Investment Q&A

Q: I currently own CPD in a taxable account at a loss position. With interest rates looking like they are going downwards would it be positive for preferred resets? Would you be okay with a switch from CPD to XBB at this time? I have CPD as part of my fixed income portfolio even though it is kind of a hybrid between equity and bond. Thanks for your insight

Q: Good morning 5i,
I am looking for advice on US dollar fixed income possibilities in this particular economic climate. I have some of the two mentionned and wondering whether I should continue holding them? also, what would be a good buy at the moment?
thanks

Q: Can you name your preferred commodities producers CAD ETFs? Thanks!

Q: Most of my information is supplied by your insightful replies in this form but now require a little more direction.
Need to convert about 105000 from rrsp to rrif .
Am looking for 4 or 5 ETFs that are dividend payers as all our needs are covered with
oas and cpp plus company pension.
We also have tfsa, US and Canadian trading accounts so this would be for discretionary spending.
Thank you
Barry

Q: The 2.0 version of the rate reset preferreds (with the floor feature) offered by the likes of Enbridge, Brookfield, etc. would seem to provide a compelling combination of high-quality downside protection plus upside opportunity, especially in the existing low-rate scenario. Why are they mostly spurned, and at some point wouldn't the corporations bite the bullet and redeem them at par, to be replaced with other forms of corporate debt with lower liability? Thanks very much.

Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?

Q: Earlier today a member talked about companies that had grown in value, in his case Sunlife had reached over 7% of his portfolio, and asked if he should be trimming them. You encouraged him to cut back to 5%. I understand the general principle of balance and diversification in a portfolio in order to reduce risk, but how do you reconcile being rigid about that with the idea that Peter and many other fund managers and advisers have written about - the importance of letting your winners run? Exceptional portfolio results are often due to one or two stocks that have doubled, tripled and more. Boyd is such a stock for me. It is still recommended as a buy by 5i and many others at current levels. I can't imagine why I'd cut it back. My question though is a general one. How do you resolve these two conflicting notions?

Q: Am doing very well on these guys and am within proper allocation. Do you see much more upside over the next 12 months or have they reached their peak and will drift lower? Your views on them is much appreciated.
Thx Gary

Q: Can you please comment on the earning? I have the stock and down 60%, is it still worth to hold?

Thanks,
Mike

Q: I have owned Logistec (LGT.A) for a number of years. After several very good years it has now sagged for several. Is it time to move on? Any compelling reasons to continue to hold? Any suggestions for a replacement stock in the same sector?

Q: With the price of Palladium staying strong would PDL be an attractive acquisition for a mining operator?
Thanks
Bob Rose

Q: These holdings represent 4.53 % of my consumer discretionary space and I would like to reduce by half. How would you rank them in order of what to keep.

Q: I just renewed my membership and in the past there is a section that tells you how many question "credits" you have left (unused carryover credits, plus new credits from the renewal). Where is that information located now? I searched all over and can't find it. Please help, thanks.

Q: Could you pls recommend a couple of US Bond Funds ETFs which can be purchased in Canadian dollars. They do not need to be hedged, Thanks

Q: Hi, can I have your opinion on this company compared to its peers.

Thanks

Q: I have read the Fed is continuing to pump 75 billion daily into the banking system to provide liquidity. Is this true and if so does this mean there could be a banking crisis on the horizon, and or,is there problems with the US economy . Is investing in real estate a safer alternative to the stock market at this point in time.

Q: I own TOU in a taxable account at a loss which I could use to offset gains this year. I have several choices at this point:-
1. Continue to hold,
2. Sell and buy back after 30 days.
3. Sell and wait until Dec. to buy back hoping to take advantage of others tax loss selling.
4. Sell and deploy money elsewhere.
With the current climate for energy stocks I would appreciate your guidance - if there is a change of government in Oct. will this likely affect the outlook for energy - if so how?

Q: CGX signed a big deal with AMC in the USA concerning their digital media platform: not many details given; however looks like a positive for CGX going forward. What can you tell us vis-a-vis revenue generation going forward.

Q: From the standpoint of a TRI shareholder, what would be more beneficial to TRI? If the LSEG bid for Refinitiv (TRI holds a 45% intertest) goes through, or if the Hong Kong group is successful and forces LSEG to dump its bid for Refintiv?

You insight is much appreciated.

Q: Good morning guys
Often you will mention that a given stock may take for example 3 to 5 years to come back. What percentage gain are you allowing for? I like to shave some of my winners back to my original amount and then wait for a pullback to add again. Then I will do it all over again.
Thank you