Investment Q&A

Q: I saw your recent response indicating this was ok for income. In looking at this company it appears to be US based (even though it does trade in Toronto)..so if we are using a non-registered account the dividends would not be eligible for the dividend tax credit and the investment would be considered foreign for reporting purposes...perhaps one of your members that has received dividends could confirm this? thanks!

Q: What are your thoughts on HBI? I came across this idea from a Morningstar article focusing on undervalued US stocks. I don't have any defensive consumer stocks in my portfolio and thought it might be a good addition.

The company apparently has a strong brand and market position in underwear and other apparel and is trading at lower multiples than Gildan (HBI 12x forward p/e). EPS and dividend growth have been strong over the past 3 years but a recent guidance decrease has sent the stock down.

They recently acquired Champion brand in Europe and Pacific brands of Australia.

One potential risk is the increasing leverage of the balance sheet by issuance of new debt and recent large share buyback. An intention change the capital structure to boost ROE and EPS seems to be taking place. E

Q: Hi 5I Teams
may I have your opinions on these two US stocks RDC and TCEHY please.
Are they worth to buy or sell now?
Thank you
John

Q: My advisor has recommended switching from Pfizer to a global diversified
healthcare ETF-iXJ.Is this reasonable in view of the fact that I own
nothing in the global market at all?

Q: HIU-T This was recommended on BNN as a way to off-set downside. Could you please explain in detail how this would work and would you recommend this method rather than holding cash in todays market with a bearish outlook? If you had $100,000 cash would you put it all into the HIU? What would be the down side?

Q: Would you consider CPSI- US s buyable at today's price ? Thanks, Manoch

Q: I note that Trans Canada has introduced significant pricing concessions/incentive/reductions and while AMLP operates in the USA I wondered if this was the beginning of an industry trend. Thank you for your previous reply to me on this equity. Thanks

Q: my teenage daughter has just registered her tfsa. She has a small amount of $ (4000) to start. she is thinking for simplicity and risk sake at this point in her life to go with the global couch potato. Which 4 ETFs would you recommend for her. she needs a CAN equity, US equity, INTER equity and a bond ETF.
Do you think this is a good idea or would you recommend she stick to specific company stocks instead?
thanks
michele

Q: Please comment on these income funds, including the effect of management expenses.

Q: What are your current thoughts on bed bath & beyond? Thanks!

Q: I have barely ever read anything on anyone's website about ULTA-NASDAQ, Ulta Salon, Cosmetics & Fragrance, Inc..

I unfortunately only learned of it over 1 year ago and not earlier.

It beats a lottery ticket in rewards.
It blows popular stock like AMZN, NFLX, GOOG, APPL....out of the water.

Do you have any thoughts, pros/cons, financial, management or else wise?

Since 7 years ago, ~April 2009 to recently:
- 90%/annum return!!!!!!!! That is almost a doubling every year!!
- $50,0000 invested ideally in 2009 would be ~$4.4 million now!!!
- its stock has been on a consistent slope upwards for 7 years.
- the stock never has a noticeable pullback so far since 2009.

Q: This stock is being sold off on the basis of an earnings miss. What's your take on their results and prospects?

Q: I am interested in farmland. Are there any REITS, etf's, or stocks in Canada? Does FPI:Z work for North American exposure?

Q: I have a 6% weighting in technology ( Apple and DSG ). I would like to bring this up to 12%. Could you recommend 2 Canadian and 2 US stocks. Thanks.

Q: Would you consider VFV buyable at today's price with a 1.46% dividend? Thanks, Bill

Q: I have owned CMI and Boeing for a number of years; since this economy is not always in their favor, are their other large U.S. industrial companies better suited for these times, or should I continue with these.
Thanks for all you do!
brian

Q: Is this a reasonable alternative to holding onto Phizer?

Q: Hi Peter your thoughts? Amphastar Pharmaceuticals (AMPH) It seems to be the maker of narcan for fentanyl overdoses - big problem these days. How's the company itself? Other suggestions due to generics now? Thanks.

Q: Hi 5i!

New member and I have found your wealth of knowledge very helpful in providing guidance for a relatively new do-it-myself “Core & Explore investor” and have prompted me to make some changes to my investment strategies and portfolio. My question is “Core Portfolio” management based and specifically regarding switching to Index ETFs from Index Mutual funds. I’ve been a regular monthly contributor to my RRSP built up and directing most of my funds towards a TD Canadian Index Fund TDB900 – e series and a lesser amount to the same e series TD International Index Fund TDB911 as they have very low MERs of 0.31% and 0.51% approximately. My strategy, since I dollar cost average into the indexes, is to continue to contribute to these TD mutual funds monthly but then funnel from them to ETF index funds so I can take advantage of the lower MERs of the ETF. Could you recommend ETFs to replace my current TD mutual funds? Would you also recommend adding a DOW Jones Index or another US index? What ratios would you consider appropriate for a portfolio? Any other thoughts are welcome and I’ll save my “Explore portfolio” questions for a later date.

Cheers!

Q: Do you feel that JC Penny is a buy ? ( seems cheap but.... ) The retail sector seems to be struggling with JCP and Macy's trying to find a bottom :
Yet Smart-REIT and Simon Properties are chugging along fine .
This doesn't make sense to me .