Investment Q&A

Q: IFC: held for quite a while. Stock is down a lot vs highest price. What is going on. Anything to worry about? HOLD, Sell or add to position. I own SLF - very long time and MFC for quite a while in different accounts.

Q: Savaria been Climbing Steadily Up. Another New 52 wk High. Any news. Whats your prognosis on the Future of Savaria and for 2026.

Q: GSY was my top TFSA holding and has slid with the huge downturn. It is my understanding that the company reports in the next day or two.

I am reluctant to head for the exits as I don't understand whether holding for a few years will allow a moderate recovery or if the company could literally go out of business. Is failure a probable outcome? Target prices by analysts (I know these are NOT very reliable) are still well above current prices.

Do you think the upcoming earnings report will allow for a proper assessment of the company or can they hide / spin things in a way that holding could just brings years of pain?

TODAY, would you HOLD?

Q: Hello 5I
This stock seems to be in a down trend. Do you have any news and would you buy it here? Thanks. Cheers

Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?

Thank you
Tim

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: What's the perceived/real problem with PNG lately?

Q: Spring Greetings,

1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?

2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?

Many Thanks

Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff

Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave

Q: If we go into a recession, how will it affect Brookfield (BN) and its subsidiaries (BIP, BEP, BAM), please?

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?

Q: Boralex BLX Enters into Definitive Agreement to be Acquired by Brookfield, alongside La Caisse for $9 billion

They never say which Brookfield entity will be the owner. Can you please tell me which it is...BIP, BEP, BN, or BAM ?

Thanks........ Paul K

Q: Everyone, do you have access to who is buying Lumine? Is it professionals or individuals? Also what percentage of buyers are professionals? Clayton

Q: Did you see the video by Mohnish Pabrai (buffet-mimicker) where he talks about CSU being at a price where he would jump in ie 2300 range vs SP 500 and his meeting with the former ceo. He stated that they look at 50-70000 companies per 2 year cycle and estimates that 2% or so might be up for grabs( due to retirement ceos etc). He feels like you have mentioned that AI MIGHT be a significant tailwind for them. I have held for over 15 years and bought some along the way but wondering about accumulating new shares-- is 2300 a good price for accumulation ? This time i think i will also add some in my tfsa due to the tax consequences. Incidentally he has a 5% holding in his wagon equity etf, and he holds topicus and i think lumine group as well. Thanks for all the great suggestions over the years , really appreciate it.

Q: its been in a nice uptrend. thoughts on whats driving it?

Q: Hi 5i,
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter

Q: Hi 5i, thoughts on their results. Selling off hard today. A little confused here as the economy has been very weak and if people are struggling then I would have the discounters would benifit.