skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello and thanks for your insights. I'm looking at these three as long-term (~5years) paid-to-wait plays on demographics/pandemics/energy respectively. Collectively, 10% of my portfolio. I'm retired and 55 and could manage nicely if all three went to $0.

Question: Do you consider this move to be on the lower end of the risk meter?
Read Answer Asked by William on July 28, 2020
Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.

1/ Do you feel the dividends are relatively safe?

2/ Do you think think they will rebound?

3/ Or - should I just trim them both and move on?

Thanks for your insights.



Read Answer Asked by Dave on July 15, 2020
Q: There are apparently class-action suits being launched against Revera and Sienna relating to covid deaths in their homes. Before long this may well involve Extendicare and Chartwell at a guess. How meaningful to a company's future would you expect these suits could be? Are there any legal precedents (re: alleged lack of proper patient/resident care) involving senior homes in Canada? I have held both Chartwell and Sienna for years, and done well with them up until all this. I have reduced both by about half, but do you think it is just better to exit this sector for now?
Thank-you
Read Answer Asked by grant on May 19, 2020
Q: I have had CHE and EXE in my RIF for quite awhile.
Cost $74,526 total and currently worth $35,010 for a loss of $39,516 (Ouch!!)
Being in my RIF, there is no tax write off but selling either or both will free up $35,010 of cash for other more (hopefully) rewarding items.
The same with VET in my TFSA but even with VET's dividend cut its still paying me about 10%+ dividend on my cost of VET.
Given all the issues with Long Term Care Facilities and Corona-19, is EXE still a good long term bet?
I'm inclined to sell CHE and stay the course with the other two.
Your thoughts?
Brian
Read Answer Asked by Brian on April 22, 2020
Q: I am retired and have both a cash and RIF account. In my cash account are the big 5 Banks, T & BCE, FRU & IPL. I see that IPL has cut the dividend & FRU has a "1,437% Pay out Ratio (PoR)!! I have mostly REITs in my RIF & EXE & CHE.
I'm not concerned re the banks or telecoms but the PoR of FRU, CHE & EXE are of concern to me. I also feel that in the longer term, the REITs will survive especially with interest rates so low. Also, to replace IPL would you consider PPL
Your thoughts please.

Read Answer Asked by Brian on April 09, 2020
Q: Hello,

I note that each of these has sold off with the market and are now yielding between 7.14% and 9.4%. Unless people are moving out of these homes in fear, I think whatever vacancies are caused by Covid-19 will be filled by the aging population. Being on sale to the extent that they are seems overdone given that they continue to function and receive their revenues. Do you agree and would you be a buyer of 1 or all of these at these levels for growth and income? Please indicate a favourite if you have one and the reason why.
Read Answer Asked by Tim on April 07, 2020
Q: My wife and I are seniors drawing from our RRIF's and we are 'buy and hold' type of investors and need income. Your recommendations to 'harvest' capital losses is something that we have not really done previously but this suggestion is resonating with us now. If we were to do this I think we would look for 'proxy' purchases for at least the 30 day waiting period before we could repurchase the same equities if we wished.
Could you suggest some appropriate 'proxy holdings' we should be aware of for the following equities?
1. The REITs HR.UN, BPY.UN......would ZRE be a good holder?
2. EXE
3. POW
4. FM
5. MTY
6. TFII
Please use my question credits as appropriate. With thanks
Read Answer Asked by Gary on April 02, 2020
Q: Looking at these companies. In your view do they look attractive and/or reasonable stable (of course considering the environment we are in).

Thanks.
Read Answer Asked by Chris on March 18, 2020
Q: I saw Samir Manji from Sandpiper Group on with A. McCreath on BNN on Fri. He made an interesting case for HBC but that is not what I want to ask about. I noticed his Co. also took a position in EXE. It looks like the stock made a comeback off of that purchase. Given how he finds hidden value in these companies I was wondering if you could speculate about what he sees in EXE and how much more value there is. I am attracted undervalued divvy plays by predilection.
Read Answer Asked by Gerald on August 27, 2019
Q: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario
Read Answer Asked by Mario on August 02, 2019
Q: My first question as a rather new subscriber! I am 7 y into RRIF withdrawals so wish mostly dividend stocks in this portfolio. I have held EXE since May, 2015 and am now barely $1300 above (all in dividends and share value) as of today. I have read your comments about "quality trade off" and "weak hold for income"with regards to holding EXE instead of SIA and / or CSH.UN. You have commented that EXE debt is about 10 times cash flow. Could you give me similar information about SIA and CSH.UN please. I am about ready to sell EXE for positions in both or either of SIA and CSH.UN (in spite of them having lower dividends and earnings per share and higher P/E). Comments appreciated.
Read Answer Asked by Gary on January 31, 2019
Q: I'm looking for a healthcare stock to ride out the next couple of years - where I expect a recession - in relatively low volatility, high dividend stocks. I have no CDN healthcare. Can you give me a list of two stocks or efts you like?
Read Answer Asked by Graeme on January 27, 2019
Q: fiera capital - mortgaurd reit-extendicare which stock has the potential to give me more growth in 5 years
Read Answer Asked by cliff on January 09, 2019
Q: What are your thoughts about EXE, buy, hold, or sell? How does the balance sheet look?
Thanks, Bob
Read Answer Asked by Bob on December 11, 2018
Q: Have to raise cash for YE withdrawal from my RIF. These are the smallest holding and are under water. Would you please rank them as to which you recommend to sell. Your input is appreciated. Thank you.
Werner
Read Answer Asked by Werner on November 21, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!