Investment Q&A

Q: Hi team,

ROKU crashed last fall with a lot of tech. It is a very volatile stock, even for tech, as it reacts to every headline. I bought a small position again a couple of weeks ago, before the CES, expecting some positive announcements. There were several, including active users and streaming hours up nicely, a new partnership with Westinghouse TV and a new partnership with TCL on 8K TVs. Then, as usual, the rally was cut short by Andrew Left with a negative tweet about it regarding further AMZN inroads. He keeps going long or short on ROKU, I assume just after he bought or sold short.

Cord-cutting keeps accelerating, and ROKU has a strong position but in a highly competitive field with AMZN, NFLX and now Hulu gaining traction. It is also viewed in the M&A picture for a bigger tech/media player this year. What are your thoughts on it at this point?

Thanks again,
Dave

Q: I would appreciate your opinion on this company's prospects currently and over the next few years.
Thank you
John

Q: Hello 5i,
Could I have your opinion on Tandem Diabetes vs Dexcom please. Debt, growth prospects, preference etc.
Thank you
Dave

Q: Hello is ther a way to invest in the Russell 2000 on the TSX, hedged or unhedged. Thanks, Bill

Q: Which of the above 2 companies would you prefer for a RRIF account and why? Which one has the lowest risk.

Wayne

Q: Gentlemen,
There are some ETF in Canada & US with tax advantage others than Horizon
Thanks. Best Regards.
Wish You a better year than 2018.

Q: Hi guys what’s thinking on bpf 10 store expansion stock popped 5%
Kind regards Stan

Q: Happy New Year to you! I am considering my TFSA strategy. I hold a RRIF which means that I must take out a certain percentage of it every year. Since I don't need the cash, I prefer to transfer some stocks in kind to my TFSA, but I am not clear which stocks make the best candidates to do this. I know that you think growth stocks are best for a TFSA, but I am not clear on what a growth stock is. (What I thought were growth stocks all went down!) Are dividend payers better in a RRIF or TFSA? American stocks? Oil stocks? Precious metals? Consumer discretionary? It seems to me that growth stocks are more volatile. Am I correct in this? Thanks for your advice.

Q: Conservative, retired dividend investor. I've held Sentry in my Cash account since 2012 and sold 25% in 2017. My current weighting is 3.8% of my equity holdings. I didn't mind paying the hefty 2.44% MER when it was performing well. The last few years I have periodically compared it to ZRE and XRE, hoping for a turn around but my patience is running out. Now to be fair, Sentry reconfigured their REIT Fund a few years back to make it a global fund. Therefore the comparisons are a bit or apples vs oranges.

For the 1-3-5 year periods as of Dec 31/18, Sentry has returned -1.5%, 2.5% and 5.7%, while paying a 6.7% dividend.

ZRE = 3.2%. 11.3%, 7.3%, while paying 5.0%

XRE = 5.8%, 10.5%, 7.0%, while paying 4.8%

Question #1 = please confirm that all of these returns include the dividend payments.

Q#2 = while I love the higher dividend via Sentry, it really is all about Total Return over the long run. Is the global nature of Sentry (diversification) worth the lower returns?

The goal for this allocation is for stability, income, then growth, in that order. I am leaning towards selling Sentry and buying ZRE, due to the equal weight allocation. There are minor income tax ramifications.

Your advice is appreciated...Steve

Q: Thinking of taking a position in Baylin - do you have any opinion if it is worth a go?
Sounds like they might do good when 5G use starts to get going?

Q: Thoughts on MAV after its big decline?

Q: Do you know what the reasons would be that some of the companies that have had DRIP”s are starting to get rid of them? A couple that come to mind recently are Enbridge and Canadian Utilities. Thanks

Q: The US$10 billion offer should get the share price around US$11.5. Yesterday the share price was closed at US$10.4. Is this a buy then?

Thank you so much for your advice.

Q: Even though your balanced portfolio is down 13% in 2018 the yield of 2.13% is very low for a BALANCED fund. Any plans to improve the yield?
What was the yield when this fund was started in 2013 and has the various sector weightings changed much?

Q: I read this morning that the U.S. Justice Department federal law bars all internet gambling, reversing its position from 2011. It is something new or as often a misinformation? If I don't misunderstand, that could have a serious impact on the futur of Stars Group. I thoughts please.
Thanks

Q: In the same vane as Vineet's recent question , I am interested in spreading the stocks of the balanced portfolio across two TFSA's and an unregistered account. To that end I am wondering which 12 of the balanced portfolio you would consider the best for growth and inclusion in the TFSA's.

Many thanks
Mike

Q: Are these ETFs complementary...or overlapping? Considering putting both in my RSP. Thank you. Similarly, would you consider RYT and QQQ complementary or overlapping? Thank you.

Q: My wife tfsa holds these 3 names only (down 37%) CLIQ and ZZZ the main reason. 6k to add this year, would you add to above or can you provide a name for consideration. Any thoughts on these 3 existing names?

Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks

Q: What would you replace ALGN with in a non-registered semi-growth focused account? I already own ISRG and am looking for something in the US health care sector with some good growth.
Thanks Nancy