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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: My first question as a rather new subscriber! I am 7 y into RRIF withdrawals so wish mostly dividend stocks in this portfolio. I have held EXE since May, 2015 and am now barely $1300 above (all in dividends and share value) as of today. I have read your comments about "quality trade off" and "weak hold for income"with regards to holding EXE instead of SIA and / or CSH.UN. You have commented that EXE debt is about 10 times cash flow. Could you give me similar information about SIA and CSH.UN please. I am about ready to sell EXE for positions in both or either of SIA and CSH.UN (in spite of them having lower dividends and earnings per share and higher P/E). Comments appreciated.
Read Answer Asked by Gary on January 31, 2019
Q: I'm looking for a healthcare stock to ride out the next couple of years - where I expect a recession - in relatively low volatility, high dividend stocks. I have no CDN healthcare. Can you give me a list of two stocks or efts you like?
Read Answer Asked by Graeme on January 27, 2019
Q: Notice 5i holds CSH.UN in the Income Portfolio but would you not consider SIA a better income investment in the same business or does the .UN make a difference?

thx
Rrichterr
Read Answer Asked by frederick on January 25, 2019
Q: Hi, can you recommend 5 high yielders to buy today for RRSP Drip. Please exclude ENB, BCE, CIBC, RCI, unless I should add to them. US OK. 5 Year Hold. Thanks.
Read Answer Asked by John on January 03, 2019
Q: What are your thoughts about EXE, buy, hold, or sell? How does the balance sheet look?
Thanks, Bob
Read Answer Asked by Bob on December 11, 2018
Q: Can I please get you thoughts on the recent earnings from EXE and CSH?
Also what is the street expecting from SIA next week?
Thanks
Read Answer Asked by EVAN on November 12, 2018
Q: hello, when do the above report and what are the eps/ rev expectations? Thanks
Read Answer Asked by Jordan on November 01, 2018
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Read Answer Asked by Carla on August 17, 2018
Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K
Read Answer Asked by Paul on August 02, 2018
Q: I would like to purchase some dividend paying stocks for a non-registered account. What would be your top five recommendations for dividend paying stocks (minimum 3.5 % payout) that are also likely to have some capital appreciation over the next 3 years. Please do not include pipeline or financial stocks as I all ready have these two areas well covered. Also, are your recommendations good buys at this time.

Thanks
Read Answer Asked by Glen on July 31, 2018
Q: After many years I am deciding whether to throw in the towel on Extendicare I know the stock has never been a 5i favourite
Demographics say this should be a growth stock but Extendicare has been a dog
Do you think there is any hope for this stock Should I wait until Extendicare reports In August

Could you suggest a replacement in the same space hopefully with a similar yield
Thank you
PaulW
Read Answer Asked by Paul on July 25, 2018
Q: I currently hold 3,000 exe at an average cost of $12.00. Down substantially.

I am an income investor with 5 years to retirement.

Your comments / outlook would be most appreciated.
Read Answer Asked by Dave on June 22, 2018
Q: Recently, I got cash from AAR.un buyout from Blackstone. To replace AAR.un I thought about these two companies (I have no exposure to senior housing now) What is your opinion about these two companies ?, Main risks and resistance to a downturn in the economy. Will you favour one over the other ? Or split the funds equally on both ?
Read Answer Asked by Alejandro (Alex) on June 04, 2018
Q: https://www.thestar.com/news/gta/2018/05/03/premier-calls-allegations-against-nursing-homes-disturbing-and-upsetting.html

Would this type of allegation lead you to cut half the position or perhaps entirely? I have quite a large (overweight position) in SIA and have it as a DRIP for a number of years. I have about 40 percent of my position in free shares and want to continue to build my portfolio around the aging demographic. I have considered selling some SIA and putting a bit more into SIS as well as Park Lawn, but the dividend income being re-invested has done me well and provides a nice safety net on a long term hold. THoughts?
Read Answer Asked by Jordan on May 15, 2018
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