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: Hello 5i Team,

Historically, FN has been a solid choice for income with modest growth.

However, I'm uncertain about the effect (i.e. headwind? tailwind?) of the current and near-future situation where people will have to renew their mortgages at higher rates, potentially leading to an increased number of defaults.

Is it a Buy, Hold or Sell?

Or is a Canadian bank stock (e.g. RY or TD) a better choice at this time for overall return?

Thanks in advance for your always helpful advice.
Read Answer Asked by Keith on September 13, 2023
Q: How would you rank AX.UN, CHP.un, CHW. DOO, ET, FN, HPS.A, ISV, LB, QSR for overall return with some growth. Please rate as well if you would Buy, Sell or Hold Each one of them. Would you prefer at this time not to invest and just hold cash?
Read Answer Asked by David on October 19, 2022
Q: Good afternoon!
This is one of Dorr Capital's funds that invest in mortgages (assumedly higher risk), and are speculating (pun intended!) a return of 7.5% annually, with distributions monthly.
The management fee is 1.25% (Series "A") or .85% (Series "F"). There is a cost to redeem on 30 days notice of 2% if in 1 year or 1% if in the second year.
I don't think this is much of a good idea, but was wondering:
1) Your thoughts on this specific investment?
2) Would there be any equities you could steer me towards that do this type of investment but without the management fees or the slow redemptions?
Thanks!
PaulK
Read Answer Asked by Paul on November 15, 2021
Q: Am looking at two for a company with good yield and growing dividends. Quick analysis : both have good management ; different sectors, one with oil/ gas issues and the other has risks in the housing market. Would FN follow the banks movement and how close does PKI track the oil/ gas index ? Understand PKI is in one of your models. PKI keeps hitting the $40.00 mark and has difficulty breaking out while FN has declined recently. Your choice ? Thanks. Derek
Read Answer Asked by Derek on August 10, 2021
Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.
Read Answer Asked by Robert on May 25, 2021
Q: I own GSY on your recommendation. I also own ZEB for simple exposure to all the Canadian banks. I'm interested in finding other niche opportunities in the financial space, whether on the income side or the growth side (or blended). Someone mentioned Firm Capital Mortgage Investment Corp (FC) for income, recognizing this also entails some real estate exposure. What is your view of FC, and what other suggestions would you have? Thanks.
Read Answer Asked by Brad on May 03, 2021
Q: i am being ask to sell BPY and have no choice. I have lots and need do something with money. I was looking for another REITS. I understand few if any will pay dividend of BPY. I do own little bit of etf zre. I have done with & like dividend monthly. I also own banks, utilities, pipelines, railroads plus few other REITS. I am looking for more dividends. I also own too many faangs. I just want to know your suggestions?
Read Answer Asked by brian on April 26, 2021
Q: I am looking to invest in one of these two companies. as a way to play the real estate market other than through the banks. They both seem to have good management. How secure is their dividend and who would have stronger growth prospects? Any other comments greatly appreciated and do you have a preference? Thanks. Derek
Read Answer Asked by Derek on October 16, 2020
Q: Would you please rank these companies in descending order of their dividend reliability.
Thanks.
Read Answer Asked by David on July 21, 2020
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!