Q: In general what are the tax implications of investing in US markets.
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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: For an investor not sure if they will retire in 10, 15, or 20 years with no need for funds before then put definitely needing growth in order to retire, what portion, if any, of a portfolio would you put into fixed income. I can tolerate portfolio losses. The way I have been constructing the portfolio is to have about 30-40% in more solid dividend growth stocks such as BNS, BIP, JNJ, POW, etc. I have considered this more of the 'fixed income' part of the portfolio although I know that this is clearly not investing in debt instruments. I would appreciate you comments. Lets assume the 15 year scenario for simplicity. Thanks for the help!
Q: Hello 5i, Can I get your analysis on Richards. One thing I noticed going thru the financials is that the distribution is a return of capital and not a dividend. Could you clarify that as well and the implications on my investment as I understood it to be them simply returning my money as opposed to getting a dividend from profits. Thanks
Q: You mentioned in previous member answer that (a high) Return on Equity is one of the more important markers of a well run company of which Constellation Software is consistently one of.
Can you run a screen for other companies in your coverage that exhibit this characteristic?
Can you run a screen for other companies in your coverage that exhibit this characteristic?
Q: For a long term hold in an income account, would a switch from WSP Global to National Bank make sense?
Q: Thoughts on earnings release? Still like them? Many thanks
Q: Hi Team,
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Currently rate reset prefs have been completely hammered (for obvious reasons). However, at this point should they be considered more compelling over the long term? Even though interest rates could certainly go lower, over the next 5 years I would expect the average interest rate to either be at or above where we are today. If that is a realistic expectation, then should there not also be some capital gain potential with these type of prefs?
Q: Hello,could you please explain the amplitude of the 125 high P.E on BEP.UN this is the case in few of your picks.
Thank You
Dan
Thank You
Dan
Q: i understand why reset preferreds have generally taken a beating for the last year or so but I don't understand why those with generous reset rates such as Efn.pr. at 4.71 points above the bank rate also get dragged down. I would have thought this would have lessened the blow somewhat. Can you educate me on this?
Q: For fixed income, 5i often recommends CBO but rarely CLF. For example, there have been 6 questions this February for CBO but none since last November for CLF. And yet, it strikes me that CLF is a better value. Over the last year, when you consider the decline in NAVs and average the distribution yields, CBO has returned about 0.6% to CLF's 1.4%. When you consider the better quality holdings (only AAA in CLF), isn't CLF a better choice for fixed income?
Q: I do not understand-to buy Enbridge now or wait? Thank you.
Q: if you had to pick one utility mainly for growth and income second which would it be and please include in your pick companies like boralex or transalta renewables etc.but just one pick. thanks. dave
Q: Do you think this is a good time to take a position in TSO3? The share price is up since the recent press release. Thanks.
Q: I noticed CSU has bounced back from the recent sell off while ESL is languishing. Does that place a question mark over ESL? Is it the time to lighten up?
Q: Hi,
I have a small position in VRX and am down 60%. Things don't seem to be getting better and mayt get worse. Sell or hold?
I have a small position in VRX and am down 60%. Things don't seem to be getting better and mayt get worse. Sell or hold?
Q: In a response to a recent question, you said that you could see Cannacord increasing by 50% or more in value with better capital markets. My question is this. Do capital markets usually improve before the price of oil increases (as I assume CF is largely dependent on activity in the oil patch) or after an increase or could a continued lower price also stimulate activity as the strong take out the weak? Guess I am wondering what type of catalysts to look for when deciding whether to continue to hold this.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Your thoughts on the recent purchase.
Q: What do you think of this US bank. Ron
Q: Any thoughts on today's decline? And would you initiate a position in this company today? Thanks as usual.
Q: I noticed the CEO has announced retirement today, and would like to know your thoughts on the matter. I own the stock and it is down 16% from where I bought it. Should I take my losses or wait to see what the new CEO plans ? Thank You