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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: Good afternoon. Buy and hold investor. Currently hold 20% XUU, 15% VIU, 5% VEE in portfolio as my non-Canadian equity holdings. What would the pros and cons be of selling them and putting it all in to XAW, and would you recommend such a move? I only re-balance once a year as it is. Thanks for your reply.
Read Answer Asked by Jeff on April 23, 2020
Q: I have held these for income and am down substantially. . All are in registered accounts. Are any of them in danger of bankruptcy? Are any worth holding and/or adding to at this time?
Thanks
Gary
Read Answer Asked by Gary on April 23, 2020
Q: Are you believer's that there will be a double bottom? I am seeing mixed comments on this. Obviously I know you cannot predict the future, but wondering what the likelihood would be of testing the lows seen in March. What rationale do you have for your thoughts?

Thanks so much for your wisdom, expertise, and sound advice as it continues to help me navigate these uncharted waters.
Read Answer Asked by Justin on April 23, 2020
Q: They always seem to quote the price of wci, and that I believe is for heavy oil, what is the discount for conventional oil compared to wti
Thanks
keep safe
Read Answer Asked by auftar on April 23, 2020
Q: As a matter of curiosity can you ascertain how much the total value of the CPP has dropped during this pandemic ? Thanks, Joe
Read Answer Asked by Joseph on April 23, 2020
Q: One thing I have noticed and wondering if this is just coincidence?
Stocks in your portolios and research reports such as DSG, REAL, KXS, ENGH are all doing well and near all time highs because they have great balance sheets and no long term debt?
On the other hand, stocks like DOO, GSY, CAE, MTY all are down over 50% because they have a considerable amount of debt?
The only exception on this is LSPD which is down over 50% with no long term debt?
Any reason why LSPD hasn't kept up with the others? Is all this because we do not know how long this virus will last and the market is punishing stocks who have lots of debt since they might have trouble covering them?
Read Answer Asked by Herm on April 23, 2020
Q: In response to Rudy’s question regarding taking money out of a RRIF at 65. The 1st. $2000 from a RRIF is tax exempt. My wife and I both moved enough from our RSP’s to a RIF to take advantage of combined $4000. tax free annually. ( thank you Colin Ritchie)
Read Answer Asked by Les on April 23, 2020
Q: I have read articles on the question of share buybacks, some think they are a great idea to "engineer" the value of a particular stock price and others think they are not a great idea as it leaves companies with no "rainy day" fund for times like we are in now.
Would appreciate your educated opinion.
thanks
Read Answer Asked by Reg on April 23, 2020
Q: Hello 5i Team
Thank you for guiding us thorough these challenging times , i read all the Q&A everday
to keep in formed .I would like your opinion ,why the Mawer New Canadian has over 11% in Cash which is their top holding and their other Canadian Equity fund has 4.4 % in Cash. Why do you think there is such a wide range allocated to Cash ?
Thanks
Claudio
Read Answer Asked by claudio on April 23, 2020
Q: Hi Peter and Staff

I realize P/E doesn’t seem to matter in growth tech companies - However I cant help but wonder how CSU and SHOP stock up in terms of P/E and Cash Flow from earnings per share both on a trailing 12 months basis and a future 12 months basis

I can’t help but wonder how SHOP can be same market cap as TD bank in terms of distributable cash flow per share regardless of whether they actually chose to do it

Also will your answer take into account the many stock options that employees have and must be surely to exercise

Thanks for all you do
Dennis
Read Answer Asked by Dennis on April 23, 2020
Q: On Apr. 1 I sold ENB and PKI for tax-loss purposes and bought, at your suggestion PPL and SPB respectively as proxies. Since then PPL has appreciated 16% vs ENB 5% and PKI is up 20% vs SPB 15%. So thank you very much for those suggestions!
My question is what to do at the end of the month when I can repurchase the original holdings, now that l have a cap gains on both of my "new" purchases (maybe $2,000 total). (I know this is a nice "problem" to have!)
My preference is to buy back PKI because I think it is a better overall company for the long term and less of a commodity type holding. (concur?) My bigger question, I think, is PPL vs ENB. I am a long term investor and while you seem to favour ENB somewhat over PPL you also seem to suggest that PPL has been more oversold than ENB. I'm not one to usually wait and guess for a future price but I am wondering if in this case, I should hold PPL as it may appreciate faster or sell after the 30 day holding period expires regardless because, in the long run, you feel ENB will come out ahead.

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on April 23, 2020
Q: Hi there, I saw a long term chart the other day of the S&P500 and how the market typically bottoms, relative to the spike in the VIX. In past recessions/corrections, it appeared that the market tended to bottom out about 2 to 3 months after the VIX has spiked. Based on your experience, do you see this happening again this time around? If so, that would approximately give a mid May to mid June bottom. Do you see this pattern to likely repeat or is it this different this time in your opinion and what would the reasoning be?

Thanks for your input and guidance!
Read Answer Asked by Michael on April 23, 2020
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