Investment Q&A

Q: Sometime in the last 6 years a question was asked about a short list of Canadian companies that survived the 2008 financial crisis. I believe HCG was one of them although it has had its troubles since. I cannot find it in the search of all questions. Can you give a current list?
Thank you.

Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: if. you had to pick 5 stocks that you are familiar with and understand to start picking away which would they be.
i bought some ry at 80 and intact at111 and some suncor, just small amounts.
a value your opinion.
and is goeasy dead in the water, what a trashing

Q: hi,
can I get your best ideas for a long term investor ( who enjoys dividends with some growth ) for the following: (Canadian equities if possible please ) home improvement, Pharma, health services, REITS, drugstores, railways, and any other areas that you think should do well moving forward with covid19 looming over us for the next while...
cheers and stay healthy everyone. make sure to get outside and get lots of exercise! chris

Q: Hi,

A general question about a companies responsibility to update investors with respect to their business. Occasionally, companies update the market with respect to upcoming earnings and will 'guide up' or 'guide down' depending on what is happening. In light of the current chaos, it seems to me that now many companies have not updated guidance (I could be wrong, I follow the market generally...). Could you shed some light on to why not many companies have issued guidance updates? Perhaps the situation is so fluid, companies really can't update b/c they can't update with reliable numbers, or they are afraid to (make a terrible situation catastrophic), or...?

Further, are there time frames on issuing updates (X weeks before next quarter, for example) or perhaps requirements for updating if forecasts are going to be massively missed?

I'm basically wondering what to make of the few corporate updates.

Cam

Q: Which companies do you think might not survive the crisis and it's better dumping now while they still have value? I think you have mentioned the oil producers and what about restaurant stocks? I just listed a few examples here of both.

Q: The family is going to Cuba with Air Transat the second week in May.

Can you comment on the likelihood of this company failing prior to the AC acquisition.

Thanks!

Q: Can I get your thoughts on Air Canada after today’s announcements and the stock free fall? From $52 to $18 seems interesting. Going to do some research on this one tomorrow.

Thanks,
Jason

Q: Your take on ufs please. Last question was back in November. Would you consider it a fair hold ifnothing else but for the dividend? THANKS FOR ALL THE CONSOLING FACTOR. TKS LARRY

Q: Dear 5i team,
Thank you for the Special Report. Could you kindly confirm a few things about the graphs in it, please? My broker account doesn’t show graphs like yours, so what is the blue line and what is the brown filled-in background- I was thinking high and low stock prices, but noted the left and right y axis are different so I think I’ve not got that right. And how do you read the dark blue graph at the bottom- what is the stock’s ‘relative strength’ relative to?
Thanks so much!

Q: Just before the sharp downturn in market values I sold about 20% of my growth holdings.if I was looking to add a 2 - 3 names back what would be your top recommendations for good value on price and long term growth prospects?
Also, what was the reason for the decline in CBO price?

Q: No sports = no sports betting. The company has a lot of debt. High debt and reduced earnings can destroy an otherwise good company. If sports betting generates essentially no revenue for the next year what kind of shape would the balance sheet be in? Would there be a significant risk of bankruptcy?

Thanks.

Q: Please comment briefly as appropriate on the above stocks covered by 5i. Add,sell or hold? 1)EIF 1.5% position/ p/p$44 / Investment a/c. Recent big drop to $32.19 2)SU 1% / $42.59 / RIF. Sharp drop in oil price 3)AW.un 1.5% /$43.63 /Inv.a/c. 4)Real 2% / $14.25 / Tfsa. Sharp drop today. 5)STC 1% / $2.47 /Tfsa. Down since recent Q. 6)Ray.a 1.5% / $9.70 / Rif. Down trend.Decent results,but no love. 7)Qst 1.5% /$5.01/ Rif. Very sharp drop last few days. 8)Hr.un 3.5% / $21.33 / Rif. Its building in Calgary is leased to Ecana,now IVV( US$2.60.) Thanks for u usual great services & views

Q: While I realize that low oil prices are bad some, they are surely good for others. Can you please offer 5 suggestions for companies that stand to benefit from plummeting oil prices, If you can sketch the dynamics of this how this might play out, that would also be much appreciated

Thank-you.

Q: Hello friends,

Given the current market turmoil, I'm watching for good entry prices for companies I'm interested in from all 5i portfolios - including your US stocks recommendations.

However, I'm in a bit of a conundrum - which ones should I snatch first? The ones that went down the most for good or bad reasons or the ones that held-up best?

I'm aware that this depends on my stomach, and perhaps that companies that went down most might recover faster if they have a growth profile, but those that held-up best might continue to do even better during markets recovery.

To give just one example pair: GC or BYD?

Perhaps an article might be written on this theme?

All the best and many thanks that you're here for us!
Iulian

Q: This week looks like it will be volatile.
Can you recommend 4 or 5 stocks that stick out as a great buy this week in this plunging market ?

Thanks

Q: I own Martinrea. Can you give me your analysis of their earnings just reported. They look good to me but the stock has taken a steep hit in the last week albeit along with everything else.

Q: if you were going to buy an airline these days, would you lean towards air canada or would you buy an American airline. if so, which one? bonus question: would you buy an airline with this free fall?
thanks for thé excellent service

Q: Hello,
I was watching an interview on BNN with Mr. Wonderful where he disclosed this little company which is using psychedelics for treatment of depression, PTSD, ADHD in adults, drug addiction therapies and a host of other potential avenues. After doing some light digging it also turns out Linton is on the board of this company. They trade on the NEO exchange which I have never heard of, can you give me your opinion of this exchange and this very small company. I realize this is early days. This would be a flier long hold 5 years.