Investment Q&A

Q: Help me understand. If a company pays a 5% dividend on a 50.00 stock I get $ 2.50 annually.
The sp goes to 40.00 I get 6.25% dividend, while still getting my 2.50.
The dividend payout does not change until the company’s board decides otherwise. If the company has the cash flow to pay 2.50, why would they care if the yield is now 6.25 and not 5%. In the case of KWH, it is now over 13%. , so I understand they would prefer a higher sp, who would not ,but if the price dropped because of interest fears only and only, then should KWH management have anything to fear, and should I ?? Whenever you talk about high yields, I get the impression that stock is a no go zone why ?
Thanks

Q: Re my question about medical mari. companies.

I was hoping for more, for example I own a small position in Nanosphere producers of a patch that seems promissing but this far short of what exist in the market as companies gearing specifically to the MEDICAL market.
Thanks
CDJ

Q: I had to respond to " Asked by Robert on October 17, 2018" His timing on sharing his experience was amazing. Although I have only recently decided I would rather lose our own money as opposed to paying for the pleasure, his remarks sure hit home! To Bob from Bob thanks for making me feel less alone in my painful journey.
Bob

Q: Hi Team,
With 52 week low on these 3 company - WFT(PE/5.7) , CFP (PE/5.8) and IFP (PE/6.4). Time to BUY ? or too risky
on the sector. Your thought please !
Thank you as always,
Tak

Q: What is happening with WEF?

Fundamentals look good, price action not so much!

Thank you,
Matt

Q: I have substantial capital gains on both these securities in both my cash account and in my TFSA. I propose to make some transfers in kind from (in Dec.) and to (in Jan.) using the holdings in the cash account. I would like to sell some of one or the other of PKI or NFI from the cash account now and use those proceeds to buy the other in the cash account. The question is -- of these two, which do you think has the better prospects over the next 24 to 30 months? I appreciate that I'm dealing with different sectors and will keep my diversification in mind. Thanks for your thoughts, they always help. Bill

Q: What are your thoughts about buying any of the above stocks? Thank you, rose

Q: Hi 5iResearch Team,
Credit Suisse downgraded HD from outperform to neutral today. Would you please comment on this downgrade and if HD is a buy, sell or hold given this downgrade.
Cheers,

Q: For an RESP that won't be used for another 13 years, would you recommend AQN or FTS?

Regards

Kathy

Q: Have WEF and CSH stabilized now? I'm looking to add to a diverse income portfolio.

Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!

Q: Are you expecting a good Christmas for TOY ? Any insight as to new toys. I saw some weeks ago that some of their toys were voted by young participants as good ones.
Lack of Toys R Us in USA is a negative but Mom & Dad will find other avenues to purchase them. Deal with BABA must be a positive. I think it is looking good. Your thoughts please. I am considering increasing my holdings in TOY. RAK

Q: reported today. how was the quarter? Thx

Q: Would you be surprised if this company got their act together or is the latest news destined to doom the company?

The value left is so small that I don’t think selling would really improve the overall return.

Is is more likely to go to zero than to regain its form?

Thanks.

Q: What do you think of this cannabis company in the US? Experienced board members. Same space as Alcann (cliq) in Canada. Issuing stock to buy pharma company. Touted as the apple of weed.
Value your opinion.

Q: Could you explain the large gap between Canadian oil and US oil ?
It’s having a very negative impact on my wcp holding. Is this large gap sustainable in the near to medium term or a cause for major concern ?

Q: My daughter has been sold this fund (agf elements bal portfolio fe,483) by her advisor a few years ago. She seems to feel she is locked in, although I doubt that. I suggested a switch to maw 104 since she seems apprehensive about VBAL with it's shorter history. I would appreciate your wisdom. Thanks

Q: Greetings. Merck seems to be having a great run and has gotten really expensive. Is this a case of letting your winners run or is it time to switch into something like ABBVIE that is significantly cheaper and has good growth expectations for the next couple of years?

Q: I currentyl own TV and willing to be patient on this stock. If one willing to wait do you think it ok to own or better to sell?
Thanks

Q: On Oct 15 the 5i team declares that its time to sell it full position in Trevali out of one of the virtual model portfolios, when it is selling in the low .70 cent level. In his most recent appearance on BNN Market Call about a month(?) ago, Peter suggested against selling in the low .70 cent level because it is at too low a price and this would be an inopportune time to sell - implying there is better value to be had for a patient investor. Then on Oct 5, the 5i team says Trevali is still worth holding on to, but on a "short leash". Talk about mixed messages!

As a 5i subscriber, I would prefer if your team would ramp up your collective wisdom and signal sell well before a security hits a major trough. You have done similar patterns re securities such as Air Boss, ZCL and the infamous Concordia Health Care fiasco, (now recently revived by virtue of a 1 for 300 reverse split!). I am guessing that since your model portfolios do not involve any of your own real money, you tend not to pull the trigger on sell signals. But your subscribers are self-managing their own real money. We need your timely recommendations for sells - not wait for a "throw in the towel" attitude to prevail among the team before announcing selling a full position. For most of us, the sell decision is the most difficult, and courageous timely clear sell signal recommendations especially for model portfolio positions holdings would be very much appreciated going forward! Would 5i consider this request and respond? Thank you. Comments?...
SGR