Investment Q&A

Q: I'm considering reentering Caledonia and I'm trying to figure out what is behind the recent drop. The Zimbabwe "election" seems to be resolved without too much turmoil. Gold has been weak, but with an AISC of $856 the company still has good earnings to support the dividend. Reduced taxes offset the somewhat weaker production results from the last quarter and future production increases are forecast. Finally the proposed acquisition of a further 15% interest in the mine appears to be on good terms for the company. The drop to me seems overdone and I'm thinking that a move back to the $10-11 range would be reasonable. I'm interested in your thoughts.

Thanks, Jason

Q: What do you think of GDDY as an investment?
Thank you.

Q: I feel we all may be missing something. Altagas contines a downward spiral with a dividend reaching what one would think indicates a troubled company.
OR this could be the buy of the year.
are we missing something?

Q: Just a comment. I know we don’t predict bottoms but I see this disaster, which I currently don’t own, easily shedding another 20-30% before year end. It may be interesting then.

Q: I know that 5i does not cover US companies, however I read Peter's recent article in the FP on US tech companies and the need to have some tech exposure. That being said, for long term growth do you recommend buying into these companies at today's valuations or has that train left the station?

Q: Please comment on recent results on Aug 7.Reported that its CEO bought $1m worth of shares on Aug 28.Please advise percentage of holdings of CEO & all insiders.Is this a good time to nibble,say 2% of eventual 5%?Between NFI & LNR,what"s your preference?Thanks for u usual great services & views

Q: Good Morning,
I currently have a half-position in DOL and would like to add to this space. Would you buy a half-position in DLTR or top up DOL to a full position? Or....any other suggestions?
Dennis

Q: As per u many positive comments,I am going to buy BNS for myself & 30yr old daughter.Please adise for which a/c-RSP,TFSA or Non-registered a/c.My RSP will be transferred to RIF by this year end,A required withdrawal in 2019 will most likely reduce my OAS..Also please which a/c should the purchase for my daughter,Thanks for u usual great views & services

Q: Given the expected volatility in the upcoming U.S. Election, and not wanting to face tax consequences by selling equities outside of Registered Accounts, what reasonably priced "Puts" and duration of "Puts" would you potentially suggest placing as insurance to protect the rest of the portfolio?

Q: I am looking to add BIP as a core long term hold in my USD RRSP account, $39USD seems like a good entry point for half position. Should I be concerned about the recent weakness and sit tight, any thoughts as to why it’s been coming off recently?

Q: Thanks to the recommendations by 5i, I now have a good problem on my hands as it pertains to capital gains. Due to selling of aviglion, syz, aif, sj and trimming wsp, csu and sis in a unregistered account I will have to claim capital gains.

My question is that I am currently under water on Agnico, Teck, WCP and WEF.

Would you recommend selling any or all of these holdings and buying them back in 30 days? If I did I could defer all my gains. I dont mind claiming some capital gains as that day must come (fingers crossed). Could you list in order which ones you would let go and by back, or are all of them likely to stay flat for at least 30 days?

Thanks!

KC

Q: you mentioned 5 tech stocks in financial post on the weekend. i owned square now, but if you had to pick one of the remaining 4 which would it be team,anet,wday, ntap. dave

Q: This is a tax question. I appreciate your help.
Let’s say you have a non- registered account. You A) own a Canadian dividend payer, like TD. It pays a dollar in dividends. You also have B) a ‘ partial return of capital’ payer, like BEP.UN. It pays a combination of dividend and return of capital. So after the gross ups, and all that, what’s left in each case. Put another way, what is the better after tax return? Thx Frank

Q: please I would like to know about BTE what do you thing about the merging with RRX? I am under water and I would like to know if it's time to sell?
Thanks
Diane

Q: Just commenting for Michael and Grant regarding TDB8150. I use this fund quite often through accounts I hold in TD Direct Investing. This fund can be bought and sold without any short term trading fee.
Richard

Q: Out of the stocks you cover can i get your top 7 recommendations for good long term dividend/growth stocks for a non registered account that have a good DRIP option.
TY!

Q: You have indicated a preference for T over BCE based on growth. When I look at the analysts estimates, the earnings growth for T is 5.6% and BCE 4.6%. The forward P/E is T 16.3 and BCE 14.6. However the 1 year return to the analysts median target price is T 6% and BCE 16%. The analysts seem to feel BCE is currently undervalued. In your assessment do you disagree with the analysts assessment? Are you looking at a different time frame?
Mike

Q: I would confirm as well. I use TDB8150 regularily without penalties and works great.!!

Q: At the end of last week, there was an appreciable bump (~5%) in the Magellan (MAL) share price. Do you have any news on why this might be?

Q: 9:50 AM 8/30/2018
I would appreciate it if you could give me your opinion on Chesswood Group Ltd. Could you please comment on :

it's overall financial stability and growth prospects,
level of debts,
payout ratio,
robustness and sustainability of it's dividend,
rate of dividend growth,
level of insider ownership,
and how likely it is to do in a major market downturn.

How would you compare it to other companies in the same line of business and what would these be?

Would you recommend Chesswood for an income portfolio for a retiree and how large a position would you think prudent?

I see some insider sales recently in the $12.40 range and a lot of share buybacks in the $10.60 to $10.96 range. Does this mean the company thinks the shares are overvalued at present?

Thank you............. Paul K.