Investment Q&A

Q: I have heard that one of the things that is a strong indicator a stock will outperform the market is the initiation of a dividend for the 1st time. I believe it may have been Peter who mentioned this on MarketCall. Parex announced Wednesday evening that they are initiating a dividend for the 1st time. I'm wondering what degree of outperformance you typically see from a company that begins paying a dividend, and how long does that outperformance typically last.

Q: Just a heads up to Mike re. his inquiry on this fund . There is a D Series - MFC5785 - with a more reasonable 1.63% MER.

Q: I have about 4% of my portfolio in MNT, ABX, and K, all bought a year ago and 20-25% under water. I am having trouble deciding if I should cut my losses, put them towards better gold stocks like AEM, or get rid of my gold exposure completely. If you're in my position, what would you do? What is your outlook for gold in the next few years? Are there any catalysts for gold as a sector you can foresee? I have a hard time envisioning them doing well when the economy is growing so nicely
Or is it good to keep as a hedge against the down days like today? The rest of my portfolio is diversified enough tending towards the growthy stocks, if that matters.

Thanks for your insight.

Q: Hello Peter & Ryan,
My wife would like to have your thoughts on EPAM & DAVA. She has some cash but only enough to buy either EPAM or DAVA. She wants to know which one do you prefer and why?

By-the-way there is still no response to my question on UFS submitted almost 2 days ago.

Your opinions are always valued (even if occasionally a little tardy)!
Jim

Q: Hello,
I would like to understand the performance bonus to Hamblin Watsa of 20% over 5 %.. is it operating like the Buffet partnership with the 0/6/25%? Is FIH.U operating like a mutual fund? What are your thoughts on a long term position? What sort of returns should one expect from this? Thank you for your sage advice. Shyam

Q: Good evening,

I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?

Thank you for great this service!

Lisa

Q: Within a low fixed income component (10%), would half of that component in PFIA be too much? For the other half I’m thinking CSU.DB.

Thanks.

Q: Hi 5i, Quite an interesting article about what stocks to hold on to, even if the broader market stumbles, what about for those who hold ETF's, any suggestions ?
Thanks for the great service as always,
Ivan

Q: I keep an occasional eye on Twin Butte (TBE), now delisted, bankrupt, and a bad memory. There continues to be occasional OTC trades in this company.

The last time I asked about it you thought that they could be the closing of short positions, or speculators hoping to derive some value.

On July 8 100,000 shares were traded at $0.003. $300 may not be much in stock trade terms, but it would buy a lot of beer and pizza.

Who would pay $300 for shares in this company? Is there some residual value that may be languishing?

Maybe I should trade my last shares for a couple of slices.

Q: Crescent point files for mixed shelf up to $350 million? What does this mean?
Some analysts are raising their target price from $6 to $10.

Q: I am under water on AEG. Any good reason not to sell even though in a RIF? I am thinking of adding the proceeds to NTR holding. I know, totally different businesses but NTR has recently declined. Any thoughts?

Q: I am looking for retirement monthly cash flow to supplement retirement. Can you please recommend some etfs and dividend aristocrats. About $400,000.
thank you.

Q: hi folks:

anything to update with pason?

what might be a couple contemporaries in similar oil service industry?

thanks

Q: Hello

My question and answer was:


Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. My question is: do you have to include in calculation of Total Amount any cash siting in my US account? Andrew

Answer:

If cash is held in a foreign jurisdiction (i.e. at a US bank) it needs to be included. If it is held at a Canadian company then it does not need to be reported.

I want to differently and more specifically formulate my question again:



Question:
I have USA stocks in joint margin account with Canadian Broker . When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities. MY NEW QUESTION IS :

do you have to include in calculation of Total Amount any US dollar cash siting in my JOIN US MARGIN ACCOUNT with Canadian Broker?
Andrew

Q: What is your opinion of this company? Is it a buy?

Thank you. I always value your help.

Q: Hi gang, I noticed badger has been going down since it changed its symbol. Any updates and where do you see go from here. Thanks
Alnoor

Q: I'm looking for a ETF holding US stocks that will work well with ZWH.CA
This would be in a RRSP.

Q: Hi, I've been happy with Mawer's balanced fund for several years, but after reading the good article on all-in-one ETFs in June's Canadian Moneysaver I'm wondering if I should be switching to one of these ETFs for the lower fees? Comments? Thanks - Jeff.

Q: Looking to start a position in a US Marijuana ETF
Can you please give me a brief overall long term
outlook and a ETF trading on US market or Canadian market.
Thanks

Q: Thoughts, comments, concerns, recommendations. I am concerned they only have 1 solid drug with relatively narrow application, all beit, important but sitting on considerable cash. Not sure what else may be in the trials pipeline.