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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: Hello Peter,
Is VFV and XSP about the same except one is hedged? I have held Sienna and Chartwell for a long time and I thought from a demographic point , they would be great long term holds.. I am down alot but the dividend is great. Are these two good long term holds or since covid, the recovery maybe too long of a time given the high interests that we see. Thanks very much
Read Answer Asked by umedali on November 02, 2022
Q: Hi 5i
I see you've added DIR.UN to the reports. That's good news.
I bought Dream Ind. 6 years ago because of your OK comments about Dream at that time. I'm up just over 100% and have nice dividends. So thank you very much Peter.
Do you have any other industrial reits that you feel are OK ?
Thx for your hard work
Gerry
Read Answer Asked by Gerry on November 02, 2022
Q: I have chosen WELL as a positive example but I am puzzled by the apparent lack of performance for the sector. We have a health care problem; scads of people do not have a family doctor. I know the difficulty involves more than the services WELL can provide BUT I would have thought services such as those provided by companies like WELL would have been in demand, would have been able to provide some relief, their valuations would have prospered even during their development, and investors would have seen some benefits. Yet the sector valuations flounder. What am I missing?
Read Answer Asked by Mike on November 02, 2022
Q: Hi everyone at 5i!!
I bought this stock prior to the market drop and am now 47% in the hole with it. I can either sell it and take a loss and buy it back later, or keep it for the next 5 years in hopes it will rebound. In these situations I sometimes don’t know what to do. I don’t need the money at the moment and having owned the stock before and done well with it I think it should do well again. Your musings would be welcome ! Cheers, Tamara
Read Answer Asked by Tamara on November 02, 2022
Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".

Please provide 3 to 5 companies that meet the above response, thx.
Read Answer Asked by Christopher on November 02, 2022
Q: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger
Read Answer Asked by Roger on November 02, 2022
Q: When you last commented on PDI you said "Okay with". Noting the one year return on fund value is minus 15% but the long term returns seem to be in the 8-10% range. I am in it for the dividend (I'm retired). Do you think the ~ 13% dividend is safe long term ? And how much of that 13% is ROC ? What are your overall thoughts on this one ??
Read Answer Asked by Randy on November 02, 2022
Q: When looking at dividend ETF performance, are reinvested dividends included, or is the stated performance capital appreciation only, e.g. Morningstar performance for CDZ shows a 3.5% dividend and a 5 year total return of 6%.
Thanks Peter
Read Answer Asked by Peter on November 02, 2022
Q: I hope to retire in about a year. I'll have a comfortable defined benefit, I've used the portfolio analysis to diversify my investments. I have a sizeable cash amount earning nearly nothing at a bank. I have contemplated GIC's but don't like the idea of having my funds locked up in the event I would like to direct it to a project or investment .
Would there be a ETF /bond that would be relatively safe that would mirror the GIC returns?
Read Answer Asked by Gord on November 02, 2022
Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.

DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you

Yves
Read Answer Asked by Yves on November 02, 2022