Q: With interest rates heading higher for longer, countries/ corporations with high debt levels will suffer pains not seen in a very long time. Should investors begin to switch to fixed income products (bonds,prefs) as rates rise? Will traditional income stocks get knocked about too?
Q: Hi 5i, what do you think of 3M today due to the litigation, military earplug issue. They had a big down day on Friday any idea how this will impact the company. Thanks for your help.
Q: It often seems difficult to find the holdings of covered call etf's and whether their returns include return of capital. Do you have a solution and your opinion of xyld for long term hold. Thanks for you expertise.
Q: I have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James
Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks
Q: Do you have a proxy for CVD? It can be stock or ETF. The reason I ask is it is thinly traded and my purchase exceeds the average daily volume. I’d rather not pick away at small lots to reach my position, or is that what I should actually do?
Q: I have a sizeable position in XYL which has had a barely adequate return over the years. I am considering reducing this position and investing the proceeds in another water stock such as American Water Works or an alternate in either the USA or Canada.
May I have your opinion of XYL and possibly replacing part of my holding with a different water stock of your choice?
With appreciation,
Ed
Q: Which of these is the better buy at current levels? Cash flows seem wildly different between the two, can you help me understand the difference? I like the MFC buybacks and higher dividend. Will increasing interest rates benefit both of these companies equally? How long do you expect it to take for higher rates to filter through to the bottom line? Please deduct as many credits as necessary. Thank you.
Q: In your answer to Ken on Aug 25, you state that DND is trading at 7X earnings. I haven’t been able to verify that anywhere.
They are certainly not trading 7X TTM or 2022 earnings. The highest analyst estimate for 2023 I see is for about $1.20 . That would imply a forward PE closer to 14X. I would note also that DND doesn’t have a great record recently at living up to analysts expectations. Is 7X based on 2024 estimates?
Q: Mr. Market didn't like ECN during their last spin off and I ended up getting the rest of the company for $2.50 a share { after the special dividend } .... Mr. Market doesn't seem to care for this spin off either ..... I tend to have more faith in ECN management than I do in Mr. Market and am looking at increasing my position toward the larger end of my small cap comfort level ..... What is 5I's opinion on Mr. Market versus ECN management ?
Q: If you were to pick 3 cdn stocks to be overweight on in today’s market what would they be ? 2-3 year hold. Assume good diversification rest of portfolio. Thx
Q: I buying this one in stead of the buying individual bank stocks given our uncertain environment. Any reason why this covered called ETF might not be good for a full weighting at this time?