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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I own some NEO performance materials and I noticed it is at 52 week lows, and at the currrent price (a little under $7) the dividend yield is about 5.7 per cent. The net cash on the balance sheet (according to the last quarter) shows that the market cap is about 30 per cent covered by the cash on the balance sheet. This company is profitable, pays a healthy covered dividend, is buying back a few shares with a NCIB and is in a future world part of the economy (magnets for electric cars, wind turbines, defense products, etc. I think I should add more on this weakness in the share price. Am I missing something glaringly wrong with this under-the-radar company?
Read Answer Asked by Paul on October 30, 2023
Q: Hi 5i,

I have to take funds from my RRIF which is made up of stocks and fixed income. I want to confirm my thinking on the subject.

I think it is better to take out my stocks first and then in later years the fixed income. My thinking is that the stocks will appreciate faster than the fixed income thus creating more RRIF capital to remove in later years which will cause additional tax. It is better to have the additional appreciation outside of the RRIF.

Do you agree?

Thanks for the help.
John
Read Answer Asked by John on October 30, 2023
Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks
Read Answer Asked by Curtis on October 30, 2023
Q: Do you think the announcement by Blackstone and KKR that they are going to stop charging carry on their private equity funds has affected BAM share price in any way? Wy do you think it has gone down so much? Thanks.
Read Answer Asked by Michael on October 30, 2023
Q: This name is in both the 5i Income and BE portfolios at a 6% weighting yet yields under 1%, where no other stock in the Income portfolio comes close to. I understand it is the best performer in that portfolio and am wondering if it is there to 'juice up' the return on an otherwise mediocre performance. Could you confirm this rationale or explain the thinking, please.
Read Answer Asked by Jeff on October 30, 2023
Q: Hi 5i,
I’m sitting on a large cash position and want to take advantage of today’s opportunity to buy good Canadian businesses with great dividend yields. What are your top ideas today for dividend yield, and for dividend growth in Canada?

Thank you!
Read Answer Asked by Greg on October 30, 2023
Q: Please give me your comments/suggestions about my fixed income portfolio and weightings.


BMO AGGREGATE BOND INDEX .ZAG 9%
CI INVESTMENT GRADE BOND .FIG 9%
FIDELITY TACTICAL CREDIT .FID7573 9%
HORIZONS CDN SELECT .HBB 9%
LIBERTY ALL STAR EQUITY FUND USA 9%
PENDER CORPORATE BOND FUND .PGF550 9%
PICTON MAHONEY FORTIFIED .PIC8501 9%
PIMCO MONTHLY INCOME FD CDA .PMIF 9%
RP INVESTMENT ADVISORS .RPD210 9%
RP STRATEGIC INCOME .RPD110 9%
DYNAMIC PREMIUM .DYN3361 10%
Read Answer Asked by Gregory on October 30, 2023
Q: Hello Peter,
Given the huge decline in shares of both stocks and your positive views on both stocks (despite short report on BIP), is it a good time to increase the weights to 5 percent for 3 to 5 year hold and collect the dividends while the stock gets the momentum.. Much appreciate it.
Read Answer Asked by umedali on October 30, 2023
Q: Why is this stock classified as Consumer Discretionary as opposed to a staple? There seems to be a disconnect sometimes. For example, Molson Coors is classified as a staple yet PLC is discretionary. Obviously thought is put into these topics by experts but the service offered by PLC seems to be for a pretty non-discretionary matter!
Read Answer Asked by Brendan on October 30, 2023
Q: Hi 5i,

Back on Oct 17-20, a few questions were asked about the waterfall in stock price of BIP, but there was only comments with regard to dividend stability and a few big sellers like BMO and Morgan Stanley. Yesterday (Oct 28th) a short report, by Keith Dalrymple, was discussed by Seeking Alpha (found under BIPC:US). Alpha wasn't too impressed and here are their conclusions:

"I held BIP for more than 10 years until I sold everything upon reading and thinking over the report.

Even though his report specifically targeted BIP, all Brookfield companies will be affected if the report is only partially true. In the world of alternative asset managers, reputation means a lot and it is questioned by the report."

Can I please have your opinion. Thx.
Read Answer Asked by Christopher on October 30, 2023
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