Investment Q&A

Q: For Canada, US and international exposure, is there just one, or do I need a few?

Q: Peter,

Dividend sustainability is a significant concern to so many investors. You mention Free cash flow as a good measuring stick. Is there an industry consensus of how this is determined? For instance on Telus ( FYE Dec 31,2019) annual report shows free cash flow of $932m, with a disclaimer note about no industry standard . Morningstar shows $33 million free cash flow for the same period. Both sources show $3,927m as operating cash flow . Which one do you recommend as the most accurate predictor of the ability of a company to sustain or increase their dividend payouts ? If it is free cash flow, what source / formula should one use?

Thank you,
Paul

Q: What are your favourite value stocks theses days?

Q: HI Team, I currently hold CMG and has performed well lately, do you see much more upside/growth? Do I continue to hold, or sell . If I were to sell, between DPZ or SBUX , which has the better growth profile? I know Mr. Cramer loves DPZ but it has had a good run-up and wonder about it. I thank-you in advance! Sam

Q: Have held stock for a while.They seemed to have turn around the business(streaming) bank loan paid off. Your input regarding the next year for them.

Q: Please comment whether these stocks are good for investment over next two years and what are the pros and cons for investing in these. Thanks

Q: Hey 5i,

As a follow up. What are your top picks US/CDN REIT ETF's
You'd recommend for a longterm hold.

Thank you for all the great advice!

Q: What’s driving today’s jump? Time to trim?

Q: What caused the late in the day spike in price of LGO?

Q: Could you please comment on their results and outlook?
Would you hold it, or can you suggest replacement.

Thanks,
Milan

Q: Hi team,
I know you don't love making price predictions, but was wondering what range you see KXS at this time next year? Assuming there is no major downward pressure.

Q: Aside from market cap, what are some of the key differences between ENGH and CSU such as each of their areas of focus, debt levels, hurdle rates of acquisition targets, cash/share deals, etc? Thanks

Q: Hi there,
I'm looking for complete coverage in Canada from small cap to large. No fixed income please. Any ideas?

Q: As interest rates keep dropping and stimulus money keeps being printed around the world does this highlight an opportunity to be overweight gold or precious metals? I currently do not own any gold in my portfolio but would maybe like to initiate a 4-6% position, most likely like an ETF such as XGD or a few stocks like NMT, AEM and FNV

Q: I’ve patiently held GUD for 4 years now without it doing much. Could you recommend 1 or 2 replacements from the Healthcare sector in the U.S. ?

I don’t understand the healthcare business myself, so I’m looking for a company with solid management that I can invest in, and then just forget about it for years to come.

Q: Are these ok or would you get gold and silver exposure another way? Royal Bank of Canada Gold 9001,Royal Bank of Canada Silver 9000

Q: Hi,
Does this a company have good growth potential and is it financially sound?
Thank you

Q: WHICH IS A BETTER INVESTMENT Fairfax OR BAM? THANKS J

Q: Thank you verymuch for your answer to my rather meandering question the ther day. I suppose the gist of the question was whether, given the dangers of these two etf's in the present context, whether i should move away from indexing and pick individual stocks. You say that if i pick a good selection of ten individual stocks, i should have good diversificatin and might not benefit that much from an etf. The big fear i have of individual stocks, though, is of one of them blowing up or being severely disabled. That is in my view the main thing that an etf would help me with. Now, i know that no one else can make these decisions for someone else. It helps me to clarify the problem by running it by knowledgable people like yourselves. Thanks

Q: Why AEM is down last few days? Would you be comfortable buying in partial position now or it is better to wait. Thank you