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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 considering the purchase of Milestone. It appears that its revenue and distributions are in $US. Could you advise if this complicates matters in terms of tax and what type of account (RRSP or taxable) would be preferred to hold the security? Would the discount brokerage convert the US distribution to CDN and would they usually charge a fee for this?

Thanks as always
Read Answer Asked by Neil on July 22, 2016
Q: Can you offer 4 or 5 companies being considered for addition or on the cusp of making into each of your portfolios; growth, balanced, income? Many thanks.
Read Answer Asked by Curtis on July 22, 2016
Q: There was a question that mentioned a list of top ten USA stocks for an option writing strategy. Just wondering where I can find that list.
Thanks
Read Answer Asked by DEBORAH on July 22, 2016
Q: I am wondering what would be a normal p/e for Concordia? Also perhaps you can shed some light on the difference between cash flow and levered free cash flow.I understood the latter represented the cash left over after debt obligations have been paid. With their substantial debt I expected Concordia's levered cash low to be substantially less and yet Yahoo Finance shows cash flow per share of $4.10 and levered at $6.55.
As always your assistance is greatly appreciated.
Mike
Read Answer Asked by michael on July 22, 2016
Q: Hi
I have a half position in the above 3 Rogers B, Thomson R, and high liner, all are on the uptrend
I am a conservative investor holding stocks that pay me a dividend while I wait
how would you rank the above 3 stocks in terms of value and safety
and which one would you like to see me adding to ?
I have BCE in my portfolio as income as well.
thanks

Michael
Read Answer Asked by Michael on July 22, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: Thanks for the small cap suggestions yesterday. I was also thinking of a 10I position in Cara, Mighty Foods, or Restaurant Brands International. I would appreciate your answer based on the fundamentals for a minimum 24 month hold. I also know Cara's board has had some issues re: directors as insiders and objectivity going forward.
Thanks again.
David
Read Answer Asked by David on July 22, 2016
Q: Considering an investment in Methanex. The information I have indicates zero insider ownership and over 100% institutional. What's the correct situation.
Thanks, Len
Read Answer Asked by Leonard on July 21, 2016
Q: On the fixed income side of a portfolio 5i has included both conv. debs. and prefs. Do you see them as having a similar risk profile? With new money would you choose CVD or CPD? and why? I am having a hard time finding CDs that are worth the risk, yet the rate reset pref. market seems like a "bargin" assuming rates go up in the next 5,10,15 years.
Read Answer Asked by Ronald on July 21, 2016
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