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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: Re the webinar later this week. Will there be a facility to ask questions during the webinar or are you looking for questions to be sent in prior?

Sheldon
Read Answer Asked by Sheldon on October 11, 2022
Q: I am looking to retire in the next year, and positioning our portfolio more toward income.

Within the utilities sector we held AQN, BEP.UN, BIP.UN and CPX at close to equal weights 3.1-3.3% each (market value).

I recently sold AQN at a 20% tax loss and initiated a new position in FTS (yielding 4.25% after it's big drop). This will be a long term position.

I'm up approx 50% in CPX and even on BIP.UN.

I'm currently carrying a 16% loss on BEP.UN, and am thinking of selling it for a tax loss (I have significant realized capital gains to offset).

I'm considering either splitting the proceeds between BIP, CPX and FTS; or waiting to sell BEP after the 30 day period on AQN has passed, repurchasing it to regain the lost dividends and for diversification.

From recent questions I understand that AQN's dividend is likely safe, and is considered sufficiently different from FTS to support owning both. I like that it is at 2019 levels, and think there is a good possibility it may reward a patient investor. Is debt a concern?

Which course of action would 5i recommend, and why?
1. Sell BEP at a tax loss and split the funds between BIP, CPX and FTS; or
2. Sell BIP at a tax loss and repurchase AQN,
3. Or is there another course of action that you'd recommend?

Thanks!
Read Answer Asked by Cory on October 11, 2022
Q: Jamie Dimon, CEO of JPM has put a scare into me. Earlier this year, Dimon had asked investors to brace for an economic "hurricane". Due to runaway inflation, big interest rates hikes, the Russian invasion of Ukraine and the unknown effects of the Federal Reserve's quantitative tightening policy, he is predicting some kind of recession six to nine months from now. Dimon said the S&P 500 could fall by "another easy 20%" from the current levels, with the next 20% slide likely to "be much more painful than the first. Yikes.

Can you give your perspective on his predictions, please.

Carl

Read Answer Asked by Carl on October 11, 2022
Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks
Read Answer Asked by John on October 11, 2022
Q: hi,
BNS is now trading below November 2013 ( as far as I can see, correct me if I'm wrong ). could you do a quick comparison of the company at each time, illustrating valuation metrics/growth prospects etc.? BNS is now down more than 30% from the recent top-are forward earnings expectations now down 30% from the top, or more/less than 30%? Lastly, do you have any educated guess as to where the bottom is for this stock?
cheers, chris
Read Answer Asked by chris on October 11, 2022
Q: why has MITK had such a run recently?
Apps,GH,Pins,Mitk....which ones would you sell for tax-loss and what would be you favorite replacement in the tech sector.
I am looking at SHOP and ROKU
Read Answer Asked by Josh on October 11, 2022
Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?
Read Answer Asked by James on October 11, 2022
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