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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: Hi Peter,
For what its worth Scotiabank has a "Sector Outperform" rating on NFI. The yield sits at 6.2%, the Globe thinks the stock is a poor investment and 5i seems to be ambivalent too with, I suppose, a rating downgrade pending. Insiders seem to have cashed out so management is looking all too human so to speak. We bought the stock in 2014 and were once up 400%, took some capital gains in 2018 (used up some of our accumulated capital losses) and now are up only 100%. I'm a basic buy and hold investor so I'm thinking of hanging in there for another quarter or so. Please let me know if I am insane!
Thanks,
Jim
Read Answer Asked by James on August 09, 2019
Q: Hi team, you have no change in holdings in both the Income and the Balanced model portfolio of July. NFI and WEF are among the holdings. Do they still have a place there? These two stocks have decreased by almost 50% in value over the last 12 months. What is your rationale for keeping them in the portfolios? Thanks, Gervais
Read Answer Asked by Gervais on August 09, 2019
Q: Hi, 5I
Thank you to add to your comments the following:
1 how much shares the company bought over the past year to date
2 how much more they can buy on the buyback program
3 what is the actual debt to cash flow
4 MX seems to be quite sensitive to the economic situation due to the extensive use of methanol in many verticals. A look at the 2007/2009 action speaks volume on the exposure.
Take as many points as seems fit
Thanks
Read Answer Asked by claude on August 08, 2019
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