Q: Hi Peter, Ryan & 5i Team
Re: Income Tax
When writing Covered Call Options; what is the tax rate on the money received? Income, Capital Gains, or It Depends?
Q: After holding this stock for the last 4 years I am thinking of taking what is left of my CRH holdings and replacing them with NFI, this will bring it to a full position.
Q: I'vd owned McEwen for a whle because of the management. I'm down to half a position since the trend changed months ago. Just wondering what your thoughts are on McEwen at this point.
Q: Hi 5i team, not a question, but some additional information regarding the question asked by Jonathan on tuesday : I think there was some confirmation regarding "New rules could add Shopify, Brookfield to Canadian index" https://beta.theglobeandmail.com/report-on-business/streetwise/new-rules-could-add-shopify-brookfield-to-canadian-index/article35081169/?ref=https://www.theglobeandmail.com&
Q: There is 9.86% cash in the Income Portfolio. I know you are a big believer in not having large amounts of cash sitting idle. When do you expect to put this cash to work? Thanks for the great work! Steve
Q: With so many potential valuation and growth metrics available, it's hard to know which ones are REALLY important. I would love to use a handful (3 to 6?) of metrics that I could use to screen companies in order to create a "to buy" list.
Do you have any recommendations for a group of "must-use" metrics?
(Some that I am considering are: EV/EBITDA, PEG, Price/Cash flow, P/B, Price to Sales, P/AFFO for REITs, Debt/Equity, Dividend yield, Dividend Payout ratio, and a company's history of raising the dividend)
Would I want to use different metrics for growth vs. value companies?
Also, is there some place that I can look up a company's metrics (i.e. EV/EBITDA, P/B, etc)?
Q: What are your thoughts on Vecima for a long term hold. While the past year has been choppy, they should see some nice action in 2018 and 2019 as cable MSO's upgrade their systems and try to keep up with fibre optic etc.
Q: What are your thoughts on their earning release? Is this stock more of a trading stock rather than a long term stock? Would this stock be a buy at this price?
Q: I have held Kelso for quite some time and have seen the ups and downs for this company. With the down turn in oil (railcar shipping) and delays in regulations for those railcars, do you think there are any catalysts in the near to get things going again for this company. I keep hearing about other products to try to diversify what they offer, but the stock seems to be stuck. I hold a small position and wonder if I should hold on for a little longer or move on. Your thoughts please.
Thanks
Q: Since your last perhaps somewhat tepid though tending towards positive comments on this stock (May) it has basically doubled and has just broken out of a consolidation pattern on strong volume. I read the release on the last quarter and was not impressed given the 'adjusted' this and thats and the explanation (if it was one)for the small revenue decline (but I am certainly not knowledgeable on such things). Obviously 'the street' liked it (up 8% today).
Given the above and your previous, could you please provide an update on your thoughts on this one.
Thanks as always.