Investment Q&A

• Atrium Mortgage Investment Corporation (AI)
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Q: Hi Peter,

Atrium announced yesterday that it will redeem its convertible bonds a month early (from end of June to beginning of May 2020). What is the purpose of this? Also, is it common for companies to have double digit dividend yields and not have any cuts? I understand that mortgage investment corps are more unique as they have to pay out all of their income which explains the high payout ratio (it's expected).

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Read Answer Asked by Tait on April 03, 2020

• Sangoma Technologies Corporation (STC)
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Q: Could you comment on the balance sheet for Sangoma, its cash on hand, debt etc. In your opinion should its type of business be able to provide the cash flow needed to survive a prolonged economic downturn. Also is there still potential for growth. Thank you.

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Read Answer Asked by Rob on April 03, 2020

• BMO Equal Weight US Banks Index ETF (ZBK)
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Q: Hi 5i team,
Is there a canadian listed ETF that you'll recommend that invests primarily in US big banks like JPM? When do you think the US financials will recover from the turmoil caused by the pandemic? Thanks.

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Read Answer Asked by Willie on April 03, 2020

• RH (RH)
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Q: Can you tell me what you think of Restoration Hardware... how it is priced (PE etc or whatever multiple you think is relevant), if you like it etc?

It has fallen a LOT (understandably) but I think it could do well once this is over.... also i think a lot of people are spending a lot of time in their house finding things they hate about it and will probably want to do some reno's after this is over!

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Read Answer Asked by Max on April 03, 2020

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: Held in non registered account is the 5% Dividend a clean Canadian dividend qualified for tax credit or another nightmare at tax time k-1 form , 1135 form …. ETC

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Read Answer Asked by Ray on April 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi all,
With much of the world in lock down. Is lightspeed generating any free cash flow / revenue during this crisis? Or are they burning through there cash with minimal revenue? Any insight would be helpful.
Thanks,
Kerri

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Read Answer Asked by KERRI on April 03, 2020

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Q: I have a loss on BIP but I like the fund. It would seem wise to sell the BIP and buy BIPC. Would this violate the capital gains loss?

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Read Answer Asked by Don on April 03, 2020

• Emerald Health Therapeutics Inc. (EMH)
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Q: Hi 5i team,
Is EMH a buy at this price.
Thanks,
George

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Read Answer Asked by George on April 03, 2020

• Alexandria Real Estate Equities Inc. (ARE)
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Q: How do you feel about investment in REITs in general in this economic environment?
Could ARE be a good choice because of its focus on properties leased to government, university and private research facilities?

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Read Answer Asked by Brent on April 03, 2020

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: I am thinking about nibbling at the Canadian oil sector. Would you prefer SU or CNQ ,and your reason why?
Thank you

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Read Answer Asked by John on April 03, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hello,
Do you consider H&R a buy, sell, or hold at current level. How safe is their dividend.
Please provide your thoughts about the company.
Thanks,

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Read Answer Asked by Harpinder on April 03, 2020

• Agnico Eagle Mines Limited (AEM)
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• Kirkland Lake Gold Ltd. (KL)
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Q: If picking only one, which would you take based on current fundamentals and upside?

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Read Answer Asked by Kelly on April 03, 2020

• iShares Russell 2000 Growth ETF (IWO)
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Q: What do you think about nibbling a the Russell 2000 right now? I think it will present a tremendous buy if the markets really drop. Thoughts on this move?

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Read Answer Asked by Kevin on April 03, 2020

• Audacy Inc Cl A (ETM)
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Q: i have owned this stock for 2 years. Looking at the insider buying, The CEO and Chairman have been buying large chunks of shares over the past year (and as recent as last week) as the stock has dropped from +/-$6 to $1.40 .... is it worth a buy at these levels.

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Read Answer Asked by Colin on April 03, 2020

• Twitter Inc. (TWTR)
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• Rapid7 Inc. (RPD)
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• Alteryx Inc. Class A (AYX)
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• Smartsheet Inc. Class A (SMAR)
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Q: What is their balance sheet?
Would you buy them and in what order?

Thank you for great service.
Milan

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Read Answer Asked by Milan on April 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Boyd Group Services Inc. (BYD)
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Q: Hi group what the heck happened with BYD bottom fell out please give new target price to purchase along with explanation. Same with LSPD this is beyond belief. You tell us when to buy some stock but seldom tell us to sell BYD + LSPD a are examples of that. I suggest that you need to start giving out target prices (in a range at least). A lot of these so called blue chips are getting hammered was the low on the DOW + TSX 2 weeks ago or are we going to see more downside?. We need help to rebuild our losses so start to think about target. prices selling + buying . Thanks PS deduct credits as you see fit

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Read Answer Asked by Terence on April 03, 2020

• Pembina Pipeline Corporation (PPL)
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• Keyera Corp. (KEY)
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Q: Have Key or Ppl ever reduced their dividends?
What do you think the odds are from 1 to 10 of OPEC agreeing to reduce supply by their next meeting this June ?

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Read Answer Asked by Terry on April 03, 2020

• Sprott Physical Gold Trust Unit (PHYS)
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• Sprott Physical Gold and Silver Trust (CEF)
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Q: Other than CEF holding silver and gold bullion what differences are there between it and PHYS. Ownership of physical bullion, redemption of units for bullion etc.
Thanks Kenn

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Read Answer Asked by Kenneth on April 03, 2020

• Miscellaneous (MISC)
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Q: Good morning, with current market turbulence does 60/40 index investing formula still make sense or is one better investing is good growth stocks for the long term?

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Read Answer Asked by Marco on April 03, 2020

• The Trade Desk Inc. (TTD)
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• Alteryx Inc. Class A (AYX)
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Q: Hi Folks,
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis

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Read Answer Asked by Dennis on April 03, 2020