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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: hi,
based on several recent responses to subscriber questions, can you let us readers know if you currently have any equities in the growth portfolio that are at risk of losing " a going concern" status? as a long term horizon investor, I am a bit concerned with so many recommendations to sell names in the growth portfolio. I thought the concept was buy low, sell high? if history shows that these smaller (market cap) companies always go way down in economic downturns and/or "recessions", then why not a recommendation when this all started many months ago to sell the small stuff... ?
Read Answer Asked by chris on February 21, 2023
Q: 5i recently answered Dennis' question on CDRs as follows: “CDRs are considered US holdings in all aspects, including withholding taxes and foreign securities reporting. ....”

All respects? My understanding is that CDRs are considered Canadian-situs (rather than U.S.-situs) holdings, which means that holding U.S. assets via CDRs would not affect a Canadian who might otherwise be subject to U.S. estate tax reporting and/or payment issues. Can you clarify this point?

Ted
Read Answer Asked by Ted on February 21, 2023
Q: Hello Team
I am a retired income investor. I have calculated that my RRIF needs to yield about 4% in order to last until age 93( using my targeted withdrawal rate )I am happy with ZAG which now pays 3.53% and has a yield to maturity of over 4%. Does this gap in yield mean that ZAG unit price is over valued or is that where the the yield is moving towards? Should investors ignore the yield to maturity or just focus on the general trend in rates( I hope to buy more ZAG as rates move further up)thanks Gary
Read Answer Asked by Gary on February 21, 2023
Q: I've dithered and let my position in Shaw run. To get prepared for the takeover, I'm thinking of moving in Bell, Telus and Sunlife in equal weightings. Looking for safety and dividends, any better ideas?

thanks in advance for the help,
Andrew
Read Answer Asked by Roger on February 21, 2023
Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.
Read Answer Asked by Ross on February 21, 2023
Q: This is an excellent response which shows that 5i clearly understands both companies:

“SHOP is in talks to add AMZN's Buy with Prime service. It allows SHOP customers to get Prime benefits, such as fast shipping, free delivery and free returns. End customers will like it, but analysts are worried that it will effectively shift business from SHOP to AMZN. SHOP needs to be careful here. Some are calling it a Trojan Horse that could backfire on the company. Most SHOP merchants use SHOP because they don't want AMZN controlling the customer relationship. Thus, SHOP needs to maintain the customer relationships it has, and this is likely why it is taking its time with this decision.”

My next question: Amzn targets each individual customer and the customer buys straight from Amzn without needing to go through a merchant store. Amzn fulfillment/shipping/delivery is a huge competitive advantage. Shop on the other hand targets the merchant stores and gives them the tools to sell online directly to the individual customers. Individual customers want goods delivered quickly with option to return. If shop is using Amzn shipping then Amzn will be a part of the shop experience and Amzn will potentially control aspects of the customer experience at shop. What will then stop Amzn from completely absorbing shop within Amzn? Amzn will already be an integral part of shop so is the monopoly power and competition regularly approvals the only thing that would hold Amzn back from taking shop over on day???
Read Answer Asked by James on February 21, 2023
Q: Would you endorse a switch from ENGH to NVEI for more long term growth? Or is there another stock(s) that would have more growth than ENGH, if so, could you list it?

Thanks for your service!
Read Answer Asked by Ozzie on February 21, 2023
Q: What do you think of Fresnillo (FNLPF) as an option for Canadian investors? The volume of shares being traded seems very low, but just today (Feb 16th) the Globe & Mail ranked it number one on a list of “silver producers with sustainable dividends”.
Read Answer Asked by Brian on February 21, 2023
Q: I am trying to high-grade my portfolio to reduce the number of holdings down to about 25. I own this company in a registered account and while I am up on it, I wonder about its future growth. A while ago, you dropped PRMW as you felt there were better opportunities elsewhere. Do you still hold this opinion? Would you expect your answer to change depending on their quarterly report next week? Finally, what category do you place the company in as there seems to be some discrepancy between your last report (Con Discretionary) and the Industry database (defensive)?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 21, 2023
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks
Read Answer Asked by Dave on February 21, 2023
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