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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: Hi 5i,

Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?

Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.

G
Read Answer Asked by Greg on April 17, 2020
Q: Good morning folks
I bought more SQ at $39.00. I shaved a bit on the up. Raymond James downgraded it to a SELL with a future price of $41.00. What is your take on the near term ( 1 to 2 years)? If it does drop I will buy a bit more. Yes..I am putting on my "trading Hat".
Thank you for your guidance during these troublesome times. Stay safe ..
Read Answer Asked by El-ann on April 17, 2020
Q: I own Truist Financial (formerly BBT) and ever since it merged with Sun Trust it seems to have struggled. Now, with Covid-19, it is taking an inordinate beating. I'm wondering if taking on Sun Trust has been bad timing now because of the virus crisis. I also own BAC and they have a similar looking Balance sheet only with much bigger numbers. Can you have a look at their fundamentals to ascertain if they are healthy enough to survive this pandemic and be able to get to the other side or should I be cutting it loose.
Thanks, Carl
Read Answer Asked by Carl on April 17, 2020
Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD
Read Answer Asked by Patrick on April 17, 2020
Q: I'm hoping you can help me, as I'm struggling to determine where to deploy cash right now.

I've been following your advise to not try and time the bottom, and have been adding to positions every 2 weeks - starting initially with tech stocks that have done well for me over the past 3 years like SHOP, KXS, and CSU.

Now most of my tech stocks have bounced back to record highs, so I'm not sure what to do next.

Should I add to stocks that remain down a lot, but whose business prospects are now more challenging for the foreseeable future (ie. CAE, DOO, MG, LSPD, AW.UN)? Or should I invest in companies that are down a little, but have not performed well for me in the past, but which I continue to hold for diversification (ie. BNS, GUD, PBH, SIS, CCL.B, SJ)?

I have a 25 year time frame, with a higher risk tolerance.
Read Answer Asked by Andrew on April 17, 2020
Q: I am looking for safe dividends and believe all of these companies meet that criteria (although recognizing that nothing is for sure these days). I would like to buy 2 companies. Which 2 would you pick from this list?
Read Answer Asked by David on April 17, 2020
Q: After the BIP.UN spinoff I now own shares of both of these. For simplicity, I only want to hold one. Selling BIP.UN and buying BIPC in non-registered account will have tax consequences so, on the surface, it seems I should sell BIPC and buy more BIP.UN. Do you see any reason in a long term hold to own one vs the other?
Read Answer Asked by Ross on April 17, 2020
Q: Peter; With the commercial rent program announced this am would this not put a floor under industrial type REITS? Thanks. Rod
Read Answer Asked by Rodney on April 17, 2020
Q: Hello team,
Due to market conditions, noted exchange postponed the major indexes re-balancing, Tech is near 1/4 of S&P index,
1 What may effect the most sectors weighting post re-balancing? how does it work?
2 Earning season just kicked in, major tech earnings will be coming out next week, what's your predictions for the tech sector in general?
Thanks
Read Answer Asked by LEI on April 17, 2020
Q: My question is regarding POW. It seems to have been hit harder than a lot of others in the financial sector. I figure IGM's low growth is likely a drag on the stock, and low interest rates aren't exactly helping GWO.

Would you be concerned about POW's lofty yield and whether or not the current dividend can be sustained in this environment?

Do you have any issue in bringing my portfolio weighting up to 5% in this stock at today's price?
Read Answer Asked by James on April 17, 2020
Q: Hi 5iTeam - I am interested in buying shares in an online gaming company. My first choice would probably be TSGI but since it is amalgamating with Flutter I would need to go through a broker to either buy or sell in the future. Since it very difficult to connect with a customer service representative over the phone these days (understandably) do you have any other suggestions for three or four companies in this field that trade on any of the markets in Canada or the U.S. They don't have to be companies with pristine balance sheets but at least ones that have decent fundamentals and management along with a good chance of coming out on the plus side in the next few years. Thanks.
Read Answer Asked by Rob on April 17, 2020
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