skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am a long time subscriber to 5i and long time follower of BNN and one of BNN's best, David Driscoll, mentioned that he could see another 16% down-side on the S & P. Also, awhile back John Zechner mentioned that there are stocks that are like melting ice cubes. Sell them before they are gone. Your opinion? I was always under the understanding that it is one credit per question. Please clarify this. Thank you. Dennis
Read Answer Asked by Dennis on December 10, 2018
Q: Re: Growth vs Value in market downturn

How do growth stocks tend to perform during market downturns vs value stocks? Does one need to hold a bit of both? If one holds stocks of good companies but have premium valuations..what does one do in a downturn..wait for markets to pick up and do nothing? This is essentially what I am doing. Thank you.

Regards,

Shyam
Read Answer Asked by Shyam on December 10, 2018
Q: I see these companies are mentioned in today's Globe as being in precarious position! Due to negative EBITDA.
These are some of your favourite sticks, no? I own GUD, BB and FM. Hence my nervousness! Plus I respect Norman Rothery.
Read Answer Asked by Savalai on December 10, 2018
Q: I have read that if Canada bans Huawei ( I think they may have to) from 5g that the telecoms , Rogers to a lesser degree will have a 1 billion hit as they will have to remove the equipment they have already installed. Now the time for the crystal ball.

If that were to happen , it is a one time hit, probably some tax write offs etc would the market react violently negative.
I own a lot of bce.
Read Answer Asked by Leon on December 10, 2018
Q: Further to my earlier question today about the so-called predictive value of the inverted yield curve, I think recent stock market action is not due to such a prediction but more due to journalist hype and general equity anxiety. As pointed out yesterday by Stan Wong on BNN, "An inverted yield curve, where short-term rates are higher than long-term rates, has historically been a precursor to an economic recession. We note however that these (recent; ed.)short-end measures of yield curve steepness have not been reliable precursors to recessions. As a recession indicator, the more reliable yield curve spreads have tended to be those with larger maturity gaps such as the two- and 10-year, which still currently indicates a normal yield curve." I do recognize that your table of two days ago did reference the 2-10 yield gap but I still think if a prediction hasn't materialized in 12 months or so, it isn't much of a prediction.
Read Answer Asked by richard on December 10, 2018
Q: Curious as to what's attracting Buffet to Apple. Could they be due to transform from selling product to a subscription model and enjoy a renewed period of growth similar to Microsoft?
I've enjoyed a good ride with CSU, but wondering if it could be timely to sell and purchase Apple. Would you proceed or not?
Thanks Peter.
Read Answer Asked by Peter on December 07, 2018
Q: I am planning to realize losses on the above companies to offset capital gains with a plan to repurchase after 30 days. In order to maintain sector exposure in the intervening period I would like identify proxies for each holding. My thinking is as follows:

TECK.B == XMA
BNS == TD
TFII == ZIN
NFI == ZIN
WEF == CFP
VET == XEG
WCP == XEG

Please review my suggested proxies and add / amend as needed. Alternatively, if you think I would simply be better off holding cash until repurchasing please say so. Thank-you very much for your help.

Read Answer Asked by Stephen on December 07, 2018
Q: This stock looks like good value to me compared to peers and the market in general. Has a low P/E, high ROE, and decent free cash flow generation which is quite uncharacteristic for the sector. In your opinion what has caused the SP to slide and do you think it is a decent spec buy? I've heard there is heightened political risk with this name. Could you speak to this a little? Thanks.
Read Answer Asked by Scott on December 07, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!