Investment Q&A

Q: Noticed the question on WDS today and wondering if you think the high dividend is safe.

Q: I received the latest dividend for WDS-N and it was $0.78 US$ in my RRSP account however the declared dividend by the company was $0.80 US$. Is there any explanation for this? Also in my brokerage account under Income details it stated that the dividend for September 28th was $0.80 US$ per share.

Thanks in advance.

Brendan

Q: Hello 5i, could I have your assessment of UMC please?
Thank you
Dave

Q: Purchased NPX in TFSA at 1.28 is it time to sell or hold
Thank you for your opinion

Q: does flutter plan to spin out common shares of fan duel to existing common shareholders of flutter? and if so any idea as to the number of shares of fan duel per one common share of flutter thanks Richard

Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!

Q: A bit outside your main area of expertise, but can I have your thoughts on Essilor Luxotticca. Would you buy ESLOF or ESLOY? The former seems to trade on higher volume.

Q: I'd like to diversify my portfolio by adding some exposure to emerging markets without the inclusion China. Please suggest some ETFs that:
1. would give me exposure the equities of strong corporations
2. would enable me to own bonds of both corporations and countries.
Also, I would appreciate protection against currency fluctuations.

Q: Hi 5i Team,

How do you feel about this company as an income play? It has a high yield but being that oil and gas is a nationalized industry in Colombia does this make the company very high risk?

Would you be buyers for a small income position or would you stay away?

Thanks for all you do!

Q: what is the latest news about the spin out of common shares of fan duel to flutter shareholders. thanks Richard

Q: I know you're positive on RIO and I'm tempted to buy. But their main game is iron ore, China is their main customer and is not doing that well.
Would you say that the price (undervalued according to Morningstar) largely reflects this?
Thanks jerry

Q: I know you do not get involved with European companies to a great extent. Could you please have a look at Grenke AG, a German leasing company and provide me your opinion of their financials/profitability. Thank you

Mike

Q: Hi all just curious about your opinion on SBSW and noticed it has been a while since any comments were posted. PE and div look interesting just jurisdiction concerns.

Q: Could you please explain the difference between these two stocks that trade in the US. If interested in owning the company, which is the preferred vehicle for a Canadian investor?

LVMUY - Lvmh Moet Henn ADR

LVMHF - Lvmh Moet Henn L Vut ADR

I'd also appreciate any insight you may have into the trigger(s) for the sharp declines in both of these in recent days. Thanks very much.

Q: Hi Peter & Ryan...May I have your thoughts on Schneider Electric? Are they well positioned to win loads of projects assisting homeowners to generate electricity? Is their valuation reasonable and are they on the growth side or more like a utility dividend stock?

I understand the logic of mining uranium to fuel nuclear reactors and CCO has done pretty darn well this year. I think they have doubled from the $40 stock price recommendation earlier this year. But reactors have long lead times, are expensive and come with their own set of problems (nuclear waste). CCO's valuation is pretty expensive too.

Cities are the demand load for electricity and locally produced supply from roof top solar panels should help fill the gap. At least the transmission losses will be minimized!

Is Schneider Electric part of any "Green" ETF?

Any comments you have would be appreciated.
Jim

Q: " Australia is the world's biggest LNG exporter..." ( Globe and Mail ). What is the best way to invest in that?

Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?

Q: With the owner controlling almost all of the stock will it be impacted by short sellers? Is it a good candidate for fun money purchase.

Q: I understand that you don't follow chinese companies, but I was hoping that you could help me understand the mechanics around the split of BABA into its 6 business units.

If one of the business units has a successful IPO, do BABA shareholders get stock dividends of the new publicly traded company? Or does it remain as a subsidiary with BABA as the majority shareholder?

Q: Big pullback in Adyen today. It has been a stellar company historically. Do you see this as a buying opportunity or the first of more red flags to come and more of a wait and see story? thx