Investment Q&A

Q: Could I have your thoughts on AC? Specifically current stock price run up vs business prospects? The sentiment and the stock trajectory is good but everything has its limits. I am looking for a reason to sell (so is the stock still a buy?). AC has grown to 3.5% of my portfolio (up 40% now).

Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry

Q: Would you consider KEY a reasonable buy at today's prices to be held for dividend and some minor growth? Is there another company you would prefer for the same objectives of dividend and growth? Would you prefer KEY to ALA in view of the latter's potential current issues?

Q: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks

Q: I have topped up my TFSA to the full allotted amount (since 2009) and am now ready to invest it in a simple way. What are your thoughts about an equal weighting in xiu, spy, vgk, vpl, vwo and xlu?
Thanks
Jan

Q: https://www.thestar.com/news/insight/2016/10/16/justin-trudeaus-trillion-dollar-question.html?campaign_id=A100
Peter and Ryan ; Could you comment on this article with respect to (1) which companies would benefit most and (2) do you think this " Infrastructure Bank" will be a reality? Thanks. Rod

Q: Your answer to the dividend ratio payout for IPL over the past six months is in the 85% range. Over the past couple of years has this ratio been increasing? For an income investor would you consider this dividend payout ratio getting to the area of concern and if so what dividend stock would you consider replacing IPL with either in the same sector or another sector.

Thanks,

Bob

Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?

Q: Slow but sure over the past 2 years or so have been putting in a small position into this company. How do you see their prospects looking ahead a couple more years.

Q: just released Q 2 would you recommend buying. book over $20 over one year back login orders, over $80 m in cash. but sales and per share earnings down.

Q: Boulder Income Fund - Would you recomment this fund considering its discount ot NAV and dividend and diversification. This would for 50% of US holding peortion. Or you have other recommendations.
Thanks

Q: Has your view on HBG changed for the positive since your last comment appearing June 30, 2016? Has it grown its assets under management much since then? Is there a minimum dollar investment required in this ETF within an RRSP? Mike Newton of I believe Scotia Bank recently had HBG as a top pick on BNN around October 6-7/16 or thereabouts.

Q: The 3-year stock price chart looks excellent. Teacher's just bought the Canadian wine business. The stock was down today. What is your read on the future stock performance based on these circumstances?

Thanks for a great job.
Dan

Q: Hi 5i. I was interested in your reply today to Shyam regarding XLV, where you noted that it has had "better performance of late". My records show that XLV price has dropped steadily over the last 3 months by 6%.
This leads me to my question : We hold XLV and PSCH (Powershare Small cap Healthcare ETF) in our non-registered account (< 2% of our total equities). Our cap gains on these have been reduced from 15.8% to 8.9% (XLV), and 14% to 9.7% (PSCH) respectively over the last 3 months.
My theory is that these will continue to drop as we get ever-closer to the U.S. election. I am thinking of selling both of these ETF's while they still give us a reasonable profit of approx. 9 and 10% respectively, and then waiting out the election fallout before deciding whether to get back into Healthcare.
We would appreciate your comments. Thanks T.
p.s. PSCH did not come up in the "companies" list

Q: For tax purposes, in which account should I hold ZWU ETF by order of preference, Direct trading, TFSA, RRSP?

Thanks for your honest services.

Bob

Q: Could you please update your list of top US stocks that you suggested were appropriate for an option writing strategy.

The previous list from 3-4 months ago was comprised of:

GOOG, FB, GRMN,AAPL, SIMO ( these five had substantial cash balances)

NOC, LLL, ITRI, JPM, NDAQ,HES

Thanks

Q: With Constellation Brands selling its wine business to OTPP for over $1B, how does this reflect on ADW and the company's valuation? Thanks.

Q: Thoughts on the results?
Thanks very much. David

Q: Because of the recent stock split, I have both class A and class C shares of Under Armour. Is there any reason to think that one class of shares will outperform the other? Or, put another way, Which class of shares should I sell first? Or is there any value in selling a equal portion of both and remain holding both classes of shares ?

Q: Hi,

I need to prune my financials and I am down to looking at DIV and AD. In looking at DIV, the question I ask is, "Would they have sold Franworks if they weren't confident that they had something in line to redeploy the cash into?" With AD, it is "When will they be able to get some resolution with troubled partners?"

In any otherwise balanced portfolio, which of the two companies would you choose to keep at this time?

Regards,

Robert