Investment Q&A

Q: Hello 5i,
I sold PLC at a gain to buy AW due to the higher dividend and good pricing. I sold ET and bought TCL.A also at a good price now.

With the excess cash from the sale of ET should I wait to see what you suggest next or buy CU which s not in your portfolios but has a good dividend, is at a good price and is suggested by you in many instances or buy GOEASY also at a good price, growing, and a reasonable dividend? I am 73 looking for dividend and some growth with a ten year outlook. I do not need the funds as a defined pension plus dividends. If you have better suggestions I would appreciate them.
Stanley

Q: In response to Roy's question on Sept 11 you stated in part "earnings are expected to bounce in 2021 by up to 50%". I couldn't find any specific information supporting that position in the MD&A accompanying recent annual & quarterly results, other than management's generic confidence in increasing revenues once the pandemic impacts are over (whenever that is!) Have you any other specific information?

Q: Could I get your comments on their latest Q1 results?
Thanks

Q: Please give me your opinion of EvertzTechnologies - is it a buy, hold or sell - is the dividend still safe after it has been cut - thanks for your reply.

Q: why is this stock lagging so much?you still have it as one of your favorites and would you step into this stock?

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