Investment Q&A

Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!

Q: I am wondering about the sector allocation of these two SU and PKI. Given that they are both vertically integrated could they each be split between energy producers and consumer discretionary some how. It will create some room in the energy sector for a couple of more companies like WCP and VET. If SU and PKI could be split what would the split be on each one.

Q: From Bob's question:
Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move?
What would be the advantage? And the tax implications?

Q: Considering bitcoins' drop in value, does anyone have an idea of what percentage of nvdia's business is tied to Bitcoin mining? What other customer streams does Nvidia have and what percentages might they be? What has been nvidia's primary growth catalyst the last 3 years? Does nvidia's prospects continue to be bright going forward?

Q: I bought at 3.90 what option should I pick or should I just hold on to them Thanks

Q: It feels like the end of 2018 was simply a perfect storm of conditions suited to create an impressive (and painful) but not overly unusual pull back on the TSX. Yet there is talk of recession and looming bear markets (I suppose there always is).

What's your take on this? Would you be buying the many apparent opportunities (like mx, cnr, ctc.a) or would you be cautious still?

Q: Perhaps there is confusion between "averaging down" and portfolio rebalancing. If a person had bought GSY or TSGI at $50 and they each were 5% of a portfolio and were considered to have cheap valuations at that time. If, after the market correction they are each 3% of the portfolio with no change in fundamentals is there a problem with bringing each one back up to 5% ? I look at GSY and a consortium of investors put $46,460,000 into it at $50.50/share on Oct 10. I'm sure they did a lot of homework and considered it to be very cheap. It must be a steal now.

Q: About half a year after spinning off its electrical business, and now concentrating more on the water / filtration side, would you now consider Pentair a better investment than when the two businesses were combined ? I realize this isn't a Canadian stock.

The P/E has come down quite a bit since that time. They only raised their dividend 3% this year. Although they have a long history of increases, this one isn't great.

Thanks,

Jim

Q: Hello and happy new year 2019

My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).

Thanks so much

Daniel

Q: Happy New Year Peter, Ryan and Team,

Thanks for all you do. Which stocks in the Model Balance Portfolio will you recommend adding the new 6k for TSFAs to?

I have them all with a few substitutions. Weighting and risk are not an issue.

Thank you,

Wes

Q: I am now down to three companies that are under a 2.5% weighting. I would (as usual) appreciate your thoughts about these three. Thanks. RAM

Q: Of the followings which looks good to add to tfsa?
TFII,ALA,BHC,GOOS,COV,GSY,MG,MX
All at very low price now.

Q: I believe the Canadian dollar is linked to the price of oil. Is that is true we’re do you see the Canadian dollar vs the US dollar this year. If the dollar is not linked to the price of oil were do you see the Canadian dollar this year.
Clayton

Q: Happy New Year and all the best for 2019. Thank you for another year of providing a great service.
I own Neo stock and now wonder what to do if anything. Should I just hold on and wait for the deal with Luxfer Holdings to go through? As I understand the NEO shares would be replaced with some cash and some shares of LXFR. What do you think of LXFR's prospects? Should I buy more LXFR to maintain my position in the sector? If you recommend a buy should it be now or after the deal closes?

Q: Could you let me know the payout ratio for ivq In a November presentation they claim the payout ratio is 76 percent Yet yahoo finance shows a payout ratio of 167 percent
Could you let me now how the ratios could be so different ?

In your opinion is the dividend sustainable There line of credit was recently increased to 400 million I take it this is a good sign Could you also comment on the company
Happy New year

Paul

Q: Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Asked by David on September 10, 2018
5I RESEARCH ANSWER:
We would far prefer POW here.

Regarding the above question, I would to understand the business fundamentals for why you answered as strongly about LB vs POW.

The purpose of the question is improving my investor education / smarts.

To the naive / superficial investor; they look like stable financial sector businesses with strong track records at paying their dividends.

thanks for trying to educate me;)

Ernie

Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c

Q: I have a trading portfolio of about $53K, about $18K is in cash right now and I'm looking at investing it again this year after selling a bunch of stocks last year. I currently have about $22K in RBC, BNS and BAC, $3.5K in Go Easy and $1.5K in Orca Gold and would like to keep these. I have a further $7K in various oil and gas stocks which I'm underwater over 50% on, I'm thinking of still hanging onto them as I thinking they maybe at there bottom and like to recoup some of those loses.
I want to invest the $18K in growth oriented stocks that pay dividends and keep them long term, as I'm an investor not a trader. Can you give me advise on what areas of the market I should be looking at in 2019 that were very oversold in 2018 and due to rebound, also specific companies in Canada to invest in, I don't mind also looking at the US but with our dollar down so much this year I think I'm better of with Canada.

Q: The share price is at 28 cents today. Does this not make the company an attractive takeover target. That's about 210 million with no premium and there first FDA drug is just around the corner with a priority voucher attached. I don't think their going broke with Thompson backing.

Q: What's opinion on Choices properties for 3-5 year span? thank you, Bests of the season. Fooklin