Investment Q&A

Q: Hi,

I have a position in Lulu (slightly underwater) and ATZ (slight gain), but wondering if - all else equal - I should sell some Lulu and make ATZ a bigger allocation.

Can you compare them in terms of valuation, growth prospects, and any other general comments?

Also, how do you think the sector and Lulu/ATZ will do in a period of economic weakness and high inflation? My thoughts are that it is discretionary spending so that's not ideal, but also they should be able to pass on some inflation to the end user.

Some anecdotal thoughts - my good friend is a model and just started working for ATZ's new men's line. I asked him what he thought of the men's clothing he said it was really good, stylish, and thinks it will sell well. Take that with a grain of salt, but he's extremely fashionable and if he likes it that's definitely a good sign.

Thanks!

Q: After seeing earnings results,are you seeing anything that you thing would warrant buying into right now.Its a volatile market and hard to play into.
CWL and AEM look good to me ,but are they enough diversified?Any other suggestions?

Q: I have partial positions in each, PBH at 2% and 1% in L. Which would you add to while I need to grow my Cons. Def. Would you sell L to buy more PBH or raise my position in L? I also own ATD and DOL. at full positions.

Thanks

Yves

Q: If I am not mistaken, I thought I saw a recent answer where you said we were late in the oil and gas cycle. In the past, I thought you answered questions as being mid-cycle. If this was a baseball game, what inning do you think are we in now?
Thanks

Q: Hi Peter, price is back again to where it was in 2007. Is it the nature of the business, management, poor bets during boom times etc ? Any positive catalysts you see ? Do you think the dividend is at risk, and would you enter ? Thank you.

Q: Algoma recently undertook a Substantial Issuer Bid where they will be retiring 28% of their shares outstanding. What your thoughts on how this impacts the outlook for the shares and warrants going forward ? I don't recall seeing a company reduce their share count by so much at once before.

Thanks

Q: Hello Peter,
I am thinking of adding to Greenlane Renewables to average down and am considering initiating positions in Ginko Bioworks and Telus International. Please let me know what you think in terms of longer term potential. Much appreciated.

Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

Q: any idea why the stock is tanking today?

Q: Could you comment on the latest earnings from Spin Master. They look good (supported by analysts from TD and RBC) and in addition, they also introduced a quarterly dividend (something that you always like to see). Very surprised that the SP dropped but would appreciate your views.

Q: I will have to raise cash by December 30th for a mandatory RIF withdrawal. I will sell from this group of stocks. I assume it is better to retain the stocks with the highest growth potential. So in what order would you sell?

Thanks for all you folks do. You keep me a confident DIY investor... especially during troubled times.

David

Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better

Q: Your comments and analysis of FSV earnings. Thanks.

Q: Evidently, the market didn't like Loblaw's results. Your take, please?

Q: I am invested in CJT. Were their #s today good? I am thinking of selling at least half and buying back after 30 days. Good idea?( I do not need $$$ for couple years)
Is tfii a better stock than Cjt ? Thanks very much

Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes

Q: Hello, I am wondering what your thought is on nuclear energy and uranium stocks. As we know the world is turning fully electric with cars and much more. All this power has to come from somewhere and nuclear seems like one of the best ways to create clean energy. I know OPG is building a new SMR (small modular reactor) at darlington plant in the future and if it all goes well more are to be put up in other areas. Would this be a sector worth while looking into sooner rather then later?

Thank you.

Q: Of Loblaws and Sun Life, which do you think has the most growth potential over a two year period hopefully coming out of recessionary times?

Q: I believe the US dollar is significantly over-valued due to geopolitics, and I anticipate it will gradually return to more normal over the next 4-12 months. What strategy (or equities) would you recommend to take advantage of this return to normal. Shorting the US dollar is an obvious option, but I see it as a bit too risky.

Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks