Investment Q&A

Q: WCP has a price to cash flow of 3.5, meaning a cash flow of about 1.20/y , but latest earnings are 0.06 and pays a div of 0.34/y (8%), since the dividend is higher than the earnings, from which funds is the company paying the dividend ?, is it sustainable ?, I like the cash flow, and the dividend , but are not dividends paid from earnings normally ?

Q: your opinion for now going forward, are they safe?

Q: Please clarify which kinds of securities should be held in non-registered accounts vs RRIFs and TFSAs. I have held yield-assets in our RRIFs and capital assets in our TFSAs and personal accounts, preferring to pay capital gains taxes on appreciation in personal accounts than paying full rates on capital appreciation upon withdrawals from RRIFs. What is your advice and are there exceptions?

Q: Further to the discussion on recent earnings, there have now been two upgrades. CIBC and National Bank have just raised their targets from $9.25 to $9.75 and $10.00 respectively.

Q: For years economists had referred to the Canadian dollar as the "petro dollar" in that our dollar fluctuated with oil prices. With plans by our government to phase out the Canadian oil sector (e.g. Bill C-69 & other policies) what impact will this have on our dollar in the future?

Also, President Trump wants a lower U.S. dollar. How do you think he will achieve this? And what impact might this have on our Canadian dollar and on our exports?

I had converted much of my investments to U.S. accounts when the Canadian dollar was closer to par with the U.S. dollar (& oil prices were high) and am now deciding if changes to my portfolios are warranted,

Thanks
Bryan

Q: what are your thought on CJT? would this stock be a buy and if so what weight would you be comfortable with?

Thanks

Q: I am trying to figure out my sector distribution. I think that some stocks could be classified in a couple sectors. Could you please let me know what percentage of the following would you allocate to different sectors? For example, would you consider L to be 90% Cons Staples and 10% Healthcare?

L Cons Staples:Healthcare
CTC.A Cons Staples:Cons Discret
ENB Energy:Utilities
TRP Energy:Utilities
SIS Industrial:Healthcare

Are there any others of note that you can think of?

Thank you,

Fed

Q: With the Canadian dollar on a bit of an upswing, I'm looking to add a bit more US exposure. Currently we have SQ, TEAM, MU and AYX as our "Growthier" US stocks. (Thank You!) We're wondering what your top US picks might be for being potential "up and coming" growth stocks that are maybe a bit under the radar.
Thank you

Q: As this is a income trust(I think)income received is a dividend or a return of capitol?Thanks Jim

Q: Took a stumble today 15 Jul when it announced the Acquisition of WireIE. I am not familiar with this company or it's leadership. I am wondering if it is not considered a good buy?

Q: These firms are my top four holdings. Any concerns as we move to a bit more defensive portfolio?
Historically, is their a sector that is the "canary in the mine" that would be a sign of a bear market?

Q: Is there a way to invest in artificial intelligence In China.
Are there any specific ETFs and individual companies and would you endorse any?

Q: Hi Team,
I would appreciate your current thoughts on Kraken's short and long-term prospects - I'm currently down 25% and wondering whether I should just move on.
Thank you,
John

Q: Have held this company for 10 years and generally has been very good for income.
Short term doldrums or time to sell?
Thank-you.

Q: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave

Q: Hi 5i,
Can I get your asset allocation suggestions for a taxable account based on the following guidelines:
1. I don't need any of this money to retire
2. account size is approx. 1M
3. I wish to buy individual US and CDN stocks
4. I will buy International ETF's if required
5. I am a buy and hold investor
6. I prefer not to have a high dividend due to tax issues
7. My RRSP's provide enough retirement income and are diversified
8. My TFSA's are growth oriented and are diversified
What is your range for:
International ETF's
US Stocks
Canada Stocks
Cash

thanks

Q: These 4 jr. silver miners are in production. How do you rate them in terms of results over the next 3 to 5 years?

Q: My question on AQN. is that from some other sites give a 12 month $12.50. With its current price of $16+ , and a PE of 37.5, does that mean one should sell at current and buy back later? Thank you again

Q: what is Canopy's record of beating estimates. The price has come down a lot does it look a little safer to invest in it today.

Q: Your thoughts on UTG. US