Investment Q&A

Q: I understand that to be eligible for a dividend payment you have to own a stock on the ex dividend date. For example National Bank ex dividend was Dec. 22nd, 2016. My question is do you still have to be holding the stock on the payout date, which for National Bank was Feb. 1st, 2017. Thanks.

Q: made another repayment to cinven today from cash on hand. any comments please.

Q: RIC is up yesterday and today with what appears to be slightly heavier trading. Would you happen to have any insight to share?
Thank you

Q: Hi 5i Team - May there be some hope for shareholders of Peabody or will their shares be worthless after the reorg?

Q: I have a follow up to Chad's question. And I'm sorry to beat this issue to death (last question on the topic). But you mention Litner's acquisition of 307k share on January 26th, but Canadianinsider.com lists those vary 307k shares as exercised options (0.15 per share). I've also been watching Litner sell a ton of common shares (well over a million) over the past ~45 days on canadianinsider.com with no mention of any actual buying in the public market. Does your insider sales source that shows "Net" buying take into consideration the difference between exercising options and true acquisitions in the public market? Is the information on Candianinsider.com to be trusted? I know investors shouldn't put a lot of stock into insider sales as these individuals can be selling for a number of personal reasons unrelated to the stock, but the number of shares Litner disposed of seemed quite substantial to me.
Thanks again.

Q: Regarding your recent post concerning KWH I note that this is a TSX listed company with operations in the US. Is the dividend paid in CDN$ or US$ & is it better suited for a registered or non-registered account?

Q: Could you please comment on the recent earning earnings? They seem quite solid but without reference to expectations, it is hard to judge them.

By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?

Appreciate your insight.

Paul F.

Q: Hi there. I'm overweight in Apple stock (approx. 13%). With yesterdays earnings season causing surge in stock up today should I trim some off. There is still the matter of repatriation and 10 year IPhone 8 season that I don't want to miss out on potentially. Based on my watch list (of which I'm equal weight in all my other equities) is there a sector I should maybe add too that I'm not currently representing?? I would like to add to my Canadian portfolio. Could you recommend 3 stocks to add? Thx

Q: In an answer to Alexandra you stated that the distribution was a combination of dividends and return of capital with roughly 75% of the distribution being a dividend ....I had recently looked at this also...their website states that the 2015 distributions were as follows: 38.3% eligible dividend, 40.7% foreign non-business income and 21% ROC. This can vary but at least in 2015 over 40% was fully taxable income.

Q: Can you talk about the recent insider exec share sales in depth? You mentioned Breault's sale in a previous message but did not get into Joseph Litner. I can understand from a year-end tax planning point of view, but what about Litner and his selling several times over several days. Without much news, is there concern that key management are cashing out and making a jump?

Q: I received shares in LW from Conagra spin off. What is your opinion? Do you recommend adding to the position?

Q: Hold Encana and have for a while trying to decide whether to sell. The position is down about 1/2 from the time it was purchase. Do you think it is time to sell it?

Q: Despite TCW (Trican) having tripled in the past year, it is still far below my purchase price of $18.73 thus I am not too enthusiastic about the company especially considering your responses to others' questions. I also hold some shares in TDG (Trinidad) which I have suffered about a 15% loss. First, I question whether the drilling and oil services area is an area where one should invest as to me it just seems like a hole to throw money at. If I should continue to invest in the area should I perhaps sell one or both of Trican and Trinidad and then buy HWO (High Arctic Energy Services)? I do not need money immediately and have at least a five year investment horizon. As always, I appreciate very much your advice.

Q: I have been trying to find companies that would benefit from the self driving car. Be it the detection systems/software systems that would have to be installed. Do you have any that you would recommend or not recommend or just your overall opinion in this area of the market?
Thank you.

Q: Update

Q: Can you name a few companies that have been beat up due to fears surrounding Trump's presidency that would be a good investment as a value play?

Q: I am thinking of buying these two companies. What do you think?

Q: JC Penny was at 11.99 in the last year. Today at 6.65
Wondering if there's hope for a rebound
What are your thoughts. Thanks.

Q: The share price of MIC has fallen from $82 to $74 over the last few days.
I have held the shares for several years and have a good capital gain. I also hold BIP.UN ( both stocks in my RRSP). Would this be a good time to
sell MIC and just top up on BIP.UN. Thanks. Joe

Q: I am up 100% on Boyd in my RRSP. I am slowly dispersing my RRSP and putting the money in my non registered account to collect dividends for a passive income lifestyle.
Boyd only pays 0.6%. With that in mind, would you replace this stock with another or buy Boyd again for its growth prospects. What would you replace this stock with in an investment account to boost dividends for income. I own most of your income and balanced stock picks.