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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: I am 68 years old, retired, and rely on dividends for income. I went 100% into cash on December 31st, thereby avoiding the 7.2% drop in the TSX over the past two weeks. Once the dust settles, I plan on re-establishing my previous positions in individual high paying, low beta, small to mid-cap Canadian dividend paying stocks, diversified across most sectors. I prefer Canada over the U.S. for the dividend tax credit, and I prefer small to mid-cap stocks for their monthly payouts. Given the current macro and micro economic conditions influencing the Markets, in your view, is this a reasonable strategy going forward? As always, thank you for your valued response!
Read Answer Asked by Paul W on January 18, 2016
Q: Can you please give your top names (covered by you or not) of fairly-priced companies today, that stand to benefit the most from a lower Canadian dollar? XTC comes to mind as you've mentioned them before. Presuming I needed that sector in my portfolio, would you be buying it now? I'm not one to wait for a bottom in this messy market, or freak out and "sell everything". I liked your comments on BNN yesterday. Cheers
Read Answer Asked by Randall on January 18, 2016
Q: Do you think this company is getting bounced around with the market? If they can deliver on their loan book and free cash, do you see potential with this company? Is patience necessary to see upside given the market conditions, or would you sell for a loss?
Read Answer Asked by Rocky on January 18, 2016
Q: Headlines scream out "Sell Everything" ... but surely there needs to be someone on the other end to "Buy Everything".

I've been slowly dipping in and buying and appreciate the wisdom in your answers to all members questions.

Do you have a gut feel for how long the market sell off will continue? I like open ended questions like these to see where you go with them.

Thanks
Mike
Read Answer Asked by mike on January 18, 2016
Q: The value of PJT.us shares allocated to my RSP is less than a percent of RSP. My options seem to be to leave the PJT shares which were remnants from the 'corpoarte action' by BX , i.e. leave them as is..... OR I could add to the holding. Since PJT is newly independent as a listed entity little history is available to us, the NON-Bloomberg Club :( .
With the panic selling lately (panic that is incomprehensible to me) PJT shares may have become good value . Perhaps now could be an attractive point at which one could add to above-noted PJT holding?

My question is whether PJT is a business whose shares are OK to add to?
Your diagnosis of PJT’s prospects and your opinion would be much appreciated, especially if you deliver your somber (and sober) ruling with gravitas.
Enjoy le weekend. AO: jv dictated
File : Dept: Neurosurgery, Trauma, Rochester NY

Read Answer Asked by Adam on January 18, 2016
Q: hello 5i:
can you advise what type of tax treatment dividends from US REITs, such as OHI, receive here in Canada? From either a registered or open account?
thanks
Paul L
Read Answer Asked by Paul on January 18, 2016
Q: Hi
I like to transfer NVS into my TSFA account.I own it since 2003 have a nice cg and would like your opinion on NVS for the transfer
thank you
Read Answer Asked by margit on January 18, 2016
Q: Peter and His Wonder Team
Peter you were great on BNN this week!
I am a little perplexed about the gold sector. Yesterday gold was up $17.50 yet most of the gold stocks retreated. I think this is irregular...why do you think this happened? In particular KGI was down with the rest ...and yet HMY was one of the exceptions to be up!
Respectfully...
Dr.Ernest Rivait
Read Answer Asked by Ernest on January 18, 2016
Q: I am looking to buy up to ten (10) shares of ALA to start a DRIP program for a granddaughter. Could a fellow member perhaps direct me to a web site where one can purchase shares to put in her name. Thanks for all help and knowledge provided by 5i's by professional staff and by fellow members. Thanks, Bill
Read Answer Asked by Bill on January 18, 2016
Q: Good afternoon:
You answered a question about MELI two years ago and stated that you viewed it as "quite risky". Would your view be the same at the current time and current price?
Thank you.
Read Answer Asked by Peter on January 18, 2016
Q: You last commented on these prefs in Apr. Since then they have declined a lot further and now appear attractive for at least yield. Are you still comfortable with the credit rating of the company in today's environment?
Thanks
Read Answer Asked by angus on January 18, 2016
Q: My current position is approx. 65% UK, 19% Canada, 8% US, 5% Australia and 3% Europe (excl UK) where roughly 95% is invested in individual companies and 5% in ETFS.
In a previous reply to one of my questions (year or two ago) you referred to capital flows.
In the environment we're in today where do you think capital flows momentum is or will be - the (perceived)safety of the US or elsewhere?
Read Answer Asked by mike on January 18, 2016
Q: Hi, Nice to see Constellation software as your Top Pick on BNN !! Just a clarification about Mark Leonard's shareholding: Mark owned 1,436,136 CSU shares as per March 27, 2015 management information circular. Is there a change? You mentioned that he owns $500 mln worth of stock. Also, 17x earnings is current earnings for 2015 or forward earnings? Thanks
Read Answer Asked by rajeev on January 18, 2016
Q: i keep looking at this company, i own some and i wonder why you guys are not all over it.
13.5 per cent yield which is safe, stock is cheap, earnings were good,paying down debt, what am i missing.lawsuits settled.
great operator in this jeff smith, do you know him. dave
Read Answer Asked by david on January 18, 2016