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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 have always believed in the long term value of lumber, hence my interest in this name that i have been in and out in past. I guess the question the market is now reflecting on is about the company's financial capacity to sustain debt payment, or stay afloat.
They are inherently designed to go through different cycles, and reduce operations, but would you think they can survive worst case scenario based on their debt ratios, and would you see value here even if dividend is probably going to be cut?
Read Answer Asked by Daniel on March 24, 2020
Q: My understanding is that People is a third party administrator.
Does this mean they would be unusually busy with the EI claims and dealing with Cocid -19 etc is actually a good revenue stream that would help their business?

It has been hit hard like all other stocks. But did well in the past economic crisis in 08/09. Is there any other issues that would impact their business ? It looks like it could be a good time to get in now ?
Read Answer Asked by Paul on March 24, 2020
Q: Hi 5iResearch team,
Would you please shed some lights on why utility stocks (aqn, bb.un, telus, fortis, etc.) are getting hammered.
Cheers,
Read Answer Asked by Harry on March 24, 2020
Q: A few questions have been asked about covered call products and I know that the bounce back will not be as high as a Plain Vanilla ETF. The question remains how much are you actually losing out on? Would the fund just not repurchase right away when called out so when things normalize, you may be out 5 to 10 percent as a guess? I am just hoping that the loss is not that bad
Read Answer Asked by Bradley on March 24, 2020
Q: In some of your recent replies you are encouraging investors to harvest tax losses in this market. Why??

I have no capital gains to offset this year, nor do I have gains from the last 3 years that I can carry losses back to offset. I have been mostly a buy and hold investor.

Why should I sell some of the good quality companies that you hold in your BE portfolio or have strongly recommended in the past just to generate a loss? E.g. I am now down on all of these despite holding some of them since 2011: ENB, BNS, TD, SLF, FTS, BCE, T, CCL.B, DOL, PPL
Read Answer Asked by Paul on March 24, 2020
Q: Goodmorning 5l team,
Thank you very much for your response to my earlier question regarding selling cocered calls. You mention focusing on dividend paying stocks in your current strategy. Is it possible to have a list of which companies you may be looking at currently for this should strategy?
Thanks
Read Answer Asked by joseph on March 24, 2020
Q: In this environment,Real estate is often recommended along with Gold.Most REITS like car.un lcontinue to drop with the market.Is there worry that rents won’t get paid?
Seniors need to live somewhere so why is csh.un down 50%?
Read Answer Asked by Allen on March 24, 2020
Q: What is your favorite gold stock? Looking to invest $100K in Gold Stocks or ETF's. I think that stocks are going to take a much larger drop and I am looking for at least a little bit of stability. I don't hold any gold or precious metals stocks right now. I can handle the risk.
Read Answer Asked by Ian on March 24, 2020
Q: Akumin is an US based company operating independent medical testing centres. They just announced to dedicate 10 test centers for Coronavirus imaging. Why is stock down sharply today with the news? Are medical testing centers beneficiaries under current situation?

Thank for your great services!

Read Answer Asked by Dong Sheng on March 24, 2020
Q: Good morning. Again, thanks for keeping calm and reassuring. My question relates to Canadian banks. I have positions in all five of the big banks and all are down. I’m thinking this might be a good time to sell some bank positions and increase my holdings in others. Does this make sense and how best to execute? Do you have a sense for which banks are likely to recover sooner than the others? Keep that crystal ball polished. A lot of us rely on your guidance. Kindest regards
Read Answer Asked by alex on March 24, 2020
Q: I am in the process of switching my portfolio to Balanced Portfolio stocks only. Are there any which should not be bought at the present time?
I can buy full positions now in the rest of them. Is this a good approach, or are there some which should be bought over time and if so which ones and how? May thanks.
Read Answer Asked by Harold on March 24, 2020
Q: BAM is down more than BEP in 2020.
Last year BEP outperformed BAM largely.
I know you prefer BAM for diversification, but I feel BEP will outperform BAM in the next recovery.
Which one would you buy if any ?
Many thanks,
Read Answer Asked by Luc on March 24, 2020