Q: Hi fellows,
In the US consumer cyclical sector, would crox be a good buy now in view of the coming spring/summer and is it very sensitive to the Asian markets ? What would be your favorites in the consumer cyclical sector, Canada and USA, for the coming months ?
Q: Given the uncertainty in short term market direction,I have 50% of my TFSA in cash.I believe Canadian interest rates are not going to rise.I am considering the choices listed above, unless you can suggest others.I also have some cash in my US$ RRSP and am considering the Vanguard fund for this cash.US rates may climb further,but not much.Perhaps you could rate these according to risk.
Thank you.
Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim
Q: Happy 2019,
Do you have any concern with buying equal amounts of TD, CNR and SU with the recent market pullback? Long (10+ year) hold for a TFSA. Thanks again.
Q: Happy New Year 5i and thanks for being there!
I just transferred TDB171 for $6000 from a non registered investment into my self directed TFSA. Thereby gaining 1.7% in MER fees.
TDB171 is about 50% income and 50% equity.
My thought is to redeem these funds and purchase some dividend DRIP eligible stocks.
Looking at purchasing some income and potential growth stocks.
H, ZUT, and ZWB come to mind because their dividends are currently north of 4% and would allow a DRIP return. With the anticipation of the market rising over the next 3 years and a 3-5 year investment period would you see these as safe moves with a reasonable chance of gain? Any other suggestions in any sectors would be appreciated along with your comments which are also desired and welcome.
John
Q: I am looking to purchase some prefer shares because the prefer shares price down quite a bit in some cases. I compared two prefer shares offered by the same company "BrookField Asset Management Inc". BAM.PF.D , current price $21.10 yield 5.81% vs. BAM.PF.I current price $25.58 yield 4.63%. Both have the same face value of $25, why priced so differently on the market, are their risks different? So in general, how to pickup a prefer share from others?
Q: I understand how MAXR's debt (and now, cost of capital) undermines its prospects, but: isn't MAXR still a high-barriers-to-entry stock? I believe 5i said, many years ago, that there weren't that many companies that could even attempt the sorts of things they did. Aren't the rules for de facto monopolies more foregiving - for example, as concerns the multiplicity of suitors who would be prepared to look past this particular failure?
My question is on calculating capital gains. I have the same stock in both a non-registered (cash) account and an RRSP, bought at different times and at different prices. To calculate the adjusted cost base for when I sell the stock from the cash account, am I supposed to use the average of the 2 acquisition prices, or just the price from the cash side? In other words, do I use the purchase price of the RRSP stock in the calculation of the ACB?
Thanks,
Mike
Q: Ford Credit Canada is rated BBB by DBRS, the same as Brookfield Properties yet its 5 year bonds have a YTM of 5.25% which is more than 1% higher than Brookfield. Are you aware of any particular extra risk associated with Ford?
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.
Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Q: I have to re-evaluate my RRSP holding now that I am converting to a RRIF. Because I am looking for 3.5 to 5 % dividends, capital preservation and some growth. Please provide the 5 best core holdings that can help me achieve this goal. Your reasons for choosing these 5 core stocks would be appreciated.
Thanks and Happy New Year
Q: I'm looking to add an Industrial name to my portfolio. Lyondellbasel is a name that doesn't get much attention but looks quite cheap to me and has a good yield. How safe is the dividend (or what is the payout ratio)? Do you like the stock here? Thanks
Q: I am a 75 year old RIF investor and generally invest conservatively in dividend paying companies, but I do like to allot a portion of the investment to something that might fly.
I have previously owned GC and TSGI, but sold both at a loss and bought LVS, which at least pays a dividend. It too, has been a loser, so I would like to know whether There is more chance of recovery with GC or TSGI than LVS, or whether I should just stay the course.
Q: I purchased 300 shares of ENB.PR.V on TSX @$21.25 but Itrade charged me $29.24 USD, on inquiring with them, they told me this PR would only be purchased in USD. I understand dividend is paid in USD . How could I tell when I purchased them (for future) since quotation was in Canadian dollars? Lots of Canadian companies pay a dividend in USD
Thank you
Cec
Q: With a new CEO and board which seem to have the support of at least 3 of the larger shareholders I am expecting they will set a new direction for the company. How long do you think it will take to develop a new public strategy (I would guess that the larger shareholders know in general for them to give support) for the company and secondly to see results. If the results are not to their liking how long do you think the large shareholders would give before a strategic review is requested.