Investment Q&A

Q: Twelve months ago BRE was a twenty dollar stock. Today it is 14 and change. What has changed in the company that would justify a 30% drop in the stock? Is the dividend secure, in your opinion?

Q: I have 50k to deploy from Crius. Amusing no overweight , time or sector considerations.
Top considerations
1. safety
2. income
3 less sensitive to recession
could you rate the above from best first.
PLEASE ADD OTHER OPTION THAT FIT THE CONSIDERATIONS
thanks you

Q: I would have thought an impending rate cut would be a headwind for Sun Life and other insurance companies, but that doesn't seem to be the case. Is the market just ignoring this until it actually happens?

Q: For a long term hold of three years or longer, which one between NTR and ATD.B would you recommend in terms of a combined return (growth + yield)? They are about the same size in market cap now, but NTR has a higher dividend yield while ATD.B is very strong in growth in the past five years. Thanks.

Q: I am contemplating switching from Rogers to Shaw in the pursuit of more growth within Telcom. Your opinion, please.

Carl

Q: Have held this company for 10 years and generally has been very good for income.
Short term doldrums or time to sell?
Thank-you.

Q: My question on AQN. is that from some other sites give a 12 month $12.50. With its current price of $16+ , and a PE of 37.5, does that mean one should sell at current and buy back later? Thank you again

Q: Your thoughts on UTG. US

Q: For a better total return over the next 5 years would you have a preference of one of these over the other?

Q: Would you invest in this company? If so why?

Q: I am a retired, dividend-income investor with a buy-and-hold strategy that I trim-add around core positions. I am a bit light in the Materials sector.

I have been following MX and NTR. Both screen well on the metrics I use (P/E, P/BV, P/CF, P/S, ROE, dividend, dividend growth, payout ratio and consideration to analyst expectations). If I had to select one, I would give the nod to Methanex although RBC Direct Investing rates NTR better. Five questions:

#1 = For a long term hold, which would you pick?

#2 = Even though I am not a trader, for a rebound potential, which would you pick?

#3 = I use a full weighting of 5% for blue chips (examples, BCE, BNS, FTS, TRP). What weighting would you suggest...I am thinking a half position?

#4 = Both stocks are global companies. Which stock is more susceptible to the current trade wars?

#5 = Or....is there a better alternative stock which you like better than MX-NTR?

Five questions...please deduct 5 credits.
Thanks for the great service...Steve

Q: Would you be able to compare these two companies or are they too different? If I understand correctly they are both in the materials sector, are well managed and are companies which combine some growth along with a healthy dividend. Possibly MX has more of a global reach and so has some control over its destiny while LIF is a royalty company and simply reflects the current price of iron ore pellets. If I understand correctly LIF would have a risk of ore exhaustion or depletion even though the Labrador Trough has been a source of high quality pellets for years now. MX buys hydrocarbons (oil and gas) to make methanol so their input costs should be low yet methanol prices must be even lower so we have a problem. You note MX is projected to have 60% growth next year which is a high number but the stock continues to decline. Based on your years of experience do you feel this is a valid projection? Is the 60% number based on anticipated recovering demand or is the company opening a bunch of new factories next year?
Any other thoughts you have would be appreciated.
Thanks,
Jim

Q: Is there a US equivalent of PSA, i have US $ in my RRSP trading account and I am not ready to invest yet ?

Q: Hi Folks

your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks

Q: I currently have a 3.5% position in KWH. With funds expected from the buy out next week, what are your recommendations to re- deploy as income generating in the same sector.

Q: Hi can I have your take on the latest offer of 42.50?
Kind regards
Stan

Q: What are your current thoughts on EXE? Hold or sell?

Q: Any info you can share on this trust? How does one invest in it if it is appropriate?

Q: Good morning 5i Team

I currently have a half position in BPY.UN and have been looking for an opportunity to increase it to a full position (3.5%). I'm primarily interested in dividend income (I like BPY's 7%) supplemented with some growth. I tend to hold dividend payers for long term.

I would have thought lower interest rates would have been a tailwind for three reasons:
1) dividend income versus alternatives
2) lower cost of borrowing
3) lower cap rates for properties for sale, increasing potential sales price (offset by recession risks lowering demand for same).

Interested in your comments on this.
Thanks as always.
Peter

Q: What is 5i thoughts about the additions to Caldwell Partners' board of directors? This news coupled with Ewing Morris acquiring a 20% stake in CWL last year maybe a signal for change at CWL in terms of better utilizing the capital markets. Do you agree?