Investment Q&A

Q: Hello 5i team. Is the sudden jump in TMAC based on any substantive news? I can't find anything. Thanks as always. - Asher

Q: Dear 5i,

In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?

thanks

Ian

Q: I tend to be very enthusiastic about micro-cap companies in boring "I wouldn't want to do that" industries that pay a dividend. Can you please provide an opinion on Westbond? Thanks.

Q: I wish to buy a defensive utility in a non-reg acct that will qualify for DTC (not sure if ETFs above qualify for DTC). I am aware of different div yields. Is there any significant difference in risks that stand out to you? Plse rank in your order of pref for purchase (already own EMA but would purchase more).

Q: What do you think about global dividend ETFs like CYH? Any concerns about the lower volume?

Q: Keen to get your take of this EFT - YXM:CA....the hedged one because of how strong the US dollar is to the Loonie.....and I know that the MER is .60%.......Is it an opportune time to hold a US momentum EFT like CI First Asset Morningstar US Momentum Index ETF YXM?.....thanks....Tom

Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.

Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks

Q: Hi- why has CSU rebounded "not as strongly" as other tech stocks?

I am a young invesstor with a long term time horizon. Would you take a position in CSU here? I have LSPD as well. Thanks.

Q: Which Of these two banks will bring me the best return in the next six months? Or is there another bank you would prefer?
Thanks

Q: Today they dropped their drip and started a shareholder rights plan. Dividend was untouched. I am down on my holding. Since I can not drip this anymore what do you guys see with INO.UN going forward. Do you see a chance of a take over offer?

Q: I have a question about Corporate Bonds that are now deemed 'junk bonds'. Bombardier is one example.
1. Is the primary risk associated with the company going into insolvency?
2. Is there a risk, like Dividends, that the Yields on those bonds can be changed / amended later on?
3. What are your thoughts on corporate bonds like Bombardier? Are there any corporate bonds that you see as a good holding to have?

Q: Cjt is moving nicely. How likely will this trend continue, Also did they expand their ownership recently.
Intact what would impact their earnings in the nearterm say 12 to 18 months

Q: What is your opinion of getting into investment grade corporate bonds at this time? Yields look particularly attractive compared to government bonds. Are there any that you would recommend?

Q: What is your opinion of the usefulness of the Shiller CAPE ratio, and is there a site where the CAPE is available for individual companies ?

Thanks,
Mark

Q: Please comment on potential of company as well as potential to get listing on Nasdaq. Any other comments would be appreciated. I devote upto 3% of my portfolio to speculative stocks.
Thanks

Q: please explain an etf hedged to Can. $, and an etf unhedged. which is advantageous when Can. $ rises, when Can.$ falls ?
thank you

Q: Retired dividend-income investor. On the company page, Park Lawn in listed as Consumer-Cyclical. On the Monthly Income Portfolio report, it is listed as Consumer-Non-Cyclical. I would assume the latter is correct...one would think that burial services would be considered a staple. Question #1 = Please confirm your view as to the appropriate sector for PLC.

I am light on Consumers and have been wanting to top up this sector, but am thinking of staying away from the Discretionary sub-sector until things attempt to normalize over the next few months or quarters. I currently own PBH and NWC, both food companies. I used to own MG, LNF, AW and I will reconsider them again at some point, especially LNF. Question #2 = What are your thoughts about taking a new position in PLC ? I have read your March 25/20 report which concludes with a B+ rating. Some of the current metrics look ok (P/BV, P/CF, P/S, Beta, forward P/E). However, I calculate the payout ratio to be 175%...am I right? Is the dividend sustainable? I see a ROE of 1% from one source and 8% from a 2nd source. Comments please...thanks.

Q#3 = I actually need two consumer stocks that pay a dividend, ideally over 3.0%, but I'm willing to bring the threshold down to around 2.5%. Would you please rank PLC, LNF, AW, MG and any other consumer stock your filter system could identify for me to consider.

Thanks for your help...much appreciated...take 3 credits...Steve

Q: What are your thoughts on two of my US holdings? PulteGroup's for its homebuilding and financial services and WPX Energy and its debt or financial stability

Q: I notice in your replies to questions about gold companies you rarely include Wesdome, although you have spoken positively about it in the past. Does this have to do with its size, valuation or are there other concerns at play?

Thank you as always. Keep well.