Investment Q&A

Q: Could you please comment on the lawsuit filed against CALM. Is it worth being in the crossfire or is it time to bail out while I still have a little bit of profit.

Thanks

Q: In your TFSA if you trade US stocks do you pay capitol gains and how much of a percentage is that
Thank you

Q: could you please give me the ETF's if any in the nursing home field Can. and/or US
aso any top rated health care ETF thanks Paul

Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.

Thanks team,

Q: Hi. I hold a position of INVESCO S&P S/C HLTH CARE ETF in my portfolio. It's a diversified (75 stocks) US small cap healthcare ETF.
I would like your opinion please. Thank you.

Q: I currently hold VYMI for large cap international dividend income. There is a fairly new Fidelity product holding international large cap ( FIDI) . Do you see any advantages of FIDI over VYMI? Do you consider VYMI a reasonable ETF for international exposure? It is down recently. Would you continue to hold this investment? Thank you kindly for a comparison of the above efts and for your comments on continuing to hold VYMI.

Q: I have a fair chunk of U.S. money in a non registered account. What would be a good investment if any for this money, taking taxes into account. So far have just been benefiting from our sliding currency. I know that we are in the late stages of the market, and really cannot afford to lose a sizeable chunk.

Q: Dear 5i Team,

Thanks for the great service. Most of my holdings are the ones recommended by you or other conservative dividend paying stocks. This one time, I bought a small amount of KODK few months ago. The news was that KODAK was going to have its own version of bitcoin. Anyways, the stock is down 51%. Do you recommend selling it and take the loss. Also it is in my TFSA, so can't write off capital loss against capital gain.

Q: Could I have your opinion on this company would this pullback 10% be a good time for a half position do you think they have a long runway of growth and are they considerably cheaper than Amazon on a EPS basis thanks for professional service Greg

Q: This seems to be a good way to play the US health care sector and receive a substantial dividend (8%+). Is this an ETF you would recommend in an RRSP?

Q: On Sat, Jun 23, 2018 at 5:55 PM, Kevin wrote:
In the past I've held and eventually sold; KKR(kkr), Blackstone(bx), Carlyle(cg) and W.P. Carey(wpc).


At one time or another each has been reviewed by analysts on BNN ----- but never have I seen or heard of a review about Main Street Capital Research (MAIN).


Why is that ? Is there something about MAIN that makes it an inferior investment to the others ?


Would you have a preference among these 5 financial stocks?


K.Quinn

Q: Can tou please share your opinion on MO, PM and BTI? Is this a good time to initiate a position? Which one do you prefer and why? What do you expect from thr names going forward, both mid and long term?

Q: Your thoughts on GE after today's announcement?
Thanks

Q: Is the drop on these two companies over done???
What is your assessment for the future?

Q: Hi, I am a dividend growth investor and looking to build a stream om passive income through dividends. I am 40 and have a long horizon (20+ yrs) so I'm not so worried about current income as I am about future dividend income and total return. I invest a part of my income every month. My current portfolio consists of mainly large cap dividend growth stocks in diversified industries in Canada, US and Europe. Mastercard and Visa look like great companies to me, high ROIC, high growth on all fronts, favorable developments that will benefit their business etc. They would also complement my portfolio well as I have no holdings from that industry yet. The only thing I am concerned about is their high valuations at this point.
So my question is, is this a good time to add MA (and perhaps V) to my portfolio? Or is it wise to wait for a pull back? Do you have a price point for entry? Your advice is appreciated.

Q: In my research of BDX the forward PE ratio is 19.7 or 6% higher than its 5yr avg, but when I look at the PEG it is 1.4 or 23% lower than its 5yr average. What measure is more appropriate to gauge its relative valuation?
Secondly, how much weight do you put into the ROE when looking at a company, the ROE for BDX is only 0.3%, is this alone a reason to stay away from this company?
What grade would you give this company?

Thanks

Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

Q: Netflix is way down today, as are Spotify and Google. On trade war fears? Does this make any sense to you? These companies have nothing to do with trade. Shouldn't people be buying them on trade war fears?

Q: In response to Scott's question about US citizenship, if he was born in the US, he is a US citizen. This applies regardless of his parent's citizenship or their status in the US at the time. He should be filing a US tax return every year, as well as submitting an FBAR annually. Ridiculous yes, but the US law nonetheless. The penalties, particularly with the FBAR are onerous, to say the least. Scott is flying under the radar and can probably continue to do so, with one wrinkle being his passport - presumably it shows a birthplace in the US - and any US border agent should know this makes him a US citizen and he should be entering with a US passport. Obtaining a US passport might just unravel his situation. But I'm just guessing. Scott needs to contact a Canadian lawyer who deals in these matters to properly understand his position and his options.

Q: Please give me your three to five years outlook for Red Hat ( RHT ). I bought it last year. last week they announced the earning report and it was not good. I am still up about 10%. Should I hold on to it or sell it?