Investment Q&A

Q: Hi Peter
What do you fell is causing the downward pressure on this stock ?Any change in fundamentals?
Kind Regards
Stan

Q: In an otherwise well balanced portfolio,and knowing that they are in different sectors, which of the two stocks do you feel has the better
possibility for growth over the next eighteen months to two years. Dividends are not an issue.Their Market Cap, P/E ratio, REO, and price appreciation over the last one year appear to be similar. Thank you for your opinion. Ian

Q: I have 1/2 a position in EIF in my income portfolio. Since I bought it stayed flat. Should I sell, hold or increase my position? If you suggest to sell what should I buy instead.
Regards,
Jacob

Q: Hi 5i Team,

Which stocks pay their dividends monthly instead of quarterly?

Thanks,

Henry

Q: Please enlighten me on how bought deals work, using the most recent EIF bought deal as an example.

EIF floated new common shares at $42.45 per share recently and it was a bought deal so the underwriters bought the entire issue (plus the over subscription shares) for $42.45 per share. Thereby EIF received $42.45 per share (less the underwriter fees), while the underwriters assumed the risk in case if they cannot sell those shares at $42.45 or more. Am I correct so far?

In that case, with the EIF SP lingering under $42 a share, can I assume the underwriters will suffer a loss? After all why would you buy the new shares from the underwriter at $42.45 if I can get them cheaper in the open market?

Also if I were the underwriter, would I not be trying to drive up the EIF SP to over $42.25 to protect my deal?

Kindly shed some light on this type of transactions. Much appreciated.

Q: Hi Peter and gang,
EIF's EPS(TTM) is $1.82 and it pays a monthly dividend of $0.1750 which translates into an annual didvidend of $2.01. If my calculations are correction, EIF's payout ratio is then 110%. Would you please comment on the sustainability of EIF's current dividend payout. Also please provide comment on this company going forward.
As always, good works fellas. Regards!

Q: I have no position in this security EIF, would you buy into this in lieu of todays announcement. Thanks as always.

Q: With the PAL Aerospace division of EIF being part of the consortium to win the large Canadian government contract announced yesterday, how long into the future do you think it might be before we understand how truly beneficial this will be to EIF? Would you consider the announcement "material"?

Regards,

Robert

Q: Him Peter what's pushing eif to these levels .
30% in the last month .
What do you think of exiting I bought for stable income but having second thoughts
Kind regards
Stan

Q: Hi Peter,My guess on RNW which I have owned since inception is that it will eventually be part of bep.un they already own a substantial position.all so if 5i followed EIF what letter grade rating would you give this co.I took a full position in eif the day after TD downgraded it.
Kind Regards
Stan

Q: Is the pop EIF is experiencing election related, earnings related or some other reason?? TY.

Q: Please provide your comments on EIF's Q3 earnings and dividend increase. Thanks.

Q: First of all TY for your reassuring post on the shocking results of the USA election. 2 years of imbecilic bombardment to get to that result...wow. Can you please comment on EIF's quarterly results. AS always TY Ryan and Peter.

Q: Hi Peter Last night on Market Call a viewer called in on your opinion of a aerospace stock approaching the billion $ market cap and I failed to write it down it started with a E Could you give me the trading symbol as I would like to research the Co.
Kind Regards
Stan

Q: I find the timing of todays downgrade suspect. Why wouldn't the author wait for the companies quarterly and Q and A in two weeks to form an opinion. Do you think ulterior motives are in play here ?

Q: I know EIF was downgraded today to market perform by Raymond James but the sell-off seems to be a bit overdone. Is this fund managers adjusting their positions and do you think the price will stabilize above the initial drop?

Q: I am thinking of selling ARZ and looking at PBH or EIF. Disregarding sectors, could I please have your opinion and what would favour or keep ARZ. Thanks

Q: EIF is in uncharted territory. It's in favour but it seems inevitable some fund manager is going to take profit after such a run?

Q: Hi 5i, just a follow up to the comment on the BNN guest who mistakingly described Exchange Income Fund. Later in the show after realizing his error he apologized. At the time I also questioned his description.
Dave

Q: Good morning. Did you see Wednesday's Market call and specifically the guests review of his past pick's ? I thought his review of Exchange income which was up 41% on the year was lame. He claimed it was some obscure company in the restaurant business. He seemed totally unprepared and not in a position to review the company at all.