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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,

There hasn’t been a question on TER since last year. I have held it in the past. It beat on EPS and revenues the last Q but gave wide guidance for the 2nd Q which is almost the same as pulling guidance. It is into testing and automation systems for industrial applications and 5G, as well as robotics which could potentially be a growth area. Your database classifies it as technology, where I really have plenty, but I view it more as industrial. Is it a decent investment for industrial or is there a better option?

Thanks for the insight.
Dave
Read Answer Asked by Dave on May 11, 2020
Q: What opportunities are there for investing in virtual medicine, now that it's in common use through the COVID crisis?
Read Answer Asked by Ann on May 11, 2020
Q: Following are your comments from Nov 2019

November 05, 2019
5I RESEARCH ANSWER:
STWD is priced well at 12X cash flow; BRX is cheaper at 11X. O is twice as expensive, at 24X. O has had much better growth in cash flow, the question is whether its premium valuation is worth it. BRX wins the momentum contest this year. With a 61% payout ratio, we would consider it for one with a good valuation, 'some' growth and good momentum.
..............................................
Please comment on your current view of BRX.
What is the payout ratio.
How do you view the "integrity" of the dividend.
How do they compare with STWD and O.
Thank you
Read Answer Asked by JACK on May 11, 2020
Q: Hello 5i,
This is a general question on investing. Say if i own TD, for instance, and i don't want to lose it, or something similar to it. Is it a reasonable practice to sell a covered call on TD and at the same time and roughly the same date, sell a put on something like BNS. I don't really mind if i end up owning the both of them, either.
Thanks
Read Answer Asked by joseph on May 11, 2020
Q: I am retired and rely on dividends. I have owned JPM,RY,TD & BNS for a while. The only bank that I am in a loss position is BNS. I am thinking that BNS will continue to lag the other 2 due to the latin america markets they operate in and the ability of these markets to recover from Covid 19. My thought is to sell BNS and put that money to work in TD. Your thoughts?
Read Answer Asked by Ken on May 11, 2020
Q: Retired and income seeking investor. These three stocks seem to have been underperforming. Would you buy them for relatively low volatility and reasonably good yields? How safe are their dividends?
Read Answer Asked by M on May 11, 2020
Q: As a long term play on the oil and gas industry, which stock would you buy for a put away and don’t look, so that I will very happy that I did.
Clayton
Read Answer Asked by Clayton on May 11, 2020
Q: Am wondering if there is a company or two that you’d recommend which is into teleconferencing with doctors or health officials. It seems like that may be a growing trend for the future to avoid trips to the doctor and expedite the experience saving health care dollars. The company could also be into setting up the software to make this happen. Thnks
Read Answer Asked by Dennis on May 11, 2020
Q: Hi folks, analysis of Q results for Western Forest. After lengthy strike, 5 year contract in place for labour peace, dividend cut to help balance sheet, etc. Would wef/t now be buy/hold/sell at .80sh. I was lucky & bought/own Wft/t during its selloff so looking at wef/t to compliment wft; lumber/forest stocks all seem to be bouncing off the lows, Merci beaucoup, jb Piedmont QC
Read Answer Asked by John on May 11, 2020
Q: Looking for some good growth prospects over the next 5+ years. Don't mind taking on something higher on the risk scale. I am evaluating some stocks that seem to be quality companies that have fallen dramatically. Would you please rank DOO, GOOS, CAE, LSPD as to how much upside you see from the current stock price for a long term hold.
Read Answer Asked by Dan on May 11, 2020