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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: GIL-Quite a lot of insider selling especially by the co's ceo since Sep 1. On Oct 6 BNN reported that as a result of either Trans-Pacific Partnership or IMF downgrade of Canada's growth( to 1% from 1.5%) & global growth,the following 4 stocks are victims:-1)CCL.B(was down to $183.49 & closed @ $169.23 on Oct 9) 2)GIL $38.72 & $39.13 on Oct 9) 3)ITP & 4)DH. Your comments on GIL & CCL.B.Appreciate your usual great services & opinions.Thanks
Read Answer Asked by Peter on October 13, 2015
Q: I see that SPB has a bought deal of common stock to cover the CUS acquisition. When I look at this comp. I see very inconsistent earnings, huge debt., very low ROE and crazy Payout Ratio. Unfortunately I own 2500 shares of CUS and will be getting a co. with a poor balance sheet and poor fundamentals: price taker subject to commodity prices like CUS. I realize it is too early to do the math; but, how can they sustain their dividend and make consistent dependable profits?
Read Answer Asked by James on October 13, 2015
Q: Lumber made some excellent gains the past few days, and OSB is also climbing well. Do you think it is time to get into either WEF or NBD for a medium to long term hold? Which would you prefer?
Read Answer Asked by Jim on October 13, 2015
Q: I bought this stock for safety waiting for oil to stabilize so I could get back in. I am even incl. the dividend - so, treading water so to speak. According to my trading site CIBC IE they never seem to publish Q EPS? I know they are expanding in the USA - so, probably incr. costs and no special dividends this year - has been a common practice. Any info you could give me on this co. would be appreciated. Trying to decide whether to keep as a diversifier or sell?
Read Answer Asked by James on October 13, 2015
Q: Dear 5i
First Service so far seems to be doing better than colliers at least in share price . Should I drop cig and top up on fsv or continue to hold both .
Thanks
Bill C.
Read Answer Asked by Bill on October 13, 2015
Q: Rajeev asked a question today about CCL.B in which he stated the RSI is now 14. On TD Waterhouse the RSI is currently listed as 55. So the natural question is to ask you what you would use a reliable source for RSI? Thank you.
Read Answer Asked by Dennis on October 13, 2015
Q: Hello 5i team. Suspect you've been asked this before, but wasn't able to locate the topic on the Q&A part of your site.

Are you (or any of your subscribers) able to provide a reliable source of information on current payout ratios for Canadian dividend stocks? I've been relying on the Globe Investor 'Watchlist' tool, but sometimes the ratios quoted don't seem right e.g., TransAlta at 27.30% compared to latest edition of Money Magazine at 720%. Lots of dividend-focused websites out there, but the ratios quoted seem all over the map.

Any suggestions would be appreciated. Thanks.
Read Answer Asked by Thomas on October 13, 2015
Q: I am contemplating buying some common and preferred shares in utility type companies for dividend income. I understand the Liberals if elected may possibly make changes to taxation of capital gains. Have you heard or have thoughts whether they may also target the favourable tax treatment of dividend income as well?
Read Answer Asked by Gary on October 13, 2015
Q: We are both retired but still eligible to contribute 5000$ to a Quebec sponsored workers fund (FTQ) this year and get a refund on our income tax bill at the end of the year.
The funds have to be held 3 years.
Shall we contribute more or just transfer this holding to our Disnat account?
Thanks,
Serge Lacroix
Read Answer Asked by Serge on October 13, 2015
Q: I currently have the following stocks in my wife's income portfolio
AD
ADW.A
BCE
BEP.UN
ENF
ET
WSP
Currently the portfolio is down 1.44% since purchase.

Of that port I have 17% cash to invest in other income producing stocks. Can you suggest which ones you would reccommend I add to this grouping. Or should I buy more of the same.

All originally had equal weightings.

Thanks


Read Answer Asked by Sheldon on October 12, 2015
Q: Thanks very much for answering my question on covered calls as it relates to out 5i portfolios.

Your answer raised another question. If, using my example of AYA, you are called away on your call option and you no longer have AYA in your port.

Would you then, sell an at the money put to reesetablish the position using November option expiry ( or further out)?

Is this what you would do using this strategy?
Read Answer Asked by Sheldon on October 12, 2015
Q: Hello Peter, after 20 years of mediocre-to-poor investing results (despite being an incredibly smart guy ;-)), I've concluded I'm just either a horrible, or a very unlucky, stock picker. With only 5 or so years til retirement, and with no RSP or TFSA room available, I've decided to build out a non-registered account with, eventually, around 10 companies. I know large-caps aren't your focus, but I'm looking for 'blue-chip' companies, preferably mostly dividend payers, and I'm prepared to sacrifice significant growth for a 'reasonable' assurance of capital preservation. I've started with ENB and TELUS (choices I trust you'd agree with, though you may want to run and sell these now). Can you please suggest a further five companies for this account to acquire over the next several months? (I was considering Cdn Tire for one? Your thoughts appreciated.) Finally, if you could add two similar choices from the US, that would be great.
Read Answer Asked by James on October 12, 2015
Q: Just a comment.This is MNW's response to Elliott.MNW welcomed Elliott's interest & it shared the fund's view on consolidation in the industry.It does not comment on specific M&A discussion.As always,it look forward to creating value for all MNW'shareholders. Note that MNW management was very deligent in attending roadshows & conferences after release of last Q
Read Answer Asked by Peter on October 12, 2015
Q: I have a well diversified portfolio of 33% global funds, 33% canadian dividend payers and 33% 5i's growth portfolio. I'm 40 years old and I just inherited an amount equivalent to 25% of my portfolio that I would like to invest. I am thinking about adding either BIP.UN or the Venator long/short fund. I don't need the money for twenty years. Which of these would be better? Thanks.
Read Answer Asked by Michael on October 12, 2015
Q: Hello 5i
Looking for some help with financial statements. Calians balance sheet shows a decrease of 344k in shares outstanding in the last 5 years. The cash flow statement shows that 9160k shares were bought back during the same period. Is this correct and how would the difference be justified? If I'm reading the statements correctly I only see about 7000k shares outstanding. Thanks for all you do.
Les
Read Answer Asked by Les on October 12, 2015
Q: I read with great interest your Post article re selling covered calls. A number of the holdings in the 5i portfolios are optionable.

However, question to you is wouldn't you miss a great opportunity if for instance you owned Amaya recently and sold a call on it, and missed most of its latest run up as a result of being called away.

I can see selling covered calls on some of the issues like BCE or IGM but isn't it risky losing out on a big upside move on some of the more volatile stocks?

Please advise.
Read Answer Asked by Sheldon on October 12, 2015
Q: Can you give an opinion on Clr buying Macduff shellfish today.
Thanks.
Read Answer Asked by howard on October 09, 2015
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