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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: Hi 5i. I recently sold the last mutual fund held in a RRSP. It was AI Clarington Canadian Dividend fund (series X), which has had reasonable (?) performance over several years, but the MER of 2.75% was excessive versus the gains in my opinion.
I am looking to find a couple of ETF's that could replicate the fund. It held roughly 80% Cdn companies, 18% USA, and 1% South America.
As always, your thoughts would be greatly appreciated. Thanks T.
Read Answer Asked by Terrance on October 03, 2016
Q: According to Yahoo Finance the payout ratio for ABT [Absolute Software Corporation] is 102.3%.

Is that correct?

Why would this company have a payout ratio over 100%?

Thanks.
Read Answer Asked by Ross on October 03, 2016
Q: Good afternoon 5i,

I am wondering what your thoughts are on Logistec. It has come down significant as of late, and looks attractive, to me at least. If my memory serves me well, Mr Hodson has previously given this company a strong endorsement.

Is it a buy at this level, what is its long term outlook. How much insider ownership?

Many thanks,

Karim
Read Answer Asked by Karim on October 03, 2016
Q: I have owned ZZZ since about $22. and it has done very well. The stock went to over $33.but has now come back a couple of bucks. I an assuming that there is no material change or news that is causing this? Some analysts have suggested that ZZZ is getting too expensive. The same was said about Dollarama a few years back and that stock has since tripled. Would you continue to hold this at current levels? Thanks
Read Answer Asked by Rudy on October 03, 2016
Q: Peter,
For derivative exposure re. wells Fargo, it has almost none as a percent of total exposure.
for the others:
JPM aound 7%
City around 9%
Goldman around 13%
Morgan Stanley around 28%
So on that metric only, Wells is a pretty good bet, notwithstanding the abomination of what they just did and their complete ignorance of respect of customers (50 shades of gray) and of respect of employees!!
Read Answer Asked by claude on October 03, 2016
Q: I feel considerable empathy for the person who's throwing in the towel on HCG, as I have watched my holding plunge by 10, 20, 30, 40 and now 50%. i have decided to take the advice of the poster suggesting ignoring the day to day noise; I've gone a step farther and decided to treat it as "lost" money now that it's become a fairly insignificant portion of my portfolio. I'm not at a stage in my life where I can wait for a seriously long term recovery, but thanks to you, I'm sufficiently diversified that I do't need to.

On another note: an earlier poster was looking for an ETF with a lower financial holding. At 23%, I think CDZ is lower than most.
Read Answer Asked by M.S. on October 03, 2016
Q: 10:25 AM 10/2/2016
Hello Peter
........an addendum to the question I asked yesterday [repeated below]
Maybe Sienna SIA is a better choice for income and some growth than either EXE or KMP.UN. SIA seems to have a better dividend history. I already have a full position in CSH.UN. Your advice?
Thank you.... Paul K.

9:33 AM 10/1/2016
Hello Peter
I recently purchased a small position in Killam Apartment REIT in my TFSA. It was chosen as an income investment. I am now having second thoughts that maybe Extendicare would have made a better choice.
Both have about the same dividend yield now but I think now maybe EXE has more chance of growth. However I see KMP have skipped 2 monthly dividend payments in 2015 and one so far in 2016. Is this a real concern? But then EXE cut their dividend over 40% in 2013.
Also in tough times vacancy rates at KMP might be much greater than at EXE. It is easy to sell KMP and switch to EXE with my discount broker. What is your opinion of these two companies and what would you advise me to do? I am just looking for reliable income and maybe a bit of growth.
Thank you........ Paul K

Read Answer Asked by Paul on October 03, 2016
Q: A follow up question to one earlier today. You say that you would expect a bid of between $18 and $22 for the announced privatization. CBL is only trading at around $16.50 suggesting the market either expects a lower bid (which shareholders would probably not accept) or that there is considerable uncertainty that the privatization bid doesn't happen.
Either way the market does not see this announced potential privatization as credible?? Do you agree and does the company have a history of looking at this without being serious? Thanks
Read Answer Asked by Gary on October 01, 2016
Q: Hello Peter,
Given the issues with some world banks, I have decided to hold off buying XLF. Do you think i am overly concerned here? Second, Sienna Senior Living is either stable or goes down a bit where as Chartwell continues to grind a bit higher. Any idea? Lastly, ATD.B has pulled back a bit. Do you see this as a good opportunity? Alternatively, i was simply thinking of increasing my weights on Savaria Corp given the results and forward guidance and Knight Therapeutics as it seems like it is becoming a health care fund with great management. Please advise fo your thoughts. Thanks again.
Read Answer Asked by umedali on September 30, 2016
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