skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: Hi. I see in many responses related to Canadian banks that when you reply that you prefer bank a, b, c over bank X, is the a, b, c in order of preference? Sometimes the order changes from different responses.
Would you be able to list the Canadian banks in order of preference for a 5-10 year hold. I understand that in 6 or 12 months the order may change, but I'm looking today what it would be. Thanks
Read Answer Asked by Marco on April 15, 2020
Q: Hello,
I am funding my two kids TFSA’s this year, ie; $6,000 each. In your opinion based on long term growth what would be the 4-5 companies you would invest in at this time, preferably in the Balanced Equity portfolio.
Cheers,
Rick
Read Answer Asked by Rick on April 15, 2020
Q: A few days ago BRF.PR.E was recommended on BNN as a candidate for both a good capital gain and at the time a 7.5% yield. It promptly got a 20% hike in price and now yields 5.8% and has returned to it's normal trading level . So I missed that little opportunity. But as I don't have any fixed income it made me have a look around for other beat up preferreds where I discovered another Brookfield product BAM.PR.B down in price and currently yielding 8.8% .BAM.PR.B is a floating rate preferred and I was unable to find out which kind BRF.PR.E is. I don't really understand which type of preferred is more desirable than others but I do have faith in Brookfield getting through this mess maintaining the dividends on their preferred shares. Please explain the desirability of one over the other of these two preferreds ? There is a considerable difference in both their highs in price and current yield . Thank you for your guidance through these tough market times.
Read Answer Asked by Garth on April 15, 2020
Q: I am looking to up my sector allocation in both Consumer Cyclical and Financials. I am a growth investor with time.

Can you provide two recommendations for each today. I need help identifying these based on the market situation and what you can perceive the future to be like with respect an entry point into your recommendations!

Thanks for the help.
Read Answer Asked by Patrick on April 15, 2020
Q: I would appreciate your views about the Global Dow Index (GDOW). Would you recommend this index for individuals seeking global and sectoral diversification, but with more conservative, stable companies? Or, do you recommend other indexes?

Can you please also recommend both a Canadian-based and a US-based ETF which tracks the GDOW (or other international index if you so recommend).

Thanks again for this wonderful service!
Read Answer Asked by Dale on April 15, 2020
Q: I am currently down about 25% on both Superior Plus and Russel Metals (held in a RSP account).
However, both have had a nice run off the bottom over the past couple of weeks and I am now thinking of raising some cash in anticipation of another significant market decline, at which time I would take advantage of the opportunity to move in to names such as Fortis, Nutrien and Royal Bank.
Do you think this is a reasonable strategy or are SPB and RUS the type of names that could be "safely" held on to for the longer term?
Thanks, Rick
Read Answer Asked by Richard on April 15, 2020
Q: Because of your heads up work and excellent guidance I am as of today back in the green. I know the markets can still see an important correction in the future but because of my market knowledge and your guidance I have been able to keep the swings to a minimum
Once again GREAT job
Read Answer Asked by James on April 15, 2020
Q: What are some of your favorite US growth names right now? I am a younger investor with some money to deploy. I have a 20+ year time horizon. I am not too worried about sector allocation due to having a defined benefits pension when I eventually retire (20+ years).

I am also wondering what US stocks 5i staff are currently buying and why.

Thanks for all your advice. I read the questions daily. Your support through these tough times (my first as an investor) has been beyond insightful and finding I am getting my financial education through your words of wisdom and advice. I keep speaking highly of you to my friends looking to get into investing and am encouraging they subscribe to your service as it is beyond exceptional.

Thanks for all that you all do! Hope you and yours are safe and healthy during these tough times.

Read Answer Asked by Justin on April 15, 2020
Q: In your update, you say that "if an investor is not an optimist and does not fundamentally believe that the future will be better than the past, it might require a rethink on why one would bother to invest in equities at all.". I am an optimism by nature, but since 2 weeks, I am struggling with the apparent need for the Federal Reserve liquidity. It seems that once again, if central banks had not injected trillions of liquidity, many companies would have gone bankrupt. We could say that this is a "special world event", but, still, you start to wonder if one's optimism for growth is not instead optimism for government support. We just got a glimpse of what corporate high debt levels can do to stocks, small businesses, and even canadian renters. Interesting times!
Read Answer Asked by Matt on April 15, 2020