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, I would appreciate your thoughts regarding Nexus Industrial REIT. It's my understanding that this REIT has effectively transitioned from a mixed properties REIT to a more purely industrial REIT, in recent years. Can you confirm if that is your belief as well? In reviewing the firm's dividend history, it looks to me as though they may have increased their monthly dividend by 300% in Feb/Mar of 2021, from a payment of $0.01333 to $0.05333. Is that correct? Does the REIT generate sufficient cash flow to cover its current dividend and are you please able to provide your opinion about how "secure" the current dividend might be, going forward? Lastly, do you have any information regarding the REIT's current debt and how much of that debt may be of a variable rate and/or due to mature and need to be refinanced over the next year or two? I'd be personally worried about the sustainability of the dividend if a large amount of very low interest debt were to need to be refinanced at what I'm hoping are temporarily much higher rates of interest. It' my opinion that interest rates might be half of what they are today, within two years time from now. Thank you!
Read Answer Asked by Richard on July 30, 2023
Q: Good day 5i,

I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?

Growth-oriented investor, comfortable with volatility.

Thank you for your insights,
Read Answer Asked by Doris on July 30, 2023
Q: Hello 5i,

We currently have 1% positions in AXON, CROX, LNTH, TGLS, and INMD. All are up 5%-60% currently. We are considering adding 1% positions in WIRE, BOOT, AMCR & 2% in IJH.
We are in the 63-65 age range and do not required the funds for 5-10 years. Do you have any concerns or comments on this strategy?
Thank you for your help.
D&J
Read Answer Asked by Jerry on July 30, 2023
Q: After many years of holding a full position in Laurentian Bank, I am just now breaking even if I sell at the current price. But with BNS and TD not interested in acquiring LB and the other major banks tied up in their own acquisitions, who does that leave as a potential buyer? Is it too risky to hold onto my shares lest the price plummets if there is no sale?
Read Answer Asked by Jean on July 30, 2023
Q: Hello,

As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.

If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?

Thanks,
Read Answer Asked by Doris on July 30, 2023
Q: I am interested in companies that might benefit from an Amtrak vacation boom.
I am open to any and all ideas.
And do you think this is a reasonable investment theory.
Read Answer Asked by Kyle on July 30, 2023
Q: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert
Read Answer Asked by Robert on July 30, 2023
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!
Read Answer Asked by Kim on July 30, 2023
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!