Investment Q&A

Q: Bought ZRE in a non-registered account just weeks before COVID. Down 33%. Yikes. Would you suggest waiting it out? And if so - looking at your trusty crystal ball - when would you see share prices for this ETF rising to pre-COVID levels (a year...two years)? Alternatively, is it time to cut my (considerable) losses and invest in another sector (tech, consumer cyclical?) which would have a better chance of seeing a faster recovery? Thanks.

Q: Hi 5i,

Would you be able to share your perspective on Pinnacle Renewable's results and the dividend cut?

Thank you in advance for the great work.

Q: I picked some of FCR.UN today at $11.90/share for my TFSA. I am looking at this trust and thinking it is very cheap now - NAV around $18 and they did OK in April with 74% of rents collected plus they have tenants like Walmart, Canadian Tire, Liquor stores - and located in the bigger cities (GTA). Seems like they would do good long term at this price with a nice yield? I am looking at a 5 year hold at minimum.

Q: What are your thoughts on this stock?

Q: As far as REITs go, do you think the 5G REITs (American Tower and Crown Castle) are likely to retain all of their business and get paid the rent on their towers? Or is there some question about customers and rent? I'm assuming 5G is relatively immune to the COVID-19 issues that other companies have.

Q: Hi There
Can you tell me of a website (other than Bloomberg) where I can find reliable Cash Flow information - preferably FCF. Alternatively, or as well, AFFO info. Thanks.

Q: Your thoughts on their 1/4, and as a 3-5 year hold for income and some growth. Thanks

Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?

Q: What is your opinion of Sea Limited, the S.E. Asia digital entertainment financial services co. ? It is near its 52 week high and reports before the 18th.
Thanks

Q: Webbroker indicates BIP.UN having a negative EPS growth of -26% over the past five years and BAM.A having an -11% negative EPS growth rate of over the past five years. Both stocks have performed well for me regardless of this negative EPS. Do you have any insight to help explain this? Thanks, Patrick

Q: Could you please comment on their results and outlook?
Would you add to full position?
Thank you
Ed

Q: Can you name 5 smaller companies with cash, good cashflow dividend and have growth potential.
Thank you

Q: How is the balance sheet and cashflow of NWC. Does it have some growth potential or is it considered as an income stock.
Thank you

Q: Can you tell me anything about American Creek Resources?

Q: Hi. Donald Trump ordered US federal pension fund not to invest in Chinese stocks. I have JD and Tencent. Should I sell with a small profit? Please advise. Thank you.

Q: My question do you have any thoughts on this company and the Uranium market going forward? and if you are favouring the Uranium market going forward are their any companies that interest you?

Q: Please comment on latest Q of sis & its impact going forward,Txs for u usual great services & views

Q: What’s your evaluation of EIF’s report? I assume a severe downturn from April 1, but do you see their business returning to near normal post shut down? Will that have much in the way of expenses when shut down?

Q: Please comment on the latest Q & its impact going forward. Appears to be a big miss on eps.Have a 1% position,p/p $44. Hold or sell at a big loss.Txs for u usual great services & views

Q: Hello 5i team,
Thank you for your help today- what I’m hoping to get some perspective on is tactics one could do to grow a portfolio- what you’d think wise or stupid, please.
In TFSA, two holdings happen to be up: AQN by 35% and NPI by 21%. Everything else is in the minus by -30 to -35% due to the current situation as generally they’re ok businesses, like two banks, phone co, etc.
Tactically, would it be an idea to sell the two that are up, and buy a few which are quite down now, then in due course replace what was sold?
I was thinking of more banks like BNS or BMO, and PPL, CNQ,SU, and KEY.
The idea being that the gains over time would be more than the growth in price of the two being sold, thus netting an overalL growth in funds.

In RRSP, two are close to break even, just a couple hundred dollars each in the red, namely T and NA.
If sold, I was thinking of BIP, BPY, and maybe SU, CNQ, and BMO- fairly similar to the TFSA idea.

I like dividends, I know SU just reduced; I’ve not heard if these others have/plan to. I think I’m fine with a 3-5yr estimation of recovery period for these ‘down’ stocks, if you think that’s likely.

I’d appreciate your counsel on this, thanks very much!