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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: Hi there, I currently have a full position in KL and have been extremely happy with your recommendation! I'm looking to add a few smaller names that might have potential to be the next KL. What are your top 5 names in ranking order from best to last, with potential that I could use to build a good basket of smaller cap gold names than KL? Thank you!
Read Answer Asked by Michael on February 03, 2020
Q: Hello
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Read Answer Asked by Stephane on February 03, 2020
Q: Hi,
Having held some cash aside, waiting for a pullback - I am now wondering which companies I should focus on purchasing first during the downturn? Obviously I am looking for those that are good, solid companies with growth potential. Dividends is nice feature, but not a requirement if the future prospects for the company are strong and debt is low or non existent. I do not currently have any REITs and only AQN in utilities, ENB in energy as I lean towards growth more than income and usually overweight in stronger sectors and industries. Please provide some suggestions, US or Cdn, that have caught your interest recently, as I always value your suggestions.
Thank you,
Dawn
Read Answer Asked by Dawn on February 03, 2020
Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.
Read Answer Asked by Rod on February 03, 2020
Q: Have owned these for a very long time.Haven't done too bad just looking to maybe change things up.What's your opinion on these ones?Also can you offer a couple of ideas to replace these two.
Read Answer Asked by adam on February 03, 2020
Q: Hello all,
My portfolio is largely based on your balanced portfolio with some stocks from your growth portfolio. I'm reviewing asset allocation in my portfolio and recognize that some stocks represent too much of my portfolio e.g., GSY which is currently almost 22% and is now a 4 bagger for me. I've always let winners run, but I recognize that this increases my risk. I've seen, in the past, that you typically do sell stocks to reduce allocation to a certain level. Is this a strict rule you follow or do you ever let a stock go until there's a concrete reason to sell it? Thank you as always for your great service.
Read Answer Asked by jeff on February 03, 2020
Q: Hello,
I recently asked a question regarding a substitution for vea. You mentionned that a high dividend might be a good approach currently, and you suggested vidy.ca. I was wnting to do this in US dollars, however, and i cannot seem to find the US vanguard equivalent of this etf? Is there one?
Thanks
Read Answer Asked by joseph on February 03, 2020
Q: Jim Cramer added Tyson to his trust portfolio around $90USD arguing that the pork market in China was going to be undersupplied due to swine virus' etc. It has now pulled back to $84-85 and I am wondering what your take on it would be as a low volatility option with upside?

Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?

Thanks!
Read Answer Asked by Tim on February 03, 2020
Q: As concerns withholding tax on foreign-but-non-US dividends in registered accounts: the member's concerns are certainly valid, but it bears mention that a great number of ADRs also give holders the option of receiving dividends either as shares, or as shares converted immediately (by the issuer) to cash, neither of which option involves withholding taxes.

To be sure, this exposes you to risk as concerns the share price at the time shares are sold, but for corporations with liquid shares, this is unlikely to cause significant losses, and, certainly, should not cause losses anywhere near the tax hit.

The complication in this arrangement is that not all ADRs offer the most-tax-efficient option by default, i.e., for such ADRs you would need to give instructions to your broker prior to some cut-off date. This sort of information falls under the general heading of 'Corporate actions', i.e.: supposing you trade online, you would need to check your inbox for a corporate action notice re: the ADR in question.
Read Answer Asked by John on February 03, 2020
Q: I'm continuing to rebalance my portfolios. The above stocks are in my income portfolio and are less than full positions. Would you sell any of them? I have enough cash on hand to top up two of them. Which would you top up. (I hold 22 diverse stocks in this account)
Read Answer Asked by Rod on February 03, 2020
Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.
Read Answer Asked by Bart on February 03, 2020
Q: Hi 5i team,

There hasn’t been a question on DOCU in many months. I know it is expensive on many metrics but that is the same with many tech stocks. Even in the past two weeks, with the market turmoil over the coronavirus, I have noticed that DOCU keeps making new highs. As you know, DOCU’s core product is the ability to sign all business, legal and real estate documents electronically. There is no need to meet with another human being, be in the same room with them and breathe their air. We can all just live in a bubble. I know I am going over the top here, but what are your current thoughts on DOCU? I have not seen any recent news. It is also one I follow for its takeover prospects by a big tech company.

Thanks again.
Dave
Read Answer Asked by Dave on February 03, 2020
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