Investment Q&A

Q: Product: TD Split share Preferred (xtd.pr.a)

Hello 5i
Thanks for the excellent investment coverage.

I have been utilizing this structured pref share as part of stable income portion of Portfolio for many years. Receiving over 5% dividend yield with a stable stock price has been helpful.

With interest rates potentially movin up over the next few years, this fixed rate product will begin to look less attractive.

If by Dec 2019 (termination date) an investor would like to terminate the holding and receive cash for shares, do you see this transaction being as simple as checking a box and waiting for cash to arrive from Quadravest? Near term Price has been $10.06 but may possibly drop below the $10.00/ share if investors want higher yield.

Do you see any risks associated with being paid out the full $10.00/ Pref share ...... on or about Dec 2019?
Any comment on what this transaction would look like?

Thanks
Dave

Q: I have 17 YELLOW PAGES LIMITED WTS (Y.WT-C) in my portfolio.
I am wondering what they are and if I should keep them.
Thank you.
Serge

Q: The last question about TCS was in July. Since then the stock has been on a tear. I am thinking about swapping out GUD and DR for TCS - I know TCS is considered tech - but I am looking at it as a quasi healthcare pick. Thanks for your current views.

Q: You haven't been positive about this company but it has been quite some time since a question was asked and the stock has been on a tear in a hot space. Acknowledging its volatility, which is reflected in its valuation, can you give me any reasons to stay away?

Q: Hi 5i

Looking for some sustainable growth companies that may offer compounding return.

I have been looking at First Service Corp currently priced at 88.85Can.

What are your thoughts about FSV continuing to put up high growth numbers after doing it for two decades? I see by their investor information they have 5% market share; leaving significant share for growth.

Do the estimates you have indicate significant growth trajectory will continue?

Thanks
Dave

Q: Would EFX be a speculative shortterm buy or a longterm opportunity?
SFTBY - what is your opinion of this stock, and is it traded in New York?

Q: I noticed that D.UN is recovering after a multi-year decline. What is your view on the company, and how would you rank it compared to similar ones (MRG, DRG, AX, etc.)
Your insight is greatly appreciated, Peter

Q: Hi Peter,

Please list 10 stocks that could see some tax-loss selling but could also rebound next year (good fundamentals, value, etc). I imagine that CRH and CBL could be two candidates? I don't mind any riskier stocks as well.

Thanks in advance.
John

Q: ISDR stock price rose a lot recently and OCLR dropped a lot, what do you think the reasons for this could be? Do you think it is a buy , sell or hold?

Q: I bought CSH.UN @ $11.60 in 2015, Sold @$14.20 in 2016 & repurchased this month @$15. What is the pay out ratio for CSH.UN? Morning Star shows a pay out ratio of 615%. Is this possible and if it is true should investors be worried. I bought CSH.UN for income. What is your opinion? Is there a better site to look up pay out ratio for stocks? Thanks for this great site.

Q: Big drop today. Can you give me your general thoughts on this company? Do you think now is a good time to get in? Thanks for your thoughts!

Q: What are your thoughts on Solium Capital's acquisition of Capshare announced this week and subsequent financing?

Q: What caused ABT to shoot up to over $8.60 yesterday? Anything new here?

Q: This stock was up 9.5% yesterday on significant volume. Do you have any information the would account for this? With thanks, Bill

Q: Why the sudden almost 10 % drop in the last week?

Q: I am retired, living on dividend income and looking for more yield to supplement my income. Thanks to 5i, I recently became familiarized with covered calls and chose ZWU yielding 6.5%.
Now I am interested in Debentures. I recently read in 5i Q&A a question on CSU.db debentures that guarantees 6.5% plus inflation rate to yield 7.5-8%, and your response was that it's a quality security.
Regarding Debentures, are they simply traded like a regular stock with scheduled dividends paid that can be bought and sold as I see fit without penalty?
Debentures seem like a low risk way to get a higher yield as the price hardly seems to fluctuate. Is this an accurate assumption?
Would you recommend for an income investor to invest 5-10% of portfolio into 1-2 debentures for higher yield? If so, can you recommend 1-2 that look most attractive for a 1-2 year hold?

Q: I never heard of triple net leases until Warren Buffett bought Store.
Is there triple net leases in Canada?
Is this a new phenomenon?
Much thanks

Q: Can I have your analysis of this post-deal. What
does the Balance sheet look like and cash flow growth. I understand the deal was upsized significantly and units trading up from issue.

Q: In general over the last little while when asked about favorite stocks in your portfolio you include SIS, TOY, PBH, CSU and GUD. I fortunately own all of them and have profited handsomely. Thank you very much! If you had to currently add a stock from each TSX sector which stocks would you pick? One caveat, please do not pick any of the 5 listed above! Thank you

Q: Hello;
I am trying to understand/develop bench marks for stock screeners. I need input regarding 3 popular criteria; Price/Book; Price/Free(?)Cash flow and Price/Sales.
1. Please confirm suggest hurdle rates; Price/Book < 3.0; Price to Free Cash Flow < 10; Price/Sales ??
2. Which Cdn sectors can use these bench marks. I understand cyclical commodities have great seasonality/cycles and the above are not suitable. Please confirm and suggest sectors.
3. Should it be Price/Cash Flow or Price/Free Cash flow?

Thanks