Investment Q&A

Q: I would like to sell, I think, one of either EIF or ECI to buy CNR. I feel that CNR will provide greater stability, albeit at potentially lower long-term growth, than either of the named stocks. While I like the dividends each pays and am not concerned at the moment about their continuing, I am more interested in overall long-term returns however they may be achieved. The question is which one to sell, assuming you feel that this is a good move. I realize there is a risk/return tradeoff here and am willing to give up some return if warranted.

I have owned EIF and ECI for many years so I am familiar with their ups and downs and warts. I am not crazy about ECI's business model and wonder about future growth. I am concerned about future volatility (shorts, aviation industry etc.) with EIF but think ultimately it had good growth potential. Both of these stocks are well off their highest highs and I wonder if either will ever get there again.

Does one stand out to you as the better choice to sell or again, should I just stay the course? I also own HEI and will be keeping it. That gives me about 8% between EIF and HEI so I wonder if that favours selling EIF to minimize an aviation concentration risk.

Appreciate your insight and guidance.

Paul F.

Q: Comments on recent numbers please,, looks good to me?? Pat

Q: I am looking at these two small cap companies as an entry in to the aviation sector. Both pay a nice dividend. Please comment on the secureness of their dividend; quality of their balance sheet; growth prospects and company specific issues ( ie EIF short position).
Would you pick one over the other or neither?
Thanks
Derek

Q: If the earnings and outlook is up why is the price going down so vigorously? The variance between the apparent outlook and price performance is most disconcerting.

Q: Hi,
Could you comment on EIF latest results, consequently what is now its return on equity (ROE)? Is it up or down?

Q: Could you comment on EIF's Q4 and F2017 results and future prospects.

Q: I am looking for one income stock. How would you rank these three at today's prices, and why?

Thanks

Q: Hi,
Would it be possible to know the short interest for this company?

Q: The market response to the Wasaya deal looks negative. Is the market's response justified?

Q: Good day 5i team. Has the Short interest in these companies declined at all? I am even on both and no rush to sell, however ... Shorts tend to also have a long time horizon

Q: I read that cHR may be expanding their reach. Do you have a perspective on whether the possible expansion of CHR flights could potentially affect the business model for EIF? Could you compare the two companies now as to risk and BUY, HOLD or SELL?
Thank you kindly in advance for your help with this.

Q: can you please tell me the current short on EIF and are the short trends inreasing or dereasing? Thx

Q: EIF has been drifting lower the past few trading days any word as why? Don

Q: EIF has been buying back shares quite regularly lately. Do you think it is a good strategy given the current stock price and considering the money likely comes from the debentures issued a few weeks ago ?

Thank you

Q: Hello, I sold my position to crystallize a tax loss. Would you recommend buying again? If not what other high yielding stock might you suggest? Thanks!

Q: I currently own full positions in both these stocks in an unregistered account. In January I will be able to move about $35K of one or the other into my TFSA. I see both as having very good chances of a substantial gain in the next year or two. Which would you move, in considering the impact of a large capital gain for the one I keep in the unregistered account? I do not see either as a long-term keeper at this point, so I foresee the sale of both in 1 to 3 years, moving into something perhaps more conservative .
Thanks!
Paul

Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE

Q: When a company issues convertible debentures like EIF just did, on the balance sheet is it considered an increase of its debt level or a dilution of the number of shares ? It seems to me both outcomes are possible over the term of convertible debentures.

Thank you

Q: You mentioned strong institutional support for their recent debenture offering. Could you please elaborate? Which institutions participated, for how much, and where is this information available to retail investors (if at all)?

Thank you!

Q: Morning .. the re-vamp is great ... EIF issued debentures on Thursday to the tune of $70,000,000 and immediately increased it to $100 m .. can you explain whether the debentures are a positive thing and also is the rather sudden increase good news ? Markets seem to like this offering. Thanks for all you do.