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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: Cipher's quarterly report highlights transitions and strategic positioning for long term growth, also debt reduction. Their list of 2018 year end highlights appears impressive but does it read that way to you? This company looks busy for their size but what significants do you take from the list of 2019 anticipated milestones? Would you dip a toe in here? Finally how similar are CPH and GUD in strategic growth plans?
Read Answer Asked by Harry on March 21, 2019
Q: Hi there,

i am going into retirement and am looking at reviewing my holdings to generate a bit more income. I currently own XLU in my 401K but the dividend is only 3.1% while the underlying companies often have much higher Dividends. Is there an alternate ETF or would your recommend a basket of utilities and if so can you give me 2 or 3 names - i own BIP, ACQ in my canadian accounts but could hold them in my us as well.

Thanks
Read Answer Asked by kelly on March 21, 2019
Q: I am looking for six Canadian stocks that could be considered core holding to be held for ten years.
These could provide total annual return of 8% in the long run say 10 years. Please do not consider diversification as my portfolio is otherwise diversified, and my risk tolerance is medium.
I always value your opinion.
Raouf
Read Answer Asked by Raoul on March 21, 2019
Q: Hi 5i,
When considering individual stock weighting % allocations should I use the consolidated market value of all equity RRSP, TFSA, Non-Reg accounts? For example a $40K position in KXS is 2% of $2M ( but because the position sits in a RRSP account it makes up 15% of that account then the position is over weighted)?
Read Answer Asked by Dean on March 21, 2019
Q: Please comment on XTR as an source of income and diversification ie, is it a good retirement holding?
Morningstar classifies it as a high risk ETF-do you agree? Would it move downward say like an XHY if the market declines? Is the distribution safe?
What types of taxation is applied given its a mixed bag of holdings and therefore what account would you favor to hold it in?
Thanks
Jeff
Read Answer Asked by JEFF on March 21, 2019
Q: What is the outlook for CRMD ? I am 21% under water. Hold, sell, buy more ?Thank you for the good work.
Jacques
Read Answer Asked by Jacques on March 21, 2019
Q: I continue to try and learn by reading reports, analyst ratings etc. Tudor Pickering has recently released ratings for MX as a hold and price target of $59, currently at $79 and change, and TRP as a buy with a Price target of $62 currently $60.79. This does not make any sense to me. Why hold a stock they estimate will loose $20, and buy a stock that will gain only $1.21.
Please explain if possible, am i missing something?
Read Answer Asked by Mike on March 21, 2019
Q: Hello,
Staring to set up a stock portfolio and looking for some guidance. Can you provide your must have stocks in CDN and US.

Enjoying 5i
Darryl
Read Answer Asked by Darryl on March 21, 2019
Q: I am puzzled by the recent strength, of PRU US. PRU has had ratings upgrades. TipRanks ™ ‘top analysts’ rate is as “Strong Buy”. RBC Cap has it as at outperform. All of the several financial sites I looked up rated PRU as a buy or above. FT of London has made favorable comment on Prudential Group in the past year. (MFC has also been showing signs of life only some of which is attributable to winning litigation this week). It is generally accepted that interest rates in the US and Canada will remain low for more than a year. These LifeCos are holding up well... why? What gives? SLF is doing well, but SLF has non-overlapping operations and has had better strategies than MFC.

Question: would you sell PRU and deploy proceeds elsewhere? Would you expect PRU to appreciate more than dividend plus about 3%, that business prospects for the LifeCos will improve? Although PRU looks great value, its ROE, ROA, ROIC look poor--- but then I see conflicting ratios and metrics… your Bloombergs or service provider would have the deeper stuff of substance that I always want to see before buy/sell decisions.
Read Answer Asked by Adam on March 21, 2019
Q: I realize that the performance of the forest products sector (WFT, etc.) will largely track the commodity price of softwood lumber. Prices of SW lumber averaged well over $500 (USD/MBF) one year ago and yet remain below $400 today. If seasonality were a factor, we should be back where we were a year ago - but we are not. Do you have any insight into why the price of lumber (and correspondingly why the entire forest products sector) continues to be so depressed. Thanks for your thoughts on this.
Read Answer Asked by Gordon on March 21, 2019
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