Investment Q&A

Q: If nuclear fusion became a reality, what companies/suppliers would benefit? Based on the research activity, I assume this innovation would come out of the U.S.

Q: Is it worth adding to CPG at the moment? What improvements are possible for CPG in the next 1 to 2 years?

The context for this question is a family member who holds CPG, currently less than 1% of their portfolio and 76% below their book value.

Perhaps it would be better to take the capital loss.

Thanks.

Q: do you think the rogers/shaw deal will be good or bad for bce and telus ?

Q: hi,
based on several recent responses to subscriber questions, can you let us readers know if you currently have any equities in the growth portfolio that are at risk of losing " a going concern" status? as a long term horizon investor, I am a bit concerned with so many recommendations to sell names in the growth portfolio. I thought the concept was buy low, sell high? if history shows that these smaller (market cap) companies always go way down in economic downturns and/or "recessions", then why not a recommendation when this all started many months ago to sell the small stuff... ?

Q: 5i recently answered Dennis' question on CDRs as follows: “CDRs are considered US holdings in all aspects, including withholding taxes and foreign securities reporting. ....”

All respects? My understanding is that CDRs are considered Canadian-situs (rather than U.S.-situs) holdings, which means that holding U.S. assets via CDRs would not affect a Canadian who might otherwise be subject to U.S. estate tax reporting and/or payment issues. Can you clarify this point?

Ted

Q: Hello Team
I am a retired income investor. I have calculated that my RRIF needs to yield about 4% in order to last until age 93( using my targeted withdrawal rate )I am happy with ZAG which now pays 3.53% and has a yield to maturity of over 4%. Does this gap in yield mean that ZAG unit price is over valued or is that where the the yield is moving towards? Should investors ignore the yield to maturity or just focus on the general trend in rates( I hope to buy more ZAG as rates move further up)thanks Gary

Q: I've dithered and let my position in Shaw run. To get prepared for the takeover, I'm thinking of moving in Bell, Telus and Sunlife in equal weightings. Looking for safety and dividends, any better ideas?

thanks in advance for the help,
Andrew

Q: Hi, can you comment on crocs report please.

Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.

Q: This is an excellent response which shows that 5i clearly understands both companies:

“SHOP is in talks to add AMZN's Buy with Prime service. It allows SHOP customers to get Prime benefits, such as fast shipping, free delivery and free returns. End customers will like it, but analysts are worried that it will effectively shift business from SHOP to AMZN. SHOP needs to be careful here. Some are calling it a Trojan Horse that could backfire on the company. Most SHOP merchants use SHOP because they don't want AMZN controlling the customer relationship. Thus, SHOP needs to maintain the customer relationships it has, and this is likely why it is taking its time with this decision.”

My next question: Amzn targets each individual customer and the customer buys straight from Amzn without needing to go through a merchant store. Amzn fulfillment/shipping/delivery is a huge competitive advantage. Shop on the other hand targets the merchant stores and gives them the tools to sell online directly to the individual customers. Individual customers want goods delivered quickly with option to return. If shop is using Amzn shipping then Amzn will be a part of the shop experience and Amzn will potentially control aspects of the customer experience at shop. What will then stop Amzn from completely absorbing shop within Amzn? Amzn will already be an integral part of shop so is the monopoly power and competition regularly approvals the only thing that would hold Amzn back from taking shop over on day???

Q: Would you endorse a switch from ENGH to NVEI for more long term growth? Or is there another stock(s) that would have more growth than ENGH, if so, could you list it?

Thanks for your service!

Q: What are your thoughts on Fairfax Q results? Would you continue to hold or take profits after years of underperformance?

Q: Would you consider CASH etf as safe as a regular high interest savings account in terms of seeing any kind of large fluctuation in the $50 share price?
looking at parking a large sum of cash before needing for a real estate transaction.

thank you!

Q: What do you think of Fresnillo (FNLPF) as an option for Canadian investors? The volume of shares being traded seems very low, but just today (Feb 16th) the Globe & Mail ranked it number one on a list of “silver producers with sustainable dividends”.

Q: I am trying to high-grade my portfolio to reduce the number of holdings down to about 25. I own this company in a registered account and while I am up on it, I wonder about its future growth. A while ago, you dropped PRMW as you felt there were better opportunities elsewhere. Do you still hold this opinion? Would you expect your answer to change depending on their quarterly report next week? Finally, what category do you place the company in as there seems to be some discrepancy between your last report (Con Discretionary) and the Industry database (defensive)?

Appreciate your insight.

Paul F.

Q: Would appreciate an updated assessment of this interesting micro cap. Thank you.

Q: I would appreciate an updated opinion on Guardian Capital. Thanks!

Q: What if anything can be read into the recent disposition of TVE shares by ARC Energy fund?

Thanks,

John

Q: I'm looking for a "dividend aristocrats" type of ETF in the US market. Any suggestions?

Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks