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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: Hello and happy new year 2019

My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).

Thanks so much

Daniel
Read Answer Asked by Daniel on January 02, 2019
Q: I am now down to three companies that are under a 2.5% weighting. I would (as usual) appreciate your thoughts about these three. Thanks. RAM
Read Answer Asked by Ray on January 02, 2019
Q: Of the followings which looks good to add to tfsa?
TFII,ALA,BHC,GOOS,COV,GSY,MG,MX
All at very low price now.
Read Answer Asked by Nizar on January 02, 2019
Q: Happy New Year and all the best for 2019. Thank you for another year of providing a great service.
I own Neo stock and now wonder what to do if anything. Should I just hold on and wait for the deal with Luxfer Holdings to go through? As I understand the NEO shares would be replaced with some cash and some shares of LXFR. What do you think of LXFR's prospects? Should I buy more LXFR to maintain my position in the sector? If you recommend a buy should it be now or after the deal closes?
Read Answer Asked by David on January 02, 2019
Q: Could you let me know the payout ratio for ivq In a November presentation they claim the payout ratio is 76 percent Yet yahoo finance shows a payout ratio of 167 percent
Could you let me now how the ratios could be so different ?

In your opinion is the dividend sustainable There line of credit was recently increased to 400 million I take it this is a good sign Could you also comment on the company
Happy New year

Paul
Read Answer Asked by Paul on January 02, 2019
Q: Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Asked by David on September 10, 2018
5I RESEARCH ANSWER:
We would far prefer POW here.

Regarding the above question, I would to understand the business fundamentals for why you answered as strongly about LB vs POW.

The purpose of the question is improving my investor education / smarts.

To the naive / superficial investor; they look like stable financial sector businesses with strong track records at paying their dividends.

thanks for trying to educate me;)

Ernie
Read Answer Asked by Ernest on January 02, 2019
Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c
Read Answer Asked by Claus on January 02, 2019
Q: I have a trading portfolio of about $53K, about $18K is in cash right now and I'm looking at investing it again this year after selling a bunch of stocks last year. I currently have about $22K in RBC, BNS and BAC, $3.5K in Go Easy and $1.5K in Orca Gold and would like to keep these. I have a further $7K in various oil and gas stocks which I'm underwater over 50% on, I'm thinking of still hanging onto them as I thinking they maybe at there bottom and like to recoup some of those loses.
I want to invest the $18K in growth oriented stocks that pay dividends and keep them long term, as I'm an investor not a trader. Can you give me advise on what areas of the market I should be looking at in 2019 that were very oversold in 2018 and due to rebound, also specific companies in Canada to invest in, I don't mind also looking at the US but with our dollar down so much this year I think I'm better of with Canada.
Read Answer Asked by Don on January 02, 2019
Q: Has BAM, BPY or any of the other Brookfield subsidiaries ever cut their dividend in their history? BPY and BEP are getting close to an 8% yield and I'm wondering a cut could be considered if it went much higher.

Thanks!
Read Answer Asked by Dennis on January 02, 2019
Q: Hello -
If I own 5% of each of BIP.UN and BEP.UN, would it make sense to own 5% of BAM.A as well (or any particular percentage) ?
If it makes any difference at all, I own BIP.UN and BEP.UN in an RRSP and would consider owning BAM.A in an open account.

Thanks.

Jim
Read Answer Asked by James on January 02, 2019
Q: Hello and Happy New Year to all.
David Rosenberg during his semi annual visit to A. Maccreath's show on BNN talked about investing in non correlated assets. He highlighted Corporate bonds as being exciting and also long-short strategies. long Corporates and short Government bonds. This is exciting, but way above my pay-grade...any suggestions for non correlated assets to be checking out ?Thanks and sorry for the vague question
Read Answer Asked by Deborah on January 02, 2019
Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?
Read Answer Asked by Mike on January 02, 2019
Q: I’m looking for some income and some growth. Assuming proper diversification, how would you rank these?
Read Answer Asked by Alan on January 02, 2019
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