Q: Hi. Shareholders have been rewarded with a good dividend and a share price returning close to pre Covid levels. Think management was talking about negotiations underway on more acquisitions. Payout ratio is decreasing as well. Your thoughts on where this heading please and 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.
Q: can you compare eif and fsz for diversity and long term income. are there any other that you would suggest
Q: Hi Guys, could you please comment on today’s earnings release?
Thanks and good day to all
Thanks and good day to all
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- TELUS Corporation (T)
- Cenovus Energy Inc. (CVE)
- Canadian Western Bank (CWB)
- Exchange Income Corporation (EIF)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Aegon Ltd. New York Registry Shares (AEG)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B) (RDS.B)
- ING Group N.V. (ING)
- Fresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an) (FMS)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Berkshire Hathaway Inc. (BRK.B)
- British American Tobacco p.l.c. (BTI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.
Thank you for your expertise, and willingness to help me sleep a bit more soundly.
- Park Lawn Corporation (PLC)
- Chartwell Retirement Residences (CSH.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Exchange Income Corporation (EIF)
- Main Street Capital Corporation (MAIN)
- Gladstone Investment Corporation (GAIN)
- Stag Industrial Inc. (STAG)
- Pembina Pipeline Corp. (Canada) (PBA)
Q: Hi !
Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?
Much appreciated!
DD
Would you suggest a top-five list of Canadian companies that have a monthly dividend--with an eye to capital preservation?
Perhaps the same parameters except that it would be for American companies?
Much appreciated!
DD
- Microsoft Corporation (MSFT)
- AbbVie Inc. (ABBV)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- Enbridge Inc. (ENB)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- Exchange Income Corporation (EIF)
- Hydro One Limited (H)
Q: My wife has full positions of BMO, ENB, LIF, POW and RSI in her RRIF. She has some cash to deploy, looking for quality income stocks with decent dividend yields. Would you have any suggestions?
Thank you!
Thank you!
Q: In an account I look after, the goals are capital preservation and income generation. There is sufficient diversification from other holdings. Some changes are required and I am considering either one of or both of EIF and TCL.A. Their market cap is below $2B; do you see them as reasonably secure and stable. If you had to choose only one, what would you go for? Thank you for your excellent service.
Q: Please comment on the BD of $125m convertible debenture announced after market close,& its impact on price going forward.Txs for u usual great services & views
Q: just a comment but EIF market cap is 1.5 billion not 3.3 billion as 5i implied so the
acquisitions just announced represent closer to 7% rather than 3.3% of the company.
acquisitions just announced represent closer to 7% rather than 3.3% of the company.
Q: Wow, that was some news about EIF's acquisitions. Good for EIF...and thanks for your previous comment to me about not seeing any reason to change (May 17, 2021).......Now with a weighting of 2.3% but with a risk rating that I would say is 3, moving up to 4 out of 5, I'm pondering increasing my EIF weighting....Me, like the 5.67% dividend, too.......What say you, aka your take please!!!......Tom
Q: On May 17th, your response was "EIF and FSZ as well, though those may be considered 'just' income with perhaps less capital gains potential." With that comment, I thought I might realize the gain on EIF, like 30%....and then redeploy it elsewhere.I say this as the chart shows EIF runs up and then pulls back...and at the moment, it might be topping. Within my income portfolio, EIF weighting is OK. Without considering the income tax implications, am I wise to do it, trim the gain, or as EIF would be a long-term hold with a dividend nearly 6% and expecting to hold until the fundamentals change, just do nothing?......Appreciate your insight on this.....Tom
Q: thoughts on the quarter please?
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- AT&T Inc. (T)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Capital Power Corporation (CPX)
- Labrador Iron Ore Royalty Corporation (LIF)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- Enbridge Inc (ENB)
- Algonquin Power & Utilities Corp. (AQN)
- Mistras Group Inc (MG)
- Restaurant Brands International Inc. (QSR)
- Redfin Corporation (RDFN)
- Thomson Reuters Corp (TRI)
- Ultra Clean Holdings Inc. (UCTT)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- Nutrien Ltd. (NTR)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Celsius Holdings Inc. (CELH)
Q: This is my margin portfolio, all position weightings are between 3%-5%.
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
The projected yield is 3.31% with a 3-5 year hold.
I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?
What positions would you add to the portfolio?
Take as many credits as needed.
Thanks for the great service
Q: I’m considering the addition of LNF, SLF, and EIF to RRSP. Would you recommend buying them at the current levels for 3 years?
Thank you very much for your advice.
Thank you very much for your advice.
Q: Please comment on the Bought Deal at $39.40 & its impact..Thanks for U usual great services & views.
Q: Any idea's as to why the big jump in EIF today, March 30.
Thanks
Thanks
Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek
Thanks. Derek
Q: Hello 5i team,
On the 5i website, for EIF's company description, it says that they focus on 2 sectors namely aerospace/aviation services and equipment/manufacturing.
As the pandemic wanes, will this company's fortunes improve or is this already factored into the share price(since the share price is close to an all time high)?
Is equipment and manufacturing still in the aerospace/aviation sector, or is it generally in sectors entirely different?
Thank You,
Andrew
On the 5i website, for EIF's company description, it says that they focus on 2 sectors namely aerospace/aviation services and equipment/manufacturing.
As the pandemic wanes, will this company's fortunes improve or is this already factored into the share price(since the share price is close to an all time high)?
Is equipment and manufacturing still in the aerospace/aviation sector, or is it generally in sectors entirely different?
Thank You,
Andrew
Q: Hi Folks,
Need an income producing industrial for balance.
Is EIF still a top pick or would you suggest others ahead of it?
Thanks,
Need an income producing industrial for balance.
Is EIF still a top pick or would you suggest others ahead of it?
Thanks,
Q: Straight up, which of these two investments would you prefer, would there be too much correlation or would they compliment each other, thanks?