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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: Hi. I want to gradually increase my exposure to the industrial sector and I am considering nibbling at one of the following companies; MG, CAE, LNR. This company would be a long-term hold. thanks,
Read Answer Asked by John on April 15, 2020
Q: Dear 5i,

In your latest flash report April 13, 2020 you suggested that due to covid-19 there will likely be reduced EPS growth. You also mentioned there might be a dividend cut for conservatism. In your opinion is the dividend covered with reduced earnings expectations due to covid-19 challenges? If so, what percentage of earnings would be used to pay the current dividend if it not cut? If the dividend is cut, what do you think is reasonable?

thanks

Ian
Read Answer Asked by Ian on April 14, 2020
Q: TFII: a lot of debt., low PR @ 25%, excellent ROE of approx. 22%, diversified company. I own nothing in this space. Everything is up a lot this week - who would have figured with all the negative media news (what's new)? They report later this month. I do not know a lot about this company? I assume transportation of goods, courier services etc.? Low fuel prices is certainly helping their bottom line as this would be a huge expense. 1000 shs would be a full position for me - maybe buy 500 now? Is the dividend safe (high debt.)?
Read Answer Asked by James on April 13, 2020
Q: Hi

I know you have recommended this in the past based on valuation and it has recently rebounded almost 100% off the lows.

As someone with a 5 year+ time horizon, but concerned about capital preservation, is this a good place to be right now

My concern is that if people are struggling to pay bills, rent, buy food, these loans will fall first.

A secondary concern given the present environment is government intervention to reduce the interest rates GSY can charge which would fundamentally impact the business.

Thoughts?
Read Answer Asked by Justin on April 13, 2020
Q: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.
Read Answer Asked by Curtis on April 09, 2020
Q: Hi,

I am trying to wrap my head around Shopify.

With all the craziness in the market due to COVID 19, how is it that this stock has held up.
It is up 12.7% YTD and a return of 118% in one year.

What is so special about this stock that it’s held up so well while other stocks within the same industry/sector are down 50%-60%.?

Thanks,
Read Answer Asked by ilie on April 09, 2020
Q: Based on the following from G&M today, and my horizon of 5+ years, can I have your opinion on continuing to hold:

"NFI Group Inc. (NFI-T)

On March 25, Adam Gray, who sits on the board of directors, invested over $10-million in shares of this company. He acquired 1-million shares at a price per share of $10.85 for an account in which he has control or direction over (Coliseum Capital Management LLC), raising this account’s holdings to 3,206,246 shares.

On March 25, director and the company’s former president and chief executive officer John Marinucci invested over $105,000 in shares of NFI. He bought 10,000 shares at a cost per share of $10.51, lifting this account’s position to 145,500 shares."

Thx
Chris M
Read Answer Asked by Christopher on April 08, 2020
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