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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: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.

Regards

Wayne
Read Answer Asked by Wayne on May 02, 2017
Q: Hi everyone,
Could you please provide comment/analysis on CanWel Building Materials with specific reference to: 1) growth rate over the next few years 2) characteristics of industry sector
3) sustainability of rich dividend based on available cash flow/payout ratio 4) debt/equity relationship and finally 5) the close (conflict of interest? relationship of CanWel CEO and their largest shareholder, Fortuna whose founder/CEO is one and the same as the CanWel CEO. I am investing for the long term based on solid capital gain expectation and dividend income.

Thanks so much,

Dean
Read Answer Asked by Dean on May 02, 2017
Q: My only exposure to equities outside of Canada is through the etf VUN. Would it be appropriate now to invest in emerging markets, Europe or world etf's? Could you please make some suggestions to compliment my Canadian and US holdings.
Thanks for your wonderful service.
Read Answer Asked by Rose on May 02, 2017
Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?
Read Answer Asked by Barry on May 02, 2017
Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.

I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.

- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.

- Rogers is up 50% in the last 21 months.

- Cogeco has caught fire after years of treading water.

What's a guy to do?

Thanks!

Kim
Read Answer Asked by Kim on May 02, 2017
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 01, 2017