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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: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?

Thanks, Dave
Read Answer Asked by Dave on July 06, 2018
Q: I realize you have better prospects than these but I am wondering if you can make a buy case for longer term holds. Could you also provide some of your current small cap favorites . Thanx Robbie
Read Answer Asked by Robert on July 06, 2018
Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?
Read Answer Asked by Joel on July 06, 2018
Q: Morning,
I need some help to understand an "outperform" rating recently issued by RBC on CAR,un.
When the report was issued a day or two ago CAR was trading at $42.63 and only had a yield of 3.1%. RBC has given a $40 price target in 12 months.
Why would there be an outperform rating on a stock that may have a negative return in the next year?
I feel CAR is extremely overvalued at this time and have reduced my holdings by 25%. What is your opinion?
Thanks for the help.
John
Read Answer Asked by John on July 06, 2018
Q: About a month ago I purchased vxus & already it is down 7%. I believe I'm caught in a perfect storm of a rising US dollar & trade war rumblings of Donald Trump. EM countries often owe debt in US dollars which hurts them & causes further drops in stock prices.Your comments on this thesis & suggestions would be appreciated.On the positive side Bloomberg News feels China has hit a bottom.
Read Answer Asked by Dave on July 06, 2018
Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%
Read Answer Asked by Federico on July 06, 2018
Q: I have followed 5i research since 2013 and used the model portfolios to tremendous advantage resulting in more that doubling the capital in my portfolio. I have been all Canadian from the beginning having fear of the US stocks. (and still do) However I am wondering if its time to dip into the US and International markets. Do you think it is appropriate at this time and how would you approach this. I could just transfer some stocks to a US account. I am a retired growth/income investor. By the way I followed many talking heads on BNN before 2013 and none impressed me more than Peter. That is why I took the plunge into the 5i Research philosophy. Many thanks Peter.
Read Answer Asked by Martin on July 06, 2018
Q: Hi Peter, Ryan with all the tariff talks, if it ends up not working well for everyone and there is a trade war among countries how would a recession affect stocks. Thanks, Nick
Read Answer Asked by Nick on July 06, 2018
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