Investment Q&A

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!

Q: I currently own these stocks and am unfortunately under water on all of them.
Am considering selling two of these to incur a capital loss. Which of the two do you suggest I should keep?
With the funds raised from the sale I am considering doubling down on the remaining two. Or, adding either a Canadian or U.S. bank as another alternative. Would appreciate you comments on this strategy. And which Canadian bank or U.S. bank would you prefer.

Q: Hi Peter, are any of these at risk in this environment over the next year or alternatively in particularly good shape ? Would you continue to hold them or elimate any ? Thank you.

Q: SIS closed @ $11.25 up 0.70 & SYZ $9.00 up 0.75.Any news? As per u advices to keep good & bigger cap stocks,should I be holding this 2? Txs for u usual great views & services,

Q: I am underweight the following positions: ZDI, CTC.A, EIF, SIS. If I were to add to one of these positions, which would you recommend? For longterm hold. Thank you.

Q: Good morning, I hold these smaller cap companies in my TFSA for more aggressive growth, a strategy I believe you endorse.
In this new reality, I am thinking of a more conservative approach and selling the above and converting to FTS, RY, XRE, SLF.
If things recover well I will get a great pop on the big caps without the individual company risk associated with the smaller caps. If things go poorly with the recovery, my large cap mix should drop a lot less than the smaller caps.
Also, any of the above smaller caps that you do not like.

Thanks
Rob

Q: Any concern on their dividend? Looking at their annual report for 2019, payout ratio is close to 70%. If this is correct, doesn’t leave much room to increase the dividend or re-invest back into the business for growth.... I would hate to see an equity raise in the near future or see then use their cash balance for a dividend increase. Your thoughts would be appreciated. Thanks.

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!

Q: I am hearing on news that few of Senior homes dosent have all the expertise how to deal with VIRUS . Can you please advise if SIS will benefit if baby boomers decides to stay at home instead of senior housing.
Do you think in future seniors will decide to stay at home instead of senior housing

Thanks for the great service

Q: Comments on Savaria's 2019 results released yesterday? Thanks

Q: I currently own positions in ADW.A , SIS and HR.UN in my TFSA.
I am thinking about adding to these positions.
What would be your order of preference with the fact that you do not plan on selling any of these in the next 5 years

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: Whats expected from savaria next week? Thx

Q: Good afternoon.

I’m interested in which you prefer (1 and 2) in each category below.

ATD.B, PBH, MRU, L

SLF, TD, BAM.A, TRI

WSP, SIS, CAE

CSU, SHOP, ENGH, KXS

BEP.UN, FTS, AQN

Thank you.

Q: Any risk with buying SIS now?

Q: Hi 5i,

Thank you for the great insight during this challenging time. Can I please ask your opinion on these five existing positions? Each is sitting at a substantial loss and trying to decide whether to sell, hold, or with a Canadian recession on the near horizon:
-Parkland Fuel
-New Flyer
-Cymbria
-Western Forest Products
-Savaria

Thank you in advance. Please use credits as needed.

G

Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks

Q: Savaria's price seems to have reacted poorly in the "virus" market. For a health care stock this was a little surprising. Do you have any thoughts on what might be concerning investors?
Thanks
Mike

Q: My question relates to a stock like TTD (which I have been in and out of) vs holding SIS. I do own SIS and believe it will eventually get somewhere. The dividend while waiting is nice. The ask today is whether you would advocate being out of SIS so as to deploy into something like TTD, AYX or even to start a new position in SHOP if the pull back gets more aggressive? The assumption is that it's either SIS or one of the above mentioned stocks but not both.

Q: Hi Peter, Ryan, and Team,

James Hodgins commented on Savaria recently: "There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside."

This stock is a loser in my wife's RRIF, and would like your opinion regarding his negative opinion of the car lift sector, and if you concur that it's the main reason for recent under performance.

Would you be OK with classifying Savaria in the Healthcare sector instead of Industrial?

Thanks as always for your advice and insight.