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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: Kulicke and Soffa KLIC.us, a provider to the Semiconductor industry, looks interesting. I wonder about its vulnerability to cheaper imports. Does KLIC have a domestic SERVICES business insulated from foreign companies? Does it have good free cash flow and manageable debt? Is KLIC subject to cyclicality as extreme as foundries are? I hold LAM Research LRCX so would I be duplicating with KLIC, do you think?
Read Answer Asked by Adam on April 06, 2018
Q: What companies and/or sectors benefit the most from the tax changes in America? Are there any companies you are aware of that should see substantial earnings boosts due to the changes but haven't seen it reflected in the share price?
Read Answer Asked by Marco on April 06, 2018
Q: I've been coasting along with Manulife for a little over a year and am thinking about bailing. Other than higher interest rates (which haven't helped so far), do you see any catalyst in the next year that should move the stock higher? What other financial would you replace it with if you were to sell (the only Canadian bank I currently own is TD for 2.6% of portfolio).

Thanks
Peter
Read Answer Asked by Peter on April 06, 2018
Q: What are Robo advisers and would you recommend their services and if so, whom? Thanks, Bill
Read Answer Asked by William J on April 06, 2018
Q: I understand that the key criterion for evaluating a company’s ability to continue to pay a dividend is “ free cash flow”.

1. What is ENB’s free cash flow?
2. What is the dividend payout ratio?
3. Is free cash flow projected to grow over the next 3 years?
4. I looked for this information on your “profile “ page for ENB.
I did find 5 yr dividend growth 17.48 ... is that a percentage number for that time period?
I did find price to cash flow but not the information I was looking for.

Can you help me both with the information requested and provide some guidance in how best to interpret and use the profile information.

Thanks for all your help here.
Read Answer Asked by Donald on April 06, 2018
Q: In tracking these four auto parts companies, all seem to have been doing very well in this volatile market. Even ACQ enjoyed a ~5% bump today! Wondering if the reason is somehow related to Trump's tariff controversy. Thanks.
Read Answer Asked by RANDALL on April 06, 2018
Q: With ConocoPhillips and CPG buying large acreage in the Montney play in BC and Alberta they must be planning a lot of drilling. Which drilling companies would benefit the most from this ? Thanks. Rod
Read Answer Asked by Rodney on April 06, 2018
Q: I took a loss on KWH.UN in 2017 ( one of very few losses on 5i recommendations!) . Is the Return of Capital reported on the Crius T3 added or deducted from the Cost Basis? Thanks!





Read Answer Asked by Aileen on April 05, 2018
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