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: Given the current economic situation, are preferred shares a good buy? They are all down in price and their dividends are up to 6 to 8%. I understand their upside is less than the common shares, but at the same time because they take priority over the common shares, the dividend and capital is safer than the common shares. I'm thinking of these as an alternative to a bond ETF, because the preferred prices have declined more. What are your thoughts? Is it better to buy individual shares or an ETF? Any ETF recommendations?
Read Answer Asked by Jack on April 07, 2020
Q: hello 5i:
I'm considering selling RAY.A, just to get rid of a really weak stock, and something that has become a very small holding in the portfolio. One thing is holding me back, and that is the dividend and its safety. Can you discuss how RAY.A has been impacted and look forward? I believe that a company that can continue to pay a decent dividend will be (even more) valuable with interest rates falling. That might be double edged if interest rates begin to rise quickly.
thanks
Paul L
Read Answer Asked by Paul on April 07, 2020
Q: In the crash, the S&P SmallCap 600 and MidCap 400 have declined more than the larger-cap S&P 500. I am going to begin putting some money in the market and was thinking of going heavily in small and mid cap. With an otherwise diversified portfolio, do you see any big problem with this strategy. I believe they will pounce more than large caps and i will sell and rebalance later. Which etf',s would you consider a good match for this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2020
Q: Bank dividends, now that banks in Europe are suspending div and JPM is talking about doing the same do you see this rolling over into Canadian banks. If so how much impact on share price as so many of us rely on the Div.

Thanks for you view.
Read Answer Asked by Dale on April 07, 2020
Q: Hi,

My son plan to invest 250 000$ in equities in the next two months. He has zero exposure to the market and owns a large farm. He is tolerant to risk and understands the risk of the market.

He plans to buy the following companies: Chartwell, RY, BCE, CCL Industries, ATD.B, BEP.UN, Canadian tire, Disney, Hydro one, Metro and Savaria.

Would would be your advice to him and would you add/remove anything from the list?

Thanks,

Claude
Read Answer Asked by Claude on April 07, 2020
Q: With China starting to ramp up and the sudden rise in markets over the past week, do you believe the market will stay, drop, or rise? and can you please explain your answer?
Thanks
Read Answer Asked by Ziaad on April 07, 2020
Q: Thank you for your guidance during this challenging time.

I have followed all of the questions and answers about allocating capital during the downturn. The message of putting money to work gradually is rational and rings loud and clear. But, past bear markets took several months before a bottom was put in so why not wait at least one month to start and allow for a bit of a bottoming process? Does it make sense to begin allocating capital at the very onset of a global recession of unknown duration and severity?
Read Answer Asked by Joel on April 07, 2020
Q: Hello,

I note that each of these has sold off with the market and are now yielding between 7.14% and 9.4%. Unless people are moving out of these homes in fear, I think whatever vacancies are caused by Covid-19 will be filled by the aging population. Being on sale to the extent that they are seems overdone given that they continue to function and receive their revenues. Do you agree and would you be a buyer of 1 or all of these at these levels for growth and income? Please indicate a favourite if you have one and the reason why.
Read Answer Asked by Tim on April 07, 2020
Q: While Brookfields’s limited partnership companies such as BIP and BIP.UN “declare” their dividends in US dollars these are actually paid to Canadian brokers such as Scotia iTrade in the Canadian dollar equivalent as of the record date.
If an investor holds those units in the US dollar side of their brokerage account, they can be charged a conversion fee by the brokerage to convert back to USD. In the case of Scotia iTrade this has been in excess of 2% in the past.
Do you know if this will be the situation with future dividends paid by BIPC?
Thank you for all your due diligence on our behalf.
Read Answer Asked by Derek on April 07, 2020
Q: Good morning,
There was a fair bit of insider trading in QST in late January when the shares were around $5. Now they are trading at $1.29. Do insiders still have a solid stake in the company? Also, the shares of XBC, which seems to be in a comparable business to QST, have held up better, especially since they were declared an essential business by the Province of Quebec and have maintained operations there. Is XBC a better investment than QST at this point in time?
Read Answer Asked by Ken on April 07, 2020
Q: Someday soon the sun will rise and shine brightly. This new day we will see inflation arrive at our front door with a loud bang. Inflation will arrive quicker than we think due to a significant increase in money being printed from all countries. During inflationary times what sectors are good investments and what companies would excel.
Clayton
Read Answer Asked by Clayton on April 07, 2020
Q: I am underweight the following positions: ZDI, CTC.A, EIF, SIS. If I were to add to one of these positions, which would you recommend? For longterm hold. Thank you.
Read Answer Asked by Walter on April 07, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!