Investment Q&A

Q: If you were to pick a bond ETF today which one would you pick and why.
Thanks for the info. Brian

Q: What is your asesment of Reitman's? Is it worth inveting in? Seems like lots of headwinds. Retail competition, on-line competition and demographic changes.

Thanks.

Q: I am retired living on dividend income. I currently hold equal positions in AAR.UN and WIR.U. Now that the AAR.UN acquisition is priced in and only yielding 3.87%, I am considering selling AAR.UN and adding to my WIR.U position, which yields 5.91%.
Is there any reason to continue holding AAR.UN?
Is selling AAR.UN and adding to WIR.U a good strategy? Or would you recommend another industrial REIT stock?

Q: Hello Peter/Ryan,
I listed many names on the list in one question in order for other members benefiting from your advises as well. Feel free to deduct as many credits if it needs to be.

4-part questions:
1) Market rotation: Many solid consumer staples and industrial stocks went down significantly, what do you think of their directions in the next two years (I will get pay to wait if buy now) and what causing this downturn?
2) I list them in pair for long term hold over 5 years (pleas suggest a name that you like better)
FLR (Fluor-US) Industrials versus VEOEY/VEOEF (Veolia Env. ADR French) Environment-Water Treatment
DANONE ADR (French) versus Saputo
MDLZ (Mondelez -US) versus HSY (Hershey-US)/NSRGY (Nestle-CH Swiss co.)
KHC (Kraft Heinz-US) versus UL (unilever- UK)
PEP (Pepsi) versus KO (Coca cola)
3) Large international companies listed on US-OTC (over the counter) market instead of NYSE or NASDAQ to lower the listing cost and regulatory complexity of a stock exchange listing.
What to choose and ADR stock ticker ending with a Y (sponsored by a US Bank) or with a F (unsponsored) ? Why such a large price difference between them? In case of unsponsored ADR, how safe will it be time to sell the stock and time to get for the dividend declared.
In this case 52 weeks Low-High Veolia -VEOEY= 20.22 to 26.40 versus VEOEF = 19.50 to 26 (almost same dividend 1.03 versus 1.04)
4) Tax withholding:
Inside RRSP: none on US-UK co. shares and mostly 15% on European co. shares (anyway to get this back?)
Inside: TFSA: 15% in most cases (anyway to get this back)
Outside in investment account.

Thank you!

Q: Hello 5i team,
I have 40 holdings in my portfolio and I'm attempting to classify them between BE, Growth and Income; to that end:
1) BNS is in both BE and Income; should I presume the same for TD and SLF?
2) ENB is in both BE and Income; should I presume the same for KEY?
3) BEP.UN is in Income; should I presume the same for BIP.UN and AQN?
4) WSP is in both BE and Income; but since STN has a lower yield, I would classify it in BE
5) Where would you classify CIGI, CNR, DSG, ENGH, FSV, GIB.A and TCN?
Feel free to deduct any number of question credits; and thanks a million
Antoine

Q: Hi, Any comments on CCL earnings release, please ? Does any specific comment stand out, like CCL Secure results, this quarter, boosted by a customer's large launch order, not likely to repeat? How do like the guidance for 2018 ? Thanks

Q: What do you think of ipl's quarterly report.

Q: Hi Peter, I am just wondering what the difference is between accounts payable vs. accounts receivable? Do they play a big role when you evaluate a company? What are the key things to look out (to exceed or not to exceed others) for each? Thanks!

Q: I have a thesis for SHOP and wondering if I am way off base. It is currently 5% of my portfolio. SHOP just grew revenues 68% but had a “slow down” in number of merchants added. Could part of the explaination be that SHOP is now aquiring clients with bigger and potentially more mainstream business. LCBO and marijuana comes to mind. Also revenues are growing from long term clients and despite analysts questioning the competitive advantage I do believe they have one. My wife has been a client of SHOP since near their beginning. She continues to pay more each month but says she would never change as they keep adding things that improve her sales and any change would be too time and labor intensive.
I am considering recommending that my daughter start a position in SHOP even at these levels. Or alternatively if I am way off base maybe it is time to trim our position. Thanks for your incredible service.

Q: Can you differentiate between RHT and PHM? They both appear to be in the same type of sector, however, PHM seems to be dead money now. Can you please identify why RHT is a better company between the two?

Q: Hello,
Could you please give me your current opinion on EDR?

Thanks

Q: currently have only a 2% position would it be okay to ave down to make it a 3% position?

Thanks

Q: Can you recommend a Canadian ETF that tracks the US Nasdaq? One that isn't hedged (XQQ/ZQQ)as I believe the Can. dollar is going down! Thank you!

Q: Hello 5i team,
I kept holding CIGI and FSV after you removed them from your BE portfolio; but then you added AIF. Since all 3 are competitors, is there a compelling reason that I should also hold AIF?
Thanks,
Antoine

Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.

Q: Your analysis of baylin quaterly results

Thank you

Q: I have owned CDZ since Early 2014 and together with the dividends I have earned 3.87%. during this time. Should I keep this ETF or looking for something with a better return? please advise. Ernie

Q: Dear 5i
I'm quite interested in buying CRM and NOW but was wondering a: are they good ones to be buying and b: are they a little too similar to be buying both ?
Thanks
Bill C

Q: Why does AltaGas have two separate tickers on the TSX..... ALA and ALA.R ???? I've probably missed something here but your insight would be appreciated.

Q: Hi, can you please comment on the recent quarterly release. Thanks