skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 please provide proxies for tax loss selling for the above noted stocks/ETFs
Please deduct as many credits as necessary.
Thanks for your insight.
Read Answer Asked by Terry on November 08, 2023
Q: In January, you answered a question about Sienna with a note that the payout ratio was 99.6%. In another answer in March, you indicated it was 61%.
Could you take a look at it again and comment on the difference? Is one of these an anomaly?I am interested in knowing if their situation is improving regarding dividend safety. Should I be concerned? Is the risk level increasing or decreasing? ... Thanks! PK
Read Answer Asked by Paul on October 26, 2023
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Read Answer Asked by Andrew on December 19, 2022
Q: I have held these 2 stocks for a long while, but I am getting the impression that it is really hard to make a living in the senior-residential-retirement services. I am thinking on : a) sell one and reinvest in the proceeds in the other , b) sell both and buy instead a dividend payment large cap. (i.e. BNS, ENB) . If a) which one would you recommend to sell , if b) Does this move make sense ? thanks . note : I have plenty of other REITs in my portfolio.
Read Answer Asked by Alejandro (Alex) on December 16, 2022
Q: Hello Peter,
Is VFV and XSP about the same except one is hedged? I have held Sienna and Chartwell for a long time and I thought from a demographic point , they would be great long term holds.. I am down alot but the dividend is great. Are these two good long term holds or since covid, the recovery maybe too long of a time given the high interests that we see. Thanks very much
Read Answer Asked by umedali on November 02, 2022
Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?
Read Answer Asked by umedali on March 02, 2022
Q: Stephen Takazy a solid value manager had positive comments on few namely
MDF SIA(6.5div)cloudmd tecsys (5i recom )D2l /
PL rank them
Read Answer Asked by thambirajah on November 11, 2021
Q: what would be your top choices as an investment in the "senior homes" (residences) category for both Canada and the U.S.?
Read Answer Asked by ed on November 10, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!