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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: BELL CANADA MID-TERM NOTE
Maturity May 1 2029 Coupon 6.55

SHAW COMMUNICATIONS INC
Maturity Nov 9 2039 Coupon 6.75

I took in charge this portfolio and did not sell those positions to avoid loss on capital.
Very large position in 2 titles ( 25% + of a non registered portfolio alltogether),with 10-15% capital loss on paper.The objective of this portfolio is safety and long term revenues.Are those investment safe for long term ,and are the 6.55 and 6.75 coupons excellent numbers in the present context of rates etc..? many thanks J-Y
Read Answer Asked by Jean-Yves on January 23, 2023
Q: I have 1% positions of Premium Brands Holdings and Boyd in a TFSA. Considering consolidating into one or starting a new 2% position in something with better growth prospects. Do you have three prospects to consider that would be better than PBH and BYD?
Read Answer Asked by Fred on January 23, 2023
Q: Hi, I’m thinking of selling SYZ at a loss because I feel it may be in doghouse for quite awhile.
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks
Read Answer Asked by Brad on January 23, 2023
Q: I believe the work on the Transmountain Pipeline work is scheduled to finish later this year. What impact will this have on Canadian companies? Also, which Canadian companies do you think will see the greatest benefit when the new extension opens?
Read Answer Asked by Les on January 23, 2023
Q: Greetings 5i,
I am retired and typically don't have much in the way of fixed income since we have decent pension income, dividend income from a non-Reg account and some income from our RRIFs (started early to postpone CPP).

However, there is likely opportunity now for short-term bonds (higher yields as bond prices have fallen) and long-term bonds (capital gains when interest rates start to fall). Could you please identify two Cdn bond ETFs that would satisfy this rate dumbbell scheme?

Thanks as always for your excellent service.
SP
Read Answer Asked by Steve on January 23, 2023
Q: Hello 5i Team
Last year stocks and bonds both had a down year, I would like to add to a fixed income ETF that you think would have upside the next few years as interest rate starts to pause and decline in the future. I currently own a position in Vbal etf which has bonds component in it.
Thanks
Read Answer Asked by claudio on January 23, 2023
Q: Hi 5i
I'm doing some portfolio clean up based on the assumption that the next 12 to 18 months are going to bring economic doldrums as the economy reacts to interest rate increases which, I think, take a while to filter down to where they effect corporate profits generally and, possibly, to where manufacturing and construction falls off enough to directly affect these names.
I'm thinking about selling DXT, CSW, WJX, LIF, and MREL (all at modest losses but in a registered account so no tax benefit) on the premise that they will not do so well over the next year and will take quite some time thereafter to recover such that there is a significant opportunity cost to holding them. (I was happy enough to hold them for their respective dividends/growth in the before times, but not so much now when growth seems unlikely.)
Could you give me your thoughts on my thesis in general and on how I've applied it to these names - is it sensible to sell them now at quite small losses given what is likely coming for them over the next year or so, when compared to what might be made of the money they are presently tying up if I handle it right.
Thanks!
Peter
Read Answer Asked by Peter on January 23, 2023
Q: your thoughts on Sanara MedTech
thanks again
Read Answer Asked by George on January 23, 2023
Q: Hi 5i Team!

Respecting you don’t have a crystal ball and going on general wisdom that the markets like to look ahead.

How much of the full impact of rate hikes has been priced into the current market?

There is another (maybe last one?) almost certain rate hike coming for both the US and Canada, should we expect more volatility from this announcement or is for the most part already priced into the market?

Thanks for all you do!
Read Answer Asked by Wes on January 23, 2023
Q: Hi 5i, I currently hold RCDB.TO in my margin account. My goal is twofold: 1) move it to my RRSP account 2) sell it and replace it with VAB.CA. Would I be best to sell RCDB.TO in my margin account first and then move the cash into my RRSP, or transfer it in kind to my RRSP and then sell it? And would I need to wait 30 days before I purchase VAB.CA? Please deduct as many points as needed. Thanks, and have a great weekend!
Read Answer Asked by Andrea on January 23, 2023
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