Investment Q&A

Q: Your reply to Karl on Mar 7 stated that You are going to give it a few Qs & that it is not a stock that "need to own" If the latter,please suggest some replacements My $9.10 p/p represents a 28% drop.Thanks for u usual great services & views

Q: Do you have an opinion about buying either of these at this time? Based on the company numbers you post here, the div yield is about the same but P/E is a bit lower on CNQ. Does the fact that SU is more vertically integrated help or hinder with future corp/stock growth? Do you see either co having a stronger financial position?
I wouldn't mind some capital appreciation but the yields are attractive and I'm thinking that the div is safe with both cos. To me, neither co likely has big upside but they both seem to trade in a somewhat narrow range and given current yields and where the prices are, is either a better buy now or would you hold off for lower prices yet?
Thanks
Ralph

Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,

Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.

Q: Good Morning
Pat McKeough's TS1 Network issues and sells a number of investment letters such as "The Successful Investor". Which one would you recommend for a conservative dividend investor?
Thanks

Q: What are your thoughts on the latest Peyto results, It would appear the market isn't impressed?

Thanks

Q: I am considering swapping SPB for PKI. I bought SPB for income and hopefully some growth 2 years ago and not going anywhere. PKI has less yield but increased dividend in the previous 6 years. Also more diversification with potential for better growth. Your thoughts?

Q: Do you have some suggestions for an RESP that will not used for 15 years? The kids are now in SK and JK.

Thanks so much. Bob.

Q: Hi, I have a couple of hundred dollars to invest and have a small position in CLIQ but at a cost of $10. I can't get much with the cash I have so would you consider adding to the position at this point, it would lower my cost for a recovery later. Thanks, Nick

Q: Peter; Do you know if VET is held by the Norwegian Fund? Thanks. Rod

Q: What is your take on Norway’s decision to sell some of the oil and gas companies that they own?

Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.

Q: Hi 5i team,
I do appreciate you going into the usa to recommend a stock. I am trying to reconcile/understand your Micron (MU) recommandation at your latest appearance on BNN (Peter on feb 20th). It seems like MU is rarely (not so often) listed in your more and more frequent lists of recommended usa stocks (am I wrong?). Are the criteria, risk profil or time horizon different for your BNN appearances then your Q&A? More specifically, would you consider MU a long term hold or more a cyclical hold (meaning sell/underweight at certain portion of the economic cycle)?
Thank you for your collaboration,
Eric

Q: cpg seems to have bottomed. good time to step in?

Q: any thughts on a good entry point?
thank you

Q: Hi there,

Now that the company has IPO'd and the price looks like it's close up at around 19, would you be waiting here to enter into a position? If so, what would be a good entry point and how much of a weighting in a portfolio seems reasonable considering the risk.

Thanks!

Q: These all in ones are marketed as simple, low cost, well diversified ETF’s. There are no historical performance results to consider however. I’m considering for very long term hold in pension accounts.
Your thoughts on these products and type of investing strategy they best fit.
Appreciate your feedback.

Q: A big drop today? What are your thoughts on this company? Is this an opportunity to buy? Or is this just another hype in the cannabis field?

Q: Should I sell now or wait for takeover is there much of a difference

Q: Reading through 5i answers to questions regarding Cdn. coys that pay dividends in USD made me wonder if there is a way to increase my cash holdings in my USD account without incurring FX charges and being eligible for the foreign tax credit.

I currently have AQN and HOT.UN in my TFSA that pay dividends in USD that are converted to CDN$ with the extra wrinkle of HOT deducting withholding taxes that are not eligible for the foreign tax credit because it is held in TFSA. Also hold BAM.A and BEP.UN and BIP.UN in Cdn. cash trading account that also pay dividends and interest in USD$ and are converted to CDN$ when paid.

Can I as owner 1) TRANSFER my AQN (up about 150%) and HOT.UN (down 25%) shares this year from my TFSA to my USD cash trading account to get dividends/interest in USD and 2) do the same with BAM, BEP and BIP from Cdn. cash trading account to USD cash account to capture and keep the USD payments and avoid FX conversion fees and build my USD cash reserves in USD cash account without incurring any fees and charges from my online broker? Or do brokers and CRA have rules against clients benefiting from structuring dividend/interest transactions in a manner like this?

Obviously this would open up SOME space for extra contributions to my TFSA in early 2020 above and beyond the TFS $6000 contribution limit to provide for increased flexibility for sector rebalancing and re-allocation opportunities. Also this would make the USA withholding tax payment on the HOT.UN dividends eligible for the foreign tax credit when filing my tax return to CRA?

Comments?