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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: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on November 16, 2022
Q: Hi 5i
PFE ($49.36) has had a nice run. Any worries of a backlash against them as we all keep getting jabs and yet keep getting COVID? The virus mutates faster than they can come up with new vaccines. Will investors start to worry that this giant boost to revenue may disappear?
-And side question-how have your portfolios fared this year? Just curious since you don't own any Canadian stocks, have you managed to avoid major declines?

Greg
Read Answer Asked by Greg on November 16, 2022
Q: My position in FCD.UN is down almost 28% in the last year. The shares bumped up recently following earnings release on Nov 10 but then resumed the downtrend. The earnings release shows that distributions are 113% of AFFO. The company bought back 147,000 shares during the quarter. While fewer shares mean fewer distributions, is this a wise expenditure when distributions are over 100% of AFFO? Do think the dividend is safe or should I take my losses and cash out? Thanks for your advice.
Read Answer Asked by Ken on November 16, 2022
Q: The last line in the recent article on bonds that you sent members reads, “In our minds, the better place to be within fixed income is higher-quality, shorter-dated fixed income, where you’re not taking on as much risk.” Assuming you concur with this statement, what investments do you recommend that align with "higher-quality, shorter-dated fixed income"?
Read Answer Asked by Martha on November 16, 2022
Q: An interview with the Globe & Mail about ten days ago, David LePoidevin of Canaccord Genuity said "Our most exciting trade right now is the reset, fixed-floating preferred shares, which we’re buying at an average price of about 60 cents on the dollar. The dividends were reset about three years ago when rates were 0.5 per cent. The five-year is above 3.5 per cent, so the dividend increases are stunning. Not enough people are doing the math, but you can buy something that looks like it’s unattractive today, but in two years, you’re going to have a yield that might be approaching 9 or 10 per cent." Elsewhere he clarified that he is buying only non-bank preferreds.
What is your view on this? If you agree, what rate reset preferreds would suggest? Mr. LePoidevin mentioned BCE, TRP and ENB but no specific series. The tickers above are just my guesses.
Read Answer Asked by David on November 16, 2022
Q: SeekingAlpha sent an email update on NWH today stating:

“NorthWest Healthcare reported Q3-2022 results and updated on a few key initiatives.

Adjusted funds from operations dropped sharply and dividend payout ratio hit 133%.

Dividend cut looks highly probable in 2-4 quarters.”

The share price of NWH has been weak as of late, but the reaction to the quarter wasn’t terrible; ending the trading day down 1.01%.

What would be 5i’s assessment of the quarter and SA’s prognosis?

Would you view this as a hold or a sell? I had purchased NWH for income going into retirement thinking that the dividend should be relatively stable.
Read Answer Asked by Cory on November 16, 2022
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