Investment Q&A

Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.

Q: i wish to buy a company that is oversold due to ai fears
i own and will cont to hold csu
between dsg and tri which has the better potential for a good rebound
many thanks for all you do !

Q: Hi,
Been waiting to buy TRI as it is really oversold, but still dropping. How will we know when we get to total capitulation (and the bottom).

Is someone going to ring a bell? lol

Q: " AI-focused logistics firm Algorhythm Holdings said its SemiCab unit boosted customers' freight volumes by 300%-400% "without ‌a corresponding increase in operational headcount."

The above AI powered logistics tool news caused a havoc among most Trucking and Logistics stocks resulting a drop of 10-20 %, in Thursday's trade, giving back all gains of last few weeks. Dow Jones Transportation Index was down 4%, today.

Do you see this as a long term threat to the sector ?

I am curious to have your take on whether this news/AI scare could impact rail stocks also, in any way.

We were planning to initiate a position in CNR, but not sure, if the move warrants a caution in near term.

Thank You

Q: Do you know if the big drop is due to the multinational Defence, Security, and Resilience Bank (DSRB) announcement? Maybe the competition from engineering firms outside Canada ? ..

Q: Hi! Any reason for the 12% today? Thanks!

Q: Why has TFII taken it on the chin today?

Sheldon

Q: Hello,

What's your view on it right now as a new position (I've never held this stock in my portfolio before) ?

Thanks

Q: Hello Peter
it is suppose to be a good sector for recovery
I already have CP, CNR, WSP and STN in the industrials, wonder if you can add a few
more names that are of Value stocks that I could add
thanks
Michael

Q: Hello, is shop a buy, sell or hold. Please give a possible positive and negative for your answer. Also at what price would you consider shop a good buy and a great buy.
Thanks a million

Q: Good evening Peter and Team,

Lately, there's been quite a few questions about the current state of the markets. I'm reminded of the story of Bernard Baruch, who sold his stock holdings prior to the 1929 crash because he recognized signs of extreme market speculation and overextension. While popular legend often attributes his exit to a single encounter with a shoeshine boy giving stock tips, Baruch's decision was actually based on several analytical and psychological factors. Readers may ask AI to provide further information.

One day in July 2000, I was shopping at a Tip Top Tailors store and happened to overhear a store clerk giving financial advice to another customer. He urged the customer to buy Nortel stock immediately! As we know, Nortel's stock peaked at $124.50 on July 26. 2000, and last traded at $0.185 on June 26, 2009 when it was delisted from the TSX after its bankruptcy.

I appreciate your calm and rational approach, but must admit that I'm becoming more concerned, especially when great stocks like TRI are being so severely punished.

Your insights are always greatly appreciated.

Q: We often hear about the trade deficits the U.S. has with Canada, but is it reasonable to frame the issue purely in terms of population size? How is it possible that Canada, with a population of about 40;million, buys roughly as many U.S. goods as the United States with about 345&;million people buys from Canada? The Chart Attack V.13 chapter on trade between countries was enlightening. Thank you

Q: Hi team,
Once again my portflio is tanking while the index just cruises along . I have names such as shop, Csu, Lmn, Toi , gsy, Rddt , png and other growth names all down between 4-10%. Canadian names as a group especially weak today . What’s your take on today’s market action? As of today are there any screaming buys out there ? I was thinking of adding on Shops earning drop or Csu .

Thanks ,
Shane

Q: Hi 5i. My question is prompted by Thomson Reuters' long, seemingly inexorable, decline, but it is more of a general question. I have a sense that companies that have either a controlling or at least a major interest held by a family tend to be less likely to pull out of a dive than do companies that are broadly held. Do you have any thoughts on this?

Q: Any thoughts or concerns on these two "very different" companies, Alamos Gold is working its way higher to its 52 week high but Owl has been taken out to the wood shed (private credit market) but it does pay a very attractive dividend as a US investment held in a US RRSP.

Q: Anything popping ATD.to of late?

Thx

Q: All 3 at or near ATH s !
Time to trim & take some profits ?

Q: Good morning! I know the following are vastly different, but at today's prices, what would be your ranking to initiate a position? Please provide a short justification for each (pros/cons). Thank you!

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Hi - Would you please give a one-line bull and bear case for each. Of this list would you initiate new positions in any at their current prices (ignoring other factors like diversification etc etc).