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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 have a follow up to Chad's question. And I'm sorry to beat this issue to death (last question on the topic). But you mention Litner's acquisition of 307k share on January 26th, but Canadianinsider.com lists those vary 307k shares as exercised options (0.15 per share). I've also been watching Litner sell a ton of common shares (well over a million) over the past ~45 days on canadianinsider.com with no mention of any actual buying in the public market. Does your insider sales source that shows "Net" buying take into consideration the difference between exercising options and true acquisitions in the public market? Is the information on Candianinsider.com to be trusted? I know investors shouldn't put a lot of stock into insider sales as these individuals can be selling for a number of personal reasons unrelated to the stock, but the number of shares Litner disposed of seemed quite substantial to me.
Thanks again.
Read Answer Asked by Scott on February 01, 2017
Q: In an answer to Alexandra you stated that the distribution was a combination of dividends and return of capital with roughly 75% of the distribution being a dividend ....I had recently looked at this also...their website states that the 2015 distributions were as follows: 38.3% eligible dividend, 40.7% foreign non-business income and 21% ROC. This can vary but at least in 2015 over 40% was fully taxable income.
Read Answer Asked by Ed on February 01, 2017
Q: Can you talk about the recent insider exec share sales in depth? You mentioned Breault's sale in a previous message but did not get into Joseph Litner. I can understand from a year-end tax planning point of view, but what about Litner and his selling several times over several days. Without much news, is there concern that key management are cashing out and making a jump?
Read Answer Asked by Chad on February 01, 2017
Q: I am interested in building a portfolio based on the Balanced portfolio, Dec 2106. It currently consists of 23 holdings, not including cash. Of the total portfolio 7 holdings are NR which I presume is "no report". I believe you add these with the following comment:
“The portfolio contains some stocks that 5i Research® does not currently cover. We needed to add these names to increase the average market capitalization of the portfolio, and to add sector balance. We are very comfortable with the companies we have chosen, and will cover the 7 companies in due course.”
My question then is what are the metrics that you have initially applied to reach a comfort level such that these are included prior to a report being completed?
Read Answer Asked by Peter on January 31, 2017
Q: Hello!

I am mirroring your model portfolios and I currently have 50% of my holdings invested in Balanced, 25% Income and 10% Growth. I also have 10% of my portfolio equally split between VEF and VSP.

I have the opportunity to increase my holdings by about 30% and I'd appreciate your help in deploying those additional dollars.

Should I allocate across the board based on the same percentages? Should I up my percentage in VEF/VSP? Or is there something other investment(s) you would recommend?

I foresee a 6-8 year horizon before needing to draw down on any of these investments.

Thank you for all that you do. I really appreciate all your effort.

Best regards
M
Read Answer Asked by Michael on January 30, 2017
Q: I would find it very useful in future when you update the balanced or income portfolio with a dividend paying recommendation to include in your update whether the dividend paid is eligible for the dividend tax credit or if not, is it more suitable for an RRSP.

On that note is KWH eligible for the dividend tax credit or is it more suitable for and RRSP>

Thanks

Sheldon
Read Answer Asked by Sheldon on January 30, 2017
Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers
Read Answer Asked by roland on January 30, 2017
Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve
Read Answer Asked by Stephen on January 29, 2017
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