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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 am interested in buying Cummins for a long term (5-10 year) hold, or a comparable industrial in USF. Honeywell is my only other USF industrial. Could you please give me your opinion on purchasing it on the fall, or recommend other industrials, with a at least a small dividend.
Your advise is always appreciated!
Read Answer Asked by Susan on May 02, 2018
Q: Just for my understanding, what is it about SHOP that makes it so appealing? Looking at their financials, their costs have ramped up almost as much as their revenue. Revenue has grown 1600% over 5 years but they still haven't turned a profit. With revenues approaching 1 Billion, in order to achieve a reasonable P/E of say 25 based on today's price, they would need to increase earnings from a loss of 0.53 per share , to a profit of 8.00 (based on FY17), which represents revenue of 743B! I know the math isn't precise, but I think it illustrates my point.
Read Answer Asked by Rick on May 02, 2018
Q: Maybe - we're really going to see a sustained positive - ongoing movement in the Cdn. oil patch. That said, I'm looking short term (1 yr) for a bite into several undervalued stocks, particularly where leverage is large. Would appreciate your comments on these in order of preference as well as any others. Thank you.
Read Answer Asked by Robert on May 02, 2018
Q: Hello Team 5i,

Our current weight on DRG.UN has shot up to 7.6%. It's the only holding we have at this elevated weight, so not a huge danger to the whole portfolio. I would prefer to keep my winners but price is quite a bit above 200 day line suggesting pullback to mean and I wonder if I should sell some and take profits? Any words of wisdom from your team greatly appreciated.

Regards
Read Answer Asked by Arzoo on May 02, 2018
Q: I initially bought a 1.5% position of COV but with the recent decline and me adding cash to other positions, it's now less than 0.7% of my portfolio...
I know you guys are not big fans of averaging down in bad momentum, but in this situation would you recommend doubling my position if I have some extra cash?
Leave it as it is or just sell since it has become such a small position?
Thank you!
Read Answer Asked by Julien on May 02, 2018
Q: I have 2 questions.
I am looking to buy a few / up to 3 high dividend yielding US stocks for an income portfolio. What could you recommend ?
Looking to hold these US dividend stocks for at least 5 years, does the exchange rate and the premium to buy a US stock matter ? Or is that a long enough time horizon to migitate most of the exchange risk . Thank you
Read Answer Asked by Martin on May 02, 2018
Q: Hi 5i team,
Earlier in April they announced a financing deal and the stock price has been going lower ever since. On April 23 they announced a new dividend of .03 cents which means a DY of about 2%. It's not spectacular, but we like the 'confidence' that a dividend announcement brings, no? How long before the market reacts to this? Specifically, shouldn't some fund managers and institutional players jump onboard soon after, when there is a new dividend announcement for this stock? (and a corresponding uptick in the price). Thx, R.
Read Answer Asked by Robert on May 02, 2018
Q: Hi Folks,
Further to the question I asked about Bank Bail-Ins, could you explain this a bit further: "The best defense is to have a cash account only, where securities are segregated"?
Does this mean an "investment account" where we only have cash or perhaps GICs, T-Bills, etc? In other words, no equities? I'm not sure what you meant by that.

thanks again,

Paul
Read Answer Asked by Paul on May 02, 2018
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