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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: A good article on Jonathan Goodman (GUD) in today's ROB magazine. Also, full page ad submitted by Fiera Capital Corp alleging increased investor interest in 'alternative investments'.
Steve
Read Answer Asked by Steve on January 27, 2019
Q: What comments do you have on both these royalties? Do you favour one over the other? Have they increased their dividend on an annual basis and is their dividend covered? Would you buy either of them here and if not, what would you recommend?
Read Answer Asked by David on January 27, 2019
Q: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Read Answer Asked by Robert on January 27, 2019
Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim
Read Answer Asked by James on January 27, 2019
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: Lately my capital investment in ZPR has been decreasing. This forms part of my income investment portfolio. I am thinking on making a switch. Which investments would you recommend for income with a little potential growth as a replacement.

Thank you,

Bob
Read Answer Asked by Robert on January 27, 2019
Q: I have held 200 shs of Encana for years. I don't know if the encana/newfield merger has any success in it, to merit continuing to hold for an eventual recovery. In your opinion should I best let it go and buy something else? I have 50K cash on hand to cover new transactions.
Read Answer Asked by Ron on January 27, 2019
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Read Answer Asked by Tim on January 27, 2019
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Read Answer Asked by sam on January 27, 2019
Q: After 7 years of being a member of 5i I just want to say thank you. With your assistance my wife and I are in a position that we can retire and live off our dividends. We have reached a level that our retirement income will surpass our working income, without touching the principle. We have always saved but 5i, let us put it all together.
To think we started off 40 years ago with just $40.00.
Great Service
Sincerely

Mike




Read Answer Asked by Mike on January 25, 2019
Q: Hello 5i
I’d be interested in your comments on this years January “bounce”. Do you feel it is just a bounce due to tax loss selling or are we likely to move higher after January. I realize this is a market call which is a guess at best but I stil value your opinion and insight.
Thank you
Dave
Read Answer Asked by Dave on January 25, 2019
Q: Hello, As a follow up to my previous question. You mentioned that Loblaw is cheaper on valuation as compared to MRU. Can you explain how you arrived at this? The P/E showed 43x (L)vs 6.7x(MRU). Are the forward PEs signifacantly different or are you valuing based on other factors. Thank you very much. Shyam
Read Answer Asked by Shyam on January 25, 2019
Q: I still own 400 shares of Maxar, down 77%.

It has clearly been a major disappointment, but surely, the business still has some value. My understanding was the business they do has a significant moat, which, to my way of thinking, should make it appealing to someone doing M&A but not at the prices I paid for it!

My question is, would it be a reasonable bet to dollar cost average down in the hopes of putting my shares in play for a potential take over, or do I just walk away.

If I continue to hold for the dividend, is there a reasonable chance of an eventual recovery?

Thanks,

DON
Read Answer Asked by Donald on January 25, 2019
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