Investment Q&A

Q: Hi All at 5i! I am working at establishing a more stable portion to my portfolio in the form of bond and preferred ETFs. I require four that pay me a dividend and have so far chosen CPD, XHY and CBO and would welcome a fourth ( or more) suggestion. Could you please help me with this. Cheers, Tamara

Q: I am contemplating selling CHE.un and putting the proceeds into ARE, would you consider this a good move . I will have a loss on CHE and it seems doubtful that this stock is going to have any significant upside any time soon.

Thank you

Q: I saw the question Murray asked on dividend increases of Canadian banks and it made me curious. Could you provide a historical annualized return combining dividends and capital gains for the same banks over the same 18 years { 2000-2018 } ?

Q: Should I switch from ADN to WEF? Which is a better long term hold for growth and dividend stability?

Q: Just your thoughts again on SRLP

Q: Am I right in thinking that if I wanted to " hide " from the madding crowd in my U.S. stocks Costco and Walmart would be 2 companies to consider?

Q: I have read that the spread between US treasury 10 year and 2 year bond yields has been narrowing, and is currently sitting at 30 basis points. Assuming that the US spread continues to narrow and possibly invert, can you comment on the effect that would have on the Canadian financial and housing markets? And in your experience what would be time frame once the US yield curve inverts for those markets to be influenced? Many thanks!

Q: I am considering holding VFV and XQQ in my personal unregistered accounts because they produce dividends. I could borrow money to invest in them and write off the interest. On the other hand, would it make sense to put HXS and HXQ in my passive corporation (no active income) as these two produce only capital gains and no distributions? Is there a big difference in dividends earned in a passive corp vs
personally? Also all of these will not count towards the T1135 limit. Any thoughts?

Q: I am considering adding these two to my non-registered account. This would be in CDN $ and no tax T1135 forms. My question is what year end tax paperwork do these products have? such as ROC, T3, T5. I'm guessing they have T5's which is fine, but I sold my REITS in my non-registered accounts due to the late paperwork. I do not want to repeat this mess.

Q: Can you tell me anything about Charlotte's web holdings? thx

Q: About 25% of my non-registered portfolio is in US dollars. Other than currency risk, is there any disadvantage to buying Canadian dividend stocks listed on US exchanges, such as the banks, utilities, etc. As an income oriented investor that seems preferable to US dividend stocks which have less favourable tax treatment for Canadians.

Q: Can I get your thoughts on Shoe Carnival(SCVL)?

Q: I'm retired and have no fixed income in my portfolio.
I would like to switch about 15% of my investments into fixed income. I have read all the questions regarding MFT but am looking for a few more ideas with as much return as is prudently possible.
I spend time in the U.S., so an idea or two there would be a great help, as well.
Thank you, in advance.

Q: What are you r thoughts on this us company?
GUY

Q: Good Morning 5i
With Oct. 17th. approaching do you see "profit taking" hitting SP hard, followed by rise with news? Or steady price levels awaiting expected news of deployment of $5B of Constellation investment in the firm? Do you expect more institutional and fund ownership with legalization occurring. I am long holder atleast until end of 2019. Thanks for any insight you can offer.

Q: Hello, with their new graphics card...and little competition with this new card what are your thoughts on this company? Thanks,

Q: For lack of better words, many stocks are presently on sale OR are atleast much lower than we paid for them, sometimes by a huge (very huge) margin. Assuming these opportunities are real, it would be an ideal time to add a little.

My understanding of your assessment is that you have high hopes for this company, believe that nothing has changed other than unpredictable market forces.

The stock has really dropped, which does not imply a bargain if it is still overpriced; however, my understanding is that we liked the stock at $2.00 and nothing has changed, so I must believe that this a great buying opportunity as long as we continue to properly diversify and understand that this may take 5-10 years. Your thoughts on this as a buying opportunity? Any new input from their mgmt? Any concerns with cash burnout over time? Other than wishing there were more sales contracts (which is definitely key), any other issues?

I ask these questions because I feel that we like to jump on the bandwagon when it is moving uphill with great momentum but want to ignore it when it is unwanted, even though it is the same bandwagon (i.e. same fundamentals). As a general comment are we not following a herd mentality (which is not wrong in itself on many occassions)? Should we not be greedy (at times) when others are fearful? I know this these are hard, fundamental questions about investing but your thoughts are appreciated OR maybe this could be the theme of a future blog... (I think that these are opportune times to pick up shares in companies we like even though their momentum is negative, even though we are buying the dips, even though we are possibly doubling down...)

As an aside, this was recently published. I just saw it this morning.
https://patient-monitoring.healthcaretechoutlook.com/vendors/top-patient-monitoring-solution-providers-2018.html

Thanks again!

Q: Hi Team,

Is it a good idea to have a stop loss order for some of the high volatility stocks such as PHO, RHT, COV, TSGI and tech stocks and what should it be set at.

Thanks

Q: What do you think of Canfor Corp (CFP)at this price? The PE is 5.8, top and bottom lines are increasing, they are buying back shares, and a decent balance sheet. They have mills in the S.E. near where all the hurricanes seem to hit. RBC has a one year target of $43.00 and it's trading at $21.26

Q: With the LNG set to go in B.C. would this be a good time to take a position in one or both of the above stocks. I was considering equal position or do you feel that one is better.