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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: HI,

What do you think of this ETF ? Would you buy it now ? For income ? for growth ? Or what else would you suggest mostly for growth and some income ?
Many thanks,
Jacques, Mtl
Read Answer Asked by Jacques on October 01, 2019
Q: A follow up to my last question. If anyone buys publicly traded shares on the tsx after the ex-divi date they are not the party to legally receive the dividend. In this case Noverco simply purchased shares from me (on the public market) after the stated date. I feel they are just making up this rule hoping smaller investors will not challenge it. I have contacted the companies and am about to file a complaint with the TSX. Could you comment or provide guidance.
Read Answer Asked by Harry on October 01, 2019
Q: BNS, and indeed all the Canadian banks have wealth management units, including brokerage units like Scotia Itrade which generate considerable profit. The announcement by Charles Schwab that it would stop charging commissions on trades seems to have hammered a number of other broker related stocks. Do you see this as putting pressure on BNS to lower or eliminate their commissions? If so would this put downward pressure on the stock?
Read Answer Asked by John on October 01, 2019
Q: Enbridge has been a long time favorite of yours but I find myself questioning the merits of holding this company. Three and five year charts are dismal and, I think, totally out of character with the type of stocks that you prefer. Every bit of perceived negative news causes a downward move in the share price. I have to assume that the current dividend is what supports the price but if interest rates start to rise this stock has all the look of a stock that will fall further. So I would really like your rationale for holding it your portfolio. Is there not another pipeline that has better growth characteristics?
Read Answer Asked by John on October 01, 2019
Q: Input regarding VNR rather than a question. I too expected a final payment as Sept 27 appeared as the x dividend date on several locations. After checking Sedar this morning I found this Aug 8 filing which sets Sept 30 as the x dividend date. Why the discrepancy?
Very annoying!
Brian
Montréal, August 8, 2019 - Valener Inc. (“Valener”) (TSX: VNR) (TSX: VNR.PR.A) today announced that its
Board of Directors declared, on August 7,2019, a quarterly dividend of $0.30 per common share, payable on
October 15, 2019, to common shareholders of record at the close of business on September 30, 2019.
Read Answer Asked by Brian on October 01, 2019
Q: Greetings 5i team,
I understand that the context under which the 5i team will answer questions is critical. A view to SELL a stock in one instance does not necessarily contradict one to BUY given a different set of parameters / assumptions etc. However, a Q/A provided recently concerning FSZ has me scratching my head a bit.

It would seem to me that the answer endorsing SLF over (CIX, IGM and FSZ) was too dismissive of FSZ given that FSZ is in the Income Model Portfolio and a (B+) report was provided 30 May 2019, citing the many positive aspects of FSZ, and a mere nod to the 'generally slower growth asset management industry'. Your comments please?
Thanks as always
Steve

Read Answer Asked by Steve on October 01, 2019
Q: Hi,

I've been watching this stock for a while now, waiting for a bounce or some indication its decline was done. Today was not the day I was looking for (down 9%) following its announcement that it will no longer charge commissions on trades. Down 9% seems a bit much for this news. Thankfully, I don't own any shares - yet.

My research indicates that this company is doing much better than its stock performance...annual growth in each of revenues (CAGR or 10%+), operating and net income (16%+) and equity growth (17%). Cash flow (down about 30% TTM) is about the only concern I can see from its filings. Debt seems manageable and on the low side.

Trading near its 52 wk low, is this actually a good time to step into a quality company? Is its continued decline more a reflection of general concerns about the economy? What's really happening here?
Read Answer Asked by Cameron on October 01, 2019
Q: if one sells a stock at a loss within a registered account, does one still have to wait for 30 days before buying it back, in either that account or a non- registered account? thanks
Read Answer Asked by george on October 01, 2019
Q: I have shares of HLTH in a cash as well as a registered account with TD Waterhouse and noticed that they are now showing as zero value in the accounts. I assume this has to do with them being recently delisted? This is new to me. Do the shares have value? Can I trade my shares now or in the future and how do I do that if they are delisted? If the shares are worthless, how do I go about claiming the tax loss in the cash account? I am really just looking for your guidance as to what you would do in this case. Help!

I also own AGN stock which has been a terrible performer for me. It perked up when ABBV made to offer to take it over. I believe the offer was for $188.24 in ABBV stock and cash but am not sure how that works,...in calculating how much ABBV stock you get, do they use the value of the ABBV stock on the day of the offer (June 25th) or the day of the closing (likely sometime 1st Q 2020)? Do we know what % of the $188.24 will be given in stock and what will be given in cash? Initially the discussion of the purchase was neutral to negative, but I noticed that ABBV has been getting upgrades recently and the narrative may be changing. If you owned AGN stock, what would you advice be?

Thanks You

Scott
Read Answer Asked by Scott on October 01, 2019
Q: I am one of those shareholders which held my shares in VNR until it went ex-divi. It seems the acquirer, Noverco has intentionally obfuscated the previous communications around the September dividend. Do you think the companies involved were trying to be, in anyway, less than fully transparent?
Read Answer Asked by Harry on October 01, 2019
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