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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: Good morning Peter and Team,

In your answer to Shyam, you wrote: "In these situations, we prefer to sell the under-performing names and buy those that are performing."

In the case of KBL which is held in my wife's TFSA and in my RRIF, we are still in the black, but it has declined a lot lately, would this be a good candidate to sell from the TFSA since it's become a rather mediocre income stock?
If it is sold, what "growthier" stock in
(a) the Industrial sector might make a good replacement?
(b) any sector might make a good replacement?

Thanks for your insight.
Read Answer Asked by Jerry on February 28, 2018
Q: Only have room for one of these in my TFSA. Could you rank them?
Another question. Is there any easy way to find information on a particular investment in previous monthly ETF & Mutual Fund Updates?
Thanks again for all your help.
Read Answer Asked by James Robertson on February 28, 2018
Q: Hi 5i team!

My companies DB plan allows us to invest in about 12 different funds (not great I know). There is no way to leave some of the funds as cash - personally I believe we are going to see a major correction or 2 over the next 1-2 years - would leaving some of my funds in a bond fund be somewhat equivalent? I was thinking of leaving up to 25% so that I can redistribute into the other funds if/when the correction really happens.

Thanks,
Sean.
Read Answer Asked by Sean on February 28, 2018
Q: Hi 5i, I know outside of Canadian stocks are not the focus but what would you think of a small investment in Tencent? I have watched it for awhile and their Wechat app is pretty awesome and from what I have read they have even more users than Facebook by a long shot. I also read they are now getting into wealth management services to add to their offerings. An opinion would be nice this would be long term hold in a TFSA. Thanks
Read Answer Asked by Kolbi on February 28, 2018
Q: Hi, I've had some good experience experimenting with $US stocks in that I've experienced gains, but have also noticed the withholding tax on dividends in my cash account. I'm now restructuring a bit by selling off AT&T which has gained and has as well a 5%+ dividend (I'll repurchase in RRSP) and am looking at various ETFs tracking the S&P or specific sectors like banks. My question is whether any of them distribute $US cash dividends which I seek to use for travel in the US. I'm looking at ETFs like ZDY.U, HUBL.U or any others that may have come across your radar. Thank you for your excellent services, they have helped me enormously. Cheers.
Read Answer Asked by Gregory on February 28, 2018
Q: Good afternoon,
Can you help bring some light to the Rogers Sugar news release and halt, sounds like they are issuing 85M debt to pay off existing 60M debt and some other items I don't fully comprehend other than Mr. Market doesn't like the news and the stock is down 2% Tuesday. What are your thoughts on this development and stock drop?

Thanks,
Craig
Read Answer Asked by Craig on February 28, 2018
Q: MAXR released earnings for the full year and debt increased to approx 3 billion due to the acquisition of DigitalGlobe. The outlook for cash flow has been increased to 300-400 million leaving a debt to cash flow ratio of 7 to 9 times. That seems high to me considering others in the same industry. Should I be concerned with this? Thanks

Kenn
Read Answer Asked by Kenneth on February 28, 2018
Q: Hi 5i:

Two questions: (1) I think you said in response to a recent query that AMZN could be put in the consumer cyclical category. Is that correct?
(2) Paychex has been mentioned several times recently on BNN. What is your assessment of this company for the next two years, say. How robust to a downturn would it likely be?

Many thanks RT
Read Answer Asked by Roland on February 28, 2018
Q: Hi 5i
I know from your articles we should not be asking questions focusing on daily price action, but the recent breach of long term support has caught my attention.
In Tuesday's trading, the price withstood selling of over 80,000 shares then dropped below support on an aggregate amount of 4500 shares being sold.

This investment is included for the purpose of stability and future growth once through their plant investments. Not interested in riding another stock to 50% loss just to collect a meagre dividend.

Would you please comment on company, recent price action and how you would characterize this investment at today's price in today's market?

Thanks for the service.
Dave
Read Answer Asked by David on February 28, 2018
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