Investment Q&A

Q: I have been going through the Dividend Q&A to compile a list but I think I'll just ask the question.....What are some of your preferred Canadian companies that currently have a dividend yield of 4%+ and also have some growth potential? I will leave it to your discretion whether its Top 10 list or other. thanks again... John C.

Q: WINA Can you help me understand Winmark Corp. Its a US company but its franchises are in Canada and the US. One if its franchises is PlayitAgainSports which im familiar with. Its got impressive chart performance over all time periods. Rev growth is slow but pretty steady, crazy high gross margin (im guessing due to it being a franchise and receiving fees), low div but raised yearly, nice EPS, and extremely low share count which has only gone down since inception. The performance is impressive but its very hard to value due to it having weird fundamentals from what I can see in Morningstar, hoping you can explain. Here's what I don't get. Negative book value the last 5 years, no free cash flow for 2017, and for the last 3 years its showing nothing for ROE and ROIC. Thoughts on Winmark as an investment?

Q: what would you recommend for my 18 yo grandson just started TFSA with 11,500.00 to invest? 1, 2 or 3 ETF's or 2 or 3 companies. ( which ETF or which companies? )Thanks. Fooklin

Q: Hi. Ive noticed that OGI has taken quite a dive this past week. I was wondering if you have some insight as to why? I would also like to know what you think of it as a short to medium term investment. Thanks

Q: Could you please give me your opinion of Semafo.
Would it be a buy at these levels and how risky would it be?.
Thanks.

Q: Hi,could you give me your thoughts on cgy . Or something else in this space. P.S. I need some income thx Jack.

Q: Hi Peter & Ryan,
Would appreciate your opinion on simplifying my mother's portfolio. The portfolio is worth 600K and I currently hold the following ETF's. VCN, VFV, XSP, VBAL, VGRO, VVL, XIN, VEE, XWD. I definately have duplication and believe I can downsize to 3 ETF's VBAL, VGRO and I like XWD for their global allocation and sector weighting.
Thoughts? And would you put 200K in each one?
Thanks,
Steve

Q: Hi 5i,

There have been a lot of questions on TSGI and you have been defending the company. The share price (short-ish term) has not agreed.

What would you need to see happen before we'd say "something isn't right here and it's time to move on."

Thanks!
Dave

Q: Hi,
I have a spousal RRSP and a Non-spousal RRSP account. The spousal account has not received contributions for over 10 years and will not be used in the future. I was thinking to combine the spousal RRSP and the non-spousal RRSP accounts. After the combination of the two accounts, the account would be a 'spousal RRSP'. Would there be any tax implications or any other reason I need to take into consideration prior to combining my two accounts? thanks,

Q: Please rank DSG, OTEX, CSU, KXS, GIB.A, ENGH, CLS, ABT, SHOP, PHO, COV best to worst based on management, growth and risk factors (3-5 year horizon). Thanks

Q: Is there much of a difference between these two ETFs?

Q: HI,
Are there any tax consequences keeping these in TFSA account.

Thanks,
Milan

Q: Hello,

As a follow up to Norman's question of Feb. 8 re high yielding investments with a sustainable dividend, how would rate the above from least to highest risk.

Thank you.

Q: Hi 5i team,
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric

Q: I am going to tender my shares Of Crius Energy
Would you recommend Just Energy for a replacement I am only looking for a sustainable dividend or would you choose something else
Thank you
Paul

Q: I have a pretty nice gain on WCN in my TFSA. I am thinking about selling it and buying CP. My main reasoning is that WCN is nearly trading at twice the valuation of CP. WCN is probably less volatile but CP, I think, is forecasted to have greater eps growth in 2019.

What do you think ?

Thanks.

John

Q: recently someone asked if you would buy this stock for their TFSA and you mentioned that there are better stocks than this one, just wondering if you mean for this sector?
Dolores

Q: Can I please get your thoughts on this company. I see that the founder of TIO Networks is prominently involved so it caught my attention.

Thanks,

Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.

Q: I would like your opinion on this stock. They are starting to get alot of orders for the crystals they make and expanded their production facilities but I don't know about the financials.