Investment Q&A

Q: I've read recently that digitalization has transformed MCD, and vastly improved margins in the process. I've also been reading how in general, robotics and automation is starting to get a toe-hold in some fast food restaurants.

This is asking a bit about looking into your crystal ball but do you see some similar positive transformation in either QSR and / or AW.UN in the future ?

I've also noticed that in recent responses to questions that you see value in these two names. I think QSR's P/E is about 21 which seems a bit on the high side. Is it ?

How well do companies like this do in a recession? One would think people would not have the extra cash to go eat at restaurants in that environment.

Q: NVDA or CRM or both?

TFII or TIH or both?

Q: Seems to me that the market must be offering up some strong, well run companies that, for some strange reason, are trading at much lower prices than what they deserve. These kinds companies pay a good dividend, have a strong balance sheet and their forward earnings look good and dependable. (perhaps you call these kinds of companies 'value' companies). Anway, here's my question, I would like to begin investing in them and would appreciate your opinion on a number of these value companies that I should consider adding to my portfolio. Perhaps 6 Canadian and 6 American. Thanks as always for your appreciated opinion.

Q: Is the current inverted yield curve predicting a recession in the next 6 months? Regards, Ron

Q: With a recent news release from NTR saying they want to establish a bigger presence in Brazil, do you think NPK would be a company they would consider for a take out. NPK announced today they are seeking a permit for a rail line.

Q: Hi, BNN had a guest on Friday last week, Javed Mirza, who is the Chief Technical Strategist with Canaccord Genuity. He mentioned of a bull market cycle from 2018 to 2022, where Energy stocks enjoyed some of the best gains. As per his analysis, a new 4 years bull market cycle began this year (2022-26), where the best sectors to own will be Materials, Industrials and Financials. Interestingly, as per his view, Energy sector, which he strongly recommended in early 2020, has already run its course and these stocks are not likely to get further traction ( he expressed same views for Suncor ). Addressing a question on Shopify, he compared the chart with Bosch ( Ex Valeant Pharma ) and suggested that SHOP stock could languish for many years and should end up like Valeant. His advice was to stay away from Energy Sector and stocks like SHOP. 2-3 years ago, Mr Mirza, during an appearance on BNN, made a strong case to own Constellation Software, and he was spot on. I think, his view on the 3 favorite sectors, Materials/Gold, Industrials and Financials make some sense, but his comments on Energy Sector and SHOP left me confused. Would appreciate your thoughts !! Thank You

Q: NWC is taking a small beating this morning following a downgrade to "hold". My understanding is that the reason for the "hold" is that the share price got too far ahead of itself. I suspect that 2023 performance guidance will be subdued. Is there anything I'm missing that warrants a drop of over 6% today?

CARL

Q: in your view is this company still a high risk and a distressed debt play ?

Q: why is this stock doing so well in the last 4-6 weeks? anything fundamental or just herd mentality?
I have a small position, add, sell or hold? thanks
Michael

Q: Could you please share your top 3 picks in the luxury goods "sector"? Please order starting with the best and a (very) brief reason for the pick (if I'm not asking too much and the time allows). Got interested because, it seems to me, that the wealthy and the luxury companies they're buying things from are doing just fine, recession or not.
Many thanks!

Q: I hold these in an RESP with the following weighting (BIP 18%, Goog 18% VGRO 23%, XAW 41%) and I am considering selling to purchase a 3 year GIC as my eldest child is approaching post-secondary education.

Which holding would you reduce?
Can you rank these holding in terms of risk?
Is there an alternative security other than a GIC that should be considered?

Thanks!

Q: UNS looks to be one of the best performing stocks of the past year and hasn't really been featured in any questions. The most recent quarterly reports show debt reduction and earnings beats. Can you please provide an overview of the company and thoughts on whether the improved performance is expected to continue?

Q: i WILL BE UPLOADING $6,500 FROM MY INVERSTMENT ACCOUNT TO MY TFSA EARLY IN JAUARY.

I'm thinking of uploading BYD, CIGI, TCS or VE.
John

Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!

Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Q: Hi Peter,
LNF has been down about 10% for the last few weeks. Are there anything unusual that we are not awared off. If not, is this the moment to add more.
Thanks again,
Roger

Q: As CTS was beaten up very heavily and raised interest from Bidders,which stocks are
similarly are very much beaten up.Thanks for your guidance.

Q: Dear 5i
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C