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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: I'm interested in covered calls and note that ZWU, ZWC and ZWH are all down 15-20% YTD.
For an income portfolio, they look very appealing with their 7% to 9% yield.
Would you recommend to bump up the income?
What % of an income portfolio would you recommend?
Can you rank from most to least favourite?
Read Answer Asked by Curtis on July 07, 2020
Q: Dear 5i Team,

Can you help me understand why Intact trades at such a multiple of book value when compared to other strong P&C / specialty insurers like Allstate which also have a long track record? Is it worth that premium?

Thanks!

Derek
Read Answer Asked by Derek on July 07, 2020
Q: I'm curious if come across any companies that would be a good way to invest in wellness clinics. Those offices that often have physiotherapy, massage therapy, chiropractor, acupuncture all in one office.


Between the aging population, working from home with less then ideal ergonomics and people willing to spend more on their health I feel like this area could see continued growth.

Thanks

Read Answer Asked by Dennis on July 07, 2020
Q: Hi Guys
I own shares in Tobias Carlisles " The Aquires Fund" the symbol is ZIG
This is a Value ETF, small in size and has an MER of around 0.9%
My concern is that it doesn't pay a dividend, I imagine he re invests the dividend proceeds back into the fund?
I was thinking of selling it and replacing it with VVL, this actively managed ETF has an MER of 0.37% and a Dividend of 3.41%
Is it not really compelling Value here on the fundamentals?
I think it trades on a P/E of less than 10x. There might be risk though in some of his Holdings.
If there is a move back into value..this might return 30% or so, or would you still sell it and replace it with XWD.
Thanks!
Gord

Read Answer Asked by Gordon on July 07, 2020
Q: I know you are not speculators especially in this forum but you have in the past identified companies like shopify, lightspeed etc. Are there any new companies that your watching for the growth portfolio at this time that you care to share for members to do their own research on?
Read Answer Asked by Todd on July 07, 2020
Q: I have these 13 stocks at equal weighting of approximately 5 percent each in my RSP, along with 35 percent in fixed income. Stock value of approx 1,300,000. Fixed income is approx 650,000. Cash 50,000. In your valued opinion, is the above stock selection diversified enough?, or are there other sectors I should be in. I am 69 and going to retire in the next year.
Read Answer Asked by Allan on July 07, 2020
Q: I know longer own GUD having sold it over a year ago due to dead money syndrome. However in the G&M today there was an excellent article today on some Canadian biotechs,eg Zyme, etc. that I encourage you to read.

As I've discussed in the past in this column there seemed to be a total vacuum of Biotechs in Canada, but having read this article my eyes are opened.

Are you guys looking into any of these opportunities?

https://www.theglobeandmail.com/business/article-biotech-blind-spot-how-canadas-big-investors-missed-the-boom/

Sheldon
Read Answer Asked by Sheldon on July 07, 2020
Q: Can you recommend a portfolio of 5 or less stocks where the only criteria was safety and income, what would they be? Thanks, Bill
Read Answer Asked by William J on July 07, 2020
Q: I have been trying to identify companies with a high dividend that have not bounced back to Pre Covid levels. Can you please provide me with 3 of your high conviction names.
Thank you
Read Answer Asked by Marty on July 07, 2020
Q: Granted that these companies differ in dividend (only with AD), size (DOO largest, AD smallest) and type of business (sports equipment, fashion products, and equity financing to private companies), how would you rank these four stocks for future growth runway today (highest to lowest) if sector was not a consideration? Thanks for your valued input!
Read Answer Asked by David C. on July 07, 2020
Q: hello 5i Research team, BOS : I know you have been disappointed by this one. Could you comment on the “new valuation” of BOS since THE contract was announced? Is this new valuation only valide while THE contract is being worked-on and that there is a higher level of hope that more contracts will follow due to COVID? How optimistic are you about additional such sizeable follow-up contracts from the US government or other foreign governments, especially since last year’s merger? Are the cash flows generated by THE contract enough to reduce significantly the debt level to induce higher multiples? What maximum weight would you give it in a diversified portfolio? What other Canadian companies offer a similar risk/return profil? Thank you for your collaboration, Eric
Read Answer Asked by Eric on July 07, 2020
Q: I am using CPG as a proxy for VET.
Based on the recent Q&A, I assume you prefer VET over CPG going forward once the artificial loss window expires?
Reinstating the dividend should give it quite the pop. I'm guessing that it would be a priority for them, but not likely to happen anytime soon
Cheers.
Read Answer Asked by Mike on July 07, 2020
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