Q: What comments do you have on both these royalties? Do you favour one over the other? Have they increased their dividend on an annual basis and is their dividend covered? Would you buy either of them here and if not, what would you recommend?
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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: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim
Thanks,
Jim
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West Fraser Timber Co. Ltd. (WFT)
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Canfor Corporation (CFP)
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Norbord Inc. (OSB)
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Interfor Corporation (IFP)
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Q: Hello- we are plan to transfer our rrsp from a BMO managed mutual fund to the stocks listed in your income model portfolio in a self-managed rrsp.
Would it be reasonable to plan to update the income model once per year or would it require constant tweaking.
Thank you
Would it be reasonable to plan to update the income model once per year or would it require constant tweaking.
Thank you
Q: I have a question about 769
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay
Q: Lately my capital investment in ZPR has been decreasing. This forms part of my income investment portfolio. I am thinking on making a switch. Which investments would you recommend for income with a little potential growth as a replacement.
Thank you,
Bob
Thank you,
Bob
Q: I have held 200 shs of Encana for years. I don't know if the encana/newfield merger has any success in it, to merit continuing to hold for an eventual recovery. In your opinion should I best let it go and buy something else? I have 50K cash on hand to cover new transactions.
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Q: do you know anything about titan medical, would you buy it. dave
Q: Something has finally made this stock move a bit.Have you heard any news?Thanks
Q: Hi 5iTeam,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,
Q: Hi guys
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
Q: Thoughts on the recent quarter? Would you lump this company with the likes of NVDA for tech growth? It seems like it has great momentum. Any further thoughts on this name, would it be a good tech/growth addition?
Q: After 7 years of being a member of 5i I just want to say thank you. With your assistance my wife and I are in a position that we can retire and live off our dividends. We have reached a level that our retirement income will surpass our working income, without touching the principle. We have always saved but 5i, let us put it all together.
To think we started off 40 years ago with just $40.00.
Great Service
Sincerely
Mike
To think we started off 40 years ago with just $40.00.
Great Service
Sincerely
Mike
Q: Hello 5i
I’d be interested in your comments on this years January “bounce”. Do you feel it is just a bounce due to tax loss selling or are we likely to move higher after January. I realize this is a market call which is a guess at best but I stil value your opinion and insight.
Thank you
Dave
I’d be interested in your comments on this years January “bounce”. Do you feel it is just a bounce due to tax loss selling or are we likely to move higher after January. I realize this is a market call which is a guess at best but I stil value your opinion and insight.
Thank you
Dave
Q: Hello, As a follow up to my previous question. You mentioned that Loblaw is cheaper on valuation as compared to MRU. Can you explain how you arrived at this? The P/E showed 43x (L)vs 6.7x(MRU). Are the forward PEs signifacantly different or are you valuing based on other factors. Thank you very much. Shyam
Q: I still own 400 shares of Maxar, down 77%.
It has clearly been a major disappointment, but surely, the business still has some value. My understanding was the business they do has a significant moat, which, to my way of thinking, should make it appealing to someone doing M&A but not at the prices I paid for it!
My question is, would it be a reasonable bet to dollar cost average down in the hopes of putting my shares in play for a potential take over, or do I just walk away.
If I continue to hold for the dividend, is there a reasonable chance of an eventual recovery?
Thanks,
DON
It has clearly been a major disappointment, but surely, the business still has some value. My understanding was the business they do has a significant moat, which, to my way of thinking, should make it appealing to someone doing M&A but not at the prices I paid for it!
My question is, would it be a reasonable bet to dollar cost average down in the hopes of putting my shares in play for a potential take over, or do I just walk away.
If I continue to hold for the dividend, is there a reasonable chance of an eventual recovery?
Thanks,
DON
Q: Notice 5i holds CSH.UN in the Income Portfolio but would you not consider SIA a better income investment in the same business or does the .UN make a difference?
thx
Rrichterr
thx
Rrichterr