Investment Q&A

Q: Good Morning
I am the holder of several bonds of the above noted REITs. The maturities of these bonds are from 2021 to 2023.

According to Moody's, REITs have a "low exposure" to Global Covid-19. However, I would like to get your own expert opinion whether these two REITs will be able to meet their obligations to the bondholders during the next three years.

As always I appreciate your comments.
Thank you.

Q: Good Morning
I own two Bank of Nova Scotia bonds. The first is issued in Canadian funds and matures in 2021. The second is issued in US funds and matures in 2022.
The Canadian bond has dropped in value by half a percentage point in the last month. The US bond however dropped by more than 4%.
Is there an explanation for the drop of the BNS US bond?
Thanks

Q: Can I please get your opinion on buying the CSU debentures for a juicy yield (7.5%) and safety of capital? Is it an accidental high yielder in a bad market?

Thank you very much.

Q: I know Telus has a tele health department. What are your thoughts about it at a time like this for the company? What are some other companies that are involved in the space that you like?

Q: I have the advertising company WPP in my portfolio. Their debt seems to be over four times operating cash flow. Do you think they will survive the crisis? Is it time to offload the shares?

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Q: I have a large cash position and am starting to re-deploy. Would like to take this opportunity to acquire a stronger US stock presence than I previously held. I am looking at about 40-50% in US to add to what will be a balanced diverse portfolio of Canadian stocks - many of 5i recommendations. I am happy with some overweight in tech .
I plan on putting in limit orders at lower prices than current and have my own price area for each identified, but as a "reality check" would appreciate some feedback from you as to what you think could be "suggested" buy prices on each stock.
Also, is there anything you would add to the list as Strong buy suggestions. Or anything you would delete from the list that you feel would not show a positive return in the next 1-2 years.
Thanks for getting out your crystal ball on this and congrats for coping so well with all the noise !

Q: Good Afternoon
Can you please provide a site where we can get the prices of Corporate Bonds?
Thanks

Q: In order to avoid 1135 reporting do I have to sell eca.ca?
What would be a Canada replacement stocks or etf that would
have a simearl chance to go up in a good market?

thanks ralph





simeral chance to go up in a good market?

Q: is there any site that lets you know if companies are buying back lots of there own stock. thanks

Q: I own the above CIBC pref shares - what is the outlook- how/when will these be
redeemed by CIBC and at what value? They are trading at less than half face value- are they not guaranteed by CIBC

Q: Atrium Mortgage traded down some 10% on Thursday, March 19th for no reason I can find. Do you have any knowledge as to what may have happened?

Thank you for your market insights. They are very much appreciated, particularly in these turbulent times.

Don

Q: Is there any reason for ENGH decline, it was holding up pretty good.

Q: Even though LNF had a good last quarter, I am having a hard time understanding why Leon's is holding up as well as it is. When you build a house or do major reno's, you need to buy or upgrade your furniture. However, if the economy and specifically the housing industry are slowing down (as they are now), your need for furniture should follow suit. Shouldn't Leon's stock price follow suit and drop off more? I must be missing something. Thanks for your help...Steve

Q: MG: really low debt., low P.R., great ROE, beat EPS estimates by a fair bit 3/4 Q reported so far. Down a lot. FPE of 4.2 x. This thing looks like a good long-term buy: suffering over fears of shut downs - COVID-19? Even with electrical vehicles coming they would be involved and gas/dis. vehicles will be the majority for a long time still, don't you think> Is this a good buy for the long term?

Q: If a investor is down 20% on his 40% cash position and ironically still has more cash to park --- what would 5iii recommend to do ?
So much for being the conservative investor waiting for a better opportunity .......

Q: Is it likely that when the dust settles after this crisis, with all the government spending, that we may enter into a period of hyper inflation? In your opinion, would I be better off sitting on cash or gold?

Q: Hi team,
Can I have your take on Swiss Waters latest result?
I don't think covid-19 will stop people from drinking coffee, so would you consider this company reasonably defensive company at this time?

Thanks!

Q: Peter and His Wonder Team
It is my understanding that MDI is one of the best drilling companies in the world. I realize that a recession would reduce the demand for minerals, fuels etc. and reducing income. However 50% of there contracts is drilling for gold which does look positive for the next several years. Larry Berman on BNN predicts gold will hit $1900.00 within 2 years. So I am wondering if this might be a good contrarian investment at all time low prices or is this just another value trap. Your general assessment would be appreciated. Thank you immensely.