Investment Q&A

Q: Your thoughts on buying exe now?

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.

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?

Q: fiera capital - mortgaurd reit-extendicare which stock has the potential to give me more growth in 5 years

Q: Greetings,
Given that we should be "running towards quality" during a downturn , I cannot help but to be tempted by EXE for having more of a short term upside that CSH or SIA.

As long as the dividend is safe, would you agree with me EXE could be viewed as a contrarian purchase?
Cheers

Q: What are your thoughts about EXE, buy, hold, or sell? How does the balance sheet look?
Thanks, Bob

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

Q: Can I please get you thoughts on the recent earnings from EXE and CSH?
Also what is the street expecting from SIA next week?
Thanks

Q: Hi 5i:
I've been struggling with what to do about some questionable decisions I've made over the last year or so and would greatly appreciate your advice.
Since we began handling our family RSPs 2 years ago the overall value has increased 58% (not including contributions) which we're pleased with. But that gain could be much better if not severely weighed down by Corus (4.5 % of portfolio & down 46%); Firan (2.7% of portfolio & down 43%); Freshii (2.3% of portfolio & down 51%); Extendicare (2.4% of portfolio & down 27%) and, more recently Transcontinental (6% of portfolio and down 18%).
I look at these and don't know what to do - hold or sell - and that indecision is creeping into the rest of my decision making to the extent that I'm pretty much doing nothing but letting the whole shebang sit where it is, which I don't think is a good investment strategy.
We have 6 years until conversion to RRIFs.
Could you tell me what you think would be my best next step for each of those listed above. If sensible to sell any or all and put the proceeds somewhere more useful I will, but before I take that step (and that loss) I could sure use objective advice as to whether that's the right thing to do on a case by case basis.
Thanks - your thoughts will be much appreciated. And if your answer requires more than 1 credit that's completely understood.
Peter

Q: I was talking to my financial advisor about getting into a couple of high dividend securities north of 4% with some growth. They mentioned AW.UN, LIF, CGX, EXE. They said most of them have had a run except for the KEG and they said that one might be the better one. Which ones do you like of this group I have mentioned or are there any that you could recommend?
Thank you, Dennis

Q: Morning Team,
EXE been rising for last 3 days to 7.85 and I hold 1000 @8.61,
It's time to get out at a smaller lost ?
Thanks as always.
Tak

Q: After many years I am deciding whether to throw in the towel on Extendicare I know the stock has never been a 5i favourite
Demographics say this should be a growth stock but Extendicare has been a dog
Do you think there is any hope for this stock Should I wait until Extendicare reports In August

Could you suggest a replacement in the same space hopefully with a similar yield
Thank you
PaulW

Q: I currently hold 3,000 exe at an average cost of $12.00. Down substantially.

I am an income investor with 5 years to retirement.

Your comments / outlook would be most appreciated.

Q: Can you provide a list of companies that are significantly beaten down, oversold, ugly? I'm looking for ones with balance sheet assets, but it doesn't have to be perfect.

Q: I’m a little bit underwater in EXE, KMI and ALY and wondering what to do. I could keep on waiting patiently but the opportunity cost is bothering me. Should I buy more of each to lower my cost basis and then sell? I kind of think the first two were mistakes and of the three I was hoping to keep ALY, but I’d like to know what you think of the prospects for each one (maybe just a few quick thoughts). Thanks a lot.

Q: I currently have a full position in EXE. Thoughts on latest results and as a long-term hold? Thanks.

Q: Can you please comment on the earnings for all three companies?

Q: would like your comment on recent debenture financing on
extendicare.
thnak you.

Q: Can you please list, in order,the top 3-5 seniors reits and ETFs if such exist?

Q: would like your comments on extendicare 2017 year end results
out feb 28.
Thanks.