Investment Q&A

Q: I hold both in a non-registered account, and I'm always concerned about U.S. companies doing spin-outs, because it invariably requires an 86.1 election with the CRA, because the total value of the spin-out is included in the current year's T5. While the 86.1 election will defer the tax for another time, it requires paper-filing, including a letter with your tax return that explains what you're doing, and I'd rather avoid it if I could. Do you know if the new company that will be created with AT&T's assets will be spun-out to existing AT&T shareholders, or does AT&T just receive the $45B mentioned today, and that is it?
Thanks very much...

Q: Hi.
My biggest portfolio loser is USA silver.
I need a 60% return to break even.
What do you think of switch to MRS.
I believe it has potential to go up 60% from here in the next 12 to 18 months.
Thank you.

Q: I just took a position in NTR because of the recent high prices for crops (corn and such) under the thought that this should drive demand as the farmers should have more cash and a reason to increase acreage planted. Is this a reasonable thought process. If you look at NTR as a trading stock what are the things to look out for to realize the ballgame is almost over and how early (what inning) is it now.

Q: Peter; Thunking of switching from SDE to WCP - your comments please. Thanks. Rod

Q: Would you recommend QSR now for a long term hold, I could not find on the investor s site whether the dividend was an eligible for the dividend ta credit. Do you have that answer?
Thank you

Q: If you had to choose between these 2, which would you pick and why?
Thanks

Q: I happily sold June 18, 2021 calls today against my long XME position. Given that this yielded a, to me, amazing 4.47%, I anticipate a Summer of repeating (I hope) this process. Do you perceive that the metals "surge" is in my favor? (note: being assigned would not disturb me in the least) What is your position on the value of covered call writing for income purposes?

Q: With the current uptick in commodities, is there an ETF available for this space?

Q: What are your thoughts on Parkland fuel with the re-opening in the 2nd half of the year?
Will PKI benefit with the fact that Robert Espey is now elected as director of Boyd Group Services?

Q: May I please have your views on FDGE's maiden quarterly report?

Q: What are your thoughts on this new ETF: NNRG? What do you think about the manager Eric Nuttall. What about the fees? Do you think it is a good way to get exposure to oil and gas? Or would you go with a couple of oil & gas stocks individually.
Thanks

Q: Hi 5i,
Doing some Sunday morning tinkering, and have noted that in Portfolio Analytics you classify NFI and VMC as Consumer Cyclical. Could you explain the rationale for that, because if I follow that classification for those 2 companies it has quite an impact on my actual and recommended sector weightings. I had thought they were both broadly Industrials before being further fine tuned to machinery and heavy equipment, based on the products they provide and the "consumers" (municipalities mainly) of those products.
Thanks,
Peter

Q: YTD, CNR is down about 8 % yet CP is up 9 %. They are both in bidding war. Why such a discrepancy in YTD performance? What is the market seeing?

Q: This company appears exceptionally well run and I was wondering if you could speak to the share buyback strategy employed by them or generally. Is it expected the buyback program will eventually lead to a squeeze on the share price pushing it higher or is it implemented to improve EPS and other metrics? Curious if there is a tipping point with buyback programs to propel the share price.

Q: Hi,

Im looking for an investment thats fairly stable, with some income, some growth and should do well in the next few years. I own no REITS, and no industrials presently.

Can you recommend 2 CDN REITS I should consider? If you have better options than the ones I listed, what else should I consider?

Can you recommend two US REITS as well?

Q: Do you think there is any likelihood that either BCE or Telus will follow the lead of AT&T and 'resize' their dividend using a similar rationale? If so, where might you put that likelihood on a scale of 1 to 10?

Q: I have growing concern about my TECK investment. Although the company has many operations worldwide it appears to have significant copper +... producing mines as well as development projects in Chile and Peru.
Reuters, on May 17, ran an article titled "In world’s top copper region, political risk rises" The discussion suggests that Chile is overhalling its constitution and debating royalty changes. Peru's president has promised to make changes to keep 70% of mining profits in the country. Also, Peru has an election in June and a little-known socialist candidate is leading in the polls. I understand that both countries are struggling financially.
I would like to know how important are Chile and Peru to TECK's revenue and profit and your assessment of the potential problems for the company. I also own RIO and TKO for base metal exposure. If I sell TECK, what would you recommend as a possible replacement?
With appreciation
Ed

Q: This question might be a bit far afield, but I’d appreciate any thoughts you have on SRHI and how the latest political developments in Chile might affect investments there going forward, especially in the mining sector. (ECH, the iShares Chile ETF, is down more than 10% today.)

Q: I currently own FSZ and wondered if you feel a 5% weight would be too high for an RRSP account? At the moment I have a 3% weight and wondered if bringing it up to 5% would be ok ?
Thanks

Q: Can you help to explain the significant price drop in this stock? It seemed to have a lot of promise but it's stock price has been dropping consistently for some time now.

What are your thoughts about the price rising again? Is there any potential in this company?
Do you see any red flags?

Thanks,
Michael