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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: can one contribute to one's TFSA with some of existing stock holdings held in a non-registered account, reporting a capital gain on the contributed shares but now having a new cost base in the TFSA? thanks
Read Answer Asked by george on November 27, 2018
Q: Hi,
I'm considering the purchase of a full position for a 5yr + hold in a company that pays medium range but increasing dividends as well as modest yearly capital growth. I already hold full positions in TD, BNS, Fortis, BCE, T. I'm looking at CU but would appreciate your recommendation for several other preferred companies.

Thanks,

Joe
Read Answer Asked by Joe on November 27, 2018
Q: Hi 5i,
My current strategy is to have a hybrid approach so that I have some of the income portfolio holdings, some growth and some from balanced. In addition I have taken the same approach with US holdings and UK/Australian (to a lesser extent) so my version is diversified (both by sector and geographically, well hopefully) and I think of it like a balance equity portfolio.
Generally how does this (balanced) approach compare to the income or growth portfolio which seems more targeted in its purpose. Are there persuasive arguments to follow one style over another?
Thanks
Mike
Read Answer Asked by mike on November 27, 2018
Q: Hi 5i: Are there any general observations to make about how markets and different sectors usually react once a yield curve inversion occurs? I understand that subsequent recessions may not typically begin until 9-18 months after a yield curve inversion but I’m wondering if bear markets in equities most often tend to lead recessions and by how much. Along similar lines, at what point during the sequence of events would you expect to hear a lot of talk about 'engineering a soft landing’ and expect to see ‘easing’ steps such as interest rate decreases? I’m happy to do a little further reading on this myself if there is a good info source you’d like to point me toward. Thanks!
Read Answer Asked by Lance on November 27, 2018
Q: I understand that Parex is in the middle of a strategic review, I just don't understand (a) why a sale of the company makes sense, and (b) why the stock price continues to fade. Doesn't Parex have one of the better business cases out there? Cash, Brent pricing, new wells - what's not to like?

Some months ago, on BNN, Dennis de Silva suggested that their assets are entering a declining phase - which would certainly make a prospective buyer think twice. But aren't most (all?) O&G companies constrained by the wasting-assets problem? Yet we continue to invest in them.
Read Answer Asked by John on November 27, 2018
Q: Apart from P/E ratios, is there a key valuation metric for a sector that would help one to select one stock over another in that sector?
There are many valuation metrics - P/BV, FCF, FFO, EV/EBITA, for example. Some are more suited to one sector versus another. Could you advise which valuation metric(s) you rely upon for each sector.
Thx

Sam
Read Answer Asked by sam on November 27, 2018
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