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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: WCP has a price to cash flow of 3.5, meaning a cash flow of about 1.20/y , but latest earnings are 0.06 and pays a div of 0.34/y (8%), since the dividend is higher than the earnings, from which funds is the company paying the dividend ?, is it sustainable ?, I like the cash flow, and the dividend , but are not dividends paid from earnings normally ?
Read Answer Asked by Alejandro (Alex) on July 17, 2019
Q: Please clarify which kinds of securities should be held in non-registered accounts vs RRIFs and TFSAs. I have held yield-assets in our RRIFs and capital assets in our TFSAs and personal accounts, preferring to pay capital gains taxes on appreciation in personal accounts than paying full rates on capital appreciation upon withdrawals from RRIFs. What is your advice and are there exceptions?
Read Answer Asked by sam on July 17, 2019
Q: For years economists had referred to the Canadian dollar as the "petro dollar" in that our dollar fluctuated with oil prices. With plans by our government to phase out the Canadian oil sector (e.g. Bill C-69 & other policies) what impact will this have on our dollar in the future?

Also, President Trump wants a lower U.S. dollar. How do you think he will achieve this? And what impact might this have on our Canadian dollar and on our exports?

I had converted much of my investments to U.S. accounts when the Canadian dollar was closer to par with the U.S. dollar (& oil prices were high) and am now deciding if changes to my portfolios are warranted,

Thanks
Bryan
Read Answer Asked by BRYAN on July 17, 2019
Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: With the Canadian dollar on a bit of an upswing, I'm looking to add a bit more US exposure. Currently we have SQ, TEAM, MU and AYX as our "Growthier" US stocks. (Thank You!) We're wondering what your top US picks might be for being potential "up and coming" growth stocks that are maybe a bit under the radar.
Thank you
Read Answer Asked by Mike on July 17, 2019
Q: These firms are my top four holdings. Any concerns as we move to a bit more defensive portfolio?
Historically, is their a sector that is the "canary in the mine" that would be a sign of a bear market?
Read Answer Asked by Stephen on July 17, 2019
Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave
Read Answer Asked by Dave on July 17, 2019
Q: Hi 5i,
Can I get your asset allocation suggestions for a taxable account based on the following guidelines:
1. I don't need any of this money to retire
2. account size is approx. 1M
3. I wish to buy individual US and CDN stocks
4. I will buy International ETF's if required
5. I am a buy and hold investor
6. I prefer not to have a high dividend due to tax issues
7. My RRSP's provide enough retirement income and are diversified
8. My TFSA's are growth oriented and are diversified
What is your range for:
International ETF's
US Stocks
Canada Stocks
Cash

thanks
Read Answer Asked by Ian on July 17, 2019
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