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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: Hi There,

Can you please help me understand why CVD and CPD are in a declining trend over the last ten years? It seems like the yield can not cover the price drop. I want to add them to my portfolio but need help to understand what move its price.

Thank you for the great service!

Dong Sheng Wang
Read Answer Asked by Dong Sheng on August 22, 2019
Q: Regarding TFSAs and the withdrawal rule. (I have asked my broker and researched the CRA site, unsuccessfully).
If I transfer an inter-listed Canadian stock to the US registry, and then sell it, what is the contribution room in the following year? Is it the C$ equivalent of the sale, at the time of sale, or the C$ amount at the time of transfer, or the C$ equivalent of he sale proceeds at the time of re-investing? And what exchange rate would be used...…..bid, ask, or middle?
Read Answer Asked by Douglas on August 22, 2019
Q: Not a question..just a comment. Congratulations Peter on your BIG SWIM. You are a brave warrior to battle those waves to help kids. I look forward to donating to your next challenge as well. Kudos.
Read Answer Asked by El-ann on August 22, 2019
Q: At current levels which should we sell/keep ? They now total ~35% of overall equity holdings, and ~20% vs overall holdings inc cash. Thanks.
Read Answer Asked by Paul on August 22, 2019
Q: Along the lines of thinking one or two big winners can make up for a lot of lower percentage gains in a portfolio, I have let a couple stocks run well past 5% of my total stock allocation. I realize any stock can get hit hard quickly and understand the risk I am taking. My employment takes me away from watching or being able to trade a security for up to 5 days at a time. In this situation would you use stop loss, if so a thought on the percentage drop to set it at and does the size of company effect the number. SHOP, LSPD, PEO are a few of my considerable overweight's.
Read Answer Asked by Charles on August 22, 2019
Q: Hello 5i,
I need to increase the following: ABBVIE, CCL, AQN. ENB. LSPD. and TCL. Some like LSPD I hold as a satellite as I am mostly a value investor but will take advantage of your suggestions on a good growth opportunity but smaller scale than my value equities. Please list the above in the order that I would slowly increase these holdings by $2,000 at a time.
thank you
Stanley
Read Answer Asked by STANLEY on August 22, 2019
Q: Follow-up to Shirley's question about high interest savings accounts, best rates and Manitoba locales. I use rate hub to get best rates. Location only enters the picture if you are investing more than $100k. Manitoba offers unlimited coverage where elsewhere is covered by CDIC $100k. Once you select the institution you want to deal with, call them to get details on setting up an account and to get comfortable with their operation. Manitoba credit unions generally have regular office hours customer service (no weekends).
Read Answer Asked on August 22, 2019
Q: I have been looking at some rate reset preferred shares with a floor rate that are trading at a discount and have a relatively short time to their 5-year maturity (a couple examples being ALA.PR.I or ECN.PR.A). What price moves would you expect as maturity nears, if rates are trending down, or are lower than today? How likely are these companies to renew for 5 years at the floor v simply redeeming them and re-issuing a new preferred with a lower rate? Are you aware of any rate resets with a floor that have reached their 5 years, and what did the company do (ideally any PF-3 rated preferreds).
Thanks
Read Answer Asked by grant on August 22, 2019
Q: When trying to find the next stock with great returns like, Shopify or Beyond Meat what or where should one look.
I'm guessing something disruptive with greater than 30% revenue growth.
I have been cruising news articles and used stock screeners and haven't found anything recently. I'm guessing that a vegan fast food restaurant chain would take off similar to Chipotle and Noodle Co. did years ago.
Any companies or thoughts?
Read Answer Asked by Terry on August 22, 2019
Q: Please comment on their latest earnings. I sense they are making progress on the debt reduction but revenues appear weak compared to prior year. Is the revenue drop the result of selling off portions of the company to reduce debt or is there some other reason? Backlog seems to be smaller but not horribly so which may be a positive. Not sure why they are keeping their 0.01 USD dividend other than public relations I suppose. I suspect MAXR needs to make itself smaller if it wants to show a profit and it appears management has put the company on that road.
I no longer own any shares but am still mildly interested. Without sustained revenue / profitability growth it would be too risky to jump in.
Thanks,
Jim
Read Answer Asked by James on August 22, 2019
Q: Good morning...I have searched the internet and found the payout ratio of fsz at 60.62% is that correct. I have a 3% weighting in this stock and love the dividend as I am a senior that uses that dividend for expenses. Do you view a 3% weighting in this company proper considering its valuation and payout ratio...thank you..gene
Read Answer Asked by gene on August 22, 2019
Q: Down significantly on these 3 in my tfsa, considering consolidating into 1. If possible a remark on what will be required and the odds of them returning to previous highs. For fun a guess as to the winner a year from now?
Read Answer Asked by Charles on August 22, 2019
Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!
Read Answer Asked by Sigrid on August 22, 2019
Q: What's your opinion on TJX for growth? Would you consider the recent drop an attractive buy point or are there better alternatives for growth in the sector?
Read Answer Asked by Laxmyharan on August 22, 2019
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