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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, I am concerned that the move toward working from home and the probability that the trend will continue even after the pandemic crisis is behind us will have a negative impact on bpy given their exposure to the office space market.
Likewise they have significant holdings in shopping malls, and with the increase in online shopping are they likely to suffer a negative double whammy? Your thoughts are appreciated.
George
Read Answer Asked by george on May 15, 2020
Q: I presently own Fortis and was thinking of selling it for a profit and buying either CU or ACO in its place.

It would not change the asset allocation in my portfolio but would increase my total annual dividends (for income)

A. Can you give me your opinion on the swap, pros and cons of such a move

B. CU or ACO, which has better upside potential (rebound)

thanks

Ernie
Read Answer Asked by Ernest on May 15, 2020
Q: Artis and RioCan are both trading at about a 50 % discount to their NAV. Both pay a good dividend. Would you invest in either one? Would you favour one over the other? Are their dividends "safe"? AX.UN is down nearly a dollar in the last two days. Is there a reason for that? Thanks for your insight.
Read Answer Asked by George on May 14, 2020
Q: Can you please explain the losses in the big five Canadian Banks shares. I can’t for the following reasons so would appreciate your thoughts before I start to increase my exposure.

Their mtge portfolios are mostly insured , ultimately by the govt. the balance of their mtge loans are normally at significant discounts to the property values.

The new loans being made by the government will likely be backed by the government , not the banks.

They all have a long history of not cutting dividends, BMO has not in 190 years and BNS in 188 years and I expect the other three banks to be in the same approximate time frame of no dividend cuts . Unlikely you will find a US back or an Insurance company that can say the same.

They also over reserve their loan loss provisions in order to keep their profits from the wild fluctuations we see in the US.

Thanks
Read Answer Asked by Robert on May 14, 2020
Q: For an individual bond that I hold to maturity, I would consider the yield to maturity as being more relevant than the current yield. But when it comes to a bond etf what is the relevant metric? Possibly the average current yield? As presumably the underlying bonds are not held to maturity as they would be bought and sold to keep the etf's duration in line with its target.
Read Answer Asked by William on May 14, 2020
Q: Hi team,

Calian just reported what looks like another strong quarter. They seem to be firing on all cylinders, ie 'Record quarterly revenue for the seventh consecutive quarter'. Thoughts?
How does this tech company compare/rank against some of 5i Canadian favourites?
Would you slowly initiate a position over the next 6 months?
The one downside I see is that their FY EPS forecast for 2020 vs 2019 does not seem overly convincing (seen on the 5i Companies page). Maybe the brokers have not adjusted things yet?
Their May 12 revised adjusted net profit and EBITDA per share numbers have been reduced but not sure if that is simply due to the increased share count. Is this a concern?

Cheers,
Steve
Read Answer Asked by Stephen on May 14, 2020
Q: Looking for best 5 year appreciation. Please list favorite of this list or your favorite if missing from this list.

Thanks

Rob
Read Answer Asked by Rob on May 14, 2020
Q: Good Morning: Please share your opinion on this company as a buy/hold/sell at this present time. Comments related to dependability of earnings, given that they are an electricity supplier in a distressed market, dividend security, management expertise, etc. would be appreciated. I do know that they currently have the record for the greatest of no. of years for dividend increases for any cdn. company. Thanks, Don
Read Answer Asked by Donald on May 14, 2020
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