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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: Could you compare the debt levels, payout/dividend sustainability and future direction of these two reits. I have held CRT for a bit over a year and done much better than expected, but wonder if I should just take my gains and move on. I'm looking at CRR, which seems to be more diverse (good or bad?) and has a bit of movement into residential, as well as a higher dividend. The CRR price is down at the moment with the new issue. CRT is my only retail reit. It is not a large position, and is held in a non-taxable account.
Thanks
Read Answer Asked by grant on January 27, 2020
Q: Good Morning 5i, I am a long term holder of FTS and I know you like the stock. My intention is to hold forever and I have enjoyed the 25% increase in share price in the past year. However it now yields 3.3%.
My assumption is most holders buy this stock (and utilities in general) for yield, so at 3.3% where would the new buyers come from?
Also, are you able to run the historical yield? Is 3.3% the lowest yield ever for this stock and how does it currently compare to its historical P/E and other metrics.
Thanks
Rob
Read Answer Asked by Robert on January 27, 2020
Q: I am interested in the investment implications of the coronavirus, should it spread similar to SARS or worse. Specifically, when SARS occurred, what was the impact on global markets? What markets did well, and what markets did poorly? Was there a movement towards cash, bonds or gold?

Thank you for this wonderful service!
Read Answer Asked by Dale on January 27, 2020
Q: This question is about covered call strategies. I know that your mission is primarily to gibe advice on individual stocks but you are often good enough to share your knowledge on other points, as well. So, i will submit this question. If it doesn't fit into your framework, that's ok, too.

I know thatyou like to sell covered calls a month out. If i don't have any intention of owning the stock, i imagine that it doesn't really matter if i buy the stock one month, collect the option and then buy the same stock back again a month later at a higher price. Because i am only interested in collecting money on the money i have. Right? ( i am doing thisin a tfsa. I have googled it but haven't found a definitive answer on whether I can do this there? Am i ok with that? ). If i am going month by month is it better to take a lower payout, knowing that you are more likely to have to give up the stock, or go a couple of dollars less in the premium payout in order to have a higher possibility of keeping the stock, realising that this is a monthly process? a number of questions here so please feel free to subtract the appropriate number of points, if you decide to answer.
Thanks again for your grat service
Read Answer Asked by joseph on January 27, 2020
Q: Hi,
There are slim pickings for the retail corporate bond investor at the moment. I found a five year Ford Motor Credit bond with a BBB rating paying an effective yield of 3.55%.

Do you think the risk/return on this bond is reasonable? I am hesitant to buy it because of the history of the auto industry during recessions and the current state of personal debt in Canada.

Thank you. Michael
Read Answer Asked by Michael on January 27, 2020
Q: hi there,

looking for an undervalued US financial to add to my portfolio. I own JPM, WF and PRU. Looking at the financials, this one seems to be growing but trading at a significant discount to its peers. Am i missing something or is there another US insurer you prefer?
Read Answer Asked by kelly on January 27, 2020
Q: With two recent financings behind them, a new insider position investor from the last, a (supposedly) good order book for theme park attraction deliveries - what chance of Empire Industries gaining traction this year?

Disclosure - picked up a small amount at 0.47 today to make me follow it & consider more.

Thanks, Alan
Read Answer Asked by Alan on January 27, 2020
Q: Hi,

In an otherwise well balanced portfolio, with a slight tilt towards growth I do hold the above REITs for income. As part of a new investing philosophy (to me) I'm aiming to reduce my equity positions from 33 to 23 over this year. Thus, I need to sell one of the above and re-invest the proceeds in the other three. With an eye towards income preservation (ie. sustainability of dividend) and growth, which of the above do I sell?

Cam.
Read Answer Asked by Cameron on January 27, 2020
Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.
Read Answer Asked by Jean-Pierre on January 27, 2020
Q: Would appreciate your analysis and thoughts on Seaspan. Had doubled up and was thinking of selling and putting funds into 2 more US equities. Looking more for growth and capital appreciation but fine with a dividend if possible.
Which 2 would you suggest in any sector and do you think Seaspan's recent news is the reason for the 14% drop in the last month.
Thanks Gary
Read Answer Asked by Gary on January 27, 2020
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