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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: Dear 5i,
I would appreciate you comments on the following questions:
1. Does key management have meaningful share ownership in the company?
2. How long has key management been at the helm?
3. Would you expect any further dividend cuts?
4. Do you think their debt is manageable and reasonable?
5. Do they own any real estate. If yes, how much worth?

thanks
Read Answer Asked by Ian on December 09, 2019
Q: Hi 5i,

I've dumped some underperforming stocks this month to harvest tax losses and so now am sitting on some cash to deploy.

Notwithstanding that I may repurchase a few that I still like after 30 days, I would love to get your "as-of-this-moment" Top 3 Canadian equities that you would throw some money at if it fell into your lap.

Criteria would be:

1. Must be Canadian
2. Sector is irrelevant - assume its a small part of a wider, well-balanced portfolio.
3. Dividends not relevant
4. Held in a cash account
5. 3-5 year hold

Thanks!
Read Answer Asked by Ryan on December 09, 2019
Q: With the fall of DR, particularly for income investors, the question is what to do. Michael posed this earlier. What would you advise? You had responded that there is better places to put capital, but such a decline has eroded that capital and reinvesting the reduced amount does not produce much.
How would you advise an investor at this point? Sell, and crystalize the loss and reinvest what little remains? Hold on and wait for a bounce? Settle in for a long wait?
Ideally, investors would have sold before now. I do not see any such advice within your answers, DR was always described as a solid hold and waiting out several quarters was recently recommended.
Read Answer Asked by Danny on November 08, 2019
Q: So, results released and not pretty. I took a small position in this April 2018 (1.75% of Non-Reg Acc) and have been watching slow decline ever since. With today's bad news stock is down to new 52-week low. Question is, should I hold on, bail, or "double-down"? The Board seems to taking corrective action; the dividend has been cut and is now quarterly. I can afford to wait in the area of 5 years. But, I'm not getting as paid as much to wait today as I was yesterday. Thoughts?
Thank you, as always. Michael
Read Answer Asked by Michael on November 07, 2019
Q: YOU TAKE please:
1. Would you buy ? if so a 1/2 position or more ?
2. asses the div. safety ?
3.do you see value short and or long term
4. asses market responds to the Q, conference call and the management ability to deal with the fall out
5. did the market over react
6. assess the managements ability to bounce back in say 2-3 years
Thanks
Yossi
Read Answer Asked by JOSEPH on August 09, 2019
Q: Hi Peter & Ryan, I’m very light in the healthcare sector after recently selling JNJ. I rely on dividends to supplement my pension income and was looking at DR:CA, EXE:CA and SIA:CA. Can you please comment on each of these, quality of the companies, management, safety of the dividend etc. Feel free to suggest other names not listed Canadian or US. Dividend payers preferred. ( I already hold csh.un and used to own sis). Thanks. Mario
Read Answer Asked by Mario on August 02, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Good Morning 5i Team

Just read the quarterly results for DR. Looks like a pretty poor quarter. What alarms me the most is the payout ratio of 166%. This is based on a company defined "Cash available for distributions". Looking back at the FY2017 and FY2018 reports, the payout ratio was around 67% (for the full year).
I'm trying to decide whether to keep this one or bail out. Do you see the payout ratio this quarter as an anomaly with it returning to a healthier 67% range or is there danger here?

Thanks as always
Peter
Read Answer Asked by Peter on May 10, 2019
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