Q: Celgene appears to be stumbling higher, presumably towards the value assigned to it from the Bristol Myers merger. In past months, you previously suggested holding on; is that still your view? Also, can you suggest a source for information on the tax treatment from the merger for Canadian taxpayers who hold Celgene? Thanks,
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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: comments please on the quarter??
Q: Does the new digital subscription tax credit apply to our 5i newsletter fees?
Q: Any comments about NPI share offer. For expansion or to clean up balance shret
Q: Mark asked a question today and the stock was not identified. Can you clarify please?
Sheldon
Sheldon
Q: Hi 5i. To further transfer from Balanced to Income portfolio, please pick from my top gainers and % gain from which to reduce or sell outright in order from 1st to last or leave alone.
XHC75%, VUN60%, ATD.B35%, ZUH30%, XEF25%, VXC25%, IYT25%.
The proceeds will then be used to top up your income port. and global div. players on pullbacks or as required. Does this make sense? What % cash should I keep in reserve? Thanks
XHC75%, VUN60%, ATD.B35%, ZUH30%, XEF25%, VXC25%, IYT25%.
The proceeds will then be used to top up your income port. and global div. players on pullbacks or as required. Does this make sense? What % cash should I keep in reserve? Thanks
Q: I currently own Slate Office Reit which has not been performing very well and was thinking of selling it and buying Summit industrial income Reit. I am interested in yield and growth and would appreciate your comments on this switch. Also I would appreciate your reasons for your suggestions. Thank you for all you do. Ian
Q: Hi, can you give me some top picks where the distributions are deemed return of capital, at least 5 % .thx Jack.
Q: I just read Phil Town's "Rule #1" where he argues, amongst other things that return on equity (aka book value), sales growth, EPS growth, Cash flow and ROIC are the strongest indicators for long term growth. He argues that, ideally we'd invest in companies that have at least 10% growth in each category for each of the past 10 years - a lofty goal to be sure.
Generally, how do you feel about the aforementioned metrics to assess the quality of an invesment. Would you keep them in the same order of priority and would you add any to the mix?
For the record, the only stock I can find that comes close to meeting the 10% increase per year threshold is CSU so maybe there's something to it!
Cam.
Generally, how do you feel about the aforementioned metrics to assess the quality of an invesment. Would you keep them in the same order of priority and would you add any to the mix?
For the record, the only stock I can find that comes close to meeting the 10% increase per year threshold is CSU so maybe there's something to it!
Cam.
Q: Any idea why TH has been so weak lately. I know sales have been short of expectations for their new life saving drug but they are still rising slowly. Also their older drug Egrifta may have some benefits for people with NAFLD/NASH. Balance sheet is good.
Should one buy here?
Should one buy here?
Q: Morning boys:
In the pot space would this be at the top of the list ? Is is a good time to buy this one for a long term hold.
Thx
Mark
In the pot space would this be at the top of the list ? Is is a good time to buy this one for a long term hold.
Thx
Mark
Q: Good morning. I've been riding this loser CHE.UN for some time and have noted your previous comments on same. I think I should sell now and take my lumps. Where should I reinvest in this sector, with dividends and potential for growth. Thanks
Q: In this month's MoneySaver magazine, there is an article by Rita Silvan titled "Spin-offs, Ticker Symbols and Other Investment Anomalies". In this article, she states that in the last 15 years, from 2002 to 2017, the Bloomberg US Spun-Off Index returned nearly 1,000% compared to the S&P 500 Index which returned 203.9%.
Are you aware of any ETFs which track this index? What is your view about ETFs which track spin-offs? Is this a strategy which you would recommend? I could only find the Invesco S&P Spin-Off ETF (CSD) and its returns appear to be 2.15% annually over the last 5 years, and is a significant underperformer compared to the S&P500.
Thank you again for your invaluable advice. This service is truly excellent!
Are you aware of any ETFs which track this index? What is your view about ETFs which track spin-offs? Is this a strategy which you would recommend? I could only find the Invesco S&P Spin-Off ETF (CSD) and its returns appear to be 2.15% annually over the last 5 years, and is a significant underperformer compared to the S&P500.
Thank you again for your invaluable advice. This service is truly excellent!
Q: Further to my question about undervalued Canadian dividend paying "blue chip" equity, what do you think of Canadian Tire?
1. Does it fit the above criteria, if not why
2.Present value, is P/E the right way of assessing
3.Immediate risk of further decline for CTC specifically or its' sector
thank you
Ernie
1. Does it fit the above criteria, if not why
2.Present value, is P/E the right way of assessing
3.Immediate risk of further decline for CTC specifically or its' sector
thank you
Ernie
Q: morning guys:
Is it time now in the cycle to buy this name?
Thx
Mark
Is it time now in the cycle to buy this name?
Thx
Mark
Q: Hello, A friend told me about this company that is moving well with the market. This is a new name to me. What do you think about this company in terms of financial situations such as, cash flow, debt levels, etc? From risk/reward considerations, for a medium risk investor, is it buyable at this level? Thanks. Lin
Q: Hello,
Most of our Cdn equities are individual blue-chip dividend stocks and our US equities (25%) are mostly SPY. Those are doing ok I guess, though together only slightly better than our GIC's to be frank. Two of our holdings, which we've held for close to a decade, are still not good as noted below. When I asked about these before, I think you recommended continued patience as has our IA too. Your thoughts at this time please?
Holding Book Value Market Value DRIP
CIX $30k $16k Yes
MFR.UN $181k $154k ?
Most of our Cdn equities are individual blue-chip dividend stocks and our US equities (25%) are mostly SPY. Those are doing ok I guess, though together only slightly better than our GIC's to be frank. Two of our holdings, which we've held for close to a decade, are still not good as noted below. When I asked about these before, I think you recommended continued patience as has our IA too. Your thoughts at this time please?
Holding Book Value Market Value DRIP
CIX $30k $16k Yes
MFR.UN $181k $154k ?
Q: Is the news about the activist shareholder M&G a positive for the stock? What are you feelings about these companies that try to "unlock value" from stocks? eg. MX, GUD, etc. Is it about short-term vs. long term gains?
Q: Could you please list several divined stocks (no banks ) that might do better in a prolonged recession especially with dividend pay outs. Best first on list please.
thanks
thanks
Q: Should we be concerned about market downturn regarding Brexit
Gail
Gail