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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: Hello 5i,
can you suggest any Canadian publicly traded stocks that are involved with offering "In-Home" Health care. I believe "EXE-T" offers this as part of one of their services. How much does this contribute to "EXE-T" overall business? Please deduct as many credits as necessary. Thanks!
Read Answer Asked by Ian on November 06, 2017
Q: Hi,

I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.

Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)

Thx.
Read Answer Asked by Cameron on September 29, 2017
Q: 3:05 PM 9/27/2017

I have been looking at Extendicare as a source of slow growth and a good dividend, but I have a number of questions about the company that you may be able to answer.

1. What happened in May 2013 when the company cut the monthly dividend from 7 cents to 4 cents? In the same year Revenue dropped from $2,037 million in 2012 to $784 million in 2013 and Operating Income was cut in half.

2. Morningstar shows Equity of $135 million and Debt of $533 million. Can you explain these figures as they relate to Market Cap of $823 million?

3. What is the actual current $ debt, and Debt/Cashflow, and is it unacceptably high?

4. What do you think of management and do you forsee any problems ahead for the company other than inflation and minimum wage increases.

5. Do you have any concerns about the company's ability to continue paying the 4 cent a month 5.2% dividend?

6. INK insider shows that there has been good net insider buying in the last year at EXE with the CEO almost doubling his holding to 240,000 shares with rights to an additionsl 197,000+ shares. In contrast I note that Directors at Sienna have sold nearly 200,000 shares of SIA in the last year. Does this hint at trouble at Sienna and better days ahead for Extendicare?

7. Would you consider EXE's dividend any more or less reliable that those of SIA or CSH.UN? I currently have a 1% position in EXE.

8. Would adding new Money to my 1% position in EXE for the dividend, be a complement to my positions in SIA [4%] and in CSH.UN [3%]?

Thank you very much............ Paul K.

Read Answer Asked by Paul on September 28, 2017
Q: Hi 5I just reviewing our positions and two laggards of late are fcr. and exe. Not concerned about holding them but wondering about replacing them for a better dividend or potential growth. Your thought would be appreciated.
Read Answer Asked by Robert on July 12, 2017
Q: Further to th question asked by Mayur. The new Chairman came on board as a director with four others in Jan last year, after Oxford Park Group disclosed a 5% in EXE. A change of leadership was also disclosed in Jan 2016 when the company stated the then current chairman Mr Hutzel would step down after the AGM this year. The downgrade is something I missed but would love to understand the rationale behind it as EXE seems to be finally getting it's house in order. I know 5i prefers CSH and SIA in this industry but do you have any insight into the downgrade.
Kenn
Read Answer Asked by Kenneth on April 03, 2017
Q: I have both of these in my portfolios and have done well. Should I be concerned about the changes at Extendicare? Big drop in price. ECI is it a take-over? Is tis good or bad? should I sell?
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on April 03, 2017
Q: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare
Read Answer Asked by Kirk on March 29, 2017
Q: Could you please rate these 3 stocks and explain. Thanks. Take extra credits if required.
Read Answer Asked by Paul on March 23, 2017
Q: Hi Peter and group I am up on EXE (28%) in the last 2 yrs I was thinking of adding some more . Is this a good idea or do you recommend another stock in the same space
Read Answer Asked by Terence on February 06, 2017
Q: Hi 5i team, I have a general question on companies being removed or added to the different s&p tsx indexes. On Jan 23 a number of companies were added and many deleted (gte and exe among them), so my question is with these being very large indexes with many eft's and mutual funds holding them, is there actually a lot more buying or selling of these particular stocks by these funds or funds copying them. and if so do they have much lead time before the actual replacement date (jan 23) and would you see more adjustments continuing after the date possibly affecting normal trading of such companies.

thanks Tom
Read Answer Asked by Tom on January 30, 2017
Q: I have a half position (2.5%) in EXE,CHR,AAR.UN and WCP. In a reasonably well diversified portfolio. I have enough cash to bring two stocks to a full position.
Should I pick two? Can you rank them in order?
Or should I add a bit to each? (More trading fees).
Or hold the cash for a couple of months to see how the markets are doing?
Read Answer Asked by David on January 17, 2017
Q: Good afternoon, Peter & Co.
Considering your recent comments and analysis would you recommend that I sell my SIA and buy EXE? Also, I have had a decent run with CNE and it may now be overvalued. I am slightly underweight in the energy sector. Would you recommend selling CNE and moving to different energy company? I own High Arctic and Brookfield Renewable as well as small positions in Tourmaline and Crius. Dividends are not very important to me. I am underweight in the energy sector.
With appreciation.
Ed
Read Answer Asked by Ed on November 17, 2016
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