Investment Q&A

Q: XYL had pulled back almost 30% since its highs in February. I understand its one of your favorite industrial (water theme) stocks. Would you please shed some lights on why it didn't bounce back like most stocks did since March 8. Also is it a good time to add to a half position?
Cheers,

Q: I am wondering how you would categorize these companies (V, SQ,PYPL) in relation to one another and if you had to pick 2 to invest in for growth over 10 plus years which ones would you pick? I liked the digital payments theme prior to COVID-19 and think it will clearly accelerate the move to less cash and more digital payments (in-store or online) more e-commerce.
VISA is the largest payment processor in the world (according to your information under stocks profile page) so they process the most payments right now online and in-store.
SQUARE is obviously not as big as Visa but they would be similar in being in both markets (online and in-store payments processing), but Square would be more of an all in one solution for e-commerce, payment processing for Small and Medium sized busineses plus CASH APP and investing etc.
PAYPAL would seem to be similar to Visa in that it is mainly a payment processor (with Honey acquisition maybe adjusting this course somewhat?) but would be essentially be ONLINE payment processing only, so maybe more of a pure play online payment stock? and any main reason why Visa has such great margins compared to Paypal? on its earning call Paypal said "On May 1st, we had our largest single day of transactions in our history, larger than last year's transactions on Black Friday or Cyber Monday." which was extremely bullish to me...

Q: EZPW will announce second quarter fiscal 2020 results after market close today. I not expecting much. However, EZPW is covering a market segment that has significant potential with employment rates being decimated. Are you aware of other, higher quality alternatives in the Pawn Loan space? Thanks for your insight.

Q: I am a "buy and hold" long term investor. I have held these stocks for over five years on the assumption that at least one of the pipelines would be built and the stocks would regain at least some of their losses. Of course that hasn't happened. With the Covid-19 situation I am concerned about a serious downturn in the economy during the next 18 months. As these stocks are already extrememly low, I am wondering if they will survive, let alone improve, during the next year or so. Based on income, debt levels, and future prospects, please rank each company according the possibility of failure.

Q: Hi Team,
What is your opinion about FFH? Is this a buy at the current price for 2-3 years time, or do you see it go further down? Thanks

Kuldip

Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny

Q: Two questions regarding the Brookfield family. BIPC has just had a huge run-up. Best to buy now...or wait to see if the market chills with 2Q results? BAM has just dipped, I suspect due to the recent announcement of the $5 billion investment to support retailers. Would you still recommend buying today or are there other similar stocks you would prefer? Thank you.

Q: Hi
I am slowly selling into the rallies and consolidating my portfolio.
Of the two VCIP/VCNS which is safer to hold for 1 to 2 years.
Or should I simply put the money in a Hi Savings a/c or in an ETF like PYF/PSA. I won't need the money to survive for 1 to 2 years. But will need it to "wade into the market" as per your suggestions. Is PYF bit too fancy a place to park? One of the gentleman on BNN mentioned this product recently. I wasn't even aware of this product!
Thanks in advance.

Q: What 10 stocks would you buy today if you where 100% in cash ?

Q: Bought ZRE in a non-registered account just weeks before COVID. Down 33%. Yikes. Would you suggest waiting it out? And if so - looking at your trusty crystal ball - when would you see share prices for this ETF rising to pre-COVID levels (a year...two years)? Alternatively, is it time to cut my (considerable) losses and invest in another sector (tech, consumer cyclical?) which would have a better chance of seeing a faster recovery? Thanks.

Q: Hi 5i,

Would you be able to share your perspective on Pinnacle Renewable's results and the dividend cut?

Thank you in advance for the great work.

Q: I picked some of FCR.UN today at $11.90/share for my TFSA. I am looking at this trust and thinking it is very cheap now - NAV around $18 and they did OK in April with 74% of rents collected plus they have tenants like Walmart, Canadian Tire, Liquor stores - and located in the bigger cities (GTA). Seems like they would do good long term at this price with a nice yield? I am looking at a 5 year hold at minimum.

Q: What are your thoughts on this stock?

Q: As far as REITs go, do you think the 5G REITs (American Tower and Crown Castle) are likely to retain all of their business and get paid the rent on their towers? Or is there some question about customers and rent? I'm assuming 5G is relatively immune to the COVID-19 issues that other companies have.

Q: Hi There
Can you tell me of a website (other than Bloomberg) where I can find reliable Cash Flow information - preferably FCF. Alternatively, or as well, AFFO info. Thanks.

Q: Your thoughts on their 1/4, and as a 3-5 year hold for income and some growth. Thanks

Q: What huge swings in PHO. Did the pendulum swing too far up on a good report and back again on profit taking? How do you foresee their going forward?

Q: What is your opinion of Sea Limited, the S.E. Asia digital entertainment financial services co. ? It is near its 52 week high and reports before the 18th.
Thanks

Q: Webbroker indicates BIP.UN having a negative EPS growth of -26% over the past five years and BAM.A having an -11% negative EPS growth rate of over the past five years. Both stocks have performed well for me regardless of this negative EPS. Do you have any insight to help explain this? Thanks, Patrick

Q: Could you please comment on their results and outlook?
Would you add to full position?
Thank you
Ed