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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: Hi there. It seems like in this Coronavirus hysteria nobody is excited about testing or treating cancer based on the trading of Guardant and Exact sciences. Do you like the current levels as a nice entry point for a speculative and long term position in each? It seems oversold unless I am missing a fundamental problem. To put a sharp point on the question, are they good buys today?

Thanks!
Read Answer Asked by Tim on March 04, 2020
Q: Could I please get your in-depth analysis on the above companies? How sustainable would there dividends be during a business downturn in a low rate environment?
Read Answer Asked by Colin on March 04, 2020
Q: I don't own a REIT in my portfolio. Do you think now is a good time to buy a REIT that may be beaten up and are REIT's looking good for the coming years with expected lower interest rates? What is your fav REIT you would buy right now, I like high ROIC if possible but open to your advice. Thx
Read Answer Asked by Adam on March 04, 2020
Q: I noticed a number of questions recently concerning STC and I thought your members may be interested in the response I received when I asked my Hedge Fund (who follow the stock closely and are bullish) about the recent results:

We thought the STC quarter was strong. Gross profits were up 20% YoY and cash earnings were up 89% YoY. They lowered revenue guidance but increased EBITDA guidance.
Recurring revenue (service business) as a % of revenue

20% in 2018

30+% in 2019

40-50% in 2020

*Margins have followed suite

The conference call was very informative and the focus continues to be growing recurring revenues and profits

Feel free to publish this if you think it is of value.

Cheers
Scott
Read Answer Asked by Scott on March 04, 2020
Q: I recall that during the crash of 2008 some pundits recommended that a good entry point was when the price of a blue-chip stock fell to where it yielded a 4% dividend. I’m assuming this meant that the yield was better than potential interest that could be earned on bond prices during a flight to “safety”. If I’m somewhere near accurate with this statement and given the low interest rate environment we are in, what, in your opinion should today’s investor be looking for in terms of a yield target for dividend-paying Blue-chips, assuming the market is going to continue to decline? Thanks
Read Answer Asked by Chad on March 04, 2020
Q: Hello 5i
I've never participated in a Dutch Auction before. Is it likely if I submitted my shares at say $42 they would be purchased? If so, in this market, there is a good chance I can buy them back for less than $42 on one of the many market dips we are seeing. I might be able to gain 5+% in the process. Your thoughts would be most appreciated.
Thanks
Dave
Read Answer Asked by Dave on March 04, 2020
Q: Hello team.
Your thoughts about the interest rate and FX ( CAD/USD )move back home here after Fed cut half percent?
Really appreciate
Read Answer Asked by LEI on March 04, 2020
Q: I'm looking for some help in understanding the Sandbox transaction Alaris Royalty just reported.

Given that they didn't receive full value on the preferreds, doesn't that mean the common for Sandbox was worthless? Do you have any information on the other details of the transaction.

I've scanned the last three quarterly reports, I see quite a few top up investments, both additional Preferreds and debt. I didn't see any red flags in comments until Q3 where the investment was written down by $4 million and the rating was lowered. Certainly nothing indicated the common equity of Sandbox was worthless. It looks to me like they were blindsided.

What am I missing? Should I be concerned about a possible re-evaluation and writedowns of Alaris Royalty's other investments?

Thanks as always.
Peter
Read Answer Asked by Peter on March 03, 2020
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