Investment Q&A

Q: I hold 200 shares of both BNS and TD. Tired of watching BNS slide and wonder if I shud be selling while I still have a profit and putting it into TD or would you consider another bank. I also have 985 shares of Olympia which id doing well. How do you feel about Boyd?

Q: What percentage of Savaria's sales are paid for by insurance versus out of the user's pocket? I'm curious if you would expect them to fair better in an economic downturn then other companies in the industrial's sector. Also who would you say our their biggest competitors?

Thanks!

Q: As of today, what is your best guess or guesses for companies that pay at least 4% dividend, that will have a chance at more than average capitol appreciation going forward. In my income account, among others, I own CGX, GS, TCL.A and VET. Size, sector and risk are not factors, I dont rely on the income and sleep very well during high volatility.

Q: hello 5i:
given that US Health Care is not your specialty, and given that the 3 companies occupy different sectors in health care, could you give me your pick as to which of the three you like best using safety first, and growth second as criteria (I do realize that growth and safety create a conundrum of sorts).
thanks
Paul L

Q: Please give me your analysis on the recent earning report and your view on this company. Thanks

Q: Hi. I own Artis prefs (AX.PR.G). Given their financial results and the dividend cut (with the cut going to buybacks, growth and debt reduction), would you feel better or worse about the prefs today vs yesterday? Thanks

Q: What is the reason that there are no ratings for some of the companies in your portfolios? In this case, what make them the candidates to be in there?

Thanks in advance!
Jane

Q: Do you think the 2019 TFSA limit will increase to $6000.00 in January?

Q: Hi Peter, pls comment on 3Q earnings and guidance for Fairfax, thank you.

Q: I know 5i doesn't time markets but w the Feds raising rates, China tariff wars, business and world slowdown, US elections - when would 5i recommend to invest & what 3 US stocks and 3 Canadian do u like bests?

Q: If it is going to happen at all......do you think Husky is likely to make a further offer for Meg before year end.

Q: Is this a safe bank i am thinking of opening a gic for $500000. Their gic rates are higher then the big banks.

Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?

Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

Q: AX.UN dropped around $1.50 after 3rd quarter results and a release from the company on Nov 1 which stated it will be cutting its payout ratio by about 53%. A part of that release stated under the heading "Overview of New Initiatives:
...The REIT will immediately focus on repurchasing its units through its existing normal course issuer bid (the NCIB) to capitalize on the current trading price, which is presently at a significant discount to its NAV. The REIT has sufficient liquidity to execute the NCIB and intends to continue with the repurchase of units in the future to the extent that the REIT's significant discount to NAV persists...further on it says as a result of the improved balance sheet and the increase in retained cash flow from the revised distribution, the REIT will have the ability to repurchase units...

To me this feels a bit shady in that it announces an initiative that will result in the stock taking a hit and then they are going to buy back the stock at the lower price.

A couple of questions:
1. Will the shareholders have the option to keep their stocks and not sell in a buyback?
2. If you owned a fair amount of stocks in this REIT, would you hold or sell?

Thanks,

Paul

Q: In August, 2018 when HDI was trading at over $17, you were not too excited about it. Since the stock has declined about 30%, is it buyable now even though construction business might be facing some headwinds?

Q: Stock seems to be hanging around. What are your thoughts on this company.

Thanks

Gigi

Q: What is the dividend payout ratio? Is it sustainable?
Safe long term play?
Thanks

Q: After todays announced results and slowing SSS do you think that the growth story is broken or would you continue to hold?

Q: Any reason for the large drop in AX.un today? Is it time to add or bailout? If Bailout what would you suggest as replacement?

Thanks