Investment Q&A

Q: Hi there,

Many things seem to be working against Micron. Would you advise selling now until Trump and his games play out or do you think most of that uncertainty is accounted for. Down about 10%

Q: Mosaic has reported improved revenue, EBITDA, FCF and Payout Ratio vs Y2018, and the share price has responded positively. Looking past EBITDA, however, I see that income has not just declined but reversed; what is it about the former metrics that leads the market to ignore the latter? Is the idea, here, that income will go up and down as the company makes investments , but as long as the company is growing then per-year income doesn't matter so much?

Q: Hi,
Can you tell me why the stock had a big drop within the last few days? And what is your sentiment about adding this stock to my non-registered investment portfolio (2-3%) - i had a big gain with mastercard since 2010 and wanted to diversify with coke company. Thanks!

Q: I like to look at debt to EBITDA as a key indicator of financial risk in a stock. Can you provide information on a good source for this ratio for Canadian and US stocks?

Thanks,

Q: Do you know the purpose of their bought deal/ secondary bought deal?

Q: All things being equal, would you consider purchasing AW.UN shares below the secondary offering price an attractive proposition?

What metrics would you use to value AW.UN's share price (and would you mind posting those valuations).

Lastly, the institutions that are facilitating this secondary offering, will they be selling these AW.UN shares to their clients?

Thanks again.

John

Q: I've owned a 1000 SHS since last Jan. and I am down 42% or so: missed last Q badly, increased dividend nicely, low pay-out ratio. Hold in my non-registered account - fairly small holding vs total portfolio. I was thinking of adding another 1000 SHS. In hind sight I should have sold in Dec. 2018 to record a tax loss and bought back later. I'd like to see less debt.; but, realize very capital intensive industry - ROE 18% ROI not that impressive though. Good idea for long-term arisen to add now?

Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).

Q: Any reason for the recent drop? Seems to be falling fast. Good value at this level, or falling knife.

Thanks

Q: Good morning,
Thank you for your response and suggestion that I get my broker to move shares, such as AQN and BAM, that pay dividends in US$ to my US$ Non Registered account in order to save on f/x conversion fees.
This is a follow up to your response and your thoughts and appropriateness of the following strategy to save on f/x conversion fees.
Objective. To increase the Tech/Med sector exposure in my US$ Non Reg account, I would like to purchase a few ETFs that are denominated in US$.
Question. To save on f/x conversion fees, could I simply purchase a stock such as AQN or BAM in my Cdn$ Non Reg Account and then have my broker transfer the stock (s) to my US$ Non Reg account where I would then sell them and purchase my US$ denominated Med/Tech ETFs. Would this be an efficient way of accomplishing my stated objective?
I thank you in advance and look forward to hearing your thoughts and response to this potential f/x conversion fee saving strategy.

Q: We need to bump our US tech exposure and would like to know your opinion on IBM. We are also interested in Microsoft ( which you like) but the dividend payout on IBM looks more inviting. Thanks

Q: From a "green" standpoint I am considering BYDDF which is a Chinese company partly owned by Warren Buffet. Just wondering what your thoughts are on whether this is a compelling company to invest in.

If not BYDDF, are there other green stocks or ETFs that you feel hold promise. I already have BEP, AQN, INE, TSLA.
Thanks.

Q: The quarterly results looks very strong combined with a very low payout percentage and significant share buyback in the last year. Do you agree this company remains very cheap despite the significant capital appreciation in the last year?

Q: I am building a cdn dividend acct
(most pay 4% or higher)
Presently I have. Aqn, BNs, bce, cm, enb, Eif, IPL, npi, ppl, Ry, trp, t, td, and vet
Can you please suggest a few others I may consider
Thank you for all your help,

Q: Down on this holding and wondering a stock or 2 u like better and if 9.3% div. is sustainable.
tnx u...

Q: Own all 3 in TFSA: 400 SIS, 1500 SPB & 1000 BIP.UN (thanks to ECI purchase - ended up with 1500 - sold 500). Sitting on $50K cash in this account. I was thinking of adding 600 SHS of SIS and 500 SHS of SPB ( owned since 2009) which will still leave me with a fair bit of cash to deploy. Comments/suggestions. Not a lot to choose from in TSX group. Large equity portfolios: RRIF, RRSP & Non Registered accounts.

Q: When does BRAG report and what is expected. With a full quarter of ORXY on the books, as a high risk player with a small position in it, would you add to the position ahead of earnings as it has been hit quite hard lately

Q: Noticed a huge increase in volume and price starting 2 weeks before todays takeover announcement.Would this be investigated as insider trading.If not why not..?

Q: Hi 5i Team
CGY just reported. What is your thoughts on performance in the quarter and current valuation....many thanks
Respect
PJI

Q: Good Morning Team
I have the above industrials trying to reduce the amount of my positions. Which of the above would you suggest I sell? Also need to increase allocation which would you suggest I add to? Thank you. Heather