Investment Q&A

Q: Can a company cut the dividend on their preferred shares as easily as they can on their common shares?

Q: Can you shed some light on what is going on with WildBrain the last two days. Never seen that kind of volatility for that stock. Did a round trip yesterday. Went from $1.36 to $2.38 on huge volume and today back to $1.36. Who is buying since there was huge volume at $2.38
And the next day take a $1.00 loss. Again, I
Don’t understand the volatility in the market.
Is it a creeping takeover going on?



$2.38 And back today to $1.36.

Q: Good morning .. question on ATVI:
Today (Friday June 5th), the market is up yet ATVI is down 1.6%.
What are your thoughts ?
Any concerns about ATVI in the short to medium term ?
Thanks as always,
Steve

Q: Hi 5i
Hope you can help me. I've managed my and my wife's registered and unregistered accounts for a number of years and I'm satisfied with the results. Those accounts primarily hold equities and I spend quite a bit of time overseeing them and tweaking as I think necessary.
I've now been put in the position of acting as trustee of funds for two minors. The time frames the two trusts will run are 7 and 9 years respectively and the principal amount of each is approx 75K. I want to invest the funds but I don't want to put them in individual equities and manage them as actively as I do our personal accounts. I would prefer to put them into ETF's that I can keep an eye on monthly or quarterly and not worry too much about tweaking.
Being optimistic by nature I'm hoping to arrange to get it all for these two trusts - capital appreciation, income, sensible degree of risk, Canadian, US and international exposure, favourable tax treatment, etc.
There are an awful lot of ETF's out there and I really don't know how best to evaluate them to shake out a reasonable number to look into further - especially considering how difficult it can be to identify individual holdings to effectively avoid overlap and provide diversification.
With all that in mind, could I ask you to list 5 (or so) equity based ETF's for each of CDA, the US and internationally that you think might accomplish the goals I've listed, so that I can then look into those ones further and make some decisions about where to put these funds I'm charged with managing.
Also, if you do have any general or specific advice that you think might be useful to me in the situation I've described, I would certainly appreciate your including it in your answer.
Thanks very much and please deduct credits as you feel appropriate.
Peter

Q: I really value your knowledge and experience. I would be very interested in your thoughts on the difference between the value of tech stocks today and those of the "dot com" bubble of the late 1990s. Thanks again.

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: Portfolio approx $600000. 2 TFSA,2 RRIF, C$ non registered& U$ non registered account.
Percentages do not include $51000 fixed annual pension income.
ATE-2.95%: BEP.UN-4.15%: BYP.UN-6.14%:
BTO-0.37%: BYD-4.35%: CPX-7.34%: BRP-2%
DSG-9.88%: EIF-3.19%: ENB-8.83%: KXS-3.21%: LSPD-12.62%: PKI-5.55%: PPL-4,58%:
REAL—2.51%: TFII-4.05%: VFV-2.79%: VGG-6.01%: VIG-4.18%: VOO-2.45%: XBC-1.46%
ENB & PPL together make 12.88%. ENB has a nice 7% div. I’m thinking ENB doesn’t have that much growth in near term ( next year). By selling part of my position in ENB I would reduce risk in the energy/utility sector but lose the 7% div.
Your thoughts. If I do make this move any thoughts on where these funds might be deployed? Also your thoughts on this portfolio going forward for the next year or two. A lot of work managing my portfolio, trying to step back a bit.
Thank you for your great incites. Have been very happy with your ideas, thoughts and service over the pass 3 years.
Roy

Q: If this has already been asked please disregard.

How was Enghouse report? Why the spike and drop this morning? Does it still look solid long term to you (I’m up 100% on it now)? Thanks

Q: Hi,
After the big rush for toilet paper, do they have any growth potential or should I loo,k for another opportunity? PsS are they financially sound or their debt level is to high?
Thank you

Q: what is the best source(s) for current and future individual company info like eps and current news. thanks

Q: My tech exposure consists of MSFT,ENGH and ET. All have been held for many years and have become multi-baggers as well as producing growing divys. Do you see any holes in my tech coverage? Would you trim and add a new position or leave as is? Thanks Ron

Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.

Q: 1.5 billion in debt compared to 200 million in cash seems very risky. Are there food companies with healthier balance sheets that can make cheap acquisitions going into a bloody quarter 2, or are you not too worried about PHB's debt?

Cheers

Q: Hi 5iTeam,
Both of the above 2 ETFs are pretty well100% focused on health care with very similar make up (65% US, 35% non-US), why then there is such a big difference in dividend yield, Life pays 7.1% while XHC pays 1.05% in dividend.
Cheers,

Q: I have been investing recently in high quality dividend producing firms but have backed myself in to a bit of a corner in terms of my reliance on banking and insurance company stocks (FITB, BNS, BK, SLF, PRU, FSZ). Would ITUB's Brazilian preferred share provenance be both sufficiently secure and a good diversifier?

Q: Hi 5i team,

I bought a small position in VFF a month ago and it's up almost 100%, should I hold or sale? Do you still like the company？

Thank you,

Q: Would you buy WM at current price and why?
Where can I find the website for gold futures date changed? I noticed that the June gold futures changed on May 27 is August not July, I’m confused, could you please explain why? The Equity Clock has gold futures seasonal chart from January to December. Many thanks

Q: I hold shares in both of these companies. Which of these stocks would you recommend for a 5 year hold and would appreciate your reasoning. Thank You.

Q: I am perplexed by the strength of the markets over the last few months given the situation in the real economy. Are you aware of any site which identifies the source of money inflows and outflows? I would like to understand whether this market is driven by professional/institutional investors (smart money), the government/Fed, or retail investors (dumb money).

Depending on the source of the money inflow, it might give some indication as to the sustainability of this market.

Any thoughts you would have on this question would be most appreciated and valued.

Thank you for this excellent service.

Q: For bitcoin exposure, any thoughts? What about liquid Alts? To clarify my question on Liquid Alts, can you please give some guidance for your Canada, US and international preferences.