Investment Q&A

Q: How risky an investment do you think GDI is in comparison with some of the stocks in the balanced portfolio? Would you put 1% or 5% into it?

Q: Dropped to 40% gain this year for people who bought it at the lows and not the ones that bought on 5i recommendations, who are probably 12+% down.

Q: Your metrics on this company show price to cash flow of 43.5 and price to free cash flow of -124.80. Is free cash flow net of total cap ex or net of only maintenance cap ex? Is negative free cash flow common among REITS. Is free cash flow yield not a metric used to value REITS?

Thanks

Q: Growing short interest in this REIT. Any thoughts on the business going forward?

Q: What could have possible be said in the conference call to cause a crash of the stock? This is in free fall now.

Q: In your opinion why is DOL being hit so hard today after a relatively alright quarter? Thanks

Q: This is more of a comment than a question. I too watched the interview with Bruce Flatt and walked away very impressed. I found his calm, rational demeanor to be quite encouraging. When he stated that he is more cautious now than in 2009 he said it was because they knew then they were buying assets at $.50 on the $1.00. I simply took that to mean that we are not in a recession and no such bargains exists.....which is not a bad thing. However, he is realistic enough to know that markets move up and down and when the next recession or downturn happens (whenever that may be) they have access to plenty of capital, are global in reach and have "feet on the ground" to take advantage of it. Glad you recommended it for the portfolio.

Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal

Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?

Q: I have been very fortunate to have my second 10-bagger with ARWR bought at $4 in 2017 (after some earlier losses). It has been running very well recently but is down to-day on the news that they are issuing 4m shares at $58, well below yesterdays close of $68.66. Why would they issue new shares so far below the recent market? Is there something here to worry about?
Thanks for your great service, Bob.

Q: 1.opinion please on hgy make any sense on a way to play gold with good monthly income? 2.cgl hedged or non hedged? TKS.Larry

Q: Please provide an updated opinion on this company - would you buy?
Thank you, Patrick

Q: Please provide your opinion - what do you see as the 5 best buys in the US at this time?
Thank you,
Patrick

Q: Could you please advise what analysts are expecting regarding Descarte's earnings release after markets close today.

Thank you, Peter

Q: Good morning folks. I just received my Canadian Tire Mastercard Bill. As I am a preferred customer I have been enjoying a 16.99% rate which I never have had to use. They just increased it to 19.99%. I called them and they told me it is because Canadian Tire say it is because "we are going into a recession". I just thought this is odd that they are so sure that they raised the rates now instead of say a year or so from now. Do they have the illusive crystal ball? I just thought other members may be interested (or not).... post if you see fit.

Q: What ETF is best for unhedged global dividends I am currently looking at HAZ. I want to invest here, but not sure if it is my best option. Suggestion please.

Q: Thoughts on BMO's quarter and associated layoffs? From a value perspective do you feel that it's a good time to enter or do you think it may slump even further?

Thanks in advance.

Q: Thoughts on DOL's quarter?

Q: I read that the merger deal closes 3rd quarter 2020. Does this mean tsgi will continue to trade on its own until this time? I'm not sure I want to hold shares in the takeover company so how long do I have until I have to sell to avoid this?

Q: Hi 5i,
What are your thoughts on Ero Copper? Looking at the position in order to increase materials exposure, and position for any improvement in global trade optics.

Thank you.