Investment Q&A

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

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

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!

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.

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

Q: W,Buffett sold all his airline stocks.Will it has a negative impact on EIF & Cae Txs for u usual great services & views

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

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?

Q: Would you have any recommendations for convertible debentures? I would only consider companies with solid balance sheets.

Thank you

Q: Your forward outlook on these 2 companies and are the divs safe. Thank you

Q: Good Morning
In the process of harvesting some tax losses. Can you suggest a proxy for CAE and EIF. Or sell outright and buy back in 30 days?

Thank you

Q: Dear sirs,
Looking for your insights into the outstanding debt of both company's, noting the large discounts in current pricing. Assuming I am comfortable with the volatility and can hold the debentures should one expect to receive par value on maturity
Thank you,

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.

Q: What is exactly the problem with EIF as its SP keeps on falling daily? Is this company actually has an operational/financial problem, or is the market's perception that it could have such problems going forward? EIF is one of my key holdings and I'm down about 40% so far (actually closer to 90% from the start of 2020). If it's the latter I might have to consider cutting my losses. Thanks.

Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?

Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.

Q: Both the above seem thoroughly beaten down. Any particular reason not to buy?? thanks Jim

Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff