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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: CSO now has a few quarters under its belt as a strictly metallurgical coal producer - is it looking like a survivor in its field (metrics improving?)?
Also, on 13-March near the end of the day, 10x the average volume was traded in one minute and at about 9% above the intraday high to that point. Any information on that trade, or insight?
Read Answer Asked by Peter on March 21, 2019
Q: Concerning Canadian Cies (like FFH or TRP ), paying dividends, but getting a significant part of their revenues from the US or from foreign Cies that they own : Do we get the whole tax credit on their dividends ? Or is it only in proportion of the Canadian portion of the Cie ?
Read Answer Asked by Jean-Yves on March 21, 2019
Q: I currently have no fixed income. Looking to build this portion using an ETF and GIC's. My thinking is the the ETF could provide a base (liquidity and slightly better yield) with the GIC's providing stability. Considering either HFR or FLOT as the ETF. Which would you prefer or is there are more attractive one in your view? Thanks as always.
Read Answer Asked by Lynda on March 21, 2019
Q: Cipher's quarterly report highlights transitions and strategic positioning for long term growth, also debt reduction. Their list of 2018 year end highlights appears impressive but does it read that way to you? This company looks busy for their size but what significants do you take from the list of 2019 anticipated milestones? Would you dip a toe in here? Finally how similar are CPH and GUD in strategic growth plans?
Read Answer Asked by Harry on March 21, 2019
Q: Hi there,

i am going into retirement and am looking at reviewing my holdings to generate a bit more income. I currently own XLU in my 401K but the dividend is only 3.1% while the underlying companies often have much higher Dividends. Is there an alternate ETF or would your recommend a basket of utilities and if so can you give me 2 or 3 names - i own BIP, ACQ in my canadian accounts but could hold them in my us as well.

Thanks
Read Answer Asked by kelly on March 21, 2019
Q: I am looking for six Canadian stocks that could be considered core holding to be held for ten years.
These could provide total annual return of 8% in the long run say 10 years. Please do not consider diversification as my portfolio is otherwise diversified, and my risk tolerance is medium.
I always value your opinion.
Raouf
Read Answer Asked by Raoul on March 21, 2019
Q: Hi 5i,
When considering individual stock weighting % allocations should I use the consolidated market value of all equity RRSP, TFSA, Non-Reg accounts? For example a $40K position in KXS is 2% of $2M ( but because the position sits in a RRSP account it makes up 15% of that account then the position is over weighted)?
Read Answer Asked by Dean on March 21, 2019
Q: Please comment on XTR as an source of income and diversification ie, is it a good retirement holding?
Morningstar classifies it as a high risk ETF-do you agree? Would it move downward say like an XHY if the market declines? Is the distribution safe?
What types of taxation is applied given its a mixed bag of holdings and therefore what account would you favor to hold it in?
Thanks
Jeff
Read Answer Asked by JEFF on March 21, 2019
Q: What is the outlook for CRMD ? I am 21% under water. Hold, sell, buy more ?Thank you for the good work.
Jacques
Read Answer Asked by Jacques on March 21, 2019
Q: I continue to try and learn by reading reports, analyst ratings etc. Tudor Pickering has recently released ratings for MX as a hold and price target of $59, currently at $79 and change, and TRP as a buy with a Price target of $62 currently $60.79. This does not make any sense to me. Why hold a stock they estimate will loose $20, and buy a stock that will gain only $1.21.
Please explain if possible, am i missing something?
Read Answer Asked by Mike on March 21, 2019
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