Investment Q&A

Q: Hello 5i,
Exchange Income Corp (EIF) has grown its dividend consistently over the past 5 years. How stable is the company? What is the payout ratio?

Have you had this in the income portfolio since the portfolio's inception?

Andrew

Q: Hi There
Thanks for your informed service.
I have had Chorus in my unregistered account for some time and enjoyed the dividend that it had. Now that there is no dividend and the price has recovered somewhat, I am thinking of selling it and putting it into other monthly dividend payers that I hold. I was thinking splitting up the proceeds ($25,000) into DIV, EIF, NXR, SPB, and DIR.UN. I am looking at income (being retired) and want relatively safe dividends. Chorus had none and who knows where it will be a year from now. Why not put it to work in these monthly payers? Are there any in the group you would not put any of the proceeds into and would it be best just to add $5000 to each or would you put more into one. This is a small portion of my holdings and the above stocks represent between 2%-5% of my holdings.
Thanks for your help
Kevin

Q: Can you comment on earnings and outlook?

Thanks!

Q: What do you make of this one? Nice divvy, but does it have some growth in it over the next 2-3 years or should one merely consider holding for income? If income only, I would imagine it falls in the category of higher risk income?

Thanks

Q: Hello,

Could you please name a few (or more) companies (preferably from different industries), which were undeservingly punished during the tax loss season, but you think might have a great potential to bounce back in 2021?

Thank you

Q: Hey, Happy New Year! Long time member since 2013. Looks like we got by another crisis with the lessons learned from you. EIF and FSZ have not recovered yet. Both down about 15%. Your thoughts please going forward. Both in a registered account.

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.

Q: Doing a complete revision of my portfolio and these names came up for consideration.
I would appreciate your input as to whether they could be a good investment at this time.

Q: Hi guys...thanks for the service. Wondering if you can name 2-3 Canadian and U.S. stocks that you feel have been unfairly punished over the past months...that you feel would be very good entry points and may rally quickly...more so a trade rather than a long term investment....thanks.

Q: Can we get your take on both these companies 1/4ly report.

Many thanks

Q: Thoughts on their latest quarter.

Q: How safe is EIF. Thanks Donna

Q: I would like to increase my portfolio exposure to materials and industrials. When it comes to materials, I own NTR and was thing of adding a position in SJ. I am not entirely comfortable with this buy (concerns about slow growth), but I can't simply find a better alternative. What are buyable (quality + reasonable valuation) companies in the materials sector that you think are better than SJ? When it comes to industrials, I was think of starting long-term positions in EIF and CAE because of their recovery potential due to low valuation. Is there anything that you find concerning in these two?

Q: Can I get your opinion on the earnings results of Andlauer Healthcare, Exchange Income and Jamieson Wellness?

Thanks.

John

Q: Please comment on Q results of EIF.Txs for u usual great services & views

Q: With the likelihood of a vaccine in the relative near term there will be a rotation out of a number of tech stocks. Based on this thesis I consider the following stocks which I own to be good candidates. BYD,PKI,TFII,WSP & EIF. Do you agree and if so could you list a few other candidates that would be a good fit. Thank you.
Roy

Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.

Q: Just curious as to your opinion about the acquisition. It is purportedly immediately acretious and seems like a good fit for them, yet EIF is down on a generally up day.
Thanks!
Paul K.

Q: what does the market expect from EIF coming quarter? Thx