Q: I know you generally think Chorus Entertainment has too much debt but do you not think that this company is seriously undervalued in the market? They will generate near $200 million in FCF in 2020/21 even with the Covid-19 hit. They do have $1.65 billion in debt but they have been paying this down with the FCF ($250 million recently) and none of this debt is going to impact them in 2020/21. You factor this in and even with a "possible" dividend cut in June, this stock seems very cheap. I don't own any yet but I keep looking at it and thinking about it. Any other thoughts?
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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: Could you please give your thoughts on new home construction in Canada and the U.S. for the next 12 months.
Thanks, Bob
Thanks, Bob
Q: Good Morning 5i Team,
Employment numbers are coming out tomorrow and they will be dramatic.
Do you have any thoughts on how the unprecedented job loss reports might effect the markets?
Thanks for all you do
gm
Employment numbers are coming out tomorrow and they will be dramatic.
Do you have any thoughts on how the unprecedented job loss reports might effect the markets?
Thanks for all you do
gm
Q: Does 5i have a recommendation for parking cash looking out 1-2 years? Thanks, Bill
Q: Can you please comment on VMD recent earnings. Am I wrong this seems like a screaming buy in a rough market with few options. One of the few companies with the wind in their sails now and in the future. They are projecting almost a doubling of revenue in the next quarter and they up 30% in this quarter. They are in the at home health care service including providing ventilators. Would you know what percentage of the business ventilators would be? Thank you for your excellent service in these difficult times.
Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?
Q: What do you think of MEG recent earnings? Would you be a buyer for oil exposure?
Q: Last year I received a "Transfer in Kind" to my RRSP for Polaris Infrastructure senior unsecured convertible debenture; Maturity May 2024 with coupon 7%.
I don't really understand the risks of the convertible debenture world.
Would it be more prudent to hold the debenture to maturity and collect the interest quarterly; or convert to the common stock that is paying dividends of 6.7% ?
What are the risk factors I should compare for Polaris?
Is there a process to convert / sell that I should be aware of?
Thank you.
I don't really understand the risks of the convertible debenture world.
Would it be more prudent to hold the debenture to maturity and collect the interest quarterly; or convert to the common stock that is paying dividends of 6.7% ?
What are the risk factors I should compare for Polaris?
Is there a process to convert / sell that I should be aware of?
Thank you.
Q: Thank you for the new feature listing the dividends increase and cuts. This is nice way to help keep track of a critical part of our investments. I hope you make this an on going feature which I think would be fairly easy to maintain. Thank you again for being a refreshing source for perspective during these tough times.
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Gamehost Inc. (GH)
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Swiss Water Decaffeinated Coffee Inc. (SWP)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Tidewater Midstream and Infrastructure Ltd. (TWM)
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Rocky Mountain Dealerships Inc. (RME)
Q: The above stocks are big losers in an unregistered account. Can you please recommend which ones to hold on to and which ones to sell. Any worth adding to?
Q: Comments on their earnings please.
Sheldon
Sheldon
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Power Corporation of Canada Subordinate Voting Shares (POW)
Q: In the financial sector, which is more likely to cut a dividend, the big 5 banks or the insurance companies SLF, MFC, POW ?
I am assuming it is ok to count POW as an insurance company or should it be viewed separately all together.
Kindly rate the likelihood on a scale of 0 to 10 for banks versus insurance and any differences you might see amongst the insurance companies.
Zero being less likely to cut a dividend.
I am asking this as a dividend investor who doesn't like buying a company that cuts dividends.
I am assuming it is ok to count POW as an insurance company or should it be viewed separately all together.
Kindly rate the likelihood on a scale of 0 to 10 for banks versus insurance and any differences you might see amongst the insurance companies.
Zero being less likely to cut a dividend.
I am asking this as a dividend investor who doesn't like buying a company that cuts dividends.
Q: Greetings-
Other than CEF's silver holdings, how does it differ from PHYS? What is its silver/gold ratio? Any preference or hold both? Thanks.
Other than CEF's silver holdings, how does it differ from PHYS? What is its silver/gold ratio? Any preference or hold both? Thanks.
Q: I own TD and BNS. BNS has underperformed for years. I was thinking of keeping TD, but replacing BNS with RY. What are your thoughts on this?
Q: What do you think of this co. now?
Q: From your prespective does the huge difference in P/E in canada vs the SP 12.8 vs 20+ represent a buying opportunity for canada or does it reflect the market difference ie the greater resource content in the tsx.
Q: Hi, Could you please comment on Fortis results. How is company projecting impact of COVID-19 on its operations and income? Thanks
Q: Can you please recommend a couple of attractive convertible bonds of Canadian blue chip companies. Thanks
Q: On 4/23 U tipped QSR @ $64.95,now $69.21(up 6.56%),Today BNN reported that Bill Ackerman had invested & rumour he is going to be an activtist. as he views that it has underperform. Please comment.Also it is timely to buy? Txs for u usual great services & views
Q: I depend on the big 5 banks and, to a lesser extent, the telecoms , for income reliability.
For example, I read recently that BMO has a 191 year (?) record of uninterrupted dividend paying.
Are you able to list the payout records for the other listed above.
Thank you
For example, I read recently that BMO has a 191 year (?) record of uninterrupted dividend paying.
Are you able to list the payout records for the other listed above.
Thank you