Investment Q&A

Q: Good Morning 5i, I am a long term holder of FTS and I know you like the stock. My intention is to hold forever and I have enjoyed the 25% increase in share price in the past year. However it now yields 3.3%.
My assumption is most holders buy this stock (and utilities in general) for yield, so at 3.3% where would the new buyers come from?
Also, are you able to run the historical yield? Is 3.3% the lowest yield ever for this stock and how does it currently compare to its historical P/E and other metrics.
Thanks
Rob

Q: I am interested in the investment implications of the coronavirus, should it spread similar to SARS or worse. Specifically, when SARS occurred, what was the impact on global markets? What markets did well, and what markets did poorly? Was there a movement towards cash, bonds or gold?

Thank you for this wonderful service!

Q: Your analysis and view of this company hitting new highs and do you see more momentum. Buy,sell or hold?
Thanxs Gary

Q: What is the typical life expectancy of a private fund such as RA ?
Has Brookfield ever terminated one, if so how does this happen, what are the mechanics in play for the investor ?
From their website Brookfield owns +30% of the fund , is this not a good reason to buy RA ?
Thanks

Q: This question is about covered call strategies. I know that your mission is primarily to gibe advice on individual stocks but you are often good enough to share your knowledge on other points, as well. So, i will submit this question. If it doesn't fit into your framework, that's ok, too.

I know thatyou like to sell covered calls a month out. If i don't have any intention of owning the stock, i imagine that it doesn't really matter if i buy the stock one month, collect the option and then buy the same stock back again a month later at a higher price. Because i am only interested in collecting money on the money i have. Right? ( i am doing thisin a tfsa. I have googled it but haven't found a definitive answer on whether I can do this there? Am i ok with that? ). If i am going month by month is it better to take a lower payout, knowing that you are more likely to have to give up the stock, or go a couple of dollars less in the premium payout in order to have a higher possibility of keeping the stock, realising that this is a monthly process? a number of questions here so please feel free to subtract the appropriate number of points, if you decide to answer.
Thanks again for your grat service

Q: Hi,
There are slim pickings for the retail corporate bond investor at the moment. I found a five year Ford Motor Credit bond with a BBB rating paying an effective yield of 3.55%.

Do you think the risk/return on this bond is reasonable? I am hesitant to buy it because of the history of the auto industry during recessions and the current state of personal debt in Canada.

Thank you. Michael

Q: hi there,

looking for an undervalued US financial to add to my portfolio. I own JPM, WF and PRU. Looking at the financials, this one seems to be growing but trading at a significant discount to its peers. Am i missing something or is there another US insurer you prefer?

Q: I see that Nutrien just reached a 52 week low. Is it time to buy? I am a very patient dividend investor with a 10 year+ time horizon. Do you think the current dividend pay out is sustainable? Thank you for your comments!!
Grant

Q: looking to start a position; appears pricey; should I wait for a lower entry point?

Q: If the Coronavirus in China becomes a public health emergency, which North American companies will be impacted the most ? Thanks.

Q: This company has one well known Rating Agency at "Strong Buy" and another at "Strong Sell". My December 2019 opening position is down 8%. The wide spread in ratings has me intimidated but still inclined to buy it on the way down.
Can you see something other than Boeing, that could be holding this stock back ?

Q: If one believes that reverse mortgages will be on the increase how can I invest in the space here and in the US?

Q: With two recent financings behind them, a new insider position investor from the last, a (supposedly) good order book for theme park attraction deliveries - what chance of Empire Industries gaining traction this year?

Disclosure - picked up a small amount at 0.47 today to make me follow it & consider more.

Thanks, Alan

Q: Could I have your opinion on the Global Alpha fund from CC&L
Thanks

Q: Hi,

In an otherwise well balanced portfolio, with a slight tilt towards growth I do hold the above REITs for income. As part of a new investing philosophy (to me) I'm aiming to reduce my equity positions from 33 to 23 over this year. Thus, I need to sell one of the above and re-invest the proceeds in the other three. With an eye towards income preservation (ie. sustainability of dividend) and growth, which of the above do I sell?

Cam.

Q: What is your opinion on this new issue

Q: Peter and His Wonder Team
QTRH just won an $85M law suit with Apple. How significant is this for QTRH and there future.? Your opinion please!

Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.

Q: Would appreciate your analysis and thoughts on Seaspan. Had doubled up and was thinking of selling and putting funds into 2 more US equities. Looking more for growth and capital appreciation but fine with a dividend if possible.
Which 2 would you suggest in any sector and do you think Seaspan's recent news is the reason for the 14% drop in the last month.
Thanks Gary

Q: In your reply to Robert on Jan 10 you mentioned a delay in returning 737MAX to service could be negative in the short term for CAE. I was going to hold off purchasing in the event of a pullback. Does the recent Boeing recommendation that pilots be trained only on the newer, scarcer simulator change your short-term outlook?