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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 guys,

I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).

Can you suggest 5-10 more debt-free companies that screen well to you guys?

Thanks!
Read Answer Asked by Michael on December 18, 2018
Q: I own shares in BMO in a DRIP account held by Computershare. If the shares are redeemed, how is the ACB determined. Does Computershare track this or is it the shareholders responsibility?
Read Answer Asked by Ron on December 18, 2018
Q: Recently, I asked about adding to ECN.PR.C at $21 and you replied it was fine to hold but not to add (thanks). Now it's $17 and paying 9%. It is a rate reset preferred and I thought the guaranteed floor was 6.25% upon reset but you recently said otherwise in another reply.
Should I buy it now and what is the reset minimum?
Thanks.
Read Answer Asked by Steven on December 18, 2018
Q: Hi Folks
Looking to add some companies with the following qualities to my portfolio. 1) in a fast growing non-cyclical industry 2) must be the best company or companies in it and 3) excellent management today and hopefully, in the future - can you provide some names that you feel meet the three criteria.
thanks for a great service
Read Answer Asked by JOHN on December 18, 2018
Q: Hi Team

Can you name 5 companies that have good growth and value after the recent sell off. Also do any of them you feel comfortable about being overweight.

Thank you
Read Answer Asked by Danny on December 18, 2018
Q: Hello 5i - If we have fewer interest rate hikes going forward, or as some expect, 2019 may bring a recession, what could be the effect on bond fund ETFs such as ZAG, VAB or HAB for example? If investors have reduced equity exposure (to reduce risk) and increased "bond investments", are they in for an unpleasant surprise? Thanks, Ron
Read Answer Asked by RON on December 18, 2018
Q: Hello team

Can you name your 3 favorite companies in Financial, Industries and Technology sector. For both Canada and the US.

Thank you
Read Answer Asked by Danny on December 18, 2018
Q: Is this tax loss selling of stocks new? I don't recollect this being talked so much in the previous years. Please help me understand what has changed.
Read Answer Asked by serge on December 18, 2018
Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?
Read Answer Asked on December 18, 2018
Q: Hello Team,
Could you please analyse this company for me? What is the payout ratio, safety of dividend, quality of company etc.
Kind Regards,
Barry
Read Answer Asked by Barry on December 18, 2018
Q: Hello Peter
15% of my total portfolio are HQU shares. 18% of them are in non registered acct. and rest 82% are in TFSA & RRIF's accts. I am down on them 27%.
My question is: because most of my HQU shares are in registered accts. there is no tax losses on them, what would you do in this situation ,sell all and wait 30 days for repurchase if they go down or hold on to them for next couple of years.
thanks Andrew
Read Answer Asked by Andrzej on December 18, 2018
Q: Could you please give me your opinion of this fund? My son has a lot of cash in this fund on the advice of his financial advisor.
Read Answer Asked by Elaine or Gerry on December 18, 2018
Q: Thinking of selling CPD and averaging down on ECN.PR.A My reasoning indicates that the reset return on CPD portfolio will continue to fall as the yield flattens or inverts.
In the case of ECN.PR..A if 5 year yield is at 1.06 or lower the yield is still 6.25%. Basically I’m saying there is a floor under ECN.PR.A but not CPD. What is your opinion ?
Read Answer Asked by Roy on December 18, 2018
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