Investment Q&A

Q: I am a retired, dividend-income investor with a buy-and-hold strategy that I trim-add around core positions. I am a bit light in the Materials sector.

I have been following MX and NTR. Both screen well on the metrics I use (P/E, P/BV, P/CF, P/S, ROE, dividend, dividend growth, payout ratio and consideration to analyst expectations). If I had to select one, I would give the nod to Methanex although RBC Direct Investing rates NTR better. Five questions:

#1 = For a long term hold, which would you pick?

#2 = Even though I am not a trader, for a rebound potential, which would you pick?

#3 = I use a full weighting of 5% for blue chips (examples, BCE, BNS, FTS, TRP). What weighting would you suggest...I am thinking a half position?

#4 = Both stocks are global companies. Which stock is more susceptible to the current trade wars?

#5 = Or....is there a better alternative stock which you like better than MX-NTR?

Five questions...please deduct 5 credits.
Thanks for the great service...Steve

Q: Taking a bit of a blood bath on Canntrust (-68%) and NVDA (-24%) watching Aurora Cannabis plummet and have some of that too. Get out now, buy or hold? Recommendations for alternatives with growth potential appreciated depending on your thoughts on the above 3.
Thanks.

Q: Why the big jump today. Are there any news out there or is it wishfull thinking by investors.

Thanks

Q: Hello Peter and Staff
On a question about BPY.UN on Friday you indicated that even with a 2019 Distribution increase that the payout ratio is quite low.

I have read Scotia reports that repetitively have the payout ratio at over 100%?

Thanks for all you do
Dennis

Q: Is wef a buy at this level, or the lumber industry on hold for now?

Q: TH reported yesterday. What do you think of earnings report ? Sales up 62 % and they have applied for listing on NASDAQ. Stock fell on announcement . Should I buy TH.? Bob

Q: everyday i look at stocks hitting 52 week highs, and most of what i own comes from this list, 2 that have appeared lately have been altus group and home capital, what is your opinion of these 2, would you own them. dave

Q: Hi Everyone at 5i! You have mentioned that HHL is not your favorite ETF in the health care sector. What would you consider to be a more favourable alternative that exhibits better growth and some income as well ? Cheers, Tamara

Q: can u comment please on viq press release july 9th yahoo finance
u.s.$ +1 million contracts recurring revenue in june alone, $28 mln
u.s. recurring revenue($36 cdn)annual.
This follows 2 acquisitions and a move to u.s. ( pheonix business journal july 9), i believe they have 2 profitable qtrs already and
an analyst report on Zacks june 13, suggested current value .35-.40
u.s. or .45-.52Cdn. been following for a while as i like the
digitization, cyber security space. Time to get aboard this train?

Q: Re RSP tax efficiency. If we buy a foreign content ETF, DIA for example, do we get the same tax exemption on dividends like on individual stocks? What about if we buy the canadian currency version of the ETF?
Also if I believe the Canadian Dollar is going to go back up closer to par, is then better to buy the hedged version of the ETF?
Thank you.

Q: update on Orvana Minerals
Ed in Montreal

Q: these 4 holdings are held in equal weight in a RRSP account and have some US cash and wonder what you think the best ETF would be to complement what is currently owned?
Thanks

Q: If one was to invest 100,000 into the balanced equity portfolio on day 1 and keep those same stocks never selling or trading or following any rebalancing or 5i recommendations (assume dividends are just held in cash), what would the balance be? The purpose of my question is to compare the performance of buy and hold as opposed to an active fund. Is there a link to an excel spreadsheet that one could access to do their own evaluation if this is too onerous?
Thanks

Q: EFN is on the verge (again) of breaking through $10 resistance established back in the fall of 2017 (it also peaked around $10.25 two months ago). If the breakthrough is sustained, there should not be much to stop it running back up to the $12+ range. Would you continue to hold for another 3 - 6 months to see if this plays out? Aside from technicals, is the company continuing to make progress in its restructuring?

Q: Blackline (BL) seems to share similarities with Lightspeed (LSPD) except that, instead of targeting restaurants and small retailers, it focuses on providing SAAS to accounting departments in small and medium-sized firms. Can you provide any insights on BL from your Bloomberg terminal or any other research that has been done on the company?
Robert

Q: Do you think this REIT is undervalued?
What are your top choices in the REIT sector?
Thank you for your outstanding service.

Q: I have always considered ALC to be a proxy (maybe a weak proxy) on the iron ore pellets market. I know ALC ship grain and petroleum too. Of course ALC has other issues like water levels in the Great Lakes as well as replacing an aging fleet which has been slowed down as a number of ships supposed to be delivered weren’t due to problems with the shipyards defaulting or failing to deliver. Nonetheless I would have expected to have seen the share price of ALC strengthen more than it has with LIF doing so well. Am I missing something?
Thanks,
Jim

Q: Goodmorning
We have wpk in our TFSA what are your thoughts of selling it and replacing it with rpi for better growth and higher dividend?
M

Q: It seems that cyber security will be of increasing focus and the industry should be somewhat recession resistance. Do you like either of these ETFs ? If not do you have a suggested stock or fund in this area. Thanks

Q: Is LIF selling more pellets this year or is the price of the pellets simply higher. I do find it odd that the prices of other industrial minerals (copper, zinc, etc.) are weak but iron ore seems to be strong or possibly just stronger than prior years. I would have thought the prices of industrial minerals would move as a group. I have always assumed iron ore pellets are too large a market to be manipulated. Do you agree?
Thanks,
Jim