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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: This is a follow up re: Derek's question on 8/16 for a list of Cdn dividend/distribution paying companies with substantial foreign ops. I have followed this strategy for sometime and developed my holdings by researching company filings and presentations. I hold he following companies which I believe have substantial foreign ops (revenues/assets/income of at least about 50% - some alot more) BIP.UN,ENB,AQN,BEP.UN,FTS,BPY.UN,GRT.UN,TCN,SLF,MFC,MG
Also - TRP,BNS,GWO and NTR have good sized foreign ops (less than 50% but still significant)
A good place to look for this company information is the segmented information note to the annual financial statements as well as company investor presentations. In some cases profits are not disclosed by geography and you need to look for proxies such as geographic revenues or assets or operational information.
Read Answer Asked by Gary on August 20, 2019
Q: Which of your balanced or income portfolio companies offer the best buy opportunities this week. Have about 1.5 positions of cash available so 2ultimate buy or a bunch of partial. Short term opportunity with a long term view 5+ years. Starting to shift away from value/growth to more income focus. Can also hold the cash a bit longer but feel that now is a good time to get in on a few solid names even if things continue to be volatile.
Read Answer Asked by Tom on August 20, 2019
Q: Whenever someone asks about parking money safely for a short period (ie up to a year), you always suggest GICs or Treasuries. There are many high interest savings accounts that pay more than these options and are CDIC backed up to $100k or, in the case of Manitoba locales, backed by the province with no limit. And they are completely flexible on term. You can move money in and out at will. Some names to look at are Motive Financial, Achieva and EQ Bank. To conclude, high interest savings should be part of your stock response to questions about parking money safely.
Read Answer Asked on August 20, 2019
Q: Hi team,
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.

On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.

What are your current thoughts on PANW and buying now?

Thanks again.
Dave H
Read Answer Asked by Dave on August 20, 2019
Q: Two questions:
1) Of the two, which one would you be more optimistic about for the medium term (3-5 yrs).
2) Which would you prefer to sell for a tax loss. (and not repurchase)

And a third question...
Regarding TSGI, the last report (06/18)had upgraded the rating to an A-. It has been a while...is it safe to assume that an updated report would see a downgrade?

Thanks.
Read Answer Asked by Mike on August 20, 2019
Q: Hi,

I would like to invest a small lump with 1 year time horizon. What safe investments would you recommend? 4-5 Canadian stocks/ETFs. Non Registered Account.

Thank you,
Matt
Read Answer Asked by Matt on August 20, 2019
Q: May I please have your opinion on Kura Sushi USA Inc. (KRUS)? Thank you.
Read Answer Asked by Manoj on August 20, 2019
Q: Hello Team
At this time would it be a good time to start a position in preferred shares. What would be your top 5 choices for preferred??

Read Answer Asked by Danny on August 20, 2019
Q: Any opinions on this company's value vs. it's peers?
Read Answer Asked by Jamie on August 20, 2019
Q: Can you advise if any of the REITs you would be favourable on have distributions that the dividend tax credit applies to? Thanks. Bill.
Read Answer Asked by Bill on August 20, 2019
Q: I owned this one a fair bit ago and sold at $22.00 because it was not a huge dividend grower even though they do have special dividends from time to time. I was thinking of buying again at current price; however, concerned about business: know they have their own brands; but, licence agreements to distribute for other companies. How solid are these agreements? Of course, the other issue is trading volume - but, can live with that - buy a small position of 3 to 4K shs.
Read Answer Asked by James on August 20, 2019
Q: Regarding your earlier response concerning rate reset preferred shares with a minimum reset of 5% (ALA.PR.I, BPO.PR.C, BPO.PR.E, ENB.PF.I, PPL.PR.K, BIP.PR.B), what is the tax implications of the Brookfield ones noted above? Is it foreign income? Are they treated as eligible dividends? Any withholding tax from a U.S. partnership that cannot be recovered would impact the advertised yields. Thanks!
Read Answer Asked by Derek on August 20, 2019
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