Q: Thinking of selling CCL.B and buying Cargo Jet. Management of Cargo Jet seems to be indicating to media outlets that the current crisis is a driver of higher volumes and overall demand for their service. Would you agree with this outlook and would you support this trade within a growth portfolio.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: If I look at REITS for quick valuations, I cannot use the same metrics (debt is high, they can trade well below book - especially now!) as with other companies. Leaving aside sector (and sub-sector i.e. oil vs. healthcare property holdings) related risk, what would be the key financial metric or three that one should look at and what are good levels for these? Thank-you
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- Purpose High Interest Savings Fund (PSA)
- Vanguard Canadian Short-Term Government Bond Index ETF Redeemable Transferable Units (VSG)
Q: XBB, HFR and FLOT have not held up well during this challenge. Can you suggest some liquid bond ETF's that will simply stay flat and pay a modest dividend?
- The Walt Disney Company (DIS)
- United Rentals Inc. (URI)
- Raytheon Technologies (UTX)
- iShares 20+ Year Treasury Bond ETF (TLT)
- goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB)
Q: Realizing that all the above listed securities differ, they all got battered like everything else. Your opinion would be appreciated as to slowly buying into these positions and your preferred ordering.
Thank you, as always!
Thank you, as always!
Q: Considering buying US large caps ETF when things turn more positive.
To hedge or not to hedge with the Cdn$ having fallen so much largely but not only because of the Russia/Saudi war on the price of oil - which will get resoved. I understand under normal circumstances your preference for not hedging.
Thanks for your great service especially during these uncomfortable times.
To hedge or not to hedge with the Cdn$ having fallen so much largely but not only because of the Russia/Saudi war on the price of oil - which will get resoved. I understand under normal circumstances your preference for not hedging.
Thanks for your great service especially during these uncomfortable times.
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard U.S. Total Market Index ETF (VUN)
Q: I'm looking for tax-loss harvesting guidance with some ETFs. Can you provide alternatives to hold for XEF, XEC, and VUN that would likely be accepted by the CRA as non-wash? Thank you!
Q: I noticed that you have suggested adding a 4% position in ZRE. Do you have any concerns of how real estate will hold up in the face of all of this?
Q: Hello 5i,
The new BIPC ticker is visible but it doesn't seem like we can buy it yet.
Do you know why and when it will be available for trading?
Lastly, will the distributions by BIPC consist entirely of eligible dividends or will it be a mix?
Thank you
The new BIPC ticker is visible but it doesn't seem like we can buy it yet.
Do you know why and when it will be available for trading?
Lastly, will the distributions by BIPC consist entirely of eligible dividends or will it be a mix?
Thank you
Q: 5i had answered a similar question back in November, however I would appreciate it if you could revisit the question in light of today's environment. Between the Premium Brands Holdings an Maple Leaf Foods, which do you see as having better potential for growth? Is debt an issue with either?
Your answer in November had been "PBH is now bigger than MFI, is cheaper on valuation, has better growth potential, and recent earnings/outlook were far better. It would be our choice today."
Thanks!
Your answer in November had been "PBH is now bigger than MFI, is cheaper on valuation, has better growth potential, and recent earnings/outlook were far better. It would be our choice today."
Thanks!
- BMO Covered Call Utilities ETF (ZWU)
- BMO US High Dividend Covered Call ETF (ZWH)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: Your suggestion to not have covered calls make sense, however can you suggest ETF's to replace the 3 I have?
Also you say this is a good time to buy dividend stocks, can you please suggest some good ones.
Also you say this is a good time to buy dividend stocks, can you please suggest some good ones.
Q: Hello Peter and Staff
Today all rental housing stocks I follow (CAR.UN, KMP.UN, IIP.UN and TCN got hammered
I would have thought they would stand up well - rental shortages and future refinancings likely at lower rates ?
Does that logic make sense?
Any reason other than someone starting a rumour about mandated rent holidays?
Thanks and have a great day
Dennis
Today all rental housing stocks I follow (CAR.UN, KMP.UN, IIP.UN and TCN got hammered
I would have thought they would stand up well - rental shortages and future refinancings likely at lower rates ?
Does that logic make sense?
Any reason other than someone starting a rumour about mandated rent holidays?
Thanks and have a great day
Dennis
Q: In light of the Coronavirus , what are your thoughts about US health care etf’s over the next year.
Thanks,
Phil
Thanks,
Phil
Q: I am a buy and hold investor with 5 to 10 years of time horizon
I have roughly 7.5% of my portfolio in a 8 different preferred shares. They are in the order of their weights: PWF.PR.F, EFN.PR.I, ENB.PF.I, TRP.PR.K, ALA.PR.K, GWO.PR.M, FFH.PR.M, ENB.PR.A. All except one (FFH.PR.M) are either Perpetual or Minimum rate reset preferred. Minimum divided rate at reset or the current rate for perpetual on the face value is from 4.76% to 5.8%. In the last few weeks, their prices have dropped considerably. I am using preferred as part of my Fixed income. Because they are perpetual or Minimum rate reset, I expected them to be much more stable or even appreciate with the cut in the the interest rate. What is your advise under the current circumstance. My guess is that their dividend is at risk and that’s why they have dropped? As you can see they all have dividend paying common shares. What is your advice? Should I sell some of them and if so which ones?
I have roughly 7.5% of my portfolio in a 8 different preferred shares. They are in the order of their weights: PWF.PR.F, EFN.PR.I, ENB.PF.I, TRP.PR.K, ALA.PR.K, GWO.PR.M, FFH.PR.M, ENB.PR.A. All except one (FFH.PR.M) are either Perpetual or Minimum rate reset preferred. Minimum divided rate at reset or the current rate for perpetual on the face value is from 4.76% to 5.8%. In the last few weeks, their prices have dropped considerably. I am using preferred as part of my Fixed income. Because they are perpetual or Minimum rate reset, I expected them to be much more stable or even appreciate with the cut in the the interest rate. What is your advise under the current circumstance. My guess is that their dividend is at risk and that’s why they have dropped? As you can see they all have dividend paying common shares. What is your advice? Should I sell some of them and if so which ones?
Q: goeasy just put out a shareholder update, it seems very positive.
can you comment
dave
can you comment
dave
Q: Good afternoon,
With the US$ significantly spiking up of late due to extreme market volatility, would it make sense at this time to journal US stocks such as AQN, BAM.A, etc back to the TSX Cdn exchange? This may well be a short term trade if and when the US$ drops back to more reasonable levels. As usual your thoughts and comment would be most appreciated. Thank you.
Francesco
With the US$ significantly spiking up of late due to extreme market volatility, would it make sense at this time to journal US stocks such as AQN, BAM.A, etc back to the TSX Cdn exchange? This may well be a short term trade if and when the US$ drops back to more reasonable levels. As usual your thoughts and comment would be most appreciated. Thank you.
Francesco
Q: Retired, dividend-income investor. I own ZWC and ZRE and am thinking of topping them up. Their share prices have obviously taken a hit and buying more at these lower prices with magnified dividend yields "appears" attractive.
What I am wondering is related to the continuation of the dividend. By my numbers, ZRE is yielding 7.4% and ZWC 10.5% (annual dividend divided by current stock price). Am I correct that the yields are supported by not only the underlying security, but the covered call option? What happens if the underlying security reduces their dividend? I guess my real question is...is there a risk of the ETF dividend being cut?
Thanks...Steve
What I am wondering is related to the continuation of the dividend. By my numbers, ZRE is yielding 7.4% and ZWC 10.5% (annual dividend divided by current stock price). Am I correct that the yields are supported by not only the underlying security, but the covered call option? What happens if the underlying security reduces their dividend? I guess my real question is...is there a risk of the ETF dividend being cut?
Thanks...Steve
- BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)
- BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ)
- RBC Quant European Dividend Leaders ETF (RPD)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
Q: I understand that a covered call investment is not the holding to have during a market rebound.
Instead of ZWE, which ETF would be appropriate holding to capitalize on a rebound.
Instead of ZWE, which ETF would be appropriate holding to capitalize on a rebound.
Q: It has come down from a high of 120 plus per share
other than coming down with the market , are there any fundamental changes ?
is the dividend safe ?
I am thinking of adding a partial position with a 2 years plus hold and to get some
dividends; slow capital appreciation
thanks
other than coming down with the market , are there any fundamental changes ?
is the dividend safe ?
I am thinking of adding a partial position with a 2 years plus hold and to get some
dividends; slow capital appreciation
thanks
Q: There still has to be trucking at this time-Do you feel TFII would be a buy
Q: Is QSR going to zero because of the Coronavirus? How long can it survive with restaurants closed? Is it time to sell?