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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter, Ryan and Team,

A 5i Q & A caught my attention:

Q: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
Asked by James on August 10, 2020
5i Research Answer:

WIR.U; COR, DIR.UN, PLD

I recently bought some GRT.UN in this space, and it's done well so far, yet I notice that it's rarely mentioned as a possible buy, as the above Q & A shows. Is there something 'inherently wrong' with Granite as the reason it's not a 'top pick' for 5i?

Thanks for any clarification.
Read Answer Asked by Jerry on August 11, 2020
Q: Looking for the best of both worlds ... income and some growth.
AND not finding bonds very compelling due to low interest rates.
AND as part of my holdings in the financial sector.
Would it make sense to buy and hold ZEB (4.7% yield) and ZWB (6.65%) ?
My thinking here is ZEB would capture more capital gains once interest rates start to move up and bank shares rise in value; while ZWB captures a higher yield in the meantime?
Of course I am also open to a better suggestion.

Thanks for your help.
Read Answer Asked by Donald on August 11, 2020
Q: Wondering if you are doing any assessment on DND for maybe a portfolio position or further recommendation? An analyst started coverage with an $18. In doing some research on them they noted: The Company intends to pay an annual dividend on its Shares, initially at a rate of $0.075 per share. While this is subject to board approval and nothing is guaranteed would you view this as a strong signal of the company growth plans if one has a 5+ year time horizon?
Read Answer Asked by Sal on August 11, 2020
Q: More of a comment - I too was wondering what was causing the move in DCBO and an analyst report at TD pointed out in their MD&A they noted the below which will likely contribute to further revenue growth in the coming quarter as the customer ramps.

Subsequent Event
Subsequent to quarter end, Docebo added a new customer that is expected to be one of Docebo’s larger customers.
Read Answer Asked by Sal on August 11, 2020
Q: Hi 5i
Macy’s is approaching earnings release Aug 12 with a corresponding rapid increase in share price over past several days. What would you attribute this to and do you think it is significant?

I realize most analysts rate this stock as sell, and as current owner of this stock I am trying to decide if this is my “selling opportunity “ or should continue to hold. That is to say is there a faint hope for this stock to recover somewhat from this price point and if so over what time frame?

Thx
Read Answer Asked by jim on August 11, 2020
Q: I currently own TCN but would like to increase my Real Estate holdings through an ETF. I would like to stay away from shopping malls and more commercial real estate and lean towards more residential holdings. Do you have any suggestions in the ETF category or should just buy a REIT like CAR or something else.

Thank You for your solid support
Clarence
Read Answer Asked by Clarence on August 11, 2020
Q: I own ARX, PSI and XEG. Momentum in ARX is improving and I am just above water. I am down 66% with PSI. My other holding in the energy sector is XEG. I am considering selling PSI and investing the proceeds in ARX. What do you think? Thank you.
Read Answer Asked by Richard on August 11, 2020
Q: I just listened to a Podcast from Business Casual about online education. This discussion resonated with me in looking into the future and changes that Covid has forced to our brick and mortar Universities to adjust to. What are other companies & ETF's in this space. My understanding is that it is a $700B/yr business and companies together have in excess of $100B market cap.
Read Answer Asked by Richard on August 11, 2020
Q: I'd like to get your take on a piece in the Globe and Mail yesterday by Scott Barlow related to the Canadian dollar. It's position is that on top of a large rise the loonie has already experienced, we can expect it to go much higher compared to the US$. This obviously doesn't bode well for those with investments in US dollar accounts so I wonder if you think it might be better to shift some of it back to Canada, perhaps into hedged ETFs with US holdings like XMH or VSP.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-the-strongest-force-behind-the-market-rally-could-push-loonie-much/#comments
Read Answer Asked by John on August 11, 2020
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