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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: I dont understand when PHO says ""The industry is witnessing significantly curtailed investments in the memory sector, which are expected to persist for the foreseeable future" , then I look at the chart of SOXX that until recently has been straight up year to date. Was SOXX oversold that bad and investors are ahead of the curve or is PHO making excuses? Just a point on the comment from PHO, I appreciate companies not being over promotional, but using a phrase like " foreseeable future" seems to me the opposite of promotional.
Read Answer Asked by Charles on May 10, 2019
Q: Good Morning 5i Team

Just read the quarterly results for DR. Looks like a pretty poor quarter. What alarms me the most is the payout ratio of 166%. This is based on a company defined "Cash available for distributions". Looking back at the FY2017 and FY2018 reports, the payout ratio was around 67% (for the full year).
I'm trying to decide whether to keep this one or bail out. Do you see the payout ratio this quarter as an anomaly with it returning to a healthier 67% range or is there danger here?

Thanks as always
Peter
Read Answer Asked by Peter on May 10, 2019
Q: Good morning, my question is about the rating system.
I was screening for companies that had an "A" rating.
When is scrolled down I noticed that most "A" rated companies had reports that were 2-3 years old, Is an "A" rating still relevant today if the report was written a few years ago? Thanks , Rick
Read Answer Asked by Richard on May 10, 2019
Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you
Read Answer Asked by Mike on May 10, 2019
Q: CCL.B has recovered a wee bit since a big drop 6 months ago. Would you buy for growth or would you prefer BYD.UN for better growth but also considering it has already done well YTD? Consider growth expected over one year.

Thanks!
Read Answer Asked by Danny-boy on May 10, 2019
Q: I'm about to add a bit of money to my portfolio and have been starting to look at REI.UN, NWH.UN, HR.UN, TNT.UN. I currently have only BTB.UN as a REIT in my portfolio. I'm looking to supplement my monthly income. Any advice as I start the research process into these companies is much appreciated.
Read Answer Asked by Owen on May 10, 2019
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