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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: Morning 5i,

Here's my burning question which I'll frame as a hypothetical;

Say a fella had 2500 shares of CTS in a TFSA with a BV of ~ $20K and a current MV of ~ $6.6K (hypothetically speaking ...). Taking into account the prospects for CTS over the next 3 years (the fella can afford to wait it out but doesn't like seeing all the red every time he looks at his TFSA account) would it be advisable to liquidate the CTS and invest the ~6.6K elsewhere and, if so and importantly, what 'elsewhere' would you invest in to get a return on the money (cap gain and/or dividends) that will outpace what it's likely to do if left in CTS, all without unduly risking compounding the problem?

You know, hypothetically speaking ...

Thanks 5i.

Peter
Read Answer Asked by Peter on August 28, 2023
Q: Hi 5i,
I'm mindful of your answers to recent questions about AP.UN (lukewarm response at best) but I do wonder;
Employers are said to be insisting more and more that employees get up, get showered, get dressed and get in to work at the office.
Pre-pandemic AP.UN was in the $50.00 range, and even in the midst of COVID it didn't drop as low as it is now - presently units are selling for $20 just as they were a decade ago. If it's accurate that working from home is on downslope, is there an upside for AP.UN that's not reflected in its current price - was it worth $50/unit in early 2020, or was that unsustainable even without COVID - and do you see any scenario where it might get back to, say, 2/3rds of its early 2020 value?
And just generally speaking - do you think office REITs are out of the woods if current trends continue (and if interest rates come down over the next year or so)?
Thanks,
Peter
Read Answer Asked by Peter on August 28, 2023
Q: Hi 5i team,

Your answer to the question asked by Lisa on June 27, 2023:
"we prefer one-month options at just above (or below for puts) current prices. The reason is that many estimates mis-judge short term volatility. In a 'normal' year (not the past three!) stocks do not really move that much, on average, in a month"

1. Can you provide more details or materials on this strategy?
2. Are these one-month options for buying puts or selling calls?

Best,
Matt


Read Answer Asked by Matt on August 28, 2023
Q: I understand that you don't follow chinese companies, but I was hoping that you could help me understand the mechanics around the split of BABA into its 6 business units.

If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?
Read Answer Asked by Gerald on August 28, 2023
Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.
Read Answer Asked by Harvey on August 28, 2023
Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!
Read Answer Asked by Theron on August 28, 2023
Q: In a recent question you answered " we think one of the most important skills for investors who choose to own high-quality compounders is the willingness to hold them through thick and thin, even in periods when they appear to be fully valued (or slightly overvalued)."
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks

Read Answer Asked by Anna on August 28, 2023
Q: i got some BNRE:TSE share from my holding in BAM.A. Its an exchangeable share into BN:TSE share and get the same distribution as BN:TSE per share. Is it a good move to sell all shares of BNRE:TSE and buy the same about of BN:TSE though the price is $1 less as per today's closing price? (BNRE:TSE $45.18 and BN:TSE 44.17) It does not make sense because though the business of BNRE is insurance but paid our is based on BN:TSE which has some different mix of business. Need your general answer not based on individual based.
Thanks
Piyush
Read Answer Asked by Piyush on August 28, 2023
Q: Good morning, have you ever invest on margin in the past ? If yes what was your experience and the outcome that you had ? Also what is the maximum % of your portfolio do you think is safe and feel good at night if you invest with borrowed money ? thanks
Read Answer Asked by jean on August 28, 2023
Q: UPS drivers in US apparently negotiated an annual salary of $170k, which is startling of course, and concerning about operational control in the shipping sector. Could you please comment on impact to major providers in the sector, including TFII?
Read Answer Asked by Peter on August 28, 2023
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