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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 see the last question asked on this equity was in 2017; I assume things have progressed since then. I have two questions - do you have any insight into the efficacy of this technology, are there competing interests etc.? I have read the adv literature; it sounds promising and they appear to quote legitimate sources - but maybe that is the art of promotion - and .... your site refers the reader to Creating Alpha whose value is not known to me. Do you have an opinion on this service, and of course on this equity? Thank you.
Read Answer Asked by Mike on August 04, 2020
Q: What is the long term risk of the massive antitrust investigation by the US states on GOOG. I know this game has been played several times and had no significanct effect on tech companies, but this time seems different as all US states are involved. I have only 2% position but wondering if I should add on pull back.
Read Answer Asked by Rajendra on August 04, 2020
Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??

Thks
Marse
Read Answer Asked by Marcel on August 04, 2020
Q: With the upcoming partnering of Microsoft and Citrix, would you believe it to be a better move to take a position in Citrix for a couple of years or better to purchase Docu for adding to my growth portfolio? Thank you,
Bruce
Read Answer Asked by Bruce on August 04, 2020
Q: Hello 5i Team
Given 5i are not tax experts, could you please comment on the subject below as I could not find a clear answer.
1 - If I own, in a taxable account, a US based REIT (i.e Monmouth REIT) and if a portion of the distribution is "return of capital (ROC)", is the US ROC treated the same as Canadian ROC (i.e. deducted from the capital cost of the US REIT each year therefore reducing the adjusted cost basis)?
2 - Or is the US ROC "lost" and I pay tax on it similar to a dividend from a US corporation?
3 - I have noticed the US REITs do not post the tax breakdown of the annual distribution as the majority of Canadian REITs do.
Any suggested source of information for this topic?
Thank you
Read Answer Asked by Stephen on August 04, 2020
Q: My two US industrial companies just reported. The SYX results looked quite good to my inexperienced eye. Not so sure about XYL even though it was advertised as a beat. XYL basically has not beaten earnings in the last year or so and I am wondering if there are better US opportunities. I do hold SIS, TFII, CAE and WSP but overall am a bit underweight industrials. Any suggestions?
Read Answer Asked by Paul on August 04, 2020
Q: I was puzzled ( STARTLED, actually) in June this year to see that AAII added MDU to its “ Stock Superstars” model portfolio. MDU struck me as a rather sick company operating in an environment that appears to be adverse ---if not downright hostile--- to its business. However when I checked some analysts’ reports I saw several (including CFRA) have a BUY rating on this company notwithstanding its depressing descent down in share price. MDU appears to be a value , even deep value, company, a group that often has hidden dangers. MDU’s s PEG is sky high at 2.53, but ROE and ROCI are not shabby for its industry.

Is this a company you could--- in a sober moment -- buy if you wanted a boring bond proxy to reduce overall portfolio risk? MDU seems to me more suitable for contrarian value investors. It is not uncommon for me to miss something , but is AAII mistaken in calling this business a ‘stock superstar’?
Read Answer Asked by Adam on July 31, 2020
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