Investment Q&A

Q: Hi 5i,

You mentioned in your last question that Veolia Environment has a 5% dividend. Was the dividend cut recently? What is the forward yield. Also, how high is their debt and how manageable is it? I know utilities normally have high debt, so is it in line with others?

TIA!

Q: Looking to buy into companies that are currently considered "bargains" due to the pandemic. I have a five year time-frame. Any objection to these five? (CAE, AC, PLC, GSY, BCI) Any suggestions toward other companies?

thanks.

Q: CHW has been on my watchlist for a few months. Now that they cut the dividend in half and shared a pretty informative press release, I feel more confident about making a buy. My hold time is 5 - 10 years.
Any new thoughts on this company, post div cut?
Thank you.

Q: I take note that in the reply to Maureen’s query on gold companies that MMX was omitted. Is there any reason for that other than size and risk. What is your view on MMX potential if gold rises during the massive QE effort going on. Do royalty companies have any extra leverage to the price of gold when it rises
Thank You
Clarence

Q: I have 5% in KL. Less than 1% in phys.
I think owning a total of 10% in my portfolio could be appropriate sooner than later,
I would like your opinion of the top five small gold and five silver cos. As well 5 of the top larger larger gold and silver companies.

If bto is not in your list please advise your reasoning. Thank you very much.

Q: Hi Guys,
Two questions.
When does SHOP report?
Why the big drop today after reaching 52 week high? Is it just profit taking? Or something else? Other news?
Thanks

Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.

Q: hi folks:

understanding that byd is well run, i wonder why it has held up so well

logically it seems that they will likely be a year (possibly more) till they return to full capacity; given the volume of people that will not be driving

do they have the balance sheet to take advantage of the fire sale that surely will be coming in 'mom and pop' panel beater co's; allowing them to buy more assets at fire sale prices?

is byd just getting a bid from the safety trade as it 'appears' (ok, to me) that there is no solid reason for it to have recovered so well?

thanks

Q: Given the absolute collapse of the oil I expected that the companies at least directly related to this would be hammered today. But that is not the case. What am I missing? Thank you

Q: Hi 5i team
What are your top picks for Global/US health care sector ETFs that are listed on TSX , for non hedged and for hedged? Are these better to be in non registered account?
Many thanks.

Q: On the whole what do you think of emerging markets' ETF's now? Do you think one should be buying? What are your favorites?

Thank you

Q: What are your thoughts on the likelihood of the Cineworld takeover of Cineplex actually taking place?

Q: Hi
El-ann asked about PUTS on April 21, 2020.
The Montreal Exchange offers free seminars and they partnered with OptionsPlay, a software that provides feasiblity scenarios. FREE if signed up via Montreal Exchange, OptionsPlay offers weekly lessons. You can ask questions. etc. So save the $1300 and put it in the market instead!

Q: In a recent question asked by Andrew concerning the setting up of a dividend stream of safe and stable Canadian stocks, I was more surprised by some of the stocks you didn't name rather by the stocks you did include - namely bank stocks. The three major banks, for the most part, are paying higher dividends than the ones you included and you have stated in the past you consider them as secure as any. Was the reason for their omission a concern that these dividends are likely to stagnate for a while or is there some other reason(s)?

Appreciate your insight.

Paul F.

Q: In my Margin Account I had FRU and IPL which I sold as the dividend had dropped form the 7% range to~2%. The G & M referred the other day to some Preferred shares paying over 6.5% and up. For example BMO PrC - 6.49%; BCE PrC 7.94% and CM PrP at 7.24%.
As a preferred share gets its dividend before the common I would think they are even more secure than the Common.
Your comments please.
Thank you

Q: Can you give your opinion on this stock HAL at this price for a recovery
Can u comment on the price of oil today and it’s future recovery
Thanks

Q: About investing in oil directly, here is some information members should know. Please correct me if I am wrong: Although Horizon ETF "HUC.TO" is less liquid than "USO", it has a an advantage over it in this environment: It holds the December contract, not the next 2 months contracts. In other words, USO bets on oil in the short term, and HUC.TO bets on oil in 7 months.

From Horizon: "HUC’s unique methodology is designed to provide the best possible exposure to the commodity. This is done by gaining exposure to the winter months (December) contract of each year, which is often the most liquid, to eliminate the monthly futures contract roll which often creates negative roll yield. Because the oil market is most typically in a state of contango (upward sloping curve), the process of providing investors exposure to the near- month contract 12 times per year creates a constantly changing underlying investment which can prevent the ETF from accurately tracking the commodity. HUC invests only in the December contract and executes its underlying exposure roll once per year, each June."

Q: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh

Q: Hi There,
Just curious if I could get your opinion on the following funds MAW130, XSP, XMS and XQQ. I am looking to invest some money outside of Canada with some decent balanced/growth potential.
Could you please list in order of preference with the first being the most favorable.
Thank You,

Q: Do you have a sense of how the Covid crisis will impact the earnings of ENGH over the next few quarters and longer term?

Thank you very much..