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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: So during the Trump impeachment hearings, I got nervous and I pulled my $500,000 pension out of my Blackrock mutual funds and stuck the cash in a money market account. Pure luck on my part but I figure I need to take advantage of this crash and reinvest. My organization's pension fund is through Sun Life. My question is, would you put this in the Canadian Mutual fund (blue chip Canadian stuff) or the US Black rock fund (again blue chip US companies).....OR....European focused. I am debating. The TSX has been pummeled and seems like a good choice. What percentages would you follow? Any advice?
Read Answer Asked by Kevin on March 20, 2020
Q: Dear 5i
I'm always a little confused as to which companies are CDN hedged and which are not . Just because it's listed on the TSX doesn't` always mean that it is hedged I'm guessing . I'm also assuming that it looks like the CDN dollar is going to be weak compared to the US dollar for awhile .That being said which of the ETF`s listed above are CDN hedged and is it wise to have a balance of hedged and unhedged anyways ?
Typically you expect share prices to rise as earnings increase . With the state of the economy ie covid19 it is likely that earnings will be lower for the next couple quarters at least so there are few expectations for higher earnings from most companies .Given this , would you expect the market to rebound higher even before there are rising earnings simply on the anticipation that higher earnings will eventually happen once covid19 is proven to be under control , or do you think we would actually have to wait for increased earnings to occur before we would see any meaningful bounce in the markets ?
Please deduct points appropriately .
Thanks
Bill
Read Answer Asked by Bill on March 20, 2020
Q: Hello
Thank you for your timely reply to my question.
The link to “past crashes” didn’t go to the correct page. Could you resend it with the correct link.
Thank you
Dave
Read Answer Asked by Dave on March 20, 2020
Q: Larry Berman noted money market levels are approaching highs witnessed after the 2008 crash creating a backlog of buying power, but He also noted that only when that is combined with a vix of about 40 ( currently around 70) will the market give a sign it is likely to turn around. He cautioned any big rebounds now are not a sign the market is turning for the better, we need the vix to come down first. Does this seem logical?
Read Answer Asked by Albert on March 20, 2020
Q: Dear Sirs,
What do you think of BMY at this time? Do you think it's too early to be buying these guys? I don't see anything they're doing regarding coronavirus treatment, so they may keep falling for awhile. They've done some good stuff recently: acquired Celgene (cancer) and Medarex (cancer) and have a leading drug partnered with Pfizer (prevention of blood clots caused by atrial fibrillation). They're down to about $49 from about $65 a month ago (like everyone). Thank you.
Read Answer Asked by Allan on March 20, 2020
Q: Hi Peter and Ryan,
Can you offer some insights on why BPY.UN is down much more than its peers such as CAR.UN and CHP.UN? Is it wise to replace BPY. UN with either CAR.UN or CHP.UN at this moment? Thanks,
Martin


Read Answer Asked by Martin on March 20, 2020
Q: Good afternoon.

I’m interested in which you prefer (1 and 2) in each category below.

ATD.B, PBH, MRU, L

SLF, TD, BAM.A, TRI

WSP, SIS, CAE

CSU, SHOP, ENGH, KXS

BEP.UN, FTS, AQN

Thank you.
Read Answer Asked by Alan on March 19, 2020
Q: God day Peter, Ryan and team. I don't exactly know why but I'm getting the "sense" we are majorly oversold and we are getting close to (give or take a hickup or two) exiting "Crazyville"... Do you get the same sense?
Read Answer Asked by Harry on March 19, 2020
Q: This market is offering a wonderful opportunity to buy quality dividend paying companies at discounts that seem remarkable. I think this is a once in a decade opportunity. For the long term investor, who wants dividend income as well, this is a gift.
Read Answer Asked by Murray on March 19, 2020
Q: HI there,

Two part question here. First, why is EXAS (in your opinion) being crushed so badly? It has fallen much more than GH. Something fundamentally wrong or one you would expect to bounce back hard and is thus worth adding to.

Secondly, would you suggest taking a 50% loss on EXAS to move to something like ABBV that pays a 7%+ dividend and seems safer? Jim Cramer advocates selling some stocks to move into more premium stocks that are also down and I'm wondering if this would be an example.

Please feel free to take 2 credits and provide complete answers to each part.
Read Answer Asked by Tim on March 19, 2020
Q: Given the abysmal condition of the oil & gas sector and the apparent attempts of Russia and the Saudi's to further roil negative market activity, some long-term opportunities must be in the offing. Which oil & gas producers have the strongest balance sheet, lowest cost of production and are, generally, the most likely to survive these current circumstances?
Read Answer Asked by David on March 19, 2020
Q: Just a follow up to my last question. I would assume that if the government mandated a short term rent holiday that land lords would also be made “whole” with respect to interest liabilities and wage compensation. Not to mention that this is a very short term need 1-3 months... is this not an over reaction for a company that has portfolio of long life income generating assets? I’m just wondering if I should average down. Thanks again.
Read Answer Asked by Scott on March 19, 2020
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