Investment Q&A

Q: Why the sell off today. Would you add more, hold or sell?

Q: I read an article earlier this week about convertible debt in the cannabis industry. I think the company was Canopy. The exercise price on the convertible debt was reduced considerably to entice the bondholders. I assume creating more potential downside for the shareholders. In any case, my question relates to the management rights to proceed with such a move. Is it voted by the shareholders ? What would the alternative be ? Borrowing at higher cost ? If no event of default has occured on the bond (maybe there was a default?), why give a better deal to the bondholder ? Can you please provide general comments about debt holders rights vs management/shareholders rights. Thank you.

Q: I am looking to make a small speculative investment and wanted your comments before I pull the trigger. I am interested in FIRE, but don't want to get burned and would like to know:
- how much cash do they have on hand and based on their current burn rate how long will this last?
- how much debt do they have and are they in danger of insolvency?
- I understand that being a smaller player they carry more risk but is their management well regarded with a clear path to grow and are they considered to be a likely survivor?
I don't mind investing and waiting for the stock to find its footing but do not want to invest in a company that is not highly regarded. I appreciate your comments.

Cheers
Scott

Q: Hello, I have about 10,000 in physical gold and silver (in safety deposit box) that I’am thinking of cashing in. Would probably buy one or two material or gold stock to collect small to medium dividend .
Question is would you just keep as is or switch to stocks ? And could you suggest two or three quality stock with good management, lower debt etc. ( maybe ETF?)
Thanks

Q: I have continued to hold because I thought the overall strategy was sound and selling pot as a retail business makes longer term sense compared to the valuations in the pot growing companies themselves. Can you comment on recent earnings and how you see management's strategy playing out? Does their generally optimistic evaluation of the quarter and their prospects seem reasonable?
Thank-you.

Q: What is the ‘street’ telling you about the upside, flat or downside in the market for the remainder of this year?
Clayton

Q: Hello, A couple of well-respected advisors have recently recommended this stock on BNN Market Place. I read your opinion on this stock in October which was not positive. Has your opinion changed?

Q: 1. As I approach retirement I am looking for options to at least slightly improve the dismal returns from the fixed income portion of my portfolio (currently in bond funds, PSA, GICs, returns 2.2-3%).
I am wondering what you think of market linked GICs? The 5-year TD Canadian Banking & Utilities GIC offers an annual guaranteed minimum interest of 2.75%, and maximum total return 25.00%. The 5 year Oaken GIC rate is 2.85%. With 100% principal protection, a competitive minimum interest rate and the potential for a modestly greater return I cannot see any downside to the TD product which makes me think I must be missing something.

Q: Dear sirs,

Would you purchase HD after the earnings miss and revised outlook ?

Thank you

Q: I have held this company for a long time. Is it time to buy,sell or hold.

Thanks

Q: CSU.CA hit a new high yesterday. About 2 weeks ago they reported 3Q results where they missed projections. After the results the stock was slightly weak and now hits a new high. I am not complaining since we own the stock (thanks to you) but I am puzzled that the stock hit a new high so soon after missing a quarter. Do you find the trading unusual or pretty normal?
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim

Q: This is tax loss selling time. Is it a good time to buy or sell, neither or both?

Q: Down 70 per cent. I’m gonna sell for tax loss. Would you see a good reason to repurchase for a possible rebound ?
Thanks
Karim

Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.

Q: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ

Q: I notice that when asked 5i is able to give the payout ratios to members seeking companies(reits banks pipelines utilities etc) that provide. yield but more importantly the sustainable payment of their dividend/distribution. .. the payout ratio for me is a key metric when making an investment decision. it would be most useful if 5i could include payout ratios as a regular part of their metric checklist thanks Richard

Q: So a little birdie told me this mortgage fund has paid and continues to pay a 12% dividend "steadily going back many years now." Could the 5i team take a look at this and tell me about this investment, what it holds, how it consistently delivers, the risks involved and whether the tooth fairy really does exist - respectfully - Ken

Q: Transcontinental and Lightspeed are my 2 Tax Loss candidates this year. I intend to buy back LSPD. Is there any compelling reason to buy back TCL?
Thank you

Q: I’m even with this stock right now only have 300 shares should I sell now?

Q: Hi 5iR Team, TD puts out a monthly consolidated report of its stock coverage universe. In the Sept. 30th report I looked at their Junior/Intermediate O&G stocks. I noticed that if I arbitrarily picked an upside % of 70% i.e. current price and TD's Target Price there were 13 stocks. The lowest was TOG at 70% upside and the highest NVA at 152%. In addition, some of the stocks like WCP and FRU are yielding 8%+. For me as an investor this is compelling data. Lastly, reading further into the report TD's O&G sector thinking as stated by their senior analyst is not Bullish. In other words TD does not appear to be exaggerating the facts, attempting to make some case for investors buying O&G stocks.........but the analysts in the field certainly feel incredibly positive on a number of Junior/Intermediate names.
How do I sort this out??
What would be 5iR's top Jr/Int. O&G picks?
Thanks team. Cheers, Chris