Investment Q&A

Q: Why the drop today and what's your view on future share price? Any targets?

Q: When I go to the NBIS profile page on 5i, it says that the market cap is $10.68B. Most of the responses I see in the Q&A indicate that it has a market cap of $7B. Is there a specific reason for the difference?

Q: InterRent (IIP.UN) announced today that they are stopping their DRIP and are going to ramp up their share buy backs because they feel the units are currently undervalued. The most recent results look pretty good, with growth in occupancy rates, average monthly rent, FFO and AFFO, as well as a dividend increase. Debt to GBV looks OK at about 38%. Yet the unit price has dropped from roughly $18 a few years ago to just over $10 now. The units are trading at about 18 - 19 times AFFO. How does that multiple of AFFO compare to historic levels? Just wondering if this is a good buying opportunity on a cheap stock of a business that is performing pretty well, and now has a yield of roughly 5.5%.

Q: Your call on XSTP.U please

Q: Hello 5i Team,
I'm wondering your thoughts on ERE's latest moves and special distribution?

Thank you,
Brent

Q: Which stock would you replace for PLTR which has growth potential, but at a much lower valuation?

Thanks for your service?

Q: IIP today announced a stronger intention to buy back stock as they feel it is underpriced I assume they would be particularly interested if and when the stock price was below NAV. What is the NAV of interrent? Do you think they would buy stock even above NAV? Do you think this will be a meaningful number of shares purchased in 2005?

Q: I've done quite well with SHOP, having bought this in mid 2022 in the high $30's. It has grown to over 7% of my account.

1) Do you think it can still reach/exceed its old highs from 2021? Wouldn't that make it one of the largest companies (by market cap) on the TSX?
2) What the maximum weighting you would hold in SHOP?

Q: Greetings:
In the December issue of CMS Norm Rothery picked his 10 stingy stocks. The above 3 have gone down continually since, to almost the 52 week low. Please give your opinion as to why the refiners are getting hit so hard. I realize that all energy stocks are in a slump, but not to this extent. Have the crack spreads narrowed ? and or what other reasons. Your analysis please?
Thanks,
BEN.

Q: Good morning, how harmful would 25% tarrifs be to Evertz? I am guessing most of their competitors are US based firms and their US sales are pretty significant.

Q: Since I bought some NBIS a few weeks ago, it has been a wild ride, in both directions. It's making me dizzy. Is this volatility common in stocks like NBIS? What if anything do you make of all the ups and downs? Thanks.

Q: Peter and His Wonder Team
AEG is down 6% today...why do you think?
Is it just tax loss selling or other factors?
Thanks!

Q: Do you think BCE is a sell?

Q: Interesting potential entry point below $35 CAD today. 11.4% yield usually a sign of a dividend cut in the near future. I know the company has communicated that it intends to maintain and not grow the dividend over the next year.

What’s your take on the risk to the share price of a dividend cut at current price levels? Ie. is it mostly priced in here at $35?

Q: Good morning Team, Regarding the consequences of Trumps threats I read the following (in the Globe): 'Our most sensitive name to Canadian economy and labour markets is Goeasy Ltd' What are your thoughts about that quote in particular and the most exposed Canadian companies in general? Thank you, Adel

Q: Is the recent deal by BCE in the USA "written in stone" or can it be cancelled by either party at this time. Looks like the deal has almost destroyed the co. Thanks

Q: BEI.UN,BCE,BYD,CAR.UN,CVO.CRR.UN.IMO.IFP.LNR.MEG.TECK.B.TD.TOU. .CVS,CRBD.CUS.AMD.NVO.CRBP.UBER.
Which stocks do you recommend selling and which to keep?

Q: Hi,

Just getting ready to transfer funds from my cash account to my TFSA. I currently have a portion of LMN and KXS in a cash account. I have a larger cap gain in LMN. Which of the two do you feel would be best to move
Into a TFSA. I have the room to move an entire amount of either, but not both.

Or is this a coin toss? The cap gain isn’t much, so really doesn’t matter in the long term. As both have run some in the last month, the decision isn’t as easy as it was when KXS was laboring. Thx

Q: I am a senior citizen now with a lower tolerance for risk and accepting of a lower rate of return on my investments for that. When interest rates increased, I invested in MM funds; now with rates going south, I am looking to get back into some more conservative stocks/ETF/Mutual funds with growth prospects.
Can you provide 5 stocks/ETF's you believe would fill this request. I am looking at Canadian but if there isa US one that makes sense, I would look at it.
As always, thanks for your advise.

Regards

Jim

Q: As an income focused investor, I'm most worried about cashflow versus capital. This approach has allowed me to comfortably weather the gyrations over the past few years. Yes, dividend stocks went down, but my cashflow was mostly secure and I slept well. I've settled on a mix of funds and individual stocks that meet my cashflow needs, using 5i for research and advice. About 20% of the portfolio value is in Covered Call funds across various sectors and fund companies, which pay 7% to 17%. This has enabled me to boost my average portfolio yield significantly, while 80% of the portfolio is in more conservative dividend paying investments. I acknowledge that the Covered Call strategy limits my upside.

Two questions: 1. What are your thoughts on this approach? 2. Is there still a robust covered call marketplace in a declining market - ie: what happens to the covered call premium opportunity?