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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: Hello 5i
For NTI you have PE at 5.6 and price at $76.87. This would give the EPS at $15.37 Yet you state EPS at $5.00. Why the difference?
Also, for FSZ, using the net income of $58,499 and dividends paid of $88,183 the retention ratio is -50.74. However using Operating Cash Flow of $143,814 there is retention ratio of 38.68%.Thus in the first instance, to cover the dividend there would be increased debt but in the second instance all seems well. Do you prefer using Cash Flow in this instance? Please take as many credits (if any) as required
Thank you
Stanley
Read Answer Asked by STANLEY on February 27, 2023
Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Thanks
Read Answer Asked by Jonathan on February 27, 2023
Q: I am underweight in consumer defensive stocks and in US exposure in my RRSP. What would your top US consumer defensive picks be?

Thank you

Louise
Read Answer Asked by Louise on February 27, 2023
Q: 5i
I was surprised by the sale of the Tonder Denmark plant. I could not find any mention of a potential sale in any of the previous quarterly reports or news releases. Could you speculate on the reason for the sale. I can only think that they either need cash, company had $141 million last quarter, or they don't think this will be worthwhile endeavour. Can you elaborate if possible? Thanks

Kenn
Read Answer Asked by Kenneth on February 27, 2023
Q: Hi Guys
will the default level not go through the roof on all these Corporate Bonds in the next few years when they have to re issue debt at much higher levels ? and wont a recession really contribute to high bankruptcies.
What kind of a correction in this ETF can we expect, something along the lines of 30 %, Algonquin Power was sure hit hard with higher floating rates.
Thanks Gord
Read Answer Asked by Gordon on February 27, 2023
Q: hello 5i:
can I have your thoughts regarding on receiving income from the 2 names above? Recognizing that the FTS shares pay a 6% dividend and the CSU shares a 7.2% dividend, can you discuss safety, trading volumes, and most important, the outlook for the future. If YOU were looking for income, which would you prefer?
thanks
Paul L
Read Answer Asked by Paul on February 27, 2023
Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks
Read Answer Asked by gabriel on February 24, 2023
Q: Hello, I have too many financial stocks and I would like to sell one of the above but I'm not sure which one to let go of. I was thinking of letting X go or one of the Brookfield stocks. Your thoughts please, I feel I can get enough diversification with only four stocks in this sector. Thank you in advance.

Cheryl
Read Answer Asked by Cheryl on February 24, 2023
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,
Read Answer Asked by sam on February 24, 2023
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