Q: I'm looking for some diversity in tech as well as yield, Cisco looks like a potential candidate. Considering the exciting times we just got into, would you see it as a solid buy if the yield hit 5%. I'm looking for good yield, good growth, low debt, and high cash. You know, the kind of investment we don't deserve.
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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: I am looking to invest in very safe very short term fixed income. I currently own PSA and CSAV in a non-registered account.
I am thinking of buying HSAV for an RRSP account and perhaps for a non-registered account. Your opinion please on HSAV - is it safe, has it been around long enough for liquidity purposes? Any comments on whether there is any preference or difference in owning this etf in either a registered versus a non-registered account? Thanks.
I am thinking of buying HSAV for an RRSP account and perhaps for a non-registered account. Your opinion please on HSAV - is it safe, has it been around long enough for liquidity purposes? Any comments on whether there is any preference or difference in owning this etf in either a registered versus a non-registered account? Thanks.
Q: Hi wondering what are the risks of buying carnival at present price? Can they continue to make debt payments if ships are parked for a length of time?
Appreciate you great service.
Appreciate you great service.
Q: Following up on my hedging question, any thoughts on which companies Nuttall is referring to in this excerpt from his newsletter? Thx
what were we doing yesterday? We sold our one US name and bought a low-cost oilsands producer whose stock was down by 50% (the Fund now has 100% Canadian content…Canadian producers at least benefit from a $0.73 loonie when they sell their oil in US dollars but have operating costs in $CDN). We added to another oilsand name that is 55% hedged this year at $59WTI (with swaps) as the stock collapsed by 56%. We also went through the structure of the hedge books of our positions and trimmed exposure to any name that may fall into trouble if the price rout lasts for longer than 6 months. Now is not the time to take on extreme risk. Our goal is to be in companies that can weather this storm as best as possible to allow us to be fully exposed to the sector for the inevitable turn. All it will take is one headline about a Saudi/Russia meeting and energy stocks could easily gap up by 20%+ in a day…if you’re not positioned for that event human psychology will prevent you from chasing the rally hoping for a pullback that may never come.
what were we doing yesterday? We sold our one US name and bought a low-cost oilsands producer whose stock was down by 50% (the Fund now has 100% Canadian content…Canadian producers at least benefit from a $0.73 loonie when they sell their oil in US dollars but have operating costs in $CDN). We added to another oilsand name that is 55% hedged this year at $59WTI (with swaps) as the stock collapsed by 56%. We also went through the structure of the hedge books of our positions and trimmed exposure to any name that may fall into trouble if the price rout lasts for longer than 6 months. Now is not the time to take on extreme risk. Our goal is to be in companies that can weather this storm as best as possible to allow us to be fully exposed to the sector for the inevitable turn. All it will take is one headline about a Saudi/Russia meeting and energy stocks could easily gap up by 20%+ in a day…if you’re not positioned for that event human psychology will prevent you from chasing the rally hoping for a pullback that may never come.
Q: 5i.
Do you guys have any plans on buying or selling within the Income portfolio at this time?
Cheers
Do you guys have any plans on buying or selling within the Income portfolio at this time?
Cheers
Q: Company is down a lot likely because it has a lot of business in china. Would this be a good time to buy for the longe term?
Q: I am considering purchasing Microsoft and Amazon? Would this be a good time to buy? If so, which do you prefer and why?
Q: Down 12% today. Is that related to the drop in US healthcare REITS?
If not, do you know why?
Sheldon
If not, do you know why?
Sheldon
Q: income investor . do you see stocks like ccl.us and hot.un that are starting to look interesting with a long term look, thanks …. regardless of how far they fall in the next 6 mounths or so.
Q: Morning guys:
Would you buy this name with recent dip?
Thx
Mark
Would you buy this name with recent dip?
Thx
Mark
- ARC Resources Ltd. (ARX)
- Baytex Energy Corp. (BTE)
- Kelt Exploration Ltd. (KEL)
- NuVista Energy Ltd. (NVA)
- TORC Oil & Gas Ltd. (TOG)
Q: With the current oil situation what is the future of these stocks and which ones would you sell now
Q: Hello,
Will ARX become another VET ?
Dividend now at 16.5 %.
Thank you
Will ARX become another VET ?
Dividend now at 16.5 %.
Thank you
Q: Looking to add either Brookfield Infrastructure or Brookfield Renewables to my RRSP on this pull back. Leaning towards BIP.UN. What’s your opinion? Any preference?
Thanks,
Jason
Thanks,
Jason
Q: 5i.
Whats your thoughts on the utility companies?
Do you think they will hold during this crazy market?
I been holding the following stocks for near 3 years.
I have only trimmed BEP.UN.
My weightings are ok.
These are in my income portfolio.
Any suggestion?
AQN,EMA,FTS,CU,BEP.UN
Whats your thoughts on the utility companies?
Do you think they will hold during this crazy market?
I been holding the following stocks for near 3 years.
I have only trimmed BEP.UN.
My weightings are ok.
These are in my income portfolio.
Any suggestion?
AQN,EMA,FTS,CU,BEP.UN
Q: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
- PrairieSky Royalty Ltd. (PSK)
- Pason Systems Inc. (PSI)
- Labrador Iron Ore Royalty Corporation (LIF)
- Evertz Technologies Limited (ET)
- Sprott Inc. (SII)
Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!
Q: This stock has really been knocked down. What is your opinion of this stock? About a month ago, RBC recommended it at around $35 U. S. It is now around $10 U. S.
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Raytheon Company (RTN)
- ATS Corporation (ATS)
Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!
Thanks!
Q: Hi 5i- With people stocking up, I am wondering if this might be a timely buy? A short term trade perhaps ? Pays a nice dividend too. Thanks for your advice. Ron
Q: What is their debt? Can they survive if there is prolonged recession?
Thanks,
Milan
Thanks,
Milan