Investment Q&A

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.

Q: Can you please update your opinion on cerv after you have a chance to digest earnings today, thanks!!

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: Pls comment on LNR'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: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks

Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

Q: Have you heard any further news about CP proposal to spit shares five to one ?
Tks---Al

Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike

Q: I am more than happy with the long term performance of this company . However the last two quarterly reports issued by the company have been somewhat pessimistic regarding growth prospects as the economy recovers from the covid pandemic . Cash flow is good , and the company will be buying back shares . I wonder if the are now an acquisition target for a larger competitor . What are your thoughts -- are they a buy , sell or hold?

Q: Hi 5i team,

Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.

As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.

Thx

Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)

Thanks,
SCOTT