Investment Q&A

Q: A guest on market call yesterday recommended LNR as a stock that has no debt and projected to grow 25 to 30% over the next few years. Could this be a potential double over the next five years?

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.

Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.

We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).

What are your thoughts ?

Thank You

Thank You

Q: What is your outlook on interest rates over the next 1, 3, and 5 years? If you were given the below set of rates for a mortgage, what would you pick and why?

1 year fixed 5.99%
2 year fixed 5.39%
3 year fixed 4.89%
4 year fixed 4.89%
5 year fixed 4.59%
5 year variable 5.50% (based on prime at 6.70%)

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: I have shares of Air Canada and would you rate this as a buy as wondering if I should buy more shares as I have a very small holding and thinking of increasing the %.
Thanks

Q: Maple Leaf Foods has been range bound for 7 years, maybe even top left to bottom right in trend. They've announced a significant share buy back authorization. Not sure whether they will execute on this. You have been fairly neutral on MFI . Any thoughts on whether this or any other recent news will change your thinking on this stock

Q: Hi Peter, Ryan, and Team,

Regarding Nutrien, I read your answer to 5i member Maureen, and also just finished today's article in the Globe and Mail:"Nutrien shares fade on disappointing first-quarter earnings" by Ian McGugan. In your view, is Ian's thesis valid, and would now be a good time to sell NTR if one has already made some money on it? What would be some better (?) and less volatile options in the Materials sector?

Thanks as always for your insight.

Q: Is the debt not starting to be a concern here ?
debt/Equity 158%
thanks Gord

Q: I may have missed a few, but pretty sure I've made every mistake trading in the stock market, although thanks to 5i I've done quite well over the years. Prehaps my biggest mistake is holding on to loosers too long and taking big hits. Recently I've promised myself to sell when I'm down 25%. So, I'm now down 25 or more % on these 4 companies but dont want to sell. What says you?

Q: Looking for some suggesting for a quality consumer cyclical company in Canada or US. Maybe a growth company or two and an established company with great financial metrics but not growing as much.

Look forward to your suggestions. My time frame is irrelevant - just want good co’s

Q: A general question.
What happens if shareholders don't vote in the annual meeting's voting ballot that we receive from companies in our mail?
Mostly it's about board elections, approving executive pays, approving the auditing company and a few other shareholder proposals that we are not fully aware of and it consumes quiet a bit of our time on voting as sometimes there are 15 or more questions.
If we don't submit our vote is it considered as voted as per management recommendations or management gets to vote on our behalf or its considered abstain ?

Q: WHAT INVESTMENTS CANNOT BE BOUGHT FOR THE TAX FREE SAVINGS ACCOUNT (TFSA) ?

Q: I just wonder about the analyst upgrades and downgrades reported by the Globe&Mail today on NTR. Here is the exact quote:

* Berenberg’s Aron Ceccarelli downgraded Nutrien Ltd. (NTR-N, NTR-T -1.84%decrease) to “hold” from “buy” and dropped his target to US$49 from US$92. The average target on the Street is US$85.59.

If the downgrade is so substantial (U.S. $49 vs. average of U.S. $85.59) don't they required some additional explanation? These "experts" should know many investors would take the numbers at face value and perhaps make some eventually regrettable decisions. Maybe the Globe just can't include all the details in such a short blurb, but if the numbers are so material should either the analyst, or the Globe, provide more details?

What's your view on this? And would you by any chance have those missing details? Thanks.

Q: With the recent decline in its price, do u see a possibility of dividend cuts?
Who would be a closest competitor for NTR?
Thank you as always

Q: Good morning,

In this group can you tell me which one to keep, to hold, to sell and add at this moment.

Thank you

Marty

Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.

Q: Can you please comment on MX's latest earnings report? Would you be comfortable buying at the current share price, especially considering the expected new production from its Geismar project in Q4 2023?

Thanks as always for your expertise.

Q: I own CLF. It has been a disaster, down 30% in a year.

Competitors such as GGBM & STLD have held up much better.

Can you assess the prospects of CLF and provide an opinion as to whether to hold or add to CLF or sell and move into a company like GGB with a 14% yield.

Thanks.

Q: your thoughts on their earnings?
Would you call this a buy right now?
Are there insider positions and if so what are they?