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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: Which companies in your portfolios do you consider relatively close to recession proof?Please break down as to income,balanced, growth.Of these companies you pick,which ones increase their dividend at least 3% on an annual basis?
Read Answer Asked by Terry on June 21, 2019
Q: If you would have to start new position today what would be your preference LSPD or SHOP and why?

Second question:I have unregistered joint account what is the value of USD holdings in joint account that requires filing T 1135 ,is it market value or book cost at time of purchase.
Andrew.
Read Answer Asked by Andrzej on June 21, 2019
Q: I am looking to raise some cash - what 1 or perhaps 2 of the above stocks would be most suitable?
Thanks once again
RAM
Read Answer Asked by Ray on June 21, 2019
Q: Over the last year I have been trying to follow some 5i stocks using your philosophy of buy and give it a chance as long as the fundamentals are there. I had a full posn (4%) in TSGI (one example) which is down by 54% now. Normally I would have sold as soon as there was indication of troubles or momentum went out of the stock. I think Ryan indicated he thinks the owners will figure it. Yet some of the responses I'm reading are not too sure. Can you firm it up a bit?

Thanks
Read Answer Asked by Stephen on June 21, 2019
Q: It is possible that next year we may have a minority's govt. in Ottawa between the liberals and ndp. As there is too much govt debt and the ndp will want to increase social spending and perhaps block any pipeline expansion they will need to increase tax revenue.one way would be to increase the capital tax from 50%.We are in our early 80s and were long term investors ,have large capital gains. Does it make sense for us to sell our equities with a view to repurchase them back using the net after tax proceeds? After all eventually we or our estate will have to pay the tax.
Read Answer Asked by Terry on June 21, 2019
Q: Greetings 5i,

Weeks like this make me glad I've stayed fully invested and haven't "sold in May and went away".

My question is regarding the possibility of a new round of QE. What sectors would stand to benefit the most from such a move by the Fed?

Cheers!
Read Answer Asked by Duane on June 21, 2019
Q: May I please have your opinion on Indus Holding Inc. Also, I see conflicting market caps on different websites. Can you please confirm the current approximate market cap. Thank you.
Read Answer Asked by Manoj on June 21, 2019
Q: Regarding share buybacks, do you agree with common commentary that they are a positive? I take the view that as a use of cash, they have only 2 possible positives for a company, but in general are a net negative indicator. In reducing share count, they reduce the total expense of dividends. And it would provide the opportunity to issue shares in future at a higher price without increasing share count, relative to pre-buyback level. However, that doesn't seem to happen very often. The negative perspective is that they send the message the company doesn't know what to do with cash and are simply buying themselves an increased EPS without committing to normal good business tactics to increase earnings and develop new markets.
In the context of return to shareholders, it is only the shareholders who sell that receive return. So in comparison to a special dividend it is uneven distribution of cash.

Read Answer Asked by Gary on June 21, 2019
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