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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: Thinking of deploying some cash, maybe 3% of portfolio, between high yielding names that could have significant upside if things work out well for them (not usually my investment strategy - buy names with significant challenges and hope things work out). Among the names I'm considering are Callidus Capital, Pivot Technology and Alaris Royalty. Any problem with this strategy? I'm particularly intrigued by Pivot's eps expectations over the next few years (granted only one analyst follows them but he is forecasting 2018 eps at 63 cents and 2020 eps at $1.24.

Thanks.

John
Read Answer Asked by john on August 18, 2017
Q: Hi 5i,
It looks like Alaris has missed on Q2 relative to expectations. But it also looks like the analysts’ have failed relatively miserably in attempting to provide useful guidance about this company on a quarter by quarter basis. Please give me your assessment of management’s comments under “Outlook,” specifically in relation to the forecast for 2017 FY revenues of $90M and an “annualized payout ratio” of “under 90%”. Also, I realize that predicting market reaction is speculative but, if AD can achieve results in accordance with the stated Outlook, do you think that would be sufficient to provide a significant measure of recovery for the share price. Thanks!
Read Answer Asked by Lance on July 26, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks
Read Answer Asked by george on July 04, 2017
Q: Hi, I am thinking about taking some profits from PKI and adding to my position in AD. This will lower my average cost,and increase the dividend I receive, but mainly I would hope to catch some of the upside momentum the stock has shown lately.
So really the question is, do you see the positive upside movement to continue. Many thanks
Read Answer Asked by george on July 04, 2017
Q: Hello Team, I'm thinking about adding AD and HOT.UN to my portfolio for the dividends which are really good.

What are your thoughts on this? How risky are these companies? The AD CEO mentioned he plans to raise the dividend this year. HOT.UN just did a great aquisition. Am I missing something?
Read Answer Asked by Pamela on June 06, 2017
Q: I am retired and have holdings in Alaris Royalty and Cominar REIT for income in a broadly diversified portfolio, but have incurred unrealized capital losses of 12% and 6% respectively.

Should I continue to hold, sell or buy more at these levels?

Capital preservation is on my mind and are there better companies than the ones I hold?

Thanking you for your opinion
Read Answer Asked by Isabel on May 17, 2017
Q: Can you please help me prioritize these stocks I'm considering for my income account. I understand that some are higher risk. Thanks.
Read Answer Asked by EVAN on April 07, 2017
Q: I currently hold BPY, but am considering selling it for a small
profit and buying BIP for more growth.
Or would I do better to sell AD at a substantial loss, put the proceeds to work in BIP and hang on to BPY
Your thoughts please.
Thank you very much
Read Answer Asked by george on April 04, 2017
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