Investment Q&A

Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin

Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim

Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?

Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.

al

Q: This stock is not a buy and hold based on it's history. Is it worth buying for up tick and sale?

Q: For a long term stability in a RRSP + dividend growth as priorities , comments shall be appreciated considering the downtrend ( I shall not add GSY to this list since you already answered so many times !!!).

Q: Would you buy the pullback in these stocks for a 1-2 year hold?

Q: What are your thoughts about goeasy and Diageo? Value traps or attractive at these levels?

Q: Thoughts on their quarter and on their Phosphate strategic review?
Thanks....Steve

Q: Hi, Wsp has dropped over the last few months. What are your thoughts on this and adding to position in Wsp or Stantec which appears to be doing better?
Thank you.

Q: I refer to an earlier question discussing MDA's $10 million equity investment in MAXQ in which 5i alluded that MAXQ was in the "lottery ticket" category. So, I have been a fan of MDA but am now considering an exit. In 5i's opinion, is MDA's $10M investment in MAXQ visionary, or a "hail mary"?

Q: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.

Q: Looking to add to an RIF account - considering ENB, BNS, DIR.

Your advice?

Q: I half positions in the ten stocks listed and I am down 12%+ in all of them. Please rank them in terms of best candidate(s) to increase to a full position now vs waiting. Also advise if the lowest ranked should just be exited altogether

Q: Both down a lot would you buy or sell

Q: Thoughts on these two dogs. Hold longer or sell. Thanks!

Q: Why the large drop in price in recent weeks in First Service Corp?

Q: For a dividend account, in what order would you acquire and at what price. Thanks

Q: So I ran with wsp, tri, and gsy in an sdrsp for the equity porrtion. Down on all. Looking forward do you think continuing to hold these three in an sdrsp is a good move? Or do you think changing one or all for better blue chip companies is warranted? If so what do you suggest?

Q: Hi
It does not appear that their earnings were bad, yet the drop seems harder than I would expect with a consolidation - but I'm probably just overly nervous whenever I see a 4% slide on a company I believe is usually a very stable holding. Is it possible shareholders are dumping over concerns that the US government shutdown will hold things up for WSP?

Back on Sep 1st, Alexandre L'Heureux was recorded as follows on Bloomberg:
"Alexandre L’Heureux says that so far the halting of government services and permitting has had a “minimal impact” on the Montreal-based company, which has a big presence south of the border.

But he says the entire engineering and construction industry will suffer if legislators fail to reach a deal and resume federal operations soon."

However this statement is a long time ago, so I am not sure it is having any affect today.


Thanks!
D