Investment Q&A

Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.

Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

Q: Can you please explain why BIPC trades at such a significant premium to BIP.UN. I hold both now in rrif and tfsa accounts and read BIPC is structured to provide equivalent returns to BIP.UN. Yet as I’m writing this BIP.UN is $55.65 while BIPC is $62.06. I thought both units held the same securities and differed only in structure- partnership versus corporation for some tax reasons. BIPC is said to be exchangeable to BIP.UN yet why do this at a current loss of close to $7 /unit.
Thanks for your help,
Steve

Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.

Q: Hi 5i,

I'm quite surprised at the premium of BIPC vs the LP. I am tempted to sell all my BIPC and buy the LP units to get more units and the higher dividend yield. If I don't make the trade, do you think the premium would persist? Or, is there something the company could/would do to remove the premium (e.g. issue more shares of BIPC only or make the units exchangeable both ways). Is that a risk of losing the premium then?

TIA!

Q: Looking at some of the data under the company tab, I see good profitably ratios but the book value is negative and the return on equity is -111. %. What does a negative ROE mean - is at an artifact of the negative book value?

Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons

Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.

Q: Hi,
It is it a good entry point for KMP or will they be effected by the COVID-19 situation?
Also can you indicate the top 3 residential REIT, that would be safe to buy now?

Thank you

Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

Q: Like the TV detective Columbo I have "one more question". Why does VMD only have one analyst and PTQ has 5. Even though there seems to be more interest (volume and $) /activity in VMD shares than the PTQ shares.

Q: Why is VMD moving so much today on huge volume.
Why after PTQ's great quarterly numbers and their recent conferences call in which they seemed to give fulsome answers including the fact that they have received a 7 million dollar grant from the government and they think prospective acquisitions are becoming more reasonable.
Is there still an ongoing relationship between this two companies which were split from PMH. They both seemed to be in a segments of the market which are rocking and seem to have a good long term perspectives. With the on going aging demographics and the current trend to stay home because of fear of nursing homes and hospitals they seem to be strategically well positioned. Also when do these companies shake of their previous image?

Q: Have held 1000 units of NWH.UN in non-RSP account since 2015 and the ROC is now about 1/3 of what I paid for it. Confused about ROC and how it helps me but I do understand the lowering of the cost base when units are disposed of. Faithfully track all ROC’s for all units held including SPB. I don’t depend on the income from the portfolio but I am in a 43 % marginal tax bracket as a retiree. So when do I dispose of NWH.UN?
Your Q&A database says that NWH.UN is small, has wide geo distribution and not much growth, the distribution is safe but amount is only so so. However, there is a lot of ROC. In this down market, my 2 other similar amount of REs are down also (CSH.UN and SIA, 35 and 44% respectively). Also, have similar amount of AD that is down 52%. I am about “even” on my gains and tax loss sales so far for 2020 taken early in January but could use some carry-back for last year’s gains. Thinking of a trade of selling NWH and AD and perhaps CSH and SIA, waiting the 30 days before buying AD back unless you could suggest a suitable alternative proxy for the interim (or just buy CAR.UN instead all in non-RSP). Or would best option be to let it simmer and revisit during tax loss season to see if any of these have sufficiently rebounded? Have I missed something? Maybe the best decisions taken are those decisions that did not have to be taken.

Q: What is the best and cost effective strategy to hold gold or gold stocks in these uncertain times?

Q: Hi - we are down 23% from our purchase in mid-Feb 2020. Would you sell and re-purchase? Add more? Thanks

Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.

Q: trp.pr.c:ca , do you guys have an opinion about buying this one? thanks.

Q: What is your opinion on these 6% minimum reset preferred. Are they still considered AAA and, as they (B.P.O.) are now under the Brookfield Real estate umbrella, how safe are the preferred dividends in the foreseeable future, anticipating some decline in Office occupancy worldwide?

Q: HI 5i, I would like to replace these 3 ETFs with a more robust/aggressive ETFs or individual stocks.
Thanks
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