Investment Q&A

Q: What is your opinion of ENCC? Apart from the dividend is it a worthwhile investment at today’s price?

Q: In your experience, do Canadian bank-owned online brokers such as RBC-DI or iTRADE allow individual investors to buy US T-Bills for registered OR non-registered investments accounts. If yes, how does one find the symbols for 3 month, and 2 years T-bills? If you have the symbols, please tell us, as brokers seem reluctant to.

Q: Hello Team ..I have US and CA$ in my income oriented RIF. I would like to buy either PID:CA ( using CA$) or VYMI ..given their depreciated value (and high US$ ).Both have great dividends but the macro is awful and holding me back which makes me think it is exactly the right time to start easing in. I would appreciate your thoughts...best regards. gary

Q: Hi 5i Team,

I have owned APP's for 1.5 years and am down significantly (70%). I know you have been generally optimistic about its fundamentals but I guess I need some reassurance in these turbulent times.

Do you still find their fundamentals and growth prospects compelling? And if you so could you explain what makes it an attractive HOLD or BUY. Respecting there is no crystal ball do you feel that in 12 months things will look rosier for the stock?

Many thanks to you all for your steady hand in such rough market conditions!

Q: What is your opinion about TRP? Why? How do you rate the three big pipeline companies in Canada? Thanks very much

Q: Any idea what the dividend will be on the spinoff shares?

Q: Thanks for your very thorough response to my question in regards to CRNC. What other companies trading in the U.S. with a similar market cap to CRNC, regardless of sector, do you see as great bounce potential once markets turn around?

Q: Hi 5i team,

Can you please comments on it's current valuation and which one has the most upside potential (Dividend+Cap appreciation)

thank you,

Q: Hello 5i,
Even with the great financial position it is in with almost 4 billion and little debt, is it time to let ZIM go or hang in for the long haul? All the signs that scream "SELL: are not there, no change in direction, no change in administration, no cut in dividend, in fact even a share buyback scheme is in place. So is it a keeper and just hang in or get out and absorb the losses?

Q: What's your thoughts on starting to buy into VOO at this point for a 20 year time horizon and any any guesses on market bottom?

Q: Saw this company from the questions page. Took a quick look at their fundamentals. Wouldn't it have better served the company and investors to do a 10% share buyback then to announce a dividend. That would have retired 25 million shares.

Q: Falling knife? I'm guessing sometime in the next quarter, oil prices will rebound.
Is it worthwhile to begin accumulating at these levels and lower ? Thanks!

Q: Hi,
I’m confused with the last press release of Brookfield on Friday :

""...The transaction will result in the division of Brookfield into two publicly traded companies – the Corporation (Brookfield Asset Management Inc. will be renamed “Brookfield Corporation”) and the Manager with the holders of Brookfield’s class A ………becoming shareholders of the Manager on completion (the “Arrangement”).

• Brookfield Corporation and the Manager will respectively own 75% and 25% of our asset management business;

• the Class A Shares of the Corporation are expected to trade on the New York Stock Exchange (the “NYSE”) and the Toronto Stock Exchange (the “TSX”) under the new ticker symbol “BN”;

• the Manager’s class A limited voting shares (“Manager Class A Shares”) are expected to trade on the NYSE and TSX under the ticker symbol “BAM”;

• each holder of Class A Shares will receive 1 Manager Class A Share for every 4 Class A Shares held;


It looks like the actual BAM.A shares will be « renamed » BN. And "NewBam" shares issued on 1 for 4 basis. Is it right?


Do you know how long it could take to implement the changes after the Nov9 meeting? 5-10 days? I plan to transfer some shares of BAM out of my RRIF this year and I prefer to wait after the spinoff.

Thanks a lot.

Q: How do you see ZEB and XFN performing going forward in this environment?

Thanks for your service!

Q: I keep thinking it might be time to start buying, but the price just keeps dropping. The TTM P/E is negative but the Globe's data shows a low forward P/E. Is that likely? It was trading below its current stock price prior to Covid so I wonder if it has other avenues currently available to generate profits.

Q: If you held CAE and CJT would you stay with them or buy another industrial stock with the same or better growth profile in this environment? If so, which stock would you recommend?

Thanks for your service!

Q: Your analysis of earnings please

Sheldon

Q: I hold SLF in a non registered account. I’m down 19%. Thinking of selling, buying MFC for 30 days and then buy back SLF. I’m expecting an oversold bounce but a guaranteed tax savings is likely to be higher than the bounce and MLF should be a decent proxy. Flaws in this logic?

Q: I am down >75% on each of these 3 stocks over the past 1+ years. I still have faith in the businesses though, and have a very longterm time horizon. I'm not looking to sell and rather, wondering if each/all of them would be worth adding to (at these significantly lower prices) if looking for long term gains? Thank you.

Q: Hello 5I,
I own the above 2 stocks and am wondering if you still have conviction in these picks? I am currently down on them but wanted to confirm you still like these mid to long term.
Thanks