skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i, what are your top 5 small or mid-cap dividend growth stocks? Also, please provide a few companies that you believe may be initiating a dividend in the near future. Thanks Rob
Read Answer Asked by Robert on May 29, 2017
Q: Hi, could you please provide your comments on today's news of the large acquisition by Boyd Group. Boyd has been growing in US lately. This is a major expansion in Canadian market, Ontario. How is it different than the US, where insurance companies like to mostly deal with established repair chains like Boyd ? Do you see possible equity issue, near term ? Thanks
Read Answer Asked by rajeev on May 29, 2017
Q: For portfolio weighting purposes do I include preferred shares in fixed income or equity? Is it also necessary to further break out pref shares as to the industry they are in or is credit worthiness the primary concern? In other words, if 10% of my total portfolio is in financial pref shares, and I also have 15% of my equities in financials, should I then consider myself to hold 25% financials and thus be overweight?

Thanks for your help.

Paul F.
Read Answer Asked by Paul on May 29, 2017
Q: Unfortunately I hold a small position of Aimia shares (AIM) in a registered account. I have been unable to find a specific reason why A.C. made this announcement now, since the contract only expires in several years. Any ideas as to why? Unless a contractual requirement, might it be a hardball negotiation tactic on their part to renew earlier, if the deal is too one sided?

Assuming A.C. is gone, would not all depend on the quality of management and how might an investor determine their acumen to respond successfully? What I have seen so far is not necessarily reassuring. First, they seem rather silent given the extent to which the stock has fallen. Second, would it not make more sense to cut the dividend and peg the payout to a percentage of the stock price which is more in line with market norms? Would not using the extra cash to build up reserves and/or buy back shares be a better use of capital and a sign of confidence for the market? The situation reminds me somewhat o Noranda Income Fund and the deal they had with Glencore?

I think the reaction is overblown but that is an opinion the market clearly does share given the stock price. Would very much appreciate your insight.
Thank you

Mike
Read Answer Asked by Michael on May 29, 2017
Q: Hi 5i team,

LULU has really taken a beating these past two weeks despite strong financials, solid management, and the majority of analysts believing it will outperform the market. I am down quite a bit recently, and I was wondering if I should keep purchasing the shares as they continue to decrease in value with the hopes of a rebound?

For Sleep Country, do you also believe that this is a hold despite the drop in price that occurred in the past two weeks?

Thanks as always for your excellent advice!
Read Answer Asked by Hillary on May 29, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!