Investment Q&A

Q: Your comments on Loblaw's earnings and the negative market reaction
would be greatly appreciated.
Thank You

Q: Another member pointed out that you have a link to "Dividend Updates", which I did not notice before. I don't recall seeing an email announcing that.

What is the criteria for entries in that list? Is it all Canadian stocks that report dividend changes? Since Jan 1, 2020?

I maintain my own list of dividend changes for stocks that I own, and noticed that there are a few dividend changes missing from your list. These changes were announced after Jan 1, 2020.

Specifically:

PPL Announced 20200106, up 5%
BPY.UN Announced 20200205, up 0.76%
BCE Announced 20200206, up 5%
BAM.A Announced 20200213, up 12.5%
TD Announced 20200227, up 6.76%
ENGH Announced 20200305, up 22.7%
SGY Announced 20200309, down 90%
VET Announced 20200316, down 82.6%
SGY Announced 20200415, dividend suspended
MX Announced 20200429, down 90%

Q: With the recent acquisition being mostly debt financed do you have any concerns over the new level of debt of Martello. Do you feel they will be able to maintain their payments over the next two to three years. Also could you give a brief overview of their balance sheet including cash on hand. Thanks.

Q: Thoughts on HQY, NVEE and ZS?

Q: Thoughts on DHI?

Q: Hello, what are a few REITs you like that have less commercial exposure but has been beaten up perhaps unfairly. I have made a decision to stay away from Calgary heavy/ commercial heavy REITS. But still looking for "value"

Thanks.

Q: Hi,
I am interested in DIR but not totally sure what qualifies as "industrial" / how affected it is from the economy. Is industrial mostly amazon type delivery stuff? I'm just trying to figure out how much COVID impacts DIR... because amazon/online shipping seems to be fine (other than people spending less due to having less money), but what other uses are industrial?

Would you suggest switching CSH (even at a loss) to DIR at this time?

Thank you as always

Q: May I please have your comments on earnings. Keep safe

Q: I must have have missed the notice of a split. What is the proposal? Stay safe

Q: This new listing shows up trending chart. Can you explain what they do and would you endorse a purchase. As a former Portfolio manager did you participate in new listings.
Best Regards,
Harold

Q: Hello 5i,

I currently hold BYD as a representative company of the Consumer Discretionary sector. I am looking to add another one in the same field.

Can you provide a list of companies in Consumer Discretionary that you like in order of preference?

Thank you

Q: The CRA just charged me 50% of the value of my SDX shares (which aren’t really worth that much )because they apparently aren’t on the TSX anymore and I hold them in an RRSP.
Please tell me that the same thing isn’t going to happen with the TSGI shares when the deal goes through with Flutter.
Thanks
Randy

Q: Hello 5i team

What are your present thoughts please about Bird Construction?

John

Q: Thank you for answering my question yesterday. You guys are the best. If you could choose 5 ETF's for a 40,000 RESP for a 8 and 10 year to hold and continual buy for the next number of years - which are they?
I appreciate it,
Brent

Q: Which Biotech and Semiconductor ETFs would you recommended, in order of preference? I do not have any exposure to these sectors.

Q: Hi,
I have less than 3% of my portfolio invested in this stock. Is this a good time to add more?
The split date has yet to be announced. What could be the delay and is there any likelihood that the split could be cancelled?
Thanks again for your advice.
Keith

Q: In todays list, you mentioned to a subscriber to consider VOM.

This ETF has a tracking error of 5.03%, is this important?

Can you please explain "Tracking Error" for everyone, including me.

Q: Do you have a list of companies that have cut their dividends/distributions?

Q: Hi Peter, Ryan, and Team,

Yikes! Sure didn't see their dividend cut coming!

If one wanted to sell Gildan, what would you replace it with:
(a) in the same sector?
(b) in any sector? (in an otherwise balanced portfolio)

Thanks for your guidance in such turbulent times.

Q: Curious on your thoughts on their recent acquisition? I notice there are a few analysts all with BUY ratings. Is this a worthy investment with material upside potential over the next 12 months? Thanks.