Investment Q&A

Q: Could you comment on earnings release, good year over year comparisons- revs, earnings, EBITDA but are they growing, how could one assess the market or opportunity going forward?

Q: HELLO

I have three Canadian banks, BMO, TD, and BNS.

I would like to sell one of them. Which bank would you recommend?

Also, I would like to buy ET.CA for secure dividend income. I would like your advice regarding this.

Thanks for your help.

Henk

Q: Hi, could you please clarify your position on ET. In your recent article on Reliable Retirement Streams you endorse it but in your answer to Chris on July 16th you said you would like to avoid it altogether. Thanks

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: Could I have your thoughts on the Q4, backlog and outlook? Buy, holdor sell?

Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.

Q: Hi team, your comments please on Evertz results. Do you like this stock for a long term hold in an income account?
Thanks
Rob

Q: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.

Q: Evertz has reported and looks better than the last quarter. What information can you parse from this Q release to help a shareholder looking forward? Will you be listening to the call and, if so, could you report on what you hear?

Q: Thoughts on Evertz latest quarter and future prospects. I see they declared an .18 dividend so I presume the divvy should be reasonably safe going forward.
Thanks and Happy Holidays to the 5i team.

Q: I hold a full position in Evertz currently. The headwinds for this company are related to the shut down of the filming industry. Do you see any optimistic signs for this company in the upcoming report or is the 2nd quarter release going to be much like the first?

Q: could you give me five suggestions of stocks that are still left behind in the rally.
ET?,AC?,MCR?
which ones would you suggest with the most upside?

Q: Was in a quandary over ET after purchasing as an income stock several years ago. Currently underwater by 30% and was wondering about buying more as my position is small. I know 5i seldom recommends averaging down but in this case would averaging down be an opportunity? Normally I would sell after a dividend cut but these times are not normal. Company has no debt ( I think ) and room to increase dividend. Is management just being ultra-conservative about increasing dividend? Would this be a tax loss seller or a buying opportunity?

Q: I'm going to sell my ET position very soon. I would like to put the proceeds into one of the following three: LSPD, REAL or WELL. How would you order them in terms of risk? How would you order them in terms of most potential?

Best,
Don

Q: I recently sold ET and wondered if buying SYZ would be a good replacement for a RRSP or is CSU a better replacement. I currently own KXS ,DSG,CGI.A,LSPD
Thanks

Q: Hello 5i,
I sold PLC at a gain to buy AW due to the higher dividend and good pricing. I sold ET and bought TCL.A also at a good price now.

With the excess cash from the sale of ET should I wait to see what you suggest next or buy CU which s not in your portfolios but has a good dividend, is at a good price and is suggested by you in many instances or buy GOEASY also at a good price, growing, and a reasonable dividend? I am 73 looking for dividend and some growth with a ten year outlook. I do not need the funds as a defined pension plus dividends. If you have better suggestions I would appreciate them.
Stanley

Q: In response to Roy's question on Sept 11 you stated in part "earnings are expected to bounce in 2021 by up to 50%". I couldn't find any specific information supporting that position in the MD&A accompanying recent annual & quarterly results, other than management's generic confidence in increasing revenues once the pandemic impacts are over (whenever that is!) Have you any other specific information?

Q: Could I get your comments on their latest Q1 results?
Thanks

Q: Please give me your opinion of EvertzTechnologies - is it a buy, hold or sell - is the dividend still safe after it has been cut - thanks for your reply.

Q: why is this stock lagging so much?you still have it as one of your favorites and would you step into this stock?