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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 currently hold the following technology equities in my portfolio: AAPL, TEAM, CSU, and LSPD. I'm considering selling LSDP (up 14%) and purchasing either SHOP or DSG. I would like a bit less volatility and more consistent growth. Does this seem reasonable and which would you choose or do you have another idea?
Thank you for your advice.
Read Answer Asked by Lyle on February 24, 2020
Q: What five Canadian stocks you would recommend for 2020?
Read Answer Asked by Mark on February 24, 2020
Q: I purchased these when issued at $115. In a way, CSU used the high issue price to pay the first 3 years of interest payments. I purchased these as part of my bond portion, and had intended to keep this until my end.

For CSU, this interest must be expensive. Given that they released the debentures at a 15% premium, would calling it back be viewed as bad faith?
There is some capital appreciation, should I capture this and flip into a bond etf?
Read Answer Asked by Richard on February 24, 2020
Q: Any words of wisdom you can impart to worried investors today to calm their nerves might be a prudent approach to our collective investing concepts for the next couple of weeks. Thank you for the stellar guidance in good times snd and troubled times. David
Read Answer Asked by David on February 24, 2020
Q: Hi,
I am wondering what to do with CCL.B now that it has fallen quite dramatically. I trimmed an oversized position last August, leaving a normal weighting for the holding. With the decline I am now underweight. My question is should I top it up to bring it back to a normal weight, sell it since it is a small holding, or do nothing and live with the underweight position (it is my smallest holding at around 2% of equities).
Thank you, Michael
Read Answer Asked by Michael on February 24, 2020
Q: In a response to Manish on Feb 20 you said occupancy was 98.2%. In reviewing SIA's report, this figure refers to LTC occupancy. It appears that total property occupancy was 87.9% in 2019, down from 91.7% in 2018. Could you clarify which figure is the appropriate one to use. Also, how does total occupancy and any yearly change compare to the other major players in senior residences.
Thank-you, Grant
Read Answer Asked by grant on February 24, 2020
Q: I am in the process of helping my fiance invest her money. She has 14 000 in her TFSA. Can you suggest a mix of stocks? She still has approximately 25 years left in her job as a nurse. As she has many more years of work, she is willing to take on a high degree of risk for a 'growth portfolio.'

Regards,
Ryan
Read Answer Asked by Ryan on February 24, 2020
Q: Hello 5i.
I have been fortunate to ride the renewables up recently, their growth has matched or exceeded that of the tech sector which is pretty amazing. Both sectors seem overvalued but good long term places to be. My question is what do you see in the future given their valuations and overall trends and should an investor consider an overweight position in either or both? best regards. gary
Read Answer Asked by Gary on February 24, 2020
Q: Do you see the current Coronavirus concern as a potential roadblock for stock prices in general and, in particular, for Lightspeed (lspd) as increased fear could - most likely would - seriously damage the restaurant business. I realize many businesses would be damaged but restaurants are an optional and vulnerable expense. Is the market too complacent towards this spreading danger?
Thanks.
Read Answer Asked by Steven on February 24, 2020
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