Q: I am just starting to research bonds as I don't own any and think it's probably a good way to diversify, especially when the recession hits. Is it a good time to start purchasing bonds? Which bonds would you recommend? Please recommend some reading materials to get up to speed on the subject.
Q: hello Peter, can you please advise which stocks pay dividends in USD (from our model portfolios or otherwise solid names). Also, do most brokerages will keep in USD or convert to cdn. I noticed in my DISNAT RRSP account, dividend from BAM were in cdn dollars. \not sure if they converted to cdn, if so then, may move account to BMO INVESTORLINE or INT BROKERS.
Q: Hello 5I Team, Thanks for the great service that you provide.
I'm getting quite impatient and nervous about TSGI missing the 2019 bounce and suspect that USA potentially clamping down on gambling will remain a strong headwind for the foreseeable future. Would it be a better idea to get sell my position 4% total portfolio and re-invest in one or more of SHOP, GSY or CSU? If so, what would your order of preference be.
Q: I was just about to buy CSU when I noticed a good report and it shot up 12%! Is it too late? I'm looking for two long term holds, minimal volatility, for a 2.5 % position each. What two do you like and why?
Q: Want to give the ETF and Mutual Fund Newletter prepared by 5iR is well worth the read. I'm a long time subscriber but never seriously read it as I'm focused on stocks. Of late, I am burrowing into this Newsletter as
I discovered that there are good points that carry over to equities. Just want to share this with you. And feel free to post it on the Q&A 5iR web site or elsewhere.....Tom
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "
On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Q: Further to your response on CHE.UN. I own the Convertible debentures that are due in 06/2021.
Given their balance sheet etc, do you feel these are safe to hold?
Q: Re your answer to Kim today on this company and its earnings.
Pre market the stock was up 5% or so. Then the retail sales announcment came out and in real time the stock is down 10%.
Does the terribly weak retail sales announcement overshadow the great earnings, because the market feels this weakness will breach GOOS earnings in the future?
Should this change my investment outlook on the stock? Would you recommend holding at this point?
Q: another quarter of fantastic earnings, dividend raise , roe incredible etcetc,
so when will this stock get the 15-25 pe it deserves or will that never happen because of the business their in.
this is a growth stock that keeps growing with a 11 pe. dave
Q: Please comment on price reaction to (lack of) earnings report. Seems to be an over reaction or was there a major surprise?
Happy Valentines Day Ladies and Gentlemen.
Gord
Q: Hello 5i, In response to Keith' question on Feb. 14 about setting up his RRIF. Two books he might find useful would be: Your Retirement Income Blueprint by Daryl Diamond, also Retirement Income for Life by Frederick Vettese.