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Investment Q&A

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

Q: I have all the stocks in the Balanced Portfolio, and I have some new cash to invest in the BP. Which 4 Balanced Portfolio stocks would you add to today? And a brief reason why?
Thanks
Read Answer Asked by Steven on March 02, 2022
Q: Do you know if any of the above companies have exposure directly to Russia, Belarus or Ukraine. Alternatively, would any of the above benefit from sanctions on Russia/Belarus (for example buyers switching to NTR for supplies from Russian suppliers)? Thank you as always.
Read Answer Asked by Doug on March 02, 2022
Q: I find myself on the fence with Savaria. I have held it a long time and consequently have had it grow from a partial position initially to full position without adding to it. With interest rates due to rise I assume it will cost SIS more to service their debt (eventually at least), and if inflation continues to run I would prefer owning a company that has demonstrated an ability to increase their dividend. In your last report, under “Valuation” you state “… we expect SIS to maintain its record of annual dividend increases”, but I note in the Report Card of that same report it gives 5 Yr Dividend Growth a C rating and what looks like a -25%? Can you please comment?
Thanks,
Read Answer Asked by Stephen R. on March 02, 2022
Q: Hello

I have about $25K in cash to invest with a 15 year time horizon. I own many of your balanced and income portfolio CO’s already, I probably own too many with 25-30 in my portfolio that’s high 6 figures. I don’t own these 2 - GSY or SHOP.

Would you recommended added these two new positions to my portfolio, or just increase positions with my current names - WSP, TFII, BAM.a, the banks, etc.


Thanks,
Read Answer Asked by Cam on March 01, 2022
Q: Magna is currently dropping significantly and I understand they have 6 manufacturing/assembly factories in Russia along with 2500 employees. What do you foresee the impact this year and longer term.

I'm sure inflation and the semi-conductor shortage are also having an impact on stock price, yet I expect to a lesser extent.

Do you see this as a buy and what would be a good target price?

Thanks!
Read Answer Asked by Loretta on March 01, 2022
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks
Read Answer Asked by Tyler on March 01, 2022
Q: Hi 5i,

My question concerns CCL. I bought in 2017 just before the 5-1 share split. I am now underwater , not counting dividends for what is approaching a five year hold. I do not dislike the Company, however am concerned that I am holding onto dead weight. While I realize the Company had tremendous growth leading up to the split, it seems that it is now rangebound. Can you offer any reassurance that this phase is consolidation and that there is more growth on the way?
Read Answer Asked by Kelly on February 28, 2022
Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony
Read Answer Asked by Anthony on February 25, 2022
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