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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: As far as REITs go, do you think the 5G REITs (American Tower and Crown Castle) are likely to retain all of their business and get paid the rent on their towers? Or is there some question about customers and rent? I'm assuming 5G is relatively immune to the COVID-19 issues that other companies have.
Read Answer Asked by Ed on May 13, 2020
Q: Hi There
Can you tell me of a website (other than Bloomberg) where I can find reliable Cash Flow information - preferably FCF. Alternatively, or as well, AFFO info. Thanks.
Read Answer Asked by David on May 13, 2020
Q: What is your opinion of Sea Limited, the S.E. Asia digital entertainment financial services co. ? It is near its 52 week high and reports before the 18th.
Thanks
Read Answer Asked by Douglas on May 13, 2020
Q: Hello 5i team,
Thank you for your help today- what I’m hoping to get some perspective on is tactics one could do to grow a portfolio- what you’d think wise or stupid, please.
In TFSA, two holdings happen to be up: AQN by 35% and NPI by 21%. Everything else is in the minus by -30 to -35% due to the current situation as generally they’re ok businesses, like two banks, phone co, etc.
Tactically, would it be an idea to sell the two that are up, and buy a few which are quite down now, then in due course replace what was sold?
I was thinking of more banks like BNS or BMO, and PPL, CNQ,SU, and KEY.
The idea being that the gains over time would be more than the growth in price of the two being sold, thus netting an overalL growth in funds.

In RRSP, two are close to break even, just a couple hundred dollars each in the red, namely T and NA.
If sold, I was thinking of BIP, BPY, and maybe SU, CNQ, and BMO- fairly similar to the TFSA idea.

I like dividends, I know SU just reduced; I’ve not heard if these others have/plan to. I think I’m fine with a 3-5yr estimation of recovery period for these ‘down’ stocks, if you think that’s likely.

I’d appreciate your counsel on this, thanks very much!
Read Answer Asked by Hilary on May 13, 2020
Q: Hello,
I was about to question when I should make a significant buy in my kids’ TFSA’s, and should I wait until 2nd and 3rd quarter earnings are out which could substantially affect the market to the downside. Then I read your article: Unintended Investments consequences from Covid crisis. You seem to have answered that very well in that the Central banks of the world have a “put” on the floor of the world’s markets and the worlds’ governments have politically put cash in the hands of those who need it most somewhat enabling the economy.
So in other words, you would suggest to get a move on and start investing before the expensive market becomes more so?
Cheers,
Rick
Read Answer Asked by Rick on May 13, 2020
Q: The last question on High Arctic was in March 2020. (some in January) Have your thoughts changed? Seems to be drifting slightly higher? 49 cents was its 52 week low. Today it is 70 cents. Dividend has been suspended I believe.

The question is to sell, hold or "average in" to reduce my "losses"! It won't reach 3 dollars + for a looong while, I don't think.

If I do decide to sell , what would be your alternative stock to consider? I know you have been suggesting all the subscribers to wade into the market "gingerly" with 1/8th position. (paraphrasing your answers)
Thanks.
Read Answer Asked by Savalai on May 12, 2020
Q: Can you please give me your opinion on the above company
Thanks in advance
Read Answer Asked by Rick on May 12, 2020