Investment Q&A

Q: Spartan Energy (spe) increased their production about 50% from 13,000 boe to 20,000. They increased their share count to 500 million after selling 170 million @$3. However, they onlyused $200M of cash and borrowing to pay for the $700M purchase. Does it seem logical that this company has grown from a $3 stock to as $4.50 stock overnight and, if so, how long do you predict it may take to get there?
Thank you.

Q: I know technology and TWLO has a very good tech story. I have noticed although the stock is significantly lower from the highs, institutional ownership went up from 6% to 11%. is there any insights you can provide at this time?

Side note:
This happened to me twice now: I asked a question using my cell phone and in both cases although the Give permission button was selected 5i answer was private which I did not request. I think there is bug in your mobile version. You can contact me via email if you need more info.

Q: I have a lot of this stock. Do you see any positive news in the future?

Q: Northwest Healthcare Properties accounted their quarter a couple weeks ago. Can you review and see if anything is out of the ordinary? If I had to look at one metric to make comparisons quarter to quarter or year to year, how do I gauge if this REIT is executing well?

Q: I own both companies, mainly for the dividend; but am down about the same in both (25%).

Question is: do I dump AD and buy more of BDT?

Do I dump both?

If I sell both , what would you suggest as a replacement for a comparable, but more secure dividend? Sector is not a consideration here.

Thanks.

Q: I've recently taken pretty big hits in d box and nyx gaming. It's time for me to get away from the small caps and move on to something with stable growth and actual profits. I don't mind fluctuations in share price or the market in general but I no longer have the stomache for the wild swings. Any suggestions?

Q: Hi,while WIN has not worked out,I still have it and waiting for a rebound because of their cash position and possible sale? I do have a problem selling out of a loosing position.
Here's my problem,I sold Drt at $5.05 the low,but it is now $5.70 bought at $5.40.
So now I still have BOS bought at $17 and think if sold I will be selling at low again?
Would it be best to sell both or hold? If I sell what would be two or three good replacements,sector should be no problem.

Q: There is a saying "the first dividend cut cut is never the last dividend cut". Excluding resource stocks, in your experience, is this true more often then not?

Just as a company paying its first dividend is a very strong buy indicator, is a dividend cut equally as strong a sell indicator?

Thanks.

Q: The U.S small caps index had a 10 day string of gains, which hasn't happened for 5 years. It looks like animal spirits are finally back, and I'd like to buy before the "take-off". It seems it's easy to miss the boat these days, which happened to me with with U.S banks! Do you think this IWM move will carry over to the TSX small caps? I'm considering buying 1/3 positions in BAD, DHX, and ACQ. Thank you.

Q: Good morning,
Please compare the merits of the Central Fund of Canada (CEF.A) with Sprott Physical Gold Trust (PHY.U) as investment vehicles for Gold.
Thank you

Q: is this category and these stocks good picks and or are there better ones in this field.
also how will rising interest rates 1 2 percent effect these stocks and dividend stocks in particular

Q: Hi 5i,

I am retired and have a 5-10 year investment horizon. I love your Q&A database and find it provides almost all the answers I need.

My question is a general one around interest rates, but I have provided A&W as an example.

I have heard for, it seems like more than a decade, that when interest rates rise, then the price of dividend producing equities will suffer as folks move to bonds and other more growth orientated companies or funds. I have always thought that, say A&W with a 4.4% dividend (and a visible healthier food strategy driving higher sales) would retain its value unless interest rates rise "a lot". The dividend is likely very stable and tax beneficial, so very attractive.

Now, with conditions forming out there that may lead to rising interest rates, and maybe "a lot", how concerned should I be with, say, holding my A&W.

General comment. I notice that some of us who ask questions like to define our status (retired) and time horizon (5-10 years) as we pose a question. I would be supportive in providing a general profile that is maintained at your end so you can "look me up" when answering questions. Optional for us, as some might not want to share. Just a thought.

Love your service.

Q: is their a report coming up for heo ?(h20 innovations ) what other companies on your radar? or what in your mind is the next hot sector thank you for your time . deduct credits for exra questions no problem (thank)s.

Q: Team 5I
Your independent service is very much appreciated.

Previous Question: from other member on Oct 3 2016
How would your adjust position from Oct 3 2016 have in view of projected present US situation.
Re: dividend aristocrats vs dividend growth

Q: Purchased several years ago at $25. plus, I am now looking at a pref. that trades around $14.
Current yield is just short of 10%.
In your opinion Is it time to double down and enjoy more of the juicy yield or bow out and lick my wounds?
The position makes up less than 5% of my portfolio and is my only preferred share holding.
Should you think it prudent to sell this security, would you please suggest an alternative.
I am 70 and comfortably retired.
Dave

Q: mandalay mnd thought on this company thank you or would you prefer. ami

Q: This company seems to have sold off somewhat after the US elections. Would you consider this a buying opportunity?

Q: Interested in your opinion on this company. I've held it since its inception on premise that lithium is and will continue to be in demand. They have a large deposit near Tesla's giga battery factory in Nevada plus a large deposit in Argentina. Stock has shown weakness last couple of months.

Q: Would you view this as a good entry point for a 3+ year hold? The stock price has not been this low since early 2013. At this level, there appears to be some potential for price appreciation along with the dividend.

Q: I know it's not your primary focus but I am wondering if you could provide some basic information on the above company. An article in Seeking Alpha suggested this US REIT is undervalued because it invests primarily in B Class shopping centres which may be out of favour because of concerns over the growth of e-commerce and how that change of shopping habits will kill these types of properties. If you accept the premise that these smaller plazas are not going to disappear, does this company represent a good value play? It pays a 9.5% (US) dividend and I don't to be in it just to chase a dividend.

Paul F.