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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 took a loss on KWH.UN in 2017 ( one of very few losses on 5i recommendations!) . Is the Return of Capital reported on the Crius T3 added or deducted from the Cost Basis? Thanks!





Read Answer Asked by Aileen on April 05, 2018
Q: Hello 5i, Can I get your assessment of this company. It seems to be building a base in the 50 to 55 range since Mar 2017. Can you confirm these parameters that were taken from BMO Investorline.
Revenue: 4,444 (million)
Estimated EPS Growth: 24.1%
Estimated P/E Ratio: 238.60
DPS: 2.429000 (4.5%)
Price/Book Ratio: 0.85
If this range of of 50-55 is in fact a base building what do you see as a breakout for it.
Thanks for your service.
Read Answer Asked by pietro on April 05, 2018
Q: Hi Peter, Ryan,and Team,

The Motley Fool had an article called "3 Canadian Dividend Aristocrats With Dangerously High Payout Ratios".

They cite current and 2018 payout ratios for these three stocks:
CGX: 150% and 144%
ECI: 182% and 124%
PKI: 340% and 329%. (yikes!)

They end the article with this statement:
"It’s important for investors to understand the sustainability of a company’s dividend. These aristocrats all have a history of raising dividends, but their high payout ratios are reason for concern. This does not necessarily mean they are bad investments, but investors looking for sustainable dividends may be better off looking elsewhere."

Should this article be taken with a 'grain of salt'? Are their payout ratio numbers valid? What about the Motley Fool in general? Is it worth reading their articles?

Thanks as always for your level-headed and pertinent advice.
Read Answer Asked by Jerry on April 04, 2018
Q: Please provide me with a list of solid Canadian stocks (such as the Brookfield group) in which I may receive dividends/distribution in US dollars.
Is the income converted to CDN for income tax purposes (by me, the co. or RevCan) ?
I assume there will not be any withholding tax as they would be CDN companies?
Would I be charged a commission by anyone, i.e. the company or Scotia iTrade?
Anything else I need to know?
Thanks
Derek
Read Answer Asked by Derek on April 04, 2018
Q: I understand that there are concerns about the Corus business model, going forward. However, its current price (around $5.80) seems extremely low considering its P/E and its dividend, even assuming a reduction in the dividend. Is it currently undervalued and worth a shot now or would it be wiser to wait until after the quarterly on April 5 to see if it's really in the tank? Essentially, do you think it truly is only a six dollar company or maybe not even that?
Thanks!
Read Answer Asked by Peter on April 03, 2018
Q: Peter and staff,

In order of preference, please list your favourite utility stocks for an income investor. Please subdivide into electrical, gas and pipelines.

Thank you and may thanks for your great service.

Paul
Read Answer Asked by paul on April 03, 2018
Q: Hi Peter, Ryan, and Team,

If one is bearish on pipelines, what do you think of a switch from TRP to PKI, in a TFSA, so that an appropriate weighting in energy could be maintained? Or do you have any other suggestions? All time period charts for these two stocks show PKI beating TRP, and PKI has a lower beta.

Thanks in advance for your valued advice.

Read Answer Asked by Jerry on April 03, 2018
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