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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've been holding this stock for 3 years. From March of 2017 the stock has appreciated by $1 from wence I bought it and yes I have been receiving a 5% dividend.

However during that time period I have owned BCE, FTS, BEP etc which have done markedly better on a total return basis.

My experience is this is a strict dividend play and I was wondering if I wanted a more growthy income play is there a few equities that you could say you like better than this one which offers a healthy dividend and perhaps some capital appreciation potential as well.

Please offer a few suggestions as I currently have a very extensive portfolio.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 29, 2020
Q: A few years ago, I had some losses on several semiconductor companies, foundries and equipment suppliers to the industry. Since then I have more than made up. I VAGUELY recall a financial analyst saying one should not buy chip companies when they have low P/E.... that one should only buy when they look expensive. Does this heuristic make sense to you ? If yes , does the suggestion apply to all cyclicals or just some sectors?
BUT how does one actually apply the ‘rule’ , in other words:
What specific ratios should one use, including inter alia :
Trailing P/E
Forward P/E
PEG
It seems counter-intuitive and migraine-provoking to *intentionally* buy expensive and later intentionally to sell cheap.
I am interested in YOUR thoughts.
Read Answer Asked by Adam on January 29, 2020
Q: Hi 5i Team,

I have partial positions in both of the 2 stocks above and I am looking at adding to one of them. I've had HTL for awhile and has climbed back to my purchase price and trending nicely even with recent volatility. TCS is a relatively new position for me. I've watched it for a while and missed the initial run I really like its potential. Both are part of a diversified small cap portfolio.

I would like to know if you would be comfortable adding to positions in these stocks today? Do you have a preference for one or the other today?

Many Thanks and have a great day!
Read Answer Asked by Colin on January 29, 2020
Q: Please recommend a few stocks to deploy some cash. I am hesitant to buy into these strong markets (I'm cheap) but am getting impatient waiting for any kind of correction. Looking for reasonable safety, decent dividend and some growth, irrespective of sector.

Thanks as always
Read Answer Asked by Darrin on January 29, 2020
Q: Hi 5i, Since early October volume on ABT has diminished considerably. The share price has moved up nicely but on low volume compared to historical levels. Do you know any reason why volume would be lower as the company seems to be putting up solid results the past few quarters.
Read Answer Asked by Robert on January 29, 2020
Q: The merger with Flutter will it be or not a taxable event? After price my most important question and I can find no discussion of it on either Co's website! Is this usual? Makes it very hard to plan avant garde!
Is it that they don't know? Should I suppose it is taxable? Could you put some case experience to this premerger mystery?

TIA
Read Answer Asked by Gerald on January 29, 2020
Q: EQB and ROKU are a couple of under-performers over the last while that I hold. With EQB, I read your questions and answers everyday and I have come across better stocks than this and I am wondering if I should just move on. I know any information I get from you on US stocks is a bonus but by doing the reading on the Questions & Answers, ROKU is one of the stocks that you used to like, hopefully you still do and there are just so many other US ones I read about that are doing better. What is your opinion on this? I really enjoy the service. Thanks Dennis
Read Answer Asked by Dennis on January 29, 2020
Q: Trying to decide what to do with the cash from selling TOY. Thoughts on moving this to a new position in GIL? I see they had a big drop in October. Any reasons to stay away? Or any other suggestions on what to do with this cash. This would be a new position in a TFSA.

Thanks
Read Answer Asked by Dennis on January 29, 2020
Q: Hello Peter and Team,

For those of us planning to sell our TSGI shares, would you recommend waiting until after Flutter and TSGI report their Q4 results on February 27th? Of course, share price could go in either direction depending on the results, but what would be your inclination? I am planning to put the proceeds of this sale into Lightspeed. Thanks.
Brad
Read Answer Asked by Bradley on January 29, 2020
Q: I look at the company profiles you provide (among other things) before purchasing a stock. I sort of like a stock with a low PB ratio. It worries me when I look further and see a low price to tangible book value. I'm not totally sure what it means to have a negative price to tangible book. No real underlying value compared to the value of a bunch of good will or patents? I'm ok paying for patents (I think) but I am less happy paying for good will as I think that is just management paying too much for an acquisition. Is there anyway to distinguish the provenance of the intangible assets? How do you view the intangible value stats? Does this even come into your review of a company? Or do you just consider intangibles "good" if the company performance by other metrics is "good". Could you please recap when price to tangible book value is a stat that is worth considering. It causes me worry sometimes and I hesitate on purchases to my detriment.
Thank you for your excellent service.
Read Answer Asked by Brian on January 29, 2020
Q: Hi guys
From what i have been reading (Tony Siba) next year is the tipping point for purely economic reasons, it won't make any sense economically to buy a gasoline powered vehicle. From his point of view Batteries are going to be a huge disruptive technology in the future in both, transportation and energy (natural gas) as they become cheaper, and much more powerful.
Have you guys been looking for any investment opportunities in this sector.?
Thanks Gord
Read Answer Asked by Gordon on January 29, 2020
Q: Is there a way to hold the S&P index in an ADR or some other instrument that would turn the investment into a Canadian capital gain. (maybe I am just wishing) Could you explain how an ADR works. Thank you for your valuable assistance.
mike
Read Answer Asked by Mike on January 28, 2020
Q: Hello Iam looking for your thoughts on QTRH. I have owned this in my TSFA for sometime now currently at a loss. From todays value I would need a double to break even, I am happy to sit and collect the dividend as this account is long term but do you think this company can get moving again or should I sell and put the proceeds into say ATD.B or PLC or?? Thanks
Read Answer Asked by Kolbi on January 28, 2020
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