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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: Re: Jason question
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
Read Answer Asked by claude on November 11, 2016
Q: Hi guys,

I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.

Thanks,
Jason
Read Answer Asked by Jason on November 11, 2016
Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks
Read Answer Asked by Karl on November 10, 2016
Q: Hello,

I have 100k (non-registered) that I need to use for a child's schooling over the next 5 years. I will need 20k each year for the 5 years. Looking to balance preservation of capital while looking to at least match inflation over the 5 years. No interest in equity. How would you recommend going about investing the funds? GIC's? Short term bond funds? Money market funds? Recommendations?

Regards,

Robert
Read Answer Asked by Robert on November 07, 2016
Q: Excluding mutual fund management fees for the moment, is it not better to own the entities within a fund vs the fund itself? Putting it another way, if the stocks go up, I go up 'x' percent. However the funds holding the stocks also have to be 'popular' with other investors, so money flows into them, for me to make any money. Have I got that right?
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.
Read Answer Asked by Randy on November 07, 2016
Q: MT Newswire at 7:26 AM on Friday filed a report that BIP.UN had reduced its dividend when in fact there distributions are up 11% in the year. The result was a drop of 6% in Market Value which later in the day recovered half of the loss. Some shareholders would have been damaged if it prompted a sale. Are there no repercussions for MT Newswire for the misstatement?
Read Answer Asked by Kenneth on November 07, 2016
Q: Just to follow up :
There is a very good free analyst's ratings site for both US and Can stocks (including affiliations):
https://www.marketbeat.com



November 06, 2016 - Asked by KEN

Q: In financial media eg Globe + Mail, I sometimes see stocks listed as analyst Strong Buy. Is there a source or site where I can track strong buys for the USA and Canada? incl analyst affiliation.

Thanks for your help.

5i Research Answer:
TMX Money shows the analyst distribution (#buy, sell, etc) as well as estimates and target prices (click 'Research' after searching a stock of interest). It does not show the affiliation though and we imagine this would be difficult to find from free services.
Read Answer Asked by Aga on November 07, 2016
Q: PPL and others in the utility pipeline space have taken a major haircut in the last few days for no reason at all. Is the threat of a Fed rate increase really to blame? In real financial terms that is really immaterial. However, market movers have been using all threats (real or otherwise) to further their games of stirring stock movements. What is your take on this? Thanks.
Read Answer Asked by Victor on November 04, 2016
Q: I have a 5% position in Alaris and am significantly under water. Earlier this year I sold CJT at a nice profit so I am sitting with a nice capital gain. I am thinking of selling Alaris for the loss and to offset some of the capital gain with Cargojet, As I like Alaris and it's dividend I would most likely buy it back after 30 days. My question is do you like this strategy and if yes would you execute it before or after Alaris reports next week ?

Thanks Ken
Read Answer Asked by Ken on November 03, 2016
Q: Hi 5i. In April of 2015, you discussed Cdn Dividend ETF's, and suggested that because CDZ (iShares Cdn Div Aristocrats) focused on Co's that regularly increase dividends, that it outperforms other Cdn. Div. ETF's, particularly over the long term.
Do you still consider this view to be valid, particularly as it compares to XDV (iShares Cdn. Select Div. ETF) and ZDV (BMO Cdn. Div. ETF). Thanks T.
Read Answer Asked by Terrance on November 02, 2016
Q: Peter & Team, I picked up from your Q&A SHOP and ENGH have new tickers and so does CIGI. There seem to be a few of them changing today (I hold CIG and ESL). So why the change? Nothing in the ENGH web site and CIGI simply state change follows US ticker. Are these securities still as liquid and is the change at TSX request or company request? There is no grey market or junior listing on the TSX is there? Appreciate reply. Thank you.
Read Answer Asked by Keith on November 02, 2016
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