Investment Q&A

Q: It's been a while since we asked about SLP. Share price is largely sideways for the past year. What is your assessment of SLP and are we buyers here? I see a debt free company with next year sales and EPS growth of 12% and 21% and average price target ~40% higher than it is now.

What does the market not like?

I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?

Q: Was reading about LNF venturing into real estate development, using already-owned lands which looks good on the surface. What say you? Could this this a significant needle-mover for a company you already admire? Thanks

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: In some answers, you have referred to some lending companies being exposed to a "rate risk". I am not clear what that is / when it will impact a lending company. More specific to GSY....is it exposed to a rate risk? How will anticipated falling rates affect it? I know that new highs ( or at lest here a recent one) do not concern you but given its run up in recent months, are its valuation metrics still looking favourable?
Thanks for your excellent service.

Q: thinking of bottom fishing energy with bias to natgas , which producers
would you consider most undervalued.
thanks

Q: Down this morning because of a rating down grade. Do you consider this a buying opportuity? Thank yiu

Q: Any reason you are aware of for the drop in gsy?

Thks
Marcel

Q: Yet another question about WELL. Insiders have bought shares actively in the end of December. Most likely with end of the year options or is it? Do we know if their purchases were made at market price?

Yves

Q: Hello team,

Your opinion please on the temporary shut down of processing
operations at its refinery.

Thanx!

Q: Savaria having a great Week. Overall what do you see and what do you think about the upcoming Year on SIS. Thanks. Barry

Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: Will the coming Federal rate cap be a big impact on Go Easy?

Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks

Q: Hi 5i
What do you think of the short term and long term outlook for DOO after this mornings announcement of Bain capital reducing share ownership by 2M shares at $91....., I think the percentage reduction was from around 20.8 % to 18.8 %...
Should current share holders be worried .... does this drop represent an opportunity
Thx
jim

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike