Investment Q&A

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

Q: Can you name 5 smaller companies with cash, good cashflow dividend and have growth potential.
Thank you

Q: How is the balance sheet and cashflow of NWC. Does it have some growth potential or is it considered as an income stock.
Thank you

Q: Can you tell me anything about American Creek Resources?

Q: Hi. Donald Trump ordered US federal pension fund not to invest in Chinese stocks. I have JD and Tencent. Should I sell with a small profit? Please advise. Thank you.

Q: My question do you have any thoughts on this company and the Uranium market going forward? and if you are favouring the Uranium market going forward are their any companies that interest you?

Q: Please comment on latest Q of sis & its impact going forward,Txs for u usual great services & views

Q: What’s your evaluation of EIF’s report? I assume a severe downturn from April 1, but do you see their business returning to near normal post shut down? Will that have much in the way of expenses when shut down?

Q: Please comment on the latest Q & its impact going forward. Appears to be a big miss on eps.Have a 1% position,p/p $44. Hold or sell at a big loss.Txs for u usual great services & views

Q: Hello 5i team,
Thank you for your help today- what I’m hoping to get some perspective on is tactics one could do to grow a portfolio- what you’d think wise or stupid, please.
In TFSA, two holdings happen to be up: AQN by 35% and NPI by 21%. Everything else is in the minus by -30 to -35% due to the current situation as generally they’re ok businesses, like two banks, phone co, etc.
Tactically, would it be an idea to sell the two that are up, and buy a few which are quite down now, then in due course replace what was sold?
I was thinking of more banks like BNS or BMO, and PPL, CNQ,SU, and KEY.
The idea being that the gains over time would be more than the growth in price of the two being sold, thus netting an overalL growth in funds.

In RRSP, two are close to break even, just a couple hundred dollars each in the red, namely T and NA.
If sold, I was thinking of BIP, BPY, and maybe SU, CNQ, and BMO- fairly similar to the TFSA idea.

I like dividends, I know SU just reduced; I’ve not heard if these others have/plan to. I think I’m fine with a 3-5yr estimation of recovery period for these ‘down’ stocks, if you think that’s likely.

I’d appreciate your counsel on this, thanks very much!

Q: Hello,
I was about to question when I should make a significant buy in my kids’ TFSA’s, and should I wait until 2nd and 3rd quarter earnings are out which could substantially affect the market to the downside. Then I read your article: Unintended Investments consequences from Covid crisis. You seem to have answered that very well in that the Central banks of the world have a “put” on the floor of the world’s markets and the worlds’ governments have politically put cash in the hands of those who need it most somewhat enabling the economy.
So in other words, you would suggest to get a move on and start investing before the expensive market becomes more so?
Cheers,
Rick

Q: The last question on High Arctic was in March 2020. (some in January) Have your thoughts changed? Seems to be drifting slightly higher? 49 cents was its 52 week low. Today it is 70 cents. Dividend has been suspended I believe.

The question is to sell, hold or "average in" to reduce my "losses"! It won't reach 3 dollars + for a looong while, I don't think.

If I do decide to sell , what would be your alternative stock to consider? I know you have been suggesting all the subscribers to wade into the market "gingerly" with 1/8th position. (paraphrasing your answers)
Thanks.

Q: Can you please give me your opinion on the above company
Thanks in advance

Q: Hi - Can you update me on your thoughts about Allied Reit. I am long but am concerned about pressure on commercial real estate (eg companies looking for less space than before due to remote work spaces/office sharing). So I guess it boils down to would you be buyers, sellers or holders of AP.un leaving gain/loss for taxes out of the consideration?

Q: I want to add an aggressive position looking for best growth opportunity over the next 2 years. Which of RNX and NVO would you choose? And between those and PSI, which do you think looks best for that 1-2 yr growth?