Investment Q&A

Q: Hello Peter and Staff

Please provide for the last 6 quarters EPS and distributions per share as well as any other considerations I should take when analyzing your response

Thanks for all you do
Dennis

Q: Hi,
Are the monthly distributions paid out by FIE considered `dividend income' and eligible for the dividend tax credit? Thanks

Q: Hello Peter, Ryan and others,
My wife bought SQ and MU when they were high. Now she has about 14% of MU and 29% of SQ of unrealized loss, and they are in her RIF. Could you give some suggestions what she should do in the current situation? Please also comment on TOY, BPY, GE, LIN, COST and NEE. We always appreciate your comments and suggestions. Many thanks! Jim

Q: 1. The Globe just published a list of Canadian companies CEO salaries and bonuses. Sorry for the odd question but I am find it very hard to understand how the CEO of Barrick deserves a salary of $3.2M and a bonus of $12.6M. I am hoping that you could help me understand a bit.
2. How does the CEO of CSU make money with a Salary and bonus of zero? Stock?

Q: What is your opinion on this stock.

Q: Wondering about where to contribute and add to next . I have a TFSA and RSP self directed ( no unreg'd trading accounts )

Started investing in the TFSA 1st so my RSP is far behind it in $ levels . Now that I have contribution room , plus more on Jan 1 should i go with ..

Topping up EMA in my RSP , would be heaviest weighting if so with TD on top right now .
Topping up RY , NFI , MFC or NPI ( all being medium weight with TD and AQN on top )
Or adding BEP or SRU as new holding to either TFSA or RSP , leaning towards BEP myself .

Thanks

Q: I want to get more defensive going fwd I suspect Utilities + consumer staples should be increased are ETFs or individual stocks the way to go?. What other sectors/ stocks should be favored thanks

Q: I have been away for a few weeks and went back to listening to my business podcasts. One that I enjoyed tremendously is the National Post podcast on climate change. It’s great listening and I do love her co relation of the climate change situation and the hysteria about it to a Monty Python skit , the fact that a lot of people are willing to blame yet very few are willing to talk about solutions. Great listening and a great explanation . the link to the podcast.

https://podcasts.apple.com/ca/podcast/down-to-business/id1460294675?i=1000453699239

The company has no debt and seems to be in the sweet spot of growth at the moment, your views on the company and its air quality improving technologies please , thanks, Jean

Q: Will you be posting a 2020 watch list
Thanks for the excellent help

Q: Does Brookfield Asset Management still hold a position in BRE-T? If so, what %? Do you like BRE-T for income?
Thanks

Q: Wondering what your picks for "popular" stocks that might get hammered the most by tax-loss selling this year , a few that I have in my portfolio for suggestions but hoping not of course .. NFI , ERF , VET ?

Thanks ,
Chris

Q: DAN DREYFUS make the following points on cnn.
1.pipe line constraint forces CNQ to give more $ to share holders.
2.dividend is good long term.
3.at $45 wti they can still have 4-5billion or so free cash flow for years
4. similar logic works for SU and CVE.
could you comment on the above. would you agree and why or disagree and why.
thank you
Yossi

Q: Hi,
A TD analyst is recommending IPLP with a target price of $13.50 in the next 12 months. At $7.63 today this looks like a very aggressive target. What is your view of this company and should one start a position? If so what % position would you recommend? Thanks

Q: I currently hold the above 3 utilities in equal weights in a well diversified portfolio and am considering adding Fortis or Emera. I'm looking for safety, dividends, and some growth. I would prefer to keep the count down to 3 stocks so could you please rank them for me?
Thanks

Q: What do you think about Illumina and their recent results? Would you continue to hold, or even buy more, here?
Thanks you.

Q: Your comments on dfn doing a financing on class a shares at 8.75. Stock now trading in 8.45 range. A buy? What price would the shares stop paying a dividend? Ala dropping this last week. Would this be from cost overrun on pipeline in us that it owns part of? Expected earnings due Oct 30?

Q: I have a small (1%) position in US dollars that I would like to invest in a US dollar health sector ETF. What would you suggest?

PS -- It is great to have a resource like 5I.

Q: How would you feel about shorting Shopify?

Q: i am assuming the decrease in boyd shares is because of this conversion from trust to corporation .
is this correct? dave

Q: In July you had a "Portfolio Analytics Walk through and Stock Market Update" video. Is it still accessible ? I would like to review the PA Walk through part as a tutorial for entering my portfolio. Thanks 5i