to people driving (crashing) less and it is also one of my larger positions (4.5%) but also still up (50%). Can you provide me with a quick note on how they've been doing this year (business, not stock price) and how significantly their revenues have been impacted? What is their outlook like?

Honestly, they seem to me to have held up better than I might have expected...

Cam.
Read Answer Asked by Cameron on August 18, 2020
Q: Hi, I have some US stocks that are on SDGs topic such as ENPH and SEDG. I wonder if there is any similar companies in Canada other than Ballard. Thank you in advance.
Read Answer Asked by Yasushi on August 18, 2020
Q: I have an open ended time frame and $1000 which I am looking to put into the Gold mining sector. I am especially interested in Yamana Gold, but am willing to take on a fair bit of risk on something that might prove especially profitable. Any suggestions? Any risks to look out for in the near future? Thanks.
Read Answer Asked by William on August 18, 2020
Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. It’s been great but I realize more diversification is important.
I know that you’ll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis
Read Answer Asked by Dennis on August 18, 2020
Q: Hi Ryan, Peter
I am an income oriented investor and I want to increase my US exposure. I am looking for good Canada based ETFs that yield 3 to 5% dividend. I shortlisted ZDY, XHU and FCUD. I am bit concerned about their size, at least the last with less than 150m in net assets. Can you comment on these or suggest alternate ETFs
Read Answer Asked by Greyhair on August 17, 2020
Q: There are a number of measures that you have cited as priorities for selecting stocks, including sales growth, stance in an industry, potential market opportunity and management history.
Could you please show how these connect to metrics in your Companies data source so that they could be viewed and compared as readers? In particular I find the sales growth difficult to wrap my head around.
I appreciate that in practice your internal research is more complex and detailed than what end users are likely to do!
Perhaps some blog posts to clarify would be helpful tools as explanations for readers.
Read Answer Asked by Peter on August 17, 2020
Q: Hello 5i Team
Canadian General Investments (CGI) and United Corporations Ltd. (UNC) are “closed end funds” with a discount to book value and low trading volumes. Both of these entities have been around since the 1930’s.
The primary reason for holding them would be long term growth and stability and not dividend income. I would view them as “ballast” in the portfolio to maintain stability (i.e. low volatility).
In addition, since they hold foreign stocks, it eliminates issues with Foreign Holding reporting (Form T1135) and potential US Estate taxation.
Questions are:
1 – What are your thoughts on either of these as a long term holding in a non-registered account?
2 – Which company would be the better choice?
3 – Would it be better to hold E-L Financial (ELF) instead of United Corporations (UNC) since ELF owns approximately 52.5 % of UNC?
Read Answer Asked by Stephen on August 17, 2020
Q: This is a comment on Yongwei question regarding commission on ETF. I have an account with Questrade, they allow me to buy many ETF's with no commission and pay regular fee ($9.95) when I sell. They also allow trading many class F mutual with the normal commission fee of $ 9.95.
Read Answer Asked by Saad on August 17, 2020
Q: The price gap between the two seems to vary from 2.50 to 3.50 in favour of BEPC.
Do you see that as a constant going forward as both move in lockstep or do you see any circumstances that would expand or contract the differential?
Thanks,

Terry
Read Answer Asked by Terry on August 17, 2020
Q: Hi Guys,

Recently Jason Donnville wrote about Pivot Technologies in his ROE Reporter and had this to say:

"Pivot Technologies (TSX:PTG) – Benefits from a new management team which has significantly cleaned up the business and shored up the balance sheet. Pivot is a player in the edge computing market which benefits from some of the strongest secular tailwinds in the sector. Investors also get a large dividend along
the way. "

Any thoughts ? Thank you !!

Dave
Read Answer Asked by David on August 17, 2020
Q: Hi Peter, Ryan, and team,

My wife's TFSA consists of the above holdings. NFI is down 73.4%, and XMA is a tiny holding where we park cash (no commission with iTrade). The others are doing well, but perhaps they're not the best when held in a TFSA. Are there any outright sells, and what suggestions do you have to employ the possible cash? We'd like a bit more oomph from this account. Your advice is very valuable.
Read Answer Asked by Jerry on August 17, 2020
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