Q: I have a large holding of WFS.PR.A. I have done reasonably well on it, with 5.25% return on capital distribution and a stable price, it was much better than any other fixed income I held.
Here is my dilemma, I have to either redeem it now or hold until 2025. Expecting interest rate to go up, I am not sure it will hold its value. My thinking is to redeem it now and perhaps buy it later at a lower price, or just move to other investment. I know this decision is mine, but I highly value your opinion on what you think my best option would be.
Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?
Q: Hello- I was considering a purchase of BPY.UN but I'm concerned that Ross Healy
a few days ago said "the market is concerned about the quality of the balance sheet, which is on the weak side." With 2 more interest rate increases projected this year,
does that make BPY too risky?
Thanks
There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?
Q: I am challenged to know what to do about my shares in Richards. My ACB is down to about $3 (out of pocket costs are even lower) so the dividends are almost free money now, and as I approach retirement, I love the cash flow. Despite selling some shares over the last couple of years, it is again 50% over what I would consider a full position. Should I just put it away and enjoy it or sell some/all and put the money into something with a more robust or safer dividend? (BTW, I also own CCL.B but not for as long and I don't have nearly as big a gain on that one.)
Also I can't find any news to explain its recent gains. Are you aware of anything I've missed.
Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.
Q: BSR (HOMu.TO) IPO'd in May 2018. The company looks interesting, nice 5% yield, class B garden style rentals. They buy older apartments, add amenities and increase rental rates.
Looks like a mini Milestone Apartment REIT. Wondering if you know if any analysts follow this story and if you think this might be a good apartment pick to replace some cash from the AAR.UN acquisition.
Q: My 21 year old son received a generous inheritance from his grandfather and uncle. His investments are long term, with the majority being "forever stocks". His telecom weighting is 10%, split equally between BCE and T. Do you think that allocation is too conservative? And if so, which telecom would you keep in the portfolio? Thanks!
Q: The current view seems to be that RTI's prospects lie in the cannabis sector yet its web site describes a wide variety of other food product applications where both yield and quality have been substantially increased, and reduced costs for other industry participants. That suggests a much greater profit opportunity assuming their microwave processing patents hold up. Do you have a view on this or other useful reference points. Thanks
Looking for your insights on fixed income strategies in this environment of potentially rising rates. I have reviewed a number of etf 's which have shown negative returns over the last couple of years. Are they any etfs, bond funds or strategies ( ladderred gic's?) that you feel are suited to what may be a new era of gradual interest rate creep.
Q: The recent purchase of property for starlight seems like a bad deal as they are exchanging north view stock which pays over 6% for property which has a 4% cap rate. This deal will be delutive. This deal just seems to good for starlight. Please comment. Thanks
Q: SNC seems to be have solved some of their on-going issues and have now broken out of their trading range. Is this a name investors can now return to given some of the underlying assets they own along with infrastructure expertise? I own WSP but am looking to add another name.
5) IVZ - Invesco Ltd
4) AMAT - Applied Materials
3) T - AT&T
2) WBA - Walgreens Boots Alliance
1) CAH - Cardinal Health
What do you think of these? If I bought US Cash now to get some exposure are these relatively safe to hold for income and potential growth in the next 1 – 5 years?
I searched past questions on a few of these and I didn’t necessarily see 5i recommending them. Interested to know your thoughts / ranking.