Investment Q&A

Q: Thoughts about their latest acquisition? It seemed a little bit outside of their core business

Q: Hi, which offers the better risk-adjusted return at this time? Secondly, is this a reasonably good time to invest in that stock and/ or sector?
Thanks

Q: What is the RISK % out of 10 for each of these three stocks?.....Tom

Q: I have funds to deploy and would like some exposure to the transportation sector with a 5+ year time horizon. Capital appreciation is more important than dividends.

Given the unpredictable tariff environment with the U.S. and current inflation problems, would either CNR or CP be a good bet?

What would a good entry price be for each of them?

Thank you.

Q: Has your thesis changed from a sell to hold/buy based on news that Boisjoli will be retiring, their latest results, and better momentum (up 29% since early May)?

Q: Given today's unsettled economic atmosphere, which investment sectors would you favor and in what proportion?
Many thanks for your stellar service!!!!!!
brian

Q: Peter; Having owned RUS for multi years I am reluctant to sell - huge cap. gain. But the Trumpaffoon’s jump to 50% is a little unnerving . Will this damage RUS’s earning badly - sit it out ? Thanks,
Rod

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!

Q: I noticed in a response to a recent question that you disclosed owning Microsoft but not Alphabet when the question referenced both companies. Over the years you have been very positive on Goog and on that basis I have built a fairly large position. I am therefore interested to know if in fact you don’t actually have any ownership in this company, and if so, your reasons. Thanks.

Q: I am about to clean up my registered accounts and am wondering if any of the following units which are all down at least 5% should be sold: BCE, AW, XPF, CPD, NWH.UN, DIR.UN and TXF? I have owned these stocks for some time for income but if you think their prospects are limited, I would be content to sell them and reinvest the money elsewhere.

Q: I am preparing to invest cash again.

Where we sit...a low point..in the economy and sentiment....could you suggest 3 Cdn dividend stocks ( and 3-5 US growth stocks and 5 ETFs (balanced and global) that represent a good buying opportunity in these poor markets...that have the potential to show very good returns over the next 5 years out.am preparing to deploy cash into the market.

I would say I am a investor that can tolerate 80 in the medium risk category and up to 20 % in higher risk holdings.

Timing is not a good thing to factor in, but things appears a like a recession is coming if not already here...would you sugest averaging in? and over what period of time.
Thank you

p.s. Currently all I own is RBC, Sun Life and PIMCO Monthly Income.

Please deduct the appropriate credits for this expanded request.
Richard

Q: Good morning,

Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?

Regards,

Ryan

Q: Long term holder of ATD and starting to rethink my investment based on their company size. I feel the company may now be too large to emulate their previous track record. When compared to the smaller Casey's in the US, ATD has vastly underperformed it's smaller peer recently. Also, they seem to be missing forecasts more frequently the last couple of years which may explain their all in pursuit of 7-11. If the takeover doesn't occur, are there other growth levers the company can pursue to resume growing their top & bottom lines consistently again? Thx

Q: Best Canadian day trading stocks with a brief explanation why please. Asking for a friend, lol.

Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks

Q: Dear Peter et al:

It is not Rocket science that Trump's not so cryptic messages on Social Media create wide fluctuations in the market. Today it centered around EU. It could be about Japan tomorrow. Who knows?!

My question is: Are these wild fluctuations in the market caused by retail investors or Institutional investors. In other words, who exhibits "herd behavior", retail or institutional investors?! Do you see any specific pattern, especially in specific sectors?
In one of your recent answers, you had warned to be cautious about Discretionary sector. Hence this question.

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.

Q: Gentlemen; Is this an attractive entry point for ATS with the settlement of their outstanding receivable?

Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.

Q: Copart is down 15 % in the last 5 days.
Why is it down so much?
Would you view this as a buying opportunity?
Would is your opinion of this company as a long term hold? How does it compare to RBA?