Investment Q&A

Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!

Q: Ford Credit Canada is rated BBB by DBRS, the same as Brookfield Properties yet its 5 year bonds have a YTM of 5.25% which is more than 1% higher than Brookfield. Are you aware of any particular extra risk associated with Ford?

Q: What is your prognosis on Ford in the near term

Q: I think Ford reports today. At what point do you think it is a value buy? I've held it for about 1.5 yrs now and have never seen it this low. With a yield now over 7%, it seems attractive to me for a 3-5 year hold.

Q: Any reason HD is selling off lately? I can't see any news... Also, would you consider Ford Dividend safe? Thank you.

Q: Is this a decent buy? Between MG and F, which one would you buy?

Thanks very much for your advice!

Q: Hi,
What do you think about Ford?
The tariff news today should help their sales in China which have been lagging.
Thank you very much
Eddie

Q: Greetings 5i,

Why is Ford so out of favour? 5.5% div and near 52 week and 5 year lows. With the current Trade concerns is it perhaps oversold? I certainly like the product.

Cheers!

Q: Would you buy ford,
Thanks Phil

Q: I own shares of Ford which has continually disappointed me.
With the recent announcement of job cuts, which will save money in the long-run but does not bold well with their talks of expansion, what should I do with this investment.
Thanking you in advance.

Q: Just wondering what you think of Ford at this point for income? It has an outsized yield approaching 6%. I have done very well with CLCT and while I am optimistic about its foray into China I am thinking I should trim some and Ford seems opportune. Is it?

TIA

Q: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.

Q: Could you comment on the latest news of partnership(?) between BB and F. Ottawa Citizen claims up to 400 people were "transferred" from BB to F.
Is this an investment possibility wrt BB?

Q: Hi 5i,
What is the historical PE average of Ford (F) and it's peer group? Are there any other major valuation factors that should be considered when looking at car companies?
Thank you!

Shane

Q: Hello Peter, I'm looking for a solid, long-term, US investment for my RRSP. Ford is yielding almost 4.8% with a very low P/E. Metlife is yielding around 3% with a P/E around 17. Which of these two would you favour for a decent 'sleep at night' long term hold and for a better result? Also, which US company in the military/defence area might you currently favour? Thanks!

Q: Good morning:
I am a retired investor who owns small weightings in the above-mentioned shares. I am thinking of selling Ford and re-investing the money elsewhere while still having a position in the auto sector with the other two companies. I would like your thoughts on this and how you think this sector will perform in 2017. Have auto sales peaked?
Thank you.

Q: How would you rate Ford and GM against Magna if held within an RRSP account. Magna offers 2.8% Div Yield versus 5% for Ford and 5.6% for GM.

Thanks Antoine

Q: Could you suggest a couple of stocks trading in either Canadian or US exchanges poised to benefit from the increased scrutiny of auto emissions? Is this potential already reflected in the current price?
Thank you for your assistance.

Q: Hi Peter & Team... re US Auto Industry - GM & F

Back in late Jan I inquired about GM & F and you mentioned 5I was not at this time earnestly following US Equities per say BUT, that you would be doing more so in the coming months.

Spring is just around the corner, the fleet is very aged, incentives are in place, emerging markets are showing some positive signs (especially for GM), there appears to be some confidence in the economy and both F & GM (again especially GM) are very cheap right now. A recent article I read suggested GM could see $45-$47 by years end with continued growth expected in 2015 plus GM is up 6% since early Feb. Is there any way you could take a moment and give us any thoughts you may have on this sector?

Appreciate all you do... gm

Q: Hi guys, would you give me your opinion on f-n and unh-n. Thanks Darryl