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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: Hi 5iResearch Team,

I have a full position on CVS for just over a year the stock has not been doing great over this period of time. I understand from a piece on BNN that Amazon is looking at getting into the pharmacy business.

If indeed that comes to past, I imagine it would impact negatively on pharmacies such as CVS, Walgreen, etc. So I am contemplating of liquidating my position on CVS. Your comments and thoughts on this would be appreciated.
Thanks,
Harry
Read Answer Asked by Harry on May 23, 2017
Q: Hi,

According to Morningstar, ECI's dividend payout ratio is 184 %. If I am not mistaken, such a high ratio is often a sign that the dividend is unsustainable. According to your latest report and answers, ECI seems to be in good shape financially and well set up for future growth, even after the recent earnings miss. Could you please explain when and why such a high ratio should or should not be a source of worry?

Thank you very much!
Read Answer Asked by Pierre-Charles on May 23, 2017
Q: Just a comment and clarification on Stevens Qs: I am surprised the 6.25% minimum ECN preferred share financing is still open as it's only $100M. Does this reflect badly on the issue? I thought a 6.25% guaranteed minimum was a good buy even if rates eventually rise.
Thanks.

--- The issue was closed the same day at TD and the issue has been completed yesterday as per mail from TDW.

Issue Completed - ECN Capital Corp. 6.25% Cumulative Rate Reset Preferred Shares, Series C

I also see that they have taken the money from my account for shares allocated.
Read Answer Asked by Mayur on May 19, 2017
Q: Can you elaborate on the restatement of its financials as to timing and substance. If on April 26, why the recent drop? Have to say these medical roll up companies are not worth the ride, there always seems to be something. No desire to hold this one as it rides down but can you provide an assessment of value of the stock today and whether sale at this juncture is not advisable. I assume this may take a lot of time to change the momentum of the stock. Thx
Read Answer Asked by Patrick on May 19, 2017
Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner
Read Answer Asked by Werner on May 19, 2017
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