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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: Can a company cut the dividend on their preferred shares as easily as they can on their common shares?
Read Answer Asked by Graham on June 05, 2020
Q: Can you shed some light on what is going on with WildBrain the last two days. Never seen that kind of volatility for that stock. Did a round trip yesterday. Went from $1.36 to $2.38 on huge volume and today back to $1.36. Who is buying since there was huge volume at $2.38
And the next day take a $1.00 loss. Again, I
Don’t understand the volatility in the market.
Is it a creeping takeover going on?



$2.38 And back today to $1.36.
Read Answer Asked by Helen on June 05, 2020
Q: Hi 5i
Hope you can help me. I've managed my and my wife's registered and unregistered accounts for a number of years and I'm satisfied with the results. Those accounts primarily hold equities and I spend quite a bit of time overseeing them and tweaking as I think necessary.
I've now been put in the position of acting as trustee of funds for two minors. The time frames the two trusts will run are 7 and 9 years respectively and the principal amount of each is approx 75K. I want to invest the funds but I don't want to put them in individual equities and manage them as actively as I do our personal accounts. I would prefer to put them into ETF's that I can keep an eye on monthly or quarterly and not worry too much about tweaking.
Being optimistic by nature I'm hoping to arrange to get it all for these two trusts - capital appreciation, income, sensible degree of risk, Canadian, US and international exposure, favourable tax treatment, etc.
There are an awful lot of ETF's out there and I really don't know how best to evaluate them to shake out a reasonable number to look into further - especially considering how difficult it can be to identify individual holdings to effectively avoid overlap and provide diversification.
With all that in mind, could I ask you to list 5 (or so) equity based ETF's for each of CDA, the US and internationally that you think might accomplish the goals I've listed, so that I can then look into those ones further and make some decisions about where to put these funds I'm charged with managing.
Also, if you do have any general or specific advice that you think might be useful to me in the situation I've described, I would certainly appreciate your including it in your answer.
Thanks very much and please deduct credits as you feel appropriate.
Peter
Read Answer Asked by Peter on June 05, 2020
Q: I really value your knowledge and experience. I would be very interested in your thoughts on the difference between the value of tech stocks today and those of the "dot com" bubble of the late 1990s. Thanks again.
Read Answer Asked by Danny-boy on June 05, 2020
Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?
Read Answer Asked by Lotar on June 05, 2020
Q: Portfolio approx $600000. 2 TFSA,2 RRIF, C$ non registered& U$ non registered account.
Percentages do not include $51000 fixed annual pension income.
ATE-2.95%: BEP.UN-4.15%: BYP.UN-6.14%:
BTO-0.37%: BYD-4.35%: CPX-7.34%: BRP-2%
DSG-9.88%: EIF-3.19%: ENB-8.83%: KXS-3.21%: LSPD-12.62%: PKI-5.55%: PPL-4,58%:
REAL—2.51%: TFII-4.05%: VFV-2.79%: VGG-6.01%: VIG-4.18%: VOO-2.45%: XBC-1.46%
ENB & PPL together make 12.88%. ENB has a nice 7% div. I’m thinking ENB doesn’t have that much growth in near term ( next year). By selling part of my position in ENB I would reduce risk in the energy/utility sector but lose the 7% div.
Your thoughts. If I do make this move any thoughts on where these funds might be deployed? Also your thoughts on this portfolio going forward for the next year or two. A lot of work managing my portfolio, trying to step back a bit.
Thank you for your great incites. Have been very happy with your ideas, thoughts and service over the pass 3 years.
Roy
Read Answer Asked by Roy on June 05, 2020
Q: what is the best source(s) for current and future individual company info like eps and current news. thanks
Read Answer Asked by george on June 05, 2020
Q: My tech exposure consists of MSFT,ENGH and ET. All have been held for many years and have become multi-baggers as well as producing growing divys. Do you see any holes in my tech coverage? Would you trim and add a new position or leave as is? Thanks Ron
Read Answer Asked by Ronald on June 05, 2020
Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.
Read Answer Asked by Nizar on June 05, 2020
Q: Hi 5iTeam,
Both of the above 2 ETFs are pretty well100% focused on health care with very similar make up (65% US, 35% non-US), why then there is such a big difference in dividend yield, Life pays 7.1% while XHC pays 1.05% in dividend.
Cheers,
Read Answer Asked by Harry on June 05, 2020
Q: I have been investing recently in high quality dividend producing firms but have backed myself in to a bit of a corner in terms of my reliance on banking and insurance company stocks (FITB, BNS, BK, SLF, PRU, FSZ). Would ITUB's Brazilian preferred share provenance be both sufficiently secure and a good diversifier?
Read Answer Asked by David on June 05, 2020
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