Investment Q&A

Q: When does FIH.U report ? And if I'm not mistaken the last quarter loss was largely due to the completion of the Bangalore airport purchase. Will there be further repercussions in this quarter from the purchase or are they back on track to earnings from the various entities they own ? Also US policy is hammering third world currencies. Does 5I see further erosion in the value of the Indian rupee in the near future ?
Thanks Garth

Q: Enercare Solutions (subsidiary of Brookfield Infrastructure) have a bond outstanding rated at BBB- Stable. About a six year bond. Would this be a bond worth holding?

Q: Does the recent Saudi controversy present a value opportunity here? How has the risk/reward outlooked changed in your opinion? What are your current views given a 5 yr holding period in a modest non registered account? Do you think downward ptessure will continue making patience the appropriate approach at this time? Please deduct at least 6 questions.

Q: I own HEXO in the weed space. I see this stock and other majors have been falling since legalization. What do you think accounts for this? I'm speculating that a lot of people enjoyed the run up but set the legalization date as their exit point because a lot of companies' stock price will go downhill once they start reporting earnings. I'm thinking about selling to crystalize my 15% gain which was a 40% gain a few weeks ago. Thoughts? Comments?

Q: Unfortunately I bought NWL a couple of months ago and it just keeps tracking down. Is it headed for zero? What are the factors involved in a potential recovery? Just sell and lick my wounds?
Len

Q: Given the current state of the Canadian market, I have filled both registered accounts with US/international equities. Provided a US/international equity doesn't pay a dividend, are there any negative tax consequences from holding these shares in a non-registered account? Thank you.

Q: Can you provide some re-assurance on Stars Group. If you liked it above $45, do you really like at $29+?

Q: How does Largo Resources compare to UUUU. Thanks for this great service.

Q: Hi, This sentence confuses me: ... {that it has granted options to purchase 250,000 common shares of C-COM to directors and officers of C-COM. The stock options were granted pursuant to the terms of C-COM's stock option plan and are exercisable at $1.16 per share.} It's the (of C-Com to directors) that confuses me. (?)Granted options=Co. will buy 250,000 shares (from/off the market?) for the directors. Thus less shares on the market.) or (for?) the directors.(Meaning the Directors get more shares at $1.16.) Bottom Line are 250,000 more shares coming onto the market once the price hits $1.16? Thanks in advance for some clarity.

Q: In response to the query re: ECI. I, too, have received cash, though I attempted to choose BIP.UN. Thanks. to my broker getting my option to me too late, I missed that opportunity. They supposedly tried a best effort, but obviously it didn't work.

Q: TFII reported strong numbers and increased dividend. There is a halt on the ticker. Can you provide comments on earnings and what they should mean going forward. Also, any idea why the halt?

Q: Your comments please on this small drug Co. Thanks

Q: I would like to derisk my portfolio and pull out of trading equities myself. I am near 70. What mawer products or other etf/mutual fund products can I hold in my trading account that would give a fair dividend , would have preferred tax rate on those dividends and reasonable MER.

Q: The stock price continues to slide. For a holding in an Non-Registered Account used for dividend income, in your opinion, is GS facing too strong a headwind and secondly, might it be a candidate for "Tax Loss" selling?

Q: Hi Ryan what do you feel the reason for bns decline more so than the others and were do you fell support is for this stock is
The profit I had is almost gone and soon will be under water again.
Kind regards
Stan

Q: I am a recent subscriber to your service, and I find it to be excellent. Thank you.

I am in the process of looking for a low risk US stock. Dividends are not necessary. I was considering IBM given its leadership in analytics. What is your view? Do you recommend other US stocks, with a 2-5 year time horizon?

Q: I am a retired, conservative, dividend income investor and have 1/2 to 2/3 positions in each of these securities. I trim-add to my stocks when my asset allocation needs adjusting (recently topped up BCE, BNS). I am considering topping up these 4 stocks, but am fully aware that Tax Loss Selling Season will soon be in full swing. Having said that, all 4 of these stocks have already been beaten up a fair bit.

I know you are NOT a market timer, but does your crystal ball foresee further downside as we work our way through the next 2 months of Tax Loss Selling? Using TCL as an example, you just added 1% to your position. I am sure you must have had quite an internal 5iR discussion about "when" to add that position vs. your 10% cash position at that time and the need to deploy some of it. OR...is it as simple as...this stock has been beaten up so much, it has excellent value now, we know we can't time the bottom, so let's just buy it now?

Thanks...Steve

Q: if you had to choose which position to add to, which would you choose and why?

Q: Hi, I am looking for dividend paying stocks that also have the most upside share price potential in both the short and long term. Could you rate the above, best to last, and if you have any other suggestions, that would be greatly appreciated.
I am not overly concerned with sector allocation.
Many thanks.

Q: I have a portfolio with most sectors represented except for energy to the exception of PPL and ENB I might want to step in with a half position and wonder if I should go with an etf or rather an integrated oil company or else just a pure producer.