Investment Q&A

• Miscellaneous (MISC)
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Q: Any interesting happening in the markets the last little while? The price drop has been swift, but given where the S&P was in December 2018 (2416), there still seems to be some room on the downside. Is this a good level to start buying at? Different issues were affecting the market in each instance, but it still seems early to be a buyer right now.

Jason

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Read Answer Asked by Jason on March 10, 2020

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: After reading your special report and market update today, I'm curious if you would also be looking at CN or CP following lots of volatility for them. Would this be an opportunity? and would one of them look more attractive to you than the other?

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Read Answer Asked by Jeff on March 10, 2020

• Methanex Corporation (MX)
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Q: I am new here in 5i and I noticed that you keep Methanex in your BE portfolio. I bought MX exactly a year ago and now I am down over 70% on this one. It's in the registered account, so tax sale wouldn't help recover losses. Also, I really don't want to sell at these levels, though I had this emotional response at every drop, wish I didn't. However, you guys are investment professionals, so, leaving emotions aside, I am wondering what motivates you to keep MX in BE portfolio despite terrible performance (I think only VET was worse stock than MX this year)? Do you see any chances or recovery here? It looks like investors gave up on MX as the stock is down 50% in the past 20 days (incl. 22% drop today).

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Read Answer Asked by Jeffrey on March 10, 2020

• JPMorgan Chase & Co. (JPM)
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• Toronto-Dominion Bank (The) (TD)
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Q: With the current situation, what Canadian banks do you recommend that has the least exposure to energy sector?Secondly is Bank of America a good buy right now?
Thank you.

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Read Answer Asked by sunday on March 10, 2020

• National Bank of Canada (NA)
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Q: NA down a lot in last several days: concerns about oil and exposure to O & G companies like last time? Beat Q EPS.

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Read Answer Asked by James on March 10, 2020

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Why has this ETF doNe poorly during the correction? As yields drop, treasury prices should increase? Is there fear of bankruptcy from oil company debt?

Jason

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Read Answer Asked by Jason on March 10, 2020

• Pembina Pipeline Corporation (PPL)
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Q: I would appreciate your thoughts on PPL preferred shares. I own the G series, which have dropped significantly over the past few weeks.

Thanks,
John

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Read Answer Asked by John on March 10, 2020

• K-Bro Linen Inc. (KBL)
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Q: KBL seems to be holding up better than most.
Do you think it is considered attractive?

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Read Answer Asked by Warren on March 10, 2020

• Marathon Petroleum Corporation (MPC)
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• Valero Energy Corporation (VLO)
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• Suncor Energy Inc. (SU)
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Q: Would you buy these and in what order?

Thanks,
Milan

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Read Answer Asked by Milan on March 10, 2020

• Questor Technology Inc. (QST)
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Q: Questor is holding up better today than i thought it would. As it does a large part of its business in U.S. shale in your opinion or best guess how badly is it going to be negatively impacted. Once this all settles down i would think it will pick up again as i don't see the green clean energy movement subsiding any time soon.
Thanks
Peter

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Read Answer Asked by Peter on March 10, 2020

• Suncor Energy Inc. (SU)
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Q: Would you buy SU for a 5 year hold? Do you think the dividend is safe?

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Read Answer Asked by Pierre on March 10, 2020

• Dow Inc. (DOW)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Q: Can you tell me what is the total drop % since the top. How often have 20% or 30% drops happened in the last 100 years?

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Read Answer Asked by Nino on March 10, 2020

• Keyera Corp. (KEY)
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Q: Is KEY being punished for its infrastructure expansion? I understand that natural gas has been weaker lately, but I thought that KEY's business model provided some degree of insulation from commodity prices (and, particularly, oil market dynamics.)

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Read Answer Asked by John on March 10, 2020

Q: Acuityads further to a previous question I was wondering if their balance sheet can "weather the storm." Can you expand on this part of the question. Thanks
John

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Read Answer Asked by John on March 10, 2020

Q: My question is about online access to investing accounts while visiting the USA. My accounts (Canadian equity accounts as well as US equity accounts) are domiciled in Canada. What are the rules for viewing or online trading in those accounts when I am in the United States?

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Read Answer Asked by Linda on March 10, 2020

• Pembina Pipeline Corporation (PPL)
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Q: Pembina is acting badly again today (unlike the other pipelines). Any rationale for this? I see that it was halted earlier today but no news was posted as to why.

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Read Answer Asked by Doug on March 10, 2020

• High Arctic Energy Services Inc. (HWO)
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Q: HWO along with everything in the energy sector in free fall. Been here before I am ok but trying to figure what is worth holding/buying or letting go.
In your opinion will Hwo survive this rough patch?
Thanks
John

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Read Answer Asked by John on March 10, 2020

• Miscellaneous (MISC)
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Q: While I realize that low oil prices are bad some, they are surely good for others. Can you please offer 5 suggestions for companies that stand to benefit from plummeting oil prices, If you can sketch the dynamics of this how this might play out, that would also be much appreciated

Thank-you.

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Read Answer Asked by Alex on March 10, 2020

• Pembina Pipeline Corporation (PPL)
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Q: Any news behind the 15% drop in share price today?

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Read Answer Asked by Victor on March 10, 2020

• Stitch Fix Inc. (SFIX)
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Q: Any reason why this is so impacted today?Thanks.

Shyam

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Read Answer Asked by Shyam on March 10, 2020