Q: Hi Peter. My daughter's RESP has room for three stocks. It is underpinned by SPY and XIU so I am unconcerned about diversification. What US/Canadian stocks do you think would be appropriate for her given the long-term nature of this account? (She already has CSU, KXS, GSY, and AMZN). Thanks JohnR
Q: Hi,
CJT has been strong lately. Given the huge idle capacities in other airline companies, to what extent they can/will compete in cargo business? thanks!
Martin
There hasn’t been a question on TER since last year. I have held it in the past. It beat on EPS and revenues the last Q but gave wide guidance for the 2nd Q which is almost the same as pulling guidance. It is into testing and automation systems for industrial applications and 5G, as well as robotics which could potentially be a growth area. Your database classifies it as technology, where I really have plenty, but I view it more as industrial. Is it a decent investment for industrial or is there a better option?
November 05, 2019
5I RESEARCH ANSWER:
STWD is priced well at 12X cash flow; BRX is cheaper at 11X. O is twice as expensive, at 24X. O has had much better growth in cash flow, the question is whether its premium valuation is worth it. BRX wins the momentum contest this year. With a 61% payout ratio, we would consider it for one with a good valuation, 'some' growth and good momentum.
..............................................
Please comment on your current view of BRX.
What is the payout ratio.
How do you view the "integrity" of the dividend.
How do they compare with STWD and O.
Thank you
Q: Hello 5i,
This is a general question on investing. Say if i own TD, for instance, and i don't want to lose it, or something similar to it. Is it a reasonable practice to sell a covered call on TD and at the same time and roughly the same date, sell a put on something like BNS. I don't really mind if i end up owning the both of them, either.
Thanks
Q: I would like to know what you think of their recent Q, do you see anything to suggest that the higher EPS and revs will continue here or is this a one off gain?
Q: I am retired and rely on dividends. I have owned JPM,RY,TD & BNS for a while. The only bank that I am in a loss position is BNS. I am thinking that BNS will continue to lag the other 2 due to the latin america markets they operate in and the ability of these markets to recover from Covid 19. My thought is to sell BNS and put that money to work in TD. Your thoughts?
Q: Good Day Team,
I purchased some AC stock when it was relatively high and of course now I am down by 67%.
This stock represents about .70% of my portfolio and after what warren Buffet did with his airline shares I am wondering if I should sell or thin it down a bit. Or even hang on.
Thank you,
John
Q: Retired and income seeking investor. These three stocks seem to have been underperforming. Would you buy them for relatively low volatility and reasonably good yields? How safe are their dividends?
Q: Can you shed any light on the recent lift in share prices of Dundee Corp and its preferred’s; the reason for the trading halt and what the content of the May 6th conference call was?
Thanks, Hugh Jones
Read Answer
Asked by Elaine or Gerry on May 11, 2020
Q: As a long term play on the oil and gas industry, which stock would you buy for a put away and don’t look, so that I will very happy that I did.
Clayton
Q: Am wondering if there is a company or two that you’d recommend which is into teleconferencing with doctors or health officials. It seems like that may be a growing trend for the future to avoid trips to the doctor and expedite the experience saving health care dollars. The company could also be into setting up the software to make this happen. Thnks
Q: Hi folks, analysis of Q results for Western Forest. After lengthy strike, 5 year contract in place for labour peace, dividend cut to help balance sheet, etc. Would wef/t now be buy/hold/sell at .80sh. I was lucky & bought/own Wft/t during its selloff so looking at wef/t to compliment wft; lumber/forest stocks all seem to be bouncing off the lows, Merci beaucoup, jb Piedmont QC