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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: In a head-to-head comparison, which small-cap health care stock would you side with? Both have made good acquisitions this year and revenue growth will likely follow. DOC is bigger, but the market cap for VHI is approaching 100M which is a good milestone. Both are soon closing their recent public offerings, which will help with future growth/acquisitions.
Is either one on your radar for adding it to the 5i Growth Portfolio in 2021?
Read Answer Asked by Robert on November 09, 2020
Q: Retired dividend-income investor. I see your Income Portfolio is sitting on 7% cash. Any plans to deploy soon or do you want to keep that cash for strategic reasons?

I'm sitting on 6% cash...just wondering whether to continue to deploy monthly on a steady state basis or hold?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2020
Q: Retired dividend-income investor. With the dust trying to settle on the USA election, where do you see the Canadian Energy sector sitting over the next year or two? I understand Renewables are taking off (I own AQN, FTS), but Renewables are very expensive right now and it is going to be a long way off before the oil industry is going to be extinct. My own feeling is we have at least a 20 year runway in front of us.

Having said that, TRP's Keystone XL is potentially in Biden's crosshairs. The research I have done is a) if KXL is constructed, then good for TRP, as it is apparently not priced in to its stock price; b) if KXL is flushed, then also good for TRP as the uncertainty is removed and TRP has plenty of other growth projects in the process of being approved/constructed; c) also if KXL is flushed, TRP would have so much free cash flow, that it would be a "cash cow".

The reason for my question is I have a almost full position in TRP and I view TRP as very cheap right now and was going to top it up. Your thoughts please?

Thanks...Steve
Read Answer Asked by Stephen on November 09, 2020
Q: Hi To All at 5-i:
On Oct 30 CEC asked a question about the above. Would you be kind enough to explain his question, more specifically the figures. 0.9025( 6.95 ) Negative spread. please explain. I think he means 80% of 5 yr rate is equal to or less than 100% of what? at least
.29% ----? Then please explain the reset figures for the next 5 years. What is the rate today? I am thinking of adding some preferreds and am reviewing all questions carefully.
Thanks,
BEN.

Read Answer Asked by BEN on November 07, 2020
Q: Please comment on earnings. Stock seems to have lost some pizzazz. Is it time to take the money and run?

I would like to see a weekly earnings calendar. The TMX site used to provide this service but no longer does. I would at least like to see projected reporting dates in company profiles.

Thanks for your consideration.
Read Answer Asked by Doug on November 06, 2020
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