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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: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
Read Answer Asked by shirley on August 24, 2023
Q: Hi 5i,
in regards to SVI.TO:
In your opinion does the executive team have much skin in the game (ie ownership)? It looks like there has been some buying in the last year.
In your opinion what would be a very attractive buy price?
In your opinion do you think this stock might experience more pressure because of tax loss selling later this year?
Read Answer Asked by Ian on August 24, 2023
Q: Hi 5i,

I believe in management and the long-term prospects of AP.un, so I want to hold on long-term.

On a couple of conference calls management has indicated there will be a large taxable event for unit holders because of the data center sale. I assume this will be a capital gain which may be a ROC of just a plain taxable capital gain. In any event, would it make sense to sell my units now resulting in a large capital loss and then buy the units back after 30 days. The loss will more than offset any gain the company would declare. If it’s a return on capital, I would use the loss to offset other gains in 2023. Your thoughts would be appreciated.

Do you anticipate much change in the unit price over the next 45 days? What do you think of this REIT long-term (3-5 years)?

Thanks for your opinion.
John
Read Answer Asked by John on August 24, 2023
Q: hello 5i:
would Operating Cash Flow be the best metric to use when valuing this company? If so, I see that historically, they've traded for long stretches of time for a ratio of under 6.0. Would you then agree that something under this ratio would present good value? If Adusted (Operating) Earnings is the best metric, would a PE of 20 or less be a good value to buy into?
thanks
Paul L
Read Answer Asked by Paul on August 24, 2023
Q: I looked at this company many years ago and was intrigued by the dividend... And the fact of who doesn't like or need sugar...!

- Never did pull the trigger to buy...
- Recently read some news and now back on the radar...

- What are your thoughts near and long term?

- Is it a safe dividend play to pack away ?

Thanks
Read Answer Asked by michael on August 24, 2023
Q: Dear 5i team.

Does it make sense to just buy equal amounts of the big three in Canada, or is there an ETF that provides good exposure to these, along with other adjacent companies?Thanks for your help.
Read Answer Asked by Arthur on August 23, 2023
Q: In many of your responses you mention the scenario of interest rates peaking and then going down. However, there is also the possibility of "higher rates for longer", I've heard mention of up to a decade. I've also read that 5% is historically a very average rate. If this scenario plays out, how will it likely effect dividend blue chip stocks and the markets in general? I know this is a predictive question, but I'm looking for your knowledge based on what has typically happened in the past with sustained higher interest rates over a longer period. Thank you!
Read Answer Asked by Pat on August 23, 2023
Q: Hi 5i,
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
Read Answer Asked by Ian on August 23, 2023
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Read Answer Asked by Ashleigh on August 23, 2023
Q: Hi 5i,
A coupla questions, please deduct accordingly:

1. I've just received the following cautionary analysis regarding DIR.UN, and wonder if you would provide your comments on the points raised. I'm interested in acquiring DIR.UN but am concerned about the stated risks.

Currently, the following risks have been identified for the company (DIR.UN):
Major Risk
• Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt).
Minor Risks
• Dividend is not well covered by earnings (dividend per share is over 12x earnings per share).
• Profit margins are more than 30% lower than last year (63% net profit margin).
• Shareholders have been diluted in the past year (3.1% increase in shares outstanding).


2. Could you also provide your analysis on BTB.UN based on the same criteria as applied to DIR.UN. I owned it years ago and enjoyed the yield, but became convinced it was too risky for my income portfolio. Now, years later, I see that while its unit price hasn't increased much, none of the fears materialized and had I held on it would have supplied decent income during that time. I'm considering re-entering.
Thanks 5i - much appreciated.
Peter
Read Answer Asked by Peter on August 23, 2023
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