Investment Q&A

Q: Hello 5i. Are the energy royalty companies like FRU and PSK exposed to the same kind of risks as individual energy companies, or are they different? Are they likely to cut their dividends in the current environment? Thanks.

Q: Canadian pipelines have suffered along with most of the market during this correction. My understanding is that they are protected by take or pay contracts with the producers. In other words you either take the capacity you agreed to or pay for it. The obvious concern here is that the producers opt to do neither, not having the money and facing bankruptcy. My first question is whether this is even true to any extent. Secondly, what would the response of the pipelines likely be? Do they ultimately become owners of non-producing oilfields?

Secondly my understanding is that shipping by pipeline is cheaper than shipping by rail. Given this scenario the remaining product should shift over time from the rail lines to the pipelines, keeping the pipelines full. The loser becomes the rail lines. Do you consider this to be true?

Q: I have a few questions about negative interest rates:
1) how low was the US and Canadian bank rates back in the worst of 2008, and where are they today
2) what major economies currently have negative rates/for how long/how low (or high?)
3) for those countries with negative rates, has this affected the dividends paid blue-chip stocks on their exchanges
4) what are the best investments for "hiding out" should we get to negative rates
5) could you hazard a guess as to the likelihood of negative rates in N. America
Thank-you

Q: What is wrong with chartwell? It is down 5% in an market up day.
Thank you

Q: Interest rate on our money in the bank or in gics is virtually zero. I always heard that in a disinflationary period, the worst place to be is in stocks. But would people not want to be in the stock market and at least get a good yield. So many dividends are over 4%. This is a contradicton. Can you explain it to me. Thanks.

Q: Dear 5i team,
Thank you for the Special Report. Could you kindly confirm a few things about the graphs in it, please? My broker account doesn’t show graphs like yours, so what is the blue line and what is the brown filled-in background- I was thinking high and low stock prices, but noted the left and right y axis are different so I think I’ve not got that right. And how do you read the dark blue graph at the bottom- what is the stock’s ‘relative strength’ relative to?
Thanks so much!

Q: Just before the sharp downturn in market values I sold about 20% of my growth holdings.if I was looking to add a 2 - 3 names back what would be your top recommendations for good value on price and long term growth prospects?
Also, what was the reason for the decline in CBO price?

Q: ‘Nervous nellie’ here...is cash (over 100k) safe in canadian account (brokerage or bank) ? Any Real need to spread it on different instution, or buy short bond, cd etc.

Q: For someone looking for income, what dividend stocks, in any sector, would you find most appealing?

Q: Chart well is out of sinc with siana can you see any logic for that
Kind regards
Stan

Q: Like other stocks, Canadian Tire is down a lot. Are there any new risk with this stock or is it just part of the large sell off. Do you think it is ok to start chipping away at it?

Thanks, Paul

Q: Hi,
Can you list 5 stocks with 4% yield having a good balance sheets.
Thank you for your support

Q: Hello 5i Gurus,
The central bank authorities at the Bank of England and the ECB have, this past week given authorization to all banks (domiciled in the UK or Europe) that they will be allowed to release ALL of their strategic counter cyclical funds that they normally hold in reserve. From what I remember, this would be several hundreds of billions of pounds or euros. Question is: Does the US and Canada have similar "counter cyclical funds" (not sure if this is the correct terminology)? that they can use to support the economy temporarily?

Q: Hi, what is the Ex Dividend date? Thanks and Greetings, Peter

Q: Hi 5i,

Thank you for the great insight during this challenging time. Can I please ask your opinion on these five existing positions? Each is sitting at a substantial loss and trying to decide whether to sell, hold, or with a Canadian recession on the near horizon:
-Parkland Fuel
-New Flyer
-Cymbria
-Western Forest Products
-Savaria

Thank you in advance. Please use credits as needed.

G

Q: But sell or hold?

Q: Jeffries has stated that rebound candidates in the market are CRM, CTSH, EMN, CVS, WBA - could you give me an opinion on these candidates?
Seeking Alpha mentioned an expert (I didn't catch his name) predicting that the S& P 500 will hit 2300 before recovering. Your opinion on that? Thanks for being around during this crisis.

Q: We Canadian like to drive and are willing block pipelines our resources re not worth anything if don’t export them our motor industry is dead how long government will be willing to pay our mortgages and pump funds in to our economy on borrowed funds
I think we re very near reccesion or let’s say reality check
Can I have your opinion on my assessment
We Canadians have very high debt so is our governments

Q: Can you comment on the repo purchases that have been ongoing and have ramped up recently in the US. Does this add another layer of concern to the markets or just what needs to be done in times like these? Is there any holding that might benefit from this?

Q: Hi, my question is more about next time the market goes into bear territory...
I currently own "SIL - Global X Silver Miner ETF" and always thought it would do better in market downturn. However, i am down 45% over past 3 weeks. Please help me understand why is it down so much.