Investment Q&A

Q: With Toronto Rentals Rates moving UP exponentially, can 5i recommend 1 or 2 Apartment Reits?

Thanks Kindly! Austin

Q: Hi- I know this is a cyclical but my understanding of the business model is that as a distributor they have limited commodity exposure and only 15% USA exposure. the debt is mostly tied to inventory and payout ratio will be coming down. Do you concur and pretty good value at these levels? 10% yield tgtbt?

Q: I took a small position in this company almost 2 yrs ago and watched it drop like a stone. I hung in and since July it has taken off. Today they released a very flowery report stating significant cost cutting and time saving in drilling, new fracing technology etc. It all seems too good to be true. I am worried that this is a typical pump and dump. So far they have drilled several positive wells that are shut-in awaiting pipeline tie-in infrastructure. I read your comments to another question from another person in oct. and you were un-impressed.
Is there somithing here or should I run
Cheers bruce. GMT capital is a big investor

Q: I would like about 3 ETF's to cover my fixed income and 4 or 5 to cover your best idea sectors. Thanks Al

Q: Hi, the US portion of my portfolio is composed of about 15 stocks, mostly dividend paying. Because the dollar is fairly high, I am reluctant to buy US stocks at the present time. Therefore, I am looking to add to my US exposure through a dividend paying ETF. I think ZUD (which is hedged to CAN dollar) is a good choice (do you agree?), but I was wondering whether you would have other suggestions for an ETF or even a mutual fund that would pay a dividend. Thanks again for your service.

Q: If I were to initiate a small position in either Dug or Heo,which might you recommend for a 2 to 3 year hold and why. Thanx.

Q: Because the markets seem to be moving in a different direction, I am concerned about sector allocation. As the major portion of our income comes from our investments I would appreciate it if you could provide the percentage that should be taken in each sector. Please use a balanced equity model. Thanks for your help

Q: Hi Team, In my RRSP, I'm Currently holding 30% weight in U.S.market with 20% in VUN (Vanguard Total U.S. Market ETF.) and 10% ZDY (BMO U.S. Dividend ETF) given the potential of rising rates, would I need to get rid of ZDY which has performed well and replace it with VGG.Is there something else you would recommend. Thanks-you! Sam

Q: Spartan Energy (spe) increased their production about 50% from 13,000 boe to 20,000. They increased their share count to 500 million after selling 170 million @$3. However, they onlyused $200M of cash and borrowing to pay for the $700M purchase. Does it seem logical that this company has grown from a $3 stock to as $4.50 stock overnight and, if so, how long do you predict it may take to get there?
Thank you.

Q: I know technology and TWLO has a very good tech story. I have noticed although the stock is significantly lower from the highs, institutional ownership went up from 6% to 11%. is there any insights you can provide at this time?

Side note:
This happened to me twice now: I asked a question using my cell phone and in both cases although the Give permission button was selected 5i answer was private which I did not request. I think there is bug in your mobile version. You can contact me via email if you need more info.

Q: I have a lot of this stock. Do you see any positive news in the future?

Q: Northwest Healthcare Properties accounted their quarter a couple weeks ago. Can you review and see if anything is out of the ordinary? If I had to look at one metric to make comparisons quarter to quarter or year to year, how do I gauge if this REIT is executing well?

Q: I own both companies, mainly for the dividend; but am down about the same in both (25%).

Question is: do I dump AD and buy more of BDT?

Do I dump both?

If I sell both , what would you suggest as a replacement for a comparable, but more secure dividend? Sector is not a consideration here.

Thanks.

Q: I've recently taken pretty big hits in d box and nyx gaming. It's time for me to get away from the small caps and move on to something with stable growth and actual profits. I don't mind fluctuations in share price or the market in general but I no longer have the stomache for the wild swings. Any suggestions?

Q: Hi,while WIN has not worked out,I still have it and waiting for a rebound because of their cash position and possible sale? I do have a problem selling out of a loosing position.
Here's my problem,I sold Drt at $5.05 the low,but it is now $5.70 bought at $5.40.
So now I still have BOS bought at $17 and think if sold I will be selling at low again?
Would it be best to sell both or hold? If I sell what would be two or three good replacements,sector should be no problem.

Q: There is a saying "the first dividend cut cut is never the last dividend cut". Excluding resource stocks, in your experience, is this true more often then not?

Just as a company paying its first dividend is a very strong buy indicator, is a dividend cut equally as strong a sell indicator?

Thanks.

Q: The U.S small caps index had a 10 day string of gains, which hasn't happened for 5 years. It looks like animal spirits are finally back, and I'd like to buy before the "take-off". It seems it's easy to miss the boat these days, which happened to me with with U.S banks! Do you think this IWM move will carry over to the TSX small caps? I'm considering buying 1/3 positions in BAD, DHX, and ACQ. Thank you.

Q: Good morning,
Please compare the merits of the Central Fund of Canada (CEF.A) with Sprott Physical Gold Trust (PHY.U) as investment vehicles for Gold.
Thank you

Q: is this category and these stocks good picks and or are there better ones in this field.
also how will rising interest rates 1 2 percent effect these stocks and dividend stocks in particular

Q: Hi 5i,

I am retired and have a 5-10 year investment horizon. I love your Q&A database and find it provides almost all the answers I need.

My question is a general one around interest rates, but I have provided A&W as an example.

I have heard for, it seems like more than a decade, that when interest rates rise, then the price of dividend producing equities will suffer as folks move to bonds and other more growth orientated companies or funds. I have always thought that, say A&W with a 4.4% dividend (and a visible healthier food strategy driving higher sales) would retain its value unless interest rates rise "a lot". The dividend is likely very stable and tax beneficial, so very attractive.

Now, with conditions forming out there that may lead to rising interest rates, and maybe "a lot", how concerned should I be with, say, holding my A&W.

General comment. I notice that some of us who ask questions like to define our status (retired) and time horizon (5-10 years) as we pose a question. I would be supportive in providing a general profile that is maintained at your end so you can "look me up" when answering questions. Optional for us, as some might not want to share. Just a thought.

Love your service.