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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: As a retiree with a balanced portfolio, I hold SIS and wonder if there are better longer term opportunities in this market. I like SIS's demographic market position and strong balance sheet. Covid-19 may entice more seniors to stay at home longer, which could help SIS. But I have concerns. The firm's international growth will challenge their Board and management to deal with greater complexity. They have a new CFO and SIS did not have much to say about the person in their announcement. The CEO owns a large share position, and the company's payout ratio seems high. All in all, I'm wondering if I should move on and sell. What do you think of my assessment? Anything else I should be considering? Thank you.
Edward
Read Answer Asked by Edward on May 20, 2020
Q: Long Term Care and Seniors Residence in general are in the spot light demonstrating what perhaps many of us, still young seniors, know from looking after our parents in and around Seniors Residence.....that they are not desirable places to have to be. Even the high end residence the majority of seniors can not afford are difficult to staff and are still close quarters to one degree or another. That said, staying away from those places will be the preference of us who are getting up there. SIS devices will be in greater demand. Who are other companies to compete with SIS?
Sorry for being long winded.
Read Answer Asked by Stephen on May 12, 2020
Q: Hi, looking to lighten up on my small cap holdings, sector not an issue. Could you list in order which ones you would SELL first?
Looking to hold two for longer term
Thanks
Read Answer Asked by Brad on May 07, 2020
Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: I currently own these stocks and am unfortunately under water on all of them.
Am considering selling two of these to incur a capital loss. Which of the two do you suggest I should keep?
With the funds raised from the sale I am considering doubling down on the remaining two. Or, adding either a Canadian or U.S. bank as another alternative. Would appreciate you comments on this strategy. And which Canadian bank or U.S. bank would you prefer.
Read Answer Asked by ed on April 14, 2020
Q: Hi Peter, are any of these at risk in this environment over the next year or alternatively in particularly good shape ? Would you continue to hold them or elimate any ? Thank you.
Read Answer Asked by Paul on April 14, 2020
Q: I am underweight the following positions: ZDI, CTC.A, EIF, SIS. If I were to add to one of these positions, which would you recommend? For longterm hold. Thank you.
Read Answer Asked by Walter on April 07, 2020
Q: Good morning, I hold these smaller cap companies in my TFSA for more aggressive growth, a strategy I believe you endorse.
In this new reality, I am thinking of a more conservative approach and selling the above and converting to FTS, RY, XRE, SLF.
If things recover well I will get a great pop on the big caps without the individual company risk associated with the smaller caps. If things go poorly with the recovery, my large cap mix should drop a lot less than the smaller caps.
Also, any of the above smaller caps that you do not like.

Thanks
Rob

Read Answer Asked by Robert on April 01, 2020
Q: Any concern on their dividend? Looking at their annual report for 2019, payout ratio is close to 70%. If this is correct, doesn’t leave much room to increase the dividend or re-invest back into the business for growth.... I would hate to see an equity raise in the near future or see then use their cash balance for a dividend increase. Your thoughts would be appreciated. Thanks.
Read Answer Asked by Chris on March 30, 2020
Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
Read Answer Asked by Pierre on March 27, 2020
Q: I currently own positions in ADW.A , SIS and HR.UN in my TFSA.
I am thinking about adding to these positions.
What would be your order of preference with the fact that you do not plan on selling any of these in the next 5 years
Read Answer Asked by James on March 25, 2020
Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike
Read Answer Asked by Mike on March 23, 2020
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