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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: Good Morning: In my non-registered account I hold a number of equities on the Cdn. side of the portfolio that pay their dividends in USD. I am thinking about moving some or all of these over to the US side as a means of capturing some USD income. I am not particularly concerned about currency impact believing that over the long term the ups and downs will average out given the current vs historic USD/CAD relationship. My question here is simply whether or not there is some aspect of this move that I have not considered -- e.g. tax implications, buy/sell issues, etc. As always, thanks for your opinion.
Read Answer Asked by Donald on August 31, 2017
Q: Curious to know your take on recent weakness? Just market jitters and short term profit taking? Or, would investors be concerned about the company splitting in two and not wanting to be around for that event? Any backdrop on companies splitting in two being positive or not....I've seen some positive evidence but is such a company specific thing...
Thanks
T
Read Answer Asked by Trevor on August 31, 2017
Q: I have plenty of dividend income and am now interested in adding stocks or ETFs which pay distributions as RoC. Would you have a list of tax effective equities? And what are your views of using stocks/ETFs with a high Return of Capital as a means of improving the tax effectiveness of portfolios? I have heard experts on BNN who are not in favor of RoC but I tend not to agree since my biggest expense is tax.
Read Answer Asked by BRYAN on August 31, 2017
Q: I am surprised that you bought CGX in the income portfolio today. Even though it is down substantially it still trades at an EBITDA/EV multiple that is significantly higher than US comparables. I know that CGX is well-run, but has little growth and under GAAP accounting has not covered its dividend in 5 of the past 7 years. This does not seem to be a good stock for a conservative income portfolio. What am I missing? In your answer I would welcome a comparison to Corus Entertainment, which also offers little growth, but at least the dividend is well covered and would seem like a much safer choice for income.
Read Answer Asked by David on August 31, 2017
Q: there is an article by robert tattersall in last saturdays globe where he talks about price to sales ratios -- psrs, and he quotes various experts who say never buy a company with a psr more than three, shopify was 15.5 at the time, today probably 17, we all know shopify is expensive but this is ridiculous. and he says it never ends good, never.can you comment. dave
Read Answer Asked by david on August 31, 2017
Q: Hi Guys, I'm looking to add several large cap stocks to my portfolio. Can you please name 5 which represent a good buy at this time.

Thanks

Dave
Read Answer Asked by David on August 31, 2017
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