skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: As a dividend investor with a long term hold philosophy, can you tell me which sectors are least likely to cut dividends in the next 1 - 2 years.
Read Answer Asked by Ernest on May 06, 2020
Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.
Read Answer Asked by Terry on May 06, 2020
Q: Can you comment on these ETF's I presently hold in a corporate unregistered acct. I have a large amount in DVY.US - not sure why (previously with a FI ) Looking to update this portfolio based on present times. In At least a 5 year hold. Please take as many credits as needed.
Thanks so much.
Read Answer Asked by Lorraine on May 05, 2020
Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.
Read Answer Asked by Leonard on May 05, 2020
Q: This is a follow up question to my earlier question.
From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Read Answer Asked by Ray on May 05, 2020
Q: Hello 5i Team
Northview REIT (NVU) has issued the Management Information Circular for the proposed takeover of NVU by Starlight and Kingsett Capital at a price of $36.25.
Please advise on the following questions:
1 - As no other offer came forward during the go shop period, I am assuming the $36.25 per unit offer will be the best and final offer current shareholders will receive.
2 - Which is the best option to select: OPTION 1 —ALL-CASH ELECTION or OPTION 2 —HIGH YIELD FUND SUBSCRIPTION ELECTION and if Option 2 is selected which percentage of the Unit Election should be selected (refer to the Letter of Transmittal and Election Form).
3 - Reviewing the Management Information Circular, the High Yield Fund looks like the original Northern Properties REIT prior to the 2015 takeover of the True North Apartment REIT. Essentially it looks like Starlight Capital (Mr. Drimmer) is buying back what they sold in 2015. What is 5i's view on this?
4 - I noticed Credit Suisse Securities (Canada), Inc. has become a 9.95 % holder of NVU - do you think they are playing the arbitrage between their purchase price and the offer price?
Thank you
Read Answer Asked by Stephen on May 05, 2020
Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
Read Answer Asked by Ray on May 05, 2020
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.

W

Read Answer Asked by Wayne on May 05, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!