Investment Q&A

Q: Howdy Team 5i:

This Company was one of Michael Smedleys top picks on BNN's Market Call on Friday July 14th. It has a sizeable market cap. Can you please give me your analysis on future prospects for this company! Thanks. Stan.

Q: I have 37% (200K+) of my portfolio in CN Rail. It is in a taxable unregistered account. I would like to diversify a bit but afraid of the tax repercussions with selling (Up 100%+ capital gain). Also can't find many stocks that have been able to beat CNR over the long term. CN is basically a monopoly and a diversified hauler of goods. Note my registered accounts are fully invested. I try to sell 10,000 of cn stock a year to invest in other stocks but at the same time buying 15,000 of cn.

1. Should i be concerned with such a high % portfolio in one company? What is recommended
2. Should i be so concerned with capital gains tax?
3.What companies should i be looking at with the selling of CN that has been consistent with future growth?
4. Should i continue with 10% of income spent on cn stock. first 6% gives employee an extra 35% of stock.

Q: Is the future(and or share price)of this company, more or less dependent on the price of natural gas?
Is the company committed to a long term dividend?

Q: Hi Gang

What is your over all take on Reits given BOC rate increase. Do u think it is priced in.

Thanks Mike B.

Q: Hi,
Further to your reply: "ENB pays its dividend in Canadian dollars. You could buy it in the US, in a US account, and dividends would be converted, but you would incur exchange fees.
Rather than looking at this strategy, we might instead holding some US exposure in general, for general diversification, and avoid trying to predict currency movements"

Since I'm seeking USD income, I'm looking for the biggest bang for my buck (so the Dividend Tax Credit is something I would want to take advantage of). Would my strategy work with something like a ENB.PR.U (USD preferred)? Or does the same currency conversion issue occur. Thanks again.

Q: Hello,

I bought Intact Financial a few years ago for the rising dividends. But every year seems to bring increasingly catastrophic floods and forest fires. Am I picking up nickels in front of a steam roller?

Q: Hi All at 5i!! Hope the weekend was good!! Would now be a good time to invest in Suncor? Would you have any better oil/gas suggestions? Cheers, Tamara

Q: ,,It is almost similar to a private equity firm where the investments will need time to grow in value and then the holding company may need to do something (sell, IPO, etc,) to actually realize the value and get some liquidity.,,
I do not understand your comment. I have a 60% gain. I can sell now and realize the profit. What do I don't know?

Q: Hi
What impact, if any, would rising interest rates have on DFN share price. I like it for income. Would this be a good time to add to a position?
Thanks for all you do
GUY R

Q: Realizing you don't cover US funds that much, but can I get a quick opinion on VIGI? Looking for a long term hold with decent dividend. Any risks you see?

Q: You mention sectors, and list them on your portfolios. Is there a financial website that uses those same sectors? I'd like to go through my stocks, and note the sector of each. Thanks.

Q: Hi Peter how far do you think this stock will fall I never lost this much money this fast since WIN
Kind Regards
Stan

Q: The July 15th edition of the Financial Post carries an article with the headline "Worst drought in decades devastates Europe's Crops" with the article focusing on a wheat-farmer in the Tuscany region (province?) of Italy. After doing a quick check online it seems that drought is somewhat dispersed throughout regions in Europe.

Would this European drought be significant enough to impact global grain supply and prices?

Would this be time to consider purchasing POT?

Thanks!

Q: Have you learned anything more about this company? Can you tell me who significant investors are?
Thanks!

Q: Your last comments on this stock was back in December 2016, at that time you were negative on it's prospects. It has advanced nicely since . Has your opinion changed and does it now look like the momentum could continue ?

Q: Micheal Smedley last week on BNN thought this was a good play. Your thoughts please. ( And a bit of an explanation as to what it is would help! )

Q: Any reason for SHOP's decline after announcement on 7/13 of working arrangement with EBAY.Thanks for u usual great services & views

Q: Dream Global Real Estate continue to diversified not only by Tenants but also geographically in Europe, and although they are payout is higher it keep improving. what do you think of the announcement of a big acquisition into the Netherland of $903.00 million worth of properties? I am thinking about participating on the offering they are given about 4.5% discount?
What is your opinion on the stock and the acquisition?

Q: Hi 5I
I am looking to sell off some ETFS as I am too heavy in financials, have done well with them just too heavy, cvan you advise what I shouls stay and what could be sold in my RRSP. I also hold band stocks.

Thanks

Q: Dear 5i,

I currently own XHU and am comparing it to PUD.B.

PUD.B is more expensive, with a MER of 0.67 vs 0.34 for XHU.

PUD.B is attractive because it appears to involve a strictly quantitative screen including 5-year non-negative dividend growth and Piotroski scores; whereas XHU involves quantitative but also qualitative assessments by Morningstar analysts (economic moat, uncertainty index, distance to default).

PUD.B is higher conviction, with 40 holdings vs. 75 for XHU.

Do you think that over the long-term, PUD.B will have higher dividend growth? Higher total return? If so, do you think PUD.B is worth the higher MER compared to XHU?

Thank you.