Investment Q&A

Q: Hello Peter et al.

I hope you are all doing well in these unprecedented times. I would like an explanation of the ETF price movement of XLB.TO through these markets. When the markets began to crash to the lows in late March, XLB price surged all the way up to $29.00 and then dropped suddenly all the way to $22.00 and has since bounced all the way back to around $27.00 now? I expected the rise in price because stocks were dropping precipitately but I did not expect it then to drop all the way down to $22. Why did that happen? Also it has bounced back to $27.00 now and why is that as well? What am I missing here in my understanding of this bond ETF? I would have thought the bond prices would have went higher because people would have transferred into bonds for security in these uncertain times. Am I wrong in my interpretation here? I expected the same with gold and gold stocks went down for a bit because of mine closures due to COVID-19. They have since rebounded nicely due to mines being re-opened now and they are producing gold again at good prices. Thanks for the great service. Please educate me here.

Regards,

Brendan

Q: Franco & Wheaton have been great performers but MMX has lagged. Is it cheaper than the other two and is it just not well known as the other two. Which one would you recommend ?Looks like gold will go higher . Do you agree its worth a 10 % position in Gold.in this market ? RAK

Q: Do you have any insight or counterpoint to PYRs recent announcement (30/04) on plasma torch uses in the iron ore or steel industries, or other considerations with respect to this company? Thanks

Q: In your opinion what would be the best canadian company in each of the sectors of the TSX and if possible the best u.s. companies in each of the sectors of the S&P 500..thanks for the great service...Gene

Q: Wells Fargo has taken a big hit recently. Do you think it might be worth buying some shares in this bank? Is the dividend yield (currently at about 7.4%) sustainable?

I have held BNS for quite some time and am down about 20%. Just wondering if I should add to my position (about 1% of my portfolio) or sell. I am assuming that the high dividend will keep being paid (as most experts say Canadian banks don't cut dividends).

Q: Is Fortis a better buy than Brookfield Renewable at this time due to Brookfield's exposure to South America ?

Q: Hi There,

my question is that for a small retail investor is it a prudent idea to invest in ZEB or a like ETF if someone is interested in banking industry exposure in Canada?

Also, is it a good time to take new exposure in ZEB

Q: The current price differential is ~$4. How wide do you think it will become and over what period of time? Thanks.

Q: I noted an earlier answer that preferred life companies over banks at the moment, for a new investment. I am currently overweight financials and dont want to leave the probable dividend stream. However, should I be thinking about divesting banks to a degree and buy life cos? If so, which banks to punt ( don't be shy, I have them all) and which life cos to buy? As always, appreciate your collective calm.

Q: Hello 5i,
Could you please provide your opinion on starting a position with KFY at current price level (@$29). How would you rate the quality of the company?

Thanks and stay safe.

Q: What happened to JNJ? I was thinking of selling but didn't act.

Q: Hi 5i
I currently hold PFE, GUD and COV (although this may go after being patient a little longer) in healthcare.
I am currently considering ABBV as an addition and wondering what your thoughts are on it at this time.
Any other US healthcare suggestions that might have caught your eye recently ?

Thanks
Mike

Q: These two seem to be ping-ponging among themselves, one up, one down, repeat. Should I sell one? Which?

Q: Hello, is there a 15% withholding tax on XHY income in a non-registered account? Is the income of XHY treated as interest? Is the income of ZPR treated as dividend? Would you consider these two ETFs risky at this time? Thanks, Gervais

Q: hi there,

If you had cash to buy one canadian and one us dividend payer, which would you recommend in this environment for sustainability of the dividend and a bit of capital gain.

Thanks

Q: Over the weekend, Warren Buffet is going to addressing his fans and no doubt all of the investment community is anxious to hear his views. I have no doubt he must be quite nervous for he and Charlie Munger since they are both in the late 80's . None the less , he will probably say some soothing words and it may give the market a bit of a boost, but how long it will hold is anyone's guess. As the economy reopens as early as next week, I think the "market" is going to feel better.

Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.

Q: good morning.what would be the downside possibilities of buying this preferred stock.thanks brian w

Q: Do you have an opinion on ZOOM. It seems to be in great demand due to the "stay at home" regulations.
Guy R

Q: Good Day Team,
I am down about 40% on this stock. It is 4% of my portfolio. It seems to me that it will take a long time for this stock to climb back to the price when it was purchased.
Should I still hang on to it? Just can't seem to decide.
Thank You,
John G.