Investment Q&A

Q: comments on the quarter please?

Q: What happens to the dividend after the stock split. Will it increase by a factor of 4to remain equal?

Q: BEP is forming new canadian company. I hold shares of BEP>UN. Should we hold or bail. What they are doing sounds complicated to me.

Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?

Q: Hi there,

KXS looks like it's finally breaking out after a period of consolidation. It currently represents a 3.5% weighting in my portfolio. Is now a good time to bring it to a full weighting of 5%?

Thanks!

Q: To add to a portfolio would you buy OTEX today or would you wait to see where it settles?

Thanks

Sheldon

Q: "This will allow more investors (those that can't buy trust units) to buy shares. We view it as a positive move. Shareholders will get one new share for every four held. "

What does this mean for someone like me who was just about to get into the stock , do I wait for this to wash out or do i get in now , also timeline of the "split" ?

I thought splits always went the other way 4 for 1 not 1 for 4 .. ?

For a regular retail investor in TFSA and my RSP the wording on the release is a bit confusing to say the least .

Thanks for any additional info .
Chris N

Q: BEP.UN: just announced a new structure involving the shares such that it becomes Canadian listed vs current structure of a limited partnership and the stock is up a fair bit on the news. We have owned this one for quite a while in a registered account. Can you explain this new proposal and whether this is still a hold?

Q: Hi there, now that it's been a few days since the Q results, would you take a new position in Badger or would you wait to see how the price continues to settle into next week? Usually how long is a good "cooling off" period between a sell off and when the price settles in?

Thanks!

Q: Please comment on Carbonite acq.

Q: Comments on Chartwell's latest quarter please. It appears to be a 2020 story, which probably means late 2020 and into 2021 before the occupancy numbers start to improve. For those of us who hold CSH, what do you advise...buy more, hold as is or move on to something else? What are your plans for CSH within the income portfolio...you already have a 4.5% allocation...will you be topping it up or are you at your maximum allocation.

Thanks...Steve

Q: The Income Portfolio annualized return indicates 4.93% since inception.

Does this number include dividend yield or just stock value improvement?

Q: Missed proposed transaction by Boyd. Can you bring me up to speed? Should we keep both issues?

Q: Hello 5I.

I have held this stock for the past year. With the latest earnings I am just slightly up. On Friday the stock was continuing its run up to 21.10. And then The news came out that the US did not agree to repealing all tariffs with China. With that the stock reversed and finished down for the day. My question is, is this Company’s prospects highly correlated to the trade dispute between China and the US?

Q: I bought a small position (1.5%) in LSPD two months ago thinking of adding to 3% later on, but with all the news and disenchantment lately regarding the new high growth companies and the failed IPOs, do you see a higher risk on LSPD? I have a long time frame, and was wondering if I am just concerned by short term noise. I do understand LSPD comes with higher risk than most stocks, but wanted to know your thoughts.

Q: Between the TOY and CCL which would buy now? I realize they are completely different but I am just looking for some growth in an unregistered account. Thanks for a great service.

Q: Looks like a another great quarter and 25% dividend hike. Should we expect the market to push the shares higher? Do you think the end game is for the company to be acquired?

Q: comments on the quarter please?

Q: You currently have > 9% cash in the Income portfolio. In the past you have indicated you prefer to be mostly invested. If my memory is correct, your responses to past questions have referenced the Income portfolio being up x% so far this year (now 13%) vs the targeted 6-8%/year, so you are taking your time to find appropriate investments. Respectfully, I would counter with the multiyear performance #s of 2-5%/year (quite a bit below the 6-8% target), so wouldn't you want the cash to be put to work? I know you just added a new 3% position on Oct 8.

So, I am trying to understand...is the 9% cash level is more of a "strategic" allocation (waiting for a pullback...market timing, which I know you don't believe in), are you still undergoing research for the right investment or is there some other reason?

Please note I am not criticizing. I have loads of respect for the 5iR team and have way more confidence managing my own portfolio knowing 5iR is there to provide guidance. I am just trying to understand the purpose for the cash in the Income portfolio. I too have roughly 7% cash and am struggling to find the "right" investment and put it to work.

Thanks...Steve

Q: Comment on enbridge qtr?