Investment Q&A

Q: Good Morning
Today, on BNN, an analyst indicated that he is shorting both stocks. I will appreciate your views with respect to the above noted securities. I am ahead about 40% on both stocks.
Would you recommend selling TRI and EIF
Thank you

Q: Good morning Peter and Team,

On BNN, David Lloyd recently painted a very bleak picture for Exchange Income and recommends shorting this stock. I'd appreciate your opinion of the very negative comments he has on this company. The following is copied from the BNN website:

Q: When to sell. It seems every time I sell something it immediately starts going up. Awhile back I watched Simo fall from $45 to $37 where I sold and the next day it started going up and is still going up to this day. EIF which I watched fall from $45 to $35 and recently sold it at $35 and by the end of the day it started going up and it is still going up to this day. Is this a coincidence - they would turn around and go up as fast as they came down? Right now I have CZO down 40%, ITC down 20% and GSY down 5%. I am skeptical about selling them because it may happen again. Are there any of these three that should be sold? Thank you very much. Dennis

Q: Hi Peter &Ryan
Do you have any thoughts were the floor is on this stock it has been under a lot of downward pressure albeit on low volume
I am very happy with this stock and am still well above water .
Kind Regards
stan

Q: Would you recommend EIF for a conservative income portfolio? Also, what rating would you likely give this stock? Thanks, Barrie

Q: These are the only 2 stocks I own in roughly equal portions of $41,000.00 each in my TFSA.
I am looking at selling equal amounts of each stock to buy another equally weighted stock.
I prefer small caps with a 5%+ yield and good growth potential for long term hold. DRIP if possible.
Would you name 3 stocks which you think may be suitable. Thanks
Derek

Q: could you please compare Mal to Eif with the usual metrics and which would you prefer for a 2 to 3 year hold? Also, will Mal benefit from Trumps increase in military spending? Thanx

Q: Please dock two questions for this:

1. Would EIF be best held in a TFSA or non-registered account?
2. What would you recommend for a high divdiend paying stock in the consumer space for a non-registered account. Would BPF.UN be a good choice?

Q: EIF posted record results last week and have since been beaten down aggressively, losing all gains and then some. This kind of trading action is very obvious that shorts are behind the beat down. Do you know the number of shorts on EIF? I just wonder when would these folks finished pillaging EIF and move on. Thanks.

Q: Spinmaster and Exchange have both had positive news lately , can you give me an estimate on what the ceiling would be for each of these strong gainers and time frame. TY for all you do.

Q: Please provide your comments on EIF's Q4 and full year results.

Thank you.

Q: Hi5I

EIF will be reporting after market close Weds. Could you please tell us your thoughts on their results

Regards

Q: Hi, I need to pull some money out of my TFSA and would love your thoughts on what to sell. I'm looking at TOY, NFI, and EIF as my "flatliners" (I haven't had them long). Do you have advice about which to drop, or perhaps they'll all shine in the end so I should just trim each one? I will be able to buy back mid-year. Thanks!

Q: Did the CEO of EIF not tweet Donald properly? Does the threat of dismantling NAFTA have anything to do with the steady decline ? Whats happening with Exchange?

Q: Hi Peter
What do you fell is causing the downward pressure on this stock ?Any change in fundamentals?
Kind Regards
Stan

Q: In an otherwise well balanced portfolio,and knowing that they are in different sectors, which of the two stocks do you feel has the better
possibility for growth over the next eighteen months to two years. Dividends are not an issue.Their Market Cap, P/E ratio, REO, and price appreciation over the last one year appear to be similar. Thank you for your opinion. Ian

Q: I have 1/2 a position in EIF in my income portfolio. Since I bought it stayed flat. Should I sell, hold or increase my position? If you suggest to sell what should I buy instead.
Regards,
Jacob

Q: Hi 5i Team,

Which stocks pay their dividends monthly instead of quarterly?

Thanks,

Henry

Q: Please enlighten me on how bought deals work, using the most recent EIF bought deal as an example.

EIF floated new common shares at $42.45 per share recently and it was a bought deal so the underwriters bought the entire issue (plus the over subscription shares) for $42.45 per share. Thereby EIF received $42.45 per share (less the underwriter fees), while the underwriters assumed the risk in case if they cannot sell those shares at $42.45 or more. Am I correct so far?

In that case, with the EIF SP lingering under $42 a share, can I assume the underwriters will suffer a loss? After all why would you buy the new shares from the underwriter at $42.45 if I can get them cheaper in the open market?

Also if I were the underwriter, would I not be trying to drive up the EIF SP to over $42.25 to protect my deal?

Kindly shed some light on this type of transactions. Much appreciated.

Q: Hi Peter and gang,
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!