Investment Q&A

Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.

Q: ET is an income stock that cut it's dividend and is now not producing much income. It is in your income portfolio, is ET going to be replaced? If so with what? I follow your income portfolio very closely so this is of great interest. Thanks Ron

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: Good morning and Happy Canada Day!
Thoughts on Evertz quarter and what your expectation of where the dividend goes from here. Would you expect them to return to .18 per quarter in short order or will we see a further cut ? Do you consider the dividend cut prudent or is it possible they are trying to chase away public shareholders and take the company private in the near term?
Thanks Rob

Q: Hi 5i team
Evertz just beat expectations on the quarter. Can you talk about dividend changes, thoughts on the quarter and valuation.
Thank you very much

Q: Follow up on ET. I thought the drop was a reaction to the pre-earning announcement on the 23rd about reviewing the dividend and slowing business and that the price cuts were reactions to that. Thank-you.

Q: I bought this for stability and income and then, yesterday's drop. What are your thoughts on the announcement and would you continue to hold if you have a long term horizon? Thank-you

Q: I'm out of touch with big broadcasting technology, but I can quite easily livestream on many platforms. Is Evertz well adapted to modern/future broadcast solutions? How do you think they have fared during covid? Would customer needs have changed, i.e. more demand?

Q: plus 5 % dividend ok debt,,,,,,, what stocks looks puzzling to you why its still far down a stock with value and when the virus goes away from everyday attention that should have good upside .

Q: I'm looking to add another 5 quality dividend payers for the long term. Do you see any issues with my existing positions? SOME growth would be nice but secondary to dividend amount and safety of dividend. Industry and country are not important.

Thanks

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: My tech exposure consists of MSFT,ENGH and ET. All have been held for many years and have become multi-baggers as well as producing growing divys. Do you see any holes in my tech coverage? Would you trim and add a new position or leave as is? Thanks Ron

Q: Hi Peter.
What is your thoughts on Evertz business and the current valuation.

They generate alot of free cash flow, have no debt, post high returns on invested capital and have shown modest growth.

Why does the market not give this tech beauty a little more love ? Seems like the price gets "stuck" and there is not a fundamental group of investors behind the equity who will bridge the value into the price. Your thoughts please.

Respect

Q: Hello, I am planning to sell one of either ET or CAE or NWC to generate cash for the purchase of DocuSign. Which one of the these three would you sell? I understand that they are all good companies currently held in the 5i model portfolios, but I can't make up my mind. Regards, Gervais

Q: I am looking to add 2 dividend paying Tech stocks with some growth, to my RRSP account. Can you give me some names I can take into consideration both in Canada and the U.S.
Thanks

Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob

Q: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff

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: Is ET a good company to invest in these days now that it had a nice little drop?

Thanks

Q: What would be your top picks in this environment meeting these criterias: low debt, low payout, 3%+ yield. 5 names+ would be great. Long term investment. No financials or real estate. Thank you!