Investment Q&A

Q: What do you think of this stock ... would you consider today’s price as a decent entry point ?

Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.

Q: considering taking a position in AD but not that 1 of their investments (Kinney) is not currently paying distributions, should that deter one from investing in the Group?

Thanks

Q: I'm continuing to rebalance my portfolios. The above stocks are in my income portfolio and are less than full positions. Would you sell any of them? I have enough cash on hand to top up two of them. Which would you top up. (I hold 22 diverse stocks in this account)

Q: Looking for income and capital gain for 1 year or more. LIF seems to have bottomed and rising while CHR dropped back and now might be going forward again. Which one would you go with? Without regard to portfolio diversity and only $5k for this investment. Or a better suggestion ?
Thanks,
Mark

Q: Nw years greetings,
What is your current opinion on AD.and do you feel that the present turn around trend will continue and why?Would you add to a growth portfolio?

Q: Considering selling My position in AD at an 8% capital gain plus dividends over the last year. Selling to raise cash for a pullback in the market.
It’s one of the higher risk stocks in the portfolio and it is near the target price of a number of analysis. What do you think? Also taking a serious look at selling into the strength of MMX.
I’ve held it for less than a month, and am up 20%.
The target by cibc is $7.75 with the rise in gold , I know this can change. Also thinking that the rise in gold may already be price into mmx. What does your experience say?

Q: The ALARIS stock is classified as Industrial in Portfolio Tracking. Shouldn't it be classified as financial since providing alternative financing to various companies is its sole business.

Q: Good Morning,

Can you please rank these in order of preference in terms of return/risk.

Thank you.

Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio

Q: May I have your analysis of yesterday's results please.

Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele

Q: Trying to clean up my portfolio. Any of these losers worth keeping??
I'm a very long term, patient investor.
Thanks.

Q: Hi, i have one TFSA account that represents 3.7% of my total investments. i want to change the objectif of this account for revenue. No issue on risk and a time horizon of 5 to 10 years. What would be the TOP 5 dividend paying stocks that could potentially pay approximately 5% yield with low or reasonable debt levels and growing dividends.
Thank you

Q: It has been noted that AD is fighting CRA on their taxes for the last ten years and that a potential tax reform problem with the US is present as per the statement below in the MD&A for Q2 2019.

“In December of 2018 the U.S. Treasury issued proposed regulations which provided administrative guidance and clarified certain aspects of U.S. Tax Reform. The proposed regulations are complex and comprehensive, and considerable uncertainty continues to exist until the final regulations are released, which is expected to occur later in 2019. As these proposed regulations have not been enacted as at June 30, 2019, their impact has not been reflected in income tax expense. However, if the proposed regulations are enacted as currently drafted, certain provisions could be effective commencing January 1, 2019. Based on the Corporation’s current capital structure, the resulting increase to income tax expense of the Company for the period ended, June 30, 2019 would be an increase of approximately $5.5 million.”

Are you aware of any cash provisions the company made for this?

Would appreciate your analysis on both these potential tax implications.

As always much appreciated
Thank-you

Q: 3 part question
1. Are the dividends paid by AW.UN and BEP.UN eligible for the Canadian dividend tax credit ?
2. How safe would you consider the above 7 dividends stocks given the large payout ratios?
3. Do you favor calculating payout ratios using free cash flow?
Thanks
Jeff

Q: Hello, I currently own Alaris Royalty and, although it pays an excellent dividend, it has dropped about 30% since I purchased it.
I am currently considering purchasing Brookfield Business Partners to replace Alaris with the hope of recouping my capital loss. Do you think this would be a good trade?
Thank you for your reponse, Alan

Q: I hold the above stocks in my portfolio. Thinking of adding QSR. Your thoughts. Or should I keep my cash for better opportunities during tax loss period ? BEW and PNG are my play money. Playing PNG with house money.

Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry

Q: What would suggest as a position weighting for AD and AW.UN? thanks...Tom