Q: Your thoughts on Q2 2016 results.
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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: just read Peter's earlier question on CBO. I'm in the same boat. Over the past year CBO has returned exactly 0.44%. The distributions have almost been completely offset by the decline in CBO's unit price. A return of pretty much 0% is not what I expected from this one, especially since CBO was/is highly recommended by 5i.
Q: Thank you for the response re: Fortis,Enbridge and Emera. Would you please elaborate on the guidelines specified in the question for each? I should have been more specific in my question. Please deduct a question from my holdings. Thank you.
Q: Hi there,
I saw Parkland Fuel had a great gap up today. At this price level would you comfortable starting a 5% position or would you wait for a pullback - and if so, at what price do would you consider starting a position?
Thanks!
I saw Parkland Fuel had a great gap up today. At this price level would you comfortable starting a 5% position or would you wait for a pullback - and if so, at what price do would you consider starting a position?
Thanks!
Q: Is the Loblaw offer to QHR a done deal? They say it's a definitive offer. Should I just offer my shares for sale at $3.10.
Q: August 22/16 ? Asked by Carla:
The question implies that CEF.A represents gold bullion, however that is only 60% true as the rest represents silver and cash. This is a frequent misconception. Publish at your discretion.
The question implies that CEF.A represents gold bullion, however that is only 60% true as the rest represents silver and cash. This is a frequent misconception. Publish at your discretion.
Q: I don't understand the relationship between atd.b, parkland fuel and cts. Why was Psrkland up 18 per cent? Do they own cts? Is Parkland worth keeping? I own it.
Q: Hi guys,
I read an article on Stella Jones from a couple of years ago where the CEO said that eventually the Company would move up its payout ratio after its exhausted its acquisition/growth phase and it envisions itself similar to a utility in the future with slow growth, but a high payout ratio and yield. Do you think the same can be said for ATD.B eventually. Do you think they will raise their payout ratio to more than 50% when growth slows and transform themselves into a utility like stock?
Thanks,
Jason
I read an article on Stella Jones from a couple of years ago where the CEO said that eventually the Company would move up its payout ratio after its exhausted its acquisition/growth phase and it envisions itself similar to a utility in the future with slow growth, but a high payout ratio and yield. Do you think the same can be said for ATD.B eventually. Do you think they will raise their payout ratio to more than 50% when growth slows and transform themselves into a utility like stock?
Thanks,
Jason
Q: What are your thoughts on the Score? SCR is interesting to me for a few reasons, mostly that the revenue is growing, they have some cash, and to be honest I like the product. That being said, is there a dollar to be made here if a person isn't in a rush and can stomach the risk? Thanks
Q: The guest on BNN Market Call Tonight - John Kim - mentioned on the show that DH is planning some kind of a media event for the public to go over DH's fin tech business. This is supposed to give this business more clarity and transparency on its operations.
If true, can you tell us more about this "event", in terms of timing and content? I think, if the company can cast a positive light on this business, this maybe the much needed catalyst to pull the DH share price from its recent death spiral.
Thanks.
If true, can you tell us more about this "event", in terms of timing and content? I think, if the company can cast a positive light on this business, this maybe the much needed catalyst to pull the DH share price from its recent death spiral.
Thanks.
Q: Do you feel that JC Penny is a buy ? ( seems cheap but.... ) The retail sector seems to be struggling with JCP and Macy's trying to find a bottom :
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .
Q: August 22/16 ? asked by Rino
The answer noted that TSLA will either work out or not. The why not case is presented in the link below:
http://jeffcnyc.tumblr.com/post/149083643277/ducks
Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.
The answer noted that TSLA will either work out or not. The why not case is presented in the link below:
http://jeffcnyc.tumblr.com/post/149083643277/ducks
Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.
Q: Is it time to sell?
Q: Without regard to sector,in which order would you rank these as the better dividend paying stock for a long term hold.I am talking 5 years plus
Q: Hi 5i,
In an answer to Cliff asking for replacements for recently sold PLI, you suggested GUD and SIS. Does this imply that SIS should be in Healthcare? I have it listed as Industrials. If so that changes my question as I was wanting a replacement for PLi and CRX. I only want a weighting of 5% but already own SIS and GUD. Thanks for the continually excellent services offered. US would be OK.
Ted
In an answer to Cliff asking for replacements for recently sold PLI, you suggested GUD and SIS. Does this imply that SIS should be in Healthcare? I have it listed as Industrials. If so that changes my question as I was wanting a replacement for PLi and CRX. I only want a weighting of 5% but already own SIS and GUD. Thanks for the continually excellent services offered. US would be OK.
Ted
Q: Hi Peter,
I am 43 years old and my portfolio closely tracks your balanced portfolio. I also have exposure to the us and international stock market. I am at a point that I have enough contribution and exposure to the stock market and I do not plan to contribute more. I also have real estate exposure by owning my own home in Toronto. Now, I am looking for new investment vehicles to invest my disposable income. I have 10 year time horizon. Any general suggestion? I am willing to consider alternative ideas ( e.g. willing to buy a property in the US). Thanks for the great service.
I am 43 years old and my portfolio closely tracks your balanced portfolio. I also have exposure to the us and international stock market. I am at a point that I have enough contribution and exposure to the stock market and I do not plan to contribute more. I also have real estate exposure by owning my own home in Toronto. Now, I am looking for new investment vehicles to invest my disposable income. I have 10 year time horizon. Any general suggestion? I am willing to consider alternative ideas ( e.g. willing to buy a property in the US). Thanks for the great service.
Q: Which type of account is it best to hold gold in? (both stock ETFs like XGD and bullion like CEF.A) TFSA, RRSP or Non-registered? Can you please rank in order of the three account types?
Q: I have zero exposure to utilities at the present time. I believe that you advocate having exposure to all sectors of the market because you never can know for certain what the market will do. While most people expect interest rates to rise and utilities to under perform, the same could have been said in 2013. Which is your favourite utility and which utility offers the best dividend growth to potentially offset future interest rate increases. I am looking for low volatility, good dividend yield and good dividend growth.
Thank you,
Jason
Thank you,
Jason
Q: I've done quite well since joining 5i and I think most investors have done very well so far in 2016. My main question is whether we should unwind some of our investments and have cash on hand. Do you recommend being fully invested all the time? If not, how much cash should someone have?
Q: Both these companies are small real estate enterprises. Very small and not followed. Can you offer some comment on their investment parameters. What are the key numbers/ratios here. What are some of the comparable in the REIT space or otherwise. Thank you