Investment Q&A

Q: HI guys
Have been a holder for Acadian Timber for quite a while, and wondering with the share price drop is this a good time to add a bit more - up to a 3% position for income and a bit of capital appreciation. A couple of questions - with the company trading substantially below book value does that put a floor somewhat on share price? And how strong is the dividend and the company financially - e.g. I see the company has more than a 100% payout ratio in terms of the dividend - can they sustain this for a period of time waiting for markets to improve?

Thanks

Stuart

Q: In a recent question you said that CDZ could not do well because of dividend cuts, so, i am asking whether or not you would consider XEI to be the same or not as it has a larger amount of companies that pay dividends...Gene

Q: Negativity re Covid 19 seems to be decreasing and attention may be switching to the economy, beginning with this weeks reports. Everything I'm reading suggests that the massive testing required to safely open the economy just isn't there, and a vaccine is far away. Meaning a later rather than sooner scenario for business as usual. Today's retail numbers and bank earnings have moved the market lower and only reflect March's partial shutdown.Do you see the markets recent Covid 19 optimism, being replaced by economic negativity, with markets deteriorating further towards Q2 numbers. I have a large cash position and cognizant of your buy slowly strategy, but can't help thinking the worse is yet to come.
Thanks Peter.

Q: What instruments do you use to determine an inverted bond yield curve?
Do you think we had one last year?
If an inverted yield curve [bear argument] occurred, what would signal it's reversal [bull argument].

Q: Hi Team,
I am holding TWLO, and down 12% on it as of today. It has been showing some strength lately with the other tech names, but perhaps not as much as some others. What do you think of this companies growth potential? I am wondering if I should hold it, or if you would recommend switching the holding into a different US tech growth stock that you are much more convinced of (was noticing ROKU or DOCU)? I currently already hold NOW, AYX, CRM, SQ,TTD,FB. Thanks for your advice.

Shane.

Q: I have been beaten up badly with this stock. Assuming I want continued general exposure to the REIT market would you cut ties and move onto something else such as ZRE.TO to reduce some risk but maintain exposure?

Q: Thank you for your excellent covid report.
Of the 20 stocks reported, can you provide and rank your top 10 favourites I. Terms of risk/ reward, for a risk tolerant investor.
Thank you

Q: Do you think that dividend is safe this one of my core holds

Q: Good day, 5i. I was given a small # of shares of BIPC by their spinoff; also have shares of BIP.UN. If I consolidate these shares in a Canadian RIF, which way should I go - all BIPC or all BIP.UN? Are their any advantages either way?

Q: Good day,
Torstar has about 75 million in cash and no debt after a recent sale of a building in Hamilton. It has huge losses to carry forward, it owns 50% of Vertical scope which it paid about 200 million a few years and other small assets. I believe it is also getting some help from the government and the family trust must not be happy with no monthly dividends. At 26 million market cap it appears like its grossly undervalued and a possible takeover target by Fairfax Financial which owns about 40 % of the Class B be shares. What is your view of this scenario and the stock today?
Thanks,
George

Q: Hello,

Now a stand alone company. Seems to be recession proof and have huge barriers to entry and limited competition. What is you opinion on this company? Is it very recession proof? Would you buy it here? What is your target price?

Q: I own a pico cap stock (vitreous glass). Underwater about 60%. Small position. Think it’s alright to hold on?

Q: Good day,
FIT was purchased by google for $7.35 in Nov 2019, now its 5 months later and the price is inching up the last few weeks to $6.80 . Without any bad news of change of plans over 5 months is the risk to hold it now much less then a few months ago?
Thanks,
George

Q: PEO is up 9% on good volume today. Are you aware of anything to account for this?
Thanks
John

Q: Peter and His Wonder Team
KOSS has spiked over 150% today and I do not know why.
Is there anything on the wire? Your thoughts please!
Thank you!

Q: Which of the big Canadian banks would have the most exposure to oil and gas companies?

Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks

Q: Hello 5i Team

My wife and I are looking at our investments, and although we rode the market right down with the majority of people, we are not looking to spend anything/withdraw any time soon. We are young professionals in our mid thirties with two young kids, so lots of time for our RRSPs/TFSAs to bounce back.

Do you think this is a good time to leverage to get further into the market? I'm thinking that we can borrow $50k on a HELOC and get some solid stocks at a steal. Earn some dividends and get some quick capital appreciation, with the expectation of selling off and recovering the cash by the end of the year.

Looking at perhaps going 1/3 each to things like CAE, RUS, and RBC. I'm new to making my own decisions on investments. Is this an absurd idea? Let me know if I'm crazy. I see all my friends jumping in at the moment and the temptation is high.

Q: What’s going on to cause the jump in remx, or is it an error. I can’t find a news release to explain it.

Q: Please give an update on AUP. Thanks!