Investment Q&A

Q: What Canadian stocks would you recommend for exposure to agriculture?

Q: Hello,

Are there any Ag Tech Canadian companies you like? Can you rank them by growth prospects?

Thank you.

Q: Big surge in AFN this morning. Any major news? Do you see further upside?

Thanks.

Q: Would it be worth doubling down on AFN. It's a 2% position and is worst performer in my margin account being down 46%. Still hanging on stubbornly.

Q: AFN: any further comments other than those expressed in September: buy, hold or sell?

Q: Over the past 4 quarters, AFN have repeatedly increased their estimate of the cost of "rework" on two specific contracts from $7 to $10 to $14 and now to $20 million. Have you any information on the magnitude, relative to these past equipment and estimate failures, of last Friday's failure of their North Vancouver commercial installation? The market sure doesn't seem to like it. Is it likely a over-reaction, or the proverbial back-breaking straw?

Q: What information can you provide as to either the source of the "rework" costs impacting AFN's results, or a source for more information (unable to - easily - find this of their investor website?)

Q: Hi, As a retired income plus some growth investor which order would u add to or delete the above under 1% positions to tidy up my portfolio.

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: Hi folks, reading Q4/19 financials on Ag Growth...& 2020 outlook was mostly doom & gloom affecting their business, ie: US/China trade war & esp Covid-19. However, Afn/t received an amendment & extension of its credit facility with 5 Cdn banks with improved terms, and pushed out to 20 march 2025. Guess Q is...will AG Growth financially survive virus crisis..and for longer term..can U start to nibble on a position here. Recently took position in Ntr/t below $40 as will always be a market for food/agriculture...thanks as always. jb Piedmont QC

Q: What is your opinion of this company ? It had a good growth rate in the last year. The stock is beaten down at 16$ from a high of 63$ Do you think they can manage their debt ? Maybe wait for a dividend cut before investing ? Thanks

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Q: Can I please get your opinion on the above stocks? Would you consider these bargains at these prices if one is expecting this turbulence not be last longer than one quarter? How sustainable do you view their dividends if we enter a brief recession? I'm wondering whether to get greedy while others are fearful.

Thanks for the great service!

Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards

Q: The company just had a new issue announcement for convertible 5.25% debentures with a settlement date around mar 5, 2020. I am interested in buying, but would like to know how the conversion feature works ... will the holders have the option not to convert to common shares? Or it’s mandatory? At what conversion price usually?

Q: This stock is off - perhaps year end tax loss selling played into this? With things supposedly improving with USA vs China...could it be a moderate buy?

Q: What do you think about this stock after their latest earnings. Would you consider it a buy here? Thanks so much.

Q: Good morning,

Looking for your opinion on the most recent issue of 5.25% , Dec/2024 debentures ?

Thank you.

Q: Any update on today's further selloff?TKS Larry

Q: AFN hit a12 month low today. at 38.97. 1. why is the share down 38 %. 2. what is the current payout ratio 3. is there any possibility of a dividend cut thanks Richard