Investment Q&A

Q: Would you comment on the relative minvestmetn merit of our two large railways with or without a successful merger of CP with KC?

Q: The market doesn't seem to like the CP deal. Is the market right or is this a buying opportunity?

Thanks for your analysis.
Ian

Q: I was contemplating CP for a month now as a mid risk reopening play for my non reg account, also since pipelines are under attack & on 5i's comments on the company. Saturday 11PM, I see their offer for a huge acquisition. My question: What does one do if still interested in the company and how would one proceed? Would you step in right away or would you let the story run and then see what happens considering they just entered negotiations and I guess an approval process by regulators of different countries?
Thank you for your help!

Q: Why is Roger's offer for Shaw's class A shares the same as class B even though they trade at different prices?

Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: What price has Roger's made for Shaw class A shares. What in your opinion is the probability of the deal going through and if it does get approved what would be the timeline. Thanks

Q: Hi 5i,

Over the next few years would you pick MX or NTR for minerals exposure?

Thx

Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek

Q: Hi 5i,

I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.

Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.

I have a long horizon, 7+ years, and looking for some more growth.

Thx

Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: These three companies (among others) are being added to the TSX Composite Index as of March 22. What impact can we expect from their inclusion? Is any one likely to benefit more than the others?

Q: Retired, dividend-income investor. There is no question I will sell Shaw...anytime someone offers me a 70% premium, I'll take the money and run. I'm just wondering about potential risks. It looks like Rogers-Shaw have tried to structure the deal to hopefully assist the regulator to approve it. Closing is quite a way away...mid next year? Plus there is always the risk of no deal.

1. What would you do? Trim some at various levels, hopefully on the way up to $40? Wait to be taken out....for cash?

2. In other "buy out" situations like this, the stock has approached the "offer" price the day of the announcement. Could you please elaborate on an earlier question as to why the B shares are slow to rise to the offer price of $40.50? At time of typing, they are at $33.

Thanks for your help...much appreciated...Steve

Q: Hot tubs seem to be back ordered 5 to 8 months. Is there a company you could suggest for this theme? Is it too late to get in?

Q: Wef announced Sunday night that it had sold non core assets at Port McNeil for 36 million. What asset was it and does this improve the Company’s prospects?

Q: Comments please on the latest quarter's results. I have half a position. Is increasing my holding justified?

Thanks, Tim.

Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave

Q: Pls comment on MAL's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.

Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.