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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: NRZ.us (New Residential). I have a loss on this holding. Share price has been more volatile lately. Although I subscribe to some premium data services , I have not been able to determine (not for sure) whether private placement(s) --- shares and/or debt--- depressed NRZ’ share price. Is this company a reasonably good holding based on what Bloomberg gives for : PEG ratio, Debt levels , ttm and forward P/E and dividend sustainability ? Would you surmise from your terminal whether or not NRZ.us has reasonably good prospects? Although I have checked data on sites I subscribe to, I am getting different data and differing ratios for trailing and forward P/E , debt to equity, and whether share or debt issues actually took place within the last month or two.
Read Answer Asked by Adam on November 13, 2018
Q: Years ago I used to use liquid options on the TSE35 Index, but have been frustrated in finding a modern day equivalent for today's main Toronto Index.
I'm thinking there must be something available to at least partially match
the huge liquidity provided by the SPY options for the S&P 500, but have
so far never been able to find a Toronto Index alternative.
Thanks so much!
Read Answer Asked by Howard on November 13, 2018
Q: Hi 5i,
Thanks for the reply to my previous question on USD etfs. I had also asked "What percentage weighting would you have for more growth, medium to high risk tolerance and long term hold ?" The etfs in question are QQQ, VOO or HXS, IPAY and IWO.

Thanks as always.
Read Answer Asked by K on November 13, 2018
Q: Good morning 5i Team

NFI share price peaked in late March and has been been dropping since. The slide has accelerated since the Q3 report. Having read the report and listened to the call, I can't figure out what is causing such a sharp selloff. Here are four things that are noteworthy but still don't justify it in my mind:
1) new manufacturing plants (increased competition in the future)
2) Slightly lower backlog
3) Revelation that for every 10 new units sold, NFI typically takes 7 units in trade, and the re-sale value of trade-ins is declining, hurting margins.
4) Today's news (that the market has probably known for over a month) that 70 jobs will be moving to the US to accommodate the 70% US content rules.

I guess a fifth would be the overall market decline.

I've been watching NFI looking for an entry point. This looks like a good time but I feel that I must be missing something here. I would appreciate your thoughts before I pull the trigger.

Thanks. As always, your insights and guidance is much appreciated.
Peter
Read Answer Asked by Peter on November 13, 2018
Q: Would you please provide us with what the dates are for earnings announcements for all 5i portfolio stocks?

Appreciate your help.

Sheldon
Read Answer Asked by Sheldon on November 13, 2018
Q: I want to derisk my portfolio somewhat, and purchase approximately 300,000 in GIC`s. I am thinking about waiting till after the anticipated Dec rate. Would you wait and buy them all at that time, or stagger the purchases ?
Read Answer Asked by Allan on November 13, 2018
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