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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 own the following preferred share CPX.PR.G and CWB.PR.C . What do you think of selling the preferred and buying the common share of the same company, or buying bip.un or bep.un. With a long trem horizons 5 to 10 years
thanks
Read Answer Asked by Alain on March 27, 2020
Q: Hi Team! As more more and more people are working from home, cloud based software companies, cyber security companies will benefit as I think this will become a new reality as companies realize they can save money. In Internet communication and hardware companies out there that will see an increase of their services and products are there any names you would recommend? I thank you in advance. Sam
Read Answer Asked by sam on March 27, 2020
Q: With the possible exception of MDT or ISRG, some of the US listed medical stocks remain down near their lows while other names have rallied hard. I am interested in the companies above and wonder if you can tell me if each would be a buy for you at current levels? Again each are down a lot, have favourable analyst ratings but haven't bounced much. Are there any on this list you DO NOT like?
Read Answer Asked by Tim on March 27, 2020
Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
Read Answer Asked by Pierre on March 27, 2020
Q: Hello 5i, if you had to choose 10 companies out of the USA or Canada for a 5 year hold what would you choose?

There is no need for additional comments, the money isn’t needed in 5 years that’s just a timeframe that should hopefully allow for success vs the virus and recovery economically and adapting to the changed world ( going cashless, online shopping, deliveries, remote work etc) Risk is not an issue and neither is sector diversification. thank you !
Read Answer Asked by Michael on March 27, 2020
Q: Hi guys,

Thanks for your valuable advice.

I am trying to process the wild swings going on and the lagging advice coming out through business news channels. With the new upswing in the markets, everyone is now proposing what we should have bought (and could still do). This is frustrating as it was good advice a week ago, and things will surely change again.

While we all understand that there is no crystal ball, what do you feel are likely scenarios for markets as investors process central bank and legislator market stimulants?
It appears that investment strategy is now heavily influenced by what has dropped, in combination with highly likely to be supported by government as critical assets.
If you could suggest any further insight in future direction or departures from recent strategy, and whether you feel that the government interventions are likely to hold us at a V shaped market curve, that would be helpful.

Thanks,

Peter
Read Answer Asked by Peter on March 27, 2020
Q: This is not a question.. just a positive note if I may. A friend of mine...a pharmacist who also practices preventative medicine and advice...feels strongly that the coronavirus will mostly have run its course by May. We must improve our immune systems as much as possible..stay home ..stay positive.....sleep..lots of water...and healthy foods..and fresh air of course. China has already started to re surface as we all know. Hopefully this lifts some spirits just a bit. Post if you wish.
Read Answer Asked by El-ann on March 27, 2020
Q: I believe it in the last year or so has not been one of your favourites, however I have held GIB.A for a long time and it has been a stalwart; I (unfortunately) added a significant amount last year. In the last few weeks it has decreased a lot, more than many other tech names. I am still not sure why; any comment about that? I was attracted to the idea of harvesting a tax loss and migrating to another position (eg KXS) but since the drop in GIB.A has been much larger, does it have more potential upside than KXS which is not down as much? Thanks.
Read Answer Asked by Leonard on March 27, 2020
Q: Hi 5I,

In your blog on markets specifically the S&P 500 you state: "If we go back to 1990, the average trailing P/E ratio for the S&P 500 is 19.9. Currently, the P/E ratio is 19.3. Over the last five years, the P/E ratio has averaged 21.5. Looking at forward P/E ratios, the S&P 500 has averaged 15.8 and is currently sitting at 17.6."

My question is what do see for earnings based on current market conditions ? If in the last recession in 2008-9 we saw earnings drop by 50% then how much more can this index drop? The low for the S&P 500 was approx 780 back then, and if makers the same assumptions then we could get to around 1500 to 1800.

Thanks,
Chris M.
Read Answer Asked by Christopher on March 27, 2020
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