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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: Good morning,

can you please share your thoughts on BTB.un and NXR.un, their recent financials including any going forward comments you may have, payout ratio and future growth based on the interest rates moving downward.

I'm in love with the monthly dividends and I have been dripping both stock, my position in both is starting to be central in my portfolio.

Thank you
Read Answer Asked by Richard on August 22, 2024
Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.
Read Answer Asked by Gregory on October 18, 2023
Q: Hi 5i,
A coupla questions, please deduct accordingly:

1. I've just received the following cautionary analysis regarding DIR.UN, and wonder if you would provide your comments on the points raised. I'm interested in acquiring DIR.UN but am concerned about the stated risks.

Currently, the following risks have been identified for the company (DIR.UN):
Major Risk
• Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt).
Minor Risks
• Dividend is not well covered by earnings (dividend per share is over 12x earnings per share).
• Profit margins are more than 30% lower than last year (63% net profit margin).
• Shareholders have been diluted in the past year (3.1% increase in shares outstanding).


2. Could you also provide your analysis on BTB.UN based on the same criteria as applied to DIR.UN. I owned it years ago and enjoyed the yield, but became convinced it was too risky for my income portfolio. Now, years later, I see that while its unit price hasn't increased much, none of the fears materialized and had I held on it would have supplied decent income during that time. I'm considering re-entering.
Thanks 5i - much appreciated.
Peter
Read Answer Asked by Peter on August 23, 2023
Q: Are these three companies safe for an income-seeking investor? What are their prospects going forward and are the dividends sustainable? Please rank them. Thanks.
Read Answer Asked by Steven on February 22, 2022
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
Read Answer Asked by Graham on August 31, 2021
Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks
Read Answer Asked by Saad on March 23, 2021
Q: Could I please get your in-depth analysis on the above companies? How sustainable would there dividends be during a business downturn in a low rate environment?
Read Answer Asked by Colin on March 04, 2020
Q: Hi,

In an otherwise well balanced portfolio, with a slight tilt towards growth I do hold the above REITs for income. As part of a new investing philosophy (to me) I'm aiming to reduce my equity positions from 33 to 23 over this year. Thus, I need to sell one of the above and re-invest the proceeds in the other three. With an eye towards income preservation (ie. sustainability of dividend) and growth, which of the above do I sell?

Cam.
Read Answer Asked by Cameron on January 27, 2020
Q: Hi Folks,

I'm seeking any insight you might be able to provide me with regarding the probable long term viability of BTB's current dividend. In answer to a prior question, a fellow 5i subscriber submitted, you indicated that you would be more comfortable with BTB's dividend if the payout ratio were to drop below 90%. Do you know if it may have now dropped to or below that level and if so, do you suspect that the very generous 8.37% yield the company pays may be "safe" for the foreseeable future?

Lastly, is this a firm you might consider investing up to 5% of your assets in, if you were 62 years of age and on the cusp of retiring? By the way, I suspect that I will require a sustainable yield of 6%, that will at least keep pace with inflation over the next 5 years, in order to be able to retire before I reach 65.

Thank you!
Read Answer Asked by Richard on December 11, 2019
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