Q: Good morning what are your thoughts on EIF with there earnings coming up would you think dividends are at risk or is there business model good in this era Thank you
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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.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Exchange Income Corporation (EIF)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- WELL Health Technologies Corp. (WELL)
- Akumin Inc. (AKU)
Q: Hi Folks,
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis
I want to shake up my small cap holdings. I would like to add some of your favorites such as WELL, STC and PHO. I currently have losses in AKU, CHR, EIF and TCL.A......should I continue to hold these or sell to free up some cash for better opportunities. It's a registered account so no tax implications.
Thanks for your help,
Dennis
- The Walt Disney Company (DIS)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard U.S. Total Market Index ETF (VUN)
- Vanguard Information Technology ETF (VGT)
- Columbia India Consumer ETF (INCO)
Q: Hi all, I'm concerned about some of my holdings based on the rising US Covid19 cases. As such would like to raise my cash position for the eventual pullback in USA market. Please select from my list the first to last to sell or reduce in order. Thanks for all you do.
Q: I am approaching my first year with 5i Research and it has been the best investment decision I've made. Thank you for your great service.
These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.
These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Brookfield Property Partners L.P. (BPY.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Antibe Therapeutics Inc. (ATE)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- B2Gold Corp (Canada) (BTG)
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Q: Can you see any insider buys since the stock went down since March? Thx
Q: Announced another dividend today. Would 5i say this is appropriate to continue the dividend in this environment and what is the current short position on the stock? Thx
Q: Was there any details in the cc and how much stock do insiders own? In particular the CEO. Thx
Q: Please comment on the conference call this morning.Big 13% drop today.Should I hold or take my 51.7% loss on a 1% position(p/p $44),Txs for u usual great services & views
Q: What’s your evaluation of EIF’s report? I assume a severe downturn from April 1, but do you see their business returning to near normal post shut down? Will that have much in the way of expenses when shut down?
Q: Please comment on the latest Q & its impact going forward. Appears to be a big miss on eps.Have a 1% position,p/p $44. Hold or sell at a big loss.Txs for u usual great services & views
Q: do you have estimates for these 2 companies reporting tomorrow? Thx
- PPL Corporation (PPL)
- Enbridge Inc. (ENB)
- Alaris Equity Partners Income Trust (AD.UN)
- Exchange Income Corporation (EIF)
Q: I am coming up on the 30 day mark where I can repurchase shares that I sold to harvest some tax loses. Granted the market has been strong of late but I purchased some proxies on your recommendation and they have performed well. Which would you refer at this point AD or EIF and similarly PPL vs ENB?
Thank you for your continued support and guidance
Thank you for your continued support and guidance
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- FLIR Systems Inc. (FLIR)
- Roper Technologies Inc. (ROP)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Exchange Income Corporation (EIF)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- RTX Corporation (RTX)
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
- Suncor Energy Inc. (SU)
- Great-West Lifeco Inc. (GWO)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Exchange Income Corporation (EIF)
- BMO International Dividend ETF (ZDI)
Q: I have enough cash to add to two of the following positions: ZDI (ETF), CTC.A, GWO, SU, EIF. Which two should I add to, and why? If you think I should only add to ZDI (being a diversified ETF) at this time, please indicate so. Thank you.
- NFI Group Inc. (NFI)
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Exchange Income Corporation (EIF)
Q: Greetings 5i Team,
on 24 Mar, I SOLD these 4 companies for tax loss capture and am considering buying them back now. I note that FSZ and EIF have recovered more quickly than AD and NFI. Also, they are all still selling below what I had originally paid.
In what order would you buy these back? Is there a company(s) among them that you would not buy back at this time?
Thank you for this excellent service.
Steve
on 24 Mar, I SOLD these 4 companies for tax loss capture and am considering buying them back now. I note that FSZ and EIF have recovered more quickly than AD and NFI. Also, they are all still selling below what I had originally paid.
In what order would you buy these back? Is there a company(s) among them that you would not buy back at this time?
Thank you for this excellent service.
Steve
Q: W,Buffett sold all his airline stocks.Will it has a negative impact on EIF & Cae Txs for u usual great services & views
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- NFI Group Inc. (NFI)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Exchange Income Corporation (EIF)
- TransAlta Renewables Inc. (RNW)
- Nutrien Ltd. (NTR)
Q: Hello 5i,
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Thank you for providing a clear and modulated message through the past 2 months.
For a 5-10 year hold could you rank the top 10 highest (TSX) yielding stocks with the safest dividends. ( strongest balance sheet, lowest payout ratio, historical dividend growth, etc).
Could you also rank them separately in terms of bounceback / growth potential over the next 2 to 3 years?
There may be redundancy in this question vs others asked and the 5i portfolios - so please take as many credits as necessary.
Thank you
Q: I hold a small position in EIF (1%) and debating whether to add or move on here. I like the divvy, but is it sustainable (payout ratio?). 50% off recent highs made in Feb, is it likely to re-test lows of late March ($14) in a second wave of market downdraft ? What are it’s prospects in a post-Corona world, does its business lend itself to quick recovery?
- Innergex Renewable Energy Inc. (INE)
- Premium Brands Holdings Corporation (PBH)
- Exchange Income Corporation (EIF)
Q: Would you have any recommendations for convertible debentures? I would only consider companies with solid balance sheets.
Thank you
Thank you