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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i. To further transfer from Balanced to Income portfolio, please pick from my top gainers and % gain from which to reduce or sell outright in order from 1st to last or leave alone.
XHC75%, VUN60%, ATD.B35%, ZUH30%, XEF25%, VXC25%, IYT25%.
The proceeds will then be used to top up your income port. and global div. players on pullbacks or as required. Does this make sense? What % cash should I keep in reserve? Thanks
Read Answer Asked by Peter on March 19, 2019
Q: I currently own Slate Office Reit which has not been performing very well and was thinking of selling it and buying Summit industrial income Reit. I am interested in yield and growth and would appreciate your comments on this switch. Also I would appreciate your reasons for your suggestions. Thank you for all you do. Ian
Read Answer Asked by Ian on March 19, 2019
Q: I just read Phil Town's "Rule #1" where he argues, amongst other things that return on equity (aka book value), sales growth, EPS growth, Cash flow and ROIC are the strongest indicators for long term growth. He argues that, ideally we'd invest in companies that have at least 10% growth in each category for each of the past 10 years - a lofty goal to be sure.

Generally, how do you feel about the aforementioned metrics to assess the quality of an invesment. Would you keep them in the same order of priority and would you add any to the mix?

For the record, the only stock I can find that comes close to meeting the 10% increase per year threshold is CSU so maybe there's something to it!

Cam.
Read Answer Asked by Cameron on March 19, 2019
Q: Good morning. I've been riding this loser CHE.UN for some time and have noted your previous comments on same. I think I should sell now and take my lumps. Where should I reinvest in this sector, with dividends and potential for growth. Thanks
Read Answer Asked by alex on March 19, 2019
Q: In this month's MoneySaver magazine, there is an article by Rita Silvan titled "Spin-offs, Ticker Symbols and Other Investment Anomalies". In this article, she states that in the last 15 years, from 2002 to 2017, the Bloomberg US Spun-Off Index returned nearly 1,000% compared to the S&P 500 Index which returned 203.9%.

Are you aware of any ETFs which track this index? What is your view about ETFs which track spin-offs? Is this a strategy which you would recommend? I could only find the Invesco S&P Spin-Off ETF (CSD) and its returns appear to be 2.15% annually over the last 5 years, and is a significant underperformer compared to the S&P500.

Thank you again for your invaluable advice. This service is truly excellent!
Read Answer Asked by Dale on March 19, 2019
Q: Hello, A friend told me about this company that is moving well with the market. This is a new name to me. What do you think about this company in terms of financial situations such as, cash flow, debt levels, etc? From risk/reward considerations, for a medium risk investor, is it buyable at this level? Thanks. Lin
Read Answer Asked by Lin on March 19, 2019
Q: Hello,
Most of our Cdn equities are individual blue-chip dividend stocks and our US equities (25%) are mostly SPY. Those are doing ok I guess, though together only slightly better than our GIC's to be frank. Two of our holdings, which we've held for close to a decade, are still not good as noted below. When I asked about these before, I think you recommended continued patience as has our IA too. Your thoughts at this time please?
Holding Book Value Market Value DRIP
CIX $30k $16k Yes
MFR.UN $181k $154k ?

Read Answer Asked by Bill on March 19, 2019
Q: Could you please list several divined stocks (no banks ) that might do better in a prolonged recession especially with dividend pay outs. Best first on list please.
thanks
Read Answer Asked by JOSEPH on March 19, 2019
Q: Should we be concerned about market downturn regarding Brexit
Gail
Read Answer Asked by Gail on March 19, 2019
Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
Q: Hi 5i, I currently have 3 U.S. stocks now. Bank of America, Jpmorgan and Pfizer. Would like to add 1 or 2 more, thinking along the lines of a stock like Aqn ( just the quality doesn’t have to be in the category) just to let you know I’m up 117% on Aqn because of your recommendation sometime ago. So looking for decent growth, nice dividend and my time horizon is very long term.
Thx
Gerry
Read Answer Asked by Gerry on March 19, 2019
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