Investment Q&A

Q: Hi Team,
I read a news release sept.20 stating magna will acquire veoneer. I just wanted to confirm this is now a done deal. And do you see this deal as a long term positive or am I the only one judging by investor sentiment? Last I had heard Qualcomm had a higher bid?? Can you confirm ; and as well is it worth holding magna at these levels or should I be taking a tax loss on it (down 8% on it )? Are there any catalysts that could help the stock in the next few months or do you expect further down side? As of today it’s my only play on the EV sector. I had thought when I bought it to be a safe play on the sector and expected strong auto demand once the chip shortage went away. Thanks for your input !

Shane

Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?

Q: Who will be interested in buying REAL? If the real estate is strong and this company can't get a bid what will happen when the real estate (and market for that matter) tanks?

Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: In your opinion, which one of these 2 companies has the better growth potentiel in price appreciation for the next 3-4 years ? Both have large addressable market. Thanks

Q: Is there a reason the share price of GUD responded so strongly to this news?
"Knight Therapeutics Enters into Exclusive Supply and Distribution Agreement with Incyte for Tafasitamab and Pemigatinib in Latin America"

Is this the first agreement between GUD and Incyte?

Thanks!

Q: Between PBH and DOL, which do you like better for long term growth?

Q: At $0.23 is this stock oversold? In August 5i commented that the quarter was decent but investors were frustrated with lack of orders. On Sept 7th MRS annonced a BPA but the stock continues to drop. Thoughts?

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Q: Hey Team,

I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.

Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?

This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?

Q: It appears that Mg is no longer one of your top favourites.It has a great run to reach $126 ATH in early June,2021,but since has declined to current $96.86.Is this a good entry point? Or U prefer one of U current favourites? Txs for u usual great services& views As a aside,I cannot find Acq in the Summary of accounts covered.It was on u previous list some time ago

Q: I've been in Topicus since $60 so now it's a relatively large position in my TFSA. What do you feel would be an appropriate weighting for such a growth account? Thanks...

Q: I have a small position in TIXT, would you consider a opportunity to add on today's drop ?

thanks,

Q: Your present thoughts on Toromont Ind. please. By the way...my best investment to date, bar none...subscribing to 5i. Thanks folks.

Bill

Q: Why the sudden drop today
Thanks

Q: Was the secondary offering that huge? Stock down 8% now and continuing to head lower.

Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?

Q: With another qtr in the books, what is your current ranking of these three and why?
Appreciate your work.

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim