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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. In a letter dated Feb 26, you stated that HXQ had a better growth potential than ZQQ. Why would that be as both etf’s follow the Nasdaq 100? In addition all funds that follow the same index should perform equally ( ignoring expenses) should they not?
Read Answer Asked by Valdis on February 27, 2018
Q: Hello Today every stock in my portfolio is on a positive uptrend as most are income stocks .Not so with keg down substantially with no news.
Since this debacle with cara has happened keg has not put out a single note to units holders on their website and the stock is down substantially .
Can 5I comment on both the stock performance and the Compaies attitude towards it unit holders
Regards Stan
Read Answer Asked by Stan on February 27, 2018
Q: Interested in your thoughts on ARLP. The company is in a sector - coal that nobody other than Trump seems to love. It pays a solid dividend which is well covered by its cash flow, and it paid a dividend through the Obama years, despite some of the regulations brought in at that time. Do you see a place for this company in a well diversified portfolio with some emphasis on safety of capital. Thanks
Read Answer Asked by Chuck on February 27, 2018
Q: IAG stock has recently taken more of a hit than I believe can be explained by interest rate sensitivity alone. There was news last week of a potential liability for IAG and MFC re predecessor companies and investments in "side accounts". Why then has IAG stock been hit so much harder than MFC? I hold SLF as well and it remains solid. Unfortunately I hold IAG, MFC and SLF in a ratio of 2:2:1 with the total of all three making up about 7% of total investment portfolio. Would you recommend any adjustments here?
Read Answer Asked by Gordon on February 27, 2018
Q: Hi, I am quite excited about Spotify hitting the market sometime soon. When this happens what is the recommended approach for investing in this? This could be another Netflix...Your advice is much appreciated. Thanks.

Shyam
Read Answer Asked by Shyam on February 27, 2018
Q: Hi, could I have your opinion on the statements below as they pertain to MFC. Should I be worried?
Thanks

Market Chatter: Side Accounts Could Bring Two of Canada's Life Insurance Giants To Their Knees; IAG and Manulife Cited
23 Feb 2018 10:12 ET

10:12 AM EST, 02/23/2018 (MT Newswires) -- In an era of higher interest rates in the late 1990s, two predecessor companies of Industrial Alliance Insurance and Financial Services Inc. (IAG.TO) and Manulife Financial Corp. (MFC.TO) issued life insurance policies that allowed holders to invest in side accounts that guaranteed rates of up to 5% and 4%, respectively, George Lewis has written in a Special Report published on the Financial Post's website.

According to Lewis, "these side accounts did not contain an explicit limit on the size of investment, which means in today's low-rate environment they are potentially lucrative for their holders and a significant liability for the companies that wrote them."

He added: "At least three limited partnerships purchased such policies several years ago in Saskatchewan, one of only four Canadian provinces that permit the purchase of insurance policies from their original holders. These investors are in court in Saskatoon to force the insurers to accept their money."



Read Answer Asked by Valdis on February 27, 2018
Q: In a previous answer you said -
5i Research Answer:

We have nothing against ZDY, it is a large liquid ETF with OK fees of 0.34%. Performance (3 years annualized 22.6%) has been solid.
But my watchlist shows ZDY with a 3 yr return of 9.8%. What is the difference? Which one is correct?
Wayne
Read Answer Asked by Wayne on February 27, 2018
Q: Recently this stock peaked @$53.24 and has graudually dropped to the present level $45.30. This stock seemed to be the poster child, and needless to say I added to my position in the high fifties, and now I am underwater.
Is there anything I should be concerned about this stock, or just hold. Earning have always beat forecasts, so I have a difficult time understand the performance.
Your advice is appreciated. Thanks in advance
Read Answer Asked by Rick on February 27, 2018
Q: I purchased a 1/2 position in this company when first recommended. Since, the bottom has fallen out. My question is at what point do I purchase the second half of my position? I believe you people know what you are doing and that you recommendation came on solid facts. Would this not now be a very very cheap, high quality company worthy of being in an RRSP portfolio for the long haul?
Read Answer Asked by Donald on February 27, 2018
Q: Hello Team,
I am thinking about adding Canadian Utilities and Maxar Technologies to my RRSP portfolio. Canadian Utilities is approaching a 5% dividend yield and I do not see any danger for a dividend cut so a 5% yield is not bad to wait for a rebound.

For MAXR it seems that the risk of an additional dive in the share price is limited after the two days of selloff so for me it is more an idea to do "bottom fish" a "niche" company that seems cheap now.

I know it is no easy but I would like to know what would be your bottom "pick up price" for these two stocks considering that both stocks a very bad momentum lately.

Thank you!
Michel

Read Answer Asked by Michel on February 27, 2018
Q: I have 1583 shares of CBO @ $19.48 now at $18.43 (3% of portfolio). for a loss of $1664. Dividends are now $552 / yr. I also have 3881 shares of CLF @ $18.57, now $17.84 (6% of portfolio) for a loss of $2838. Dividends here are $1560 / yr. It seems that I am just reading water and I am getting worried of drowning as the ETF's keep dropping down a bottomless pit. I am 71 with 50/50 equity / fixed, the fixed including a GIC ladder and otherETF's. Should I stick with CLF and CBO or is there a more advantageous alternative.
thank you
Stanley
Read Answer Asked by STANLEY on February 27, 2018
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