Investment Q&A

Q: ROC— my question is about return of capital.
If I had two companies with no capital gains for three years, one with roc at say 90% with a 5% yield and one company with a straight 5% dividend.
At the end of three years which would be the the best investment? Or is it awash because of taxes.
Thanks, hope this makes sense

Q: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin

Q: I posted this on the forum, but so far no replies:
I buy and sell on Investorline, but would like suggestions of a free site that is reliable to make quick portfolio checks. Yahoo and Morningstar are not what they use to be; Google was perfect until they ended it.

Thanks for any suggestions!

Paul

Q: Hi there,

I have mostly Canadian listed equities and am starting to dabble in US holdings. If you were going to start a Balanced Equity portfolio, with a higher tilt towards growth, what 5 names would you start with and in what order?

Thanks for the great service!

Q: CLIQ up 0.37(6.17%) to $6.37 on 157k shares(exceeding 108k average).Any news?.It has done very well since low in Dec/18 & looks like to be breaking out.Despite recent carnage in the weed sector mainly due to TRST's non compliance,Reporting on Aug 9.What is the street expectation,& more importantly,your view. Reportedly it cut price to wipe out the competition & then bought the competition twice,eg Solo Txs for u usual great views & services

Q: Please comment on SU's recent Q & u opinion of the co.The sector is terrible.Is it ok to add to my 2% position(p/p $42.59)?Txs for u usual great services & views

Q: It seems someone should be able to put the right mix together in an ETF to earn 4% a year no matter how crazy things get. HRA does look interesting, any thoughts on this configuration, and how would it would have fared in 2008.
Thanks Gord

Q: Hello Peter and Staff
My TD app says I can expect a dividend of .1318 a share in August 2019. Is that an error?

Thanks and have a great day
Dennis

Q: Hi 5i,
Where do I find the Q&A section? Thank you.

Q: What is the next report date for VET ? What are they expected to make if anything? Is the dividend safe? What is their cash flow & their debt as a %age? Is their payout ratio too high or fairly safe?
Thanks as always for your great information.

Q: Hello I notice that Brookfield office properties prefs have been rallying. Does 5i know why? Could it be due to Artis reit etfs recently being called at $21? Also, does bpo have a common stock listing?

Q: the recent increase in stock price up 118.00 in one day do you feel it is good to hold I only have a small number of shares ie10 buti purchased at 780.00?

Q: A friend and I were comparing our TFSA results. He is a passive index type and I am a stock picker. His balance is 107K and mine is 101K. At the moment it looks like he is winning. We have both contributed the max 63,500. But our book cost or cost basis raised a question. His cost shows as 77,500 and mine at 66,092. It looks like we have both over contributed but I know I haven't and he says he hasn't ...there must be something about cost basis that I don't understand. Can you explain?

Q: Came across ZFC - BMO SIA Focused Canadian Equity Fund ETF Series in doing ETF research. Holdings are 100% Canadian ... Top 10 holdings account for about 67% of the fund (AC, QBR.B, CAE, WCN, BAD, GIB.A, CSU, CAR.UN, EFN). MER is on the high side .75 What is the 5i opinion on this for a more aggressive ETF for Canadian holdings ? Thanks as always for your advice, Steve.

Q: What are your thoughts about this water ETF ? Thanks.

Q: Does the 50% investment in X-ELIO have an accretive affect on earnings?
Thanks
Bob Rose

Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara

Q: This seems to be a relatively new US REIT. Have you had a chance to form any opinions on this REIT? Do you have any info on the payout ratio and how safe the divi might be??

Q: Hello 5i,
This is not a question, merely a comment from my perspective. I hold VET in two separate account and it is held for dividend income as opposed to looking for any significant capital gains.
On paper, my "losses" are substantial. However, in reality, unlike others who have sold, I have actually lost absolutely nothing - and I fully expect that by keeping this holding for the dividend (cut or not), should the time arrive when I do choose to sell, it will likely be because I am back in the black on it and will realize a gain. Meanwhile the dividend helps keep me "in the lifestyle to which I have become accustomed".
While it could happen that VET will go to Zero, be de-listed and cease to exist as a viable company, I am betting against it.
In a sector decline such as we are seeing in the Canadian energy space, I am not sure selling out at a significant loss is necessarily the only solution unless one can really benefit from the tax benefit on the loss - and in the case of VET, they have a great deal of exposure outside of Canada as well.
Anyway, I am happy to hold, collect the dividend and wait until the tide turns, which I am convinced it will do over some unknown period of time.
Just my perspective, nothing more.....
Cheers,
Mike

Q: whta's going on with VET, you seem to defend against dumping it
why this sudden price drop, i lost already a bundle since you argued a week ago for common sense/patience and against selling it,
pls no offense is meant,
your insight if possible
Art