Investment Q&A

Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?

Q: Hello Peter and team
Is it too late to buy into Lithium America? Recent news seem to indicate Topicus is looking to buy a company but did not seem to affect the stock price. Any comments please?

Q: Good afternoon 5i staff, Which asset class or classes are friendly for investors during a recession? For stocks, which sectors are to invest during a recession?

Two railway stocks, CP and CNR, which one do you prefer or should consider to split money equally to buy both of them?

Thanks,

Lin

Q: Dear 5i
I was thinking it might be a good idea to invest some cash in the wheat and steel sectors given their expected rise over the next year or so .
Perhaps RS for steel and maybe BG for wheat . Would you agree with these two selections or would you recommend something else ?
Thanks
Bill C

Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers

Q: Hello please help me understand the differences between these two companies

Q: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Q: What would be your Top 2 names in the Internet Security and Energy sectors?

Thanks Valter

Q: Sorry but I have ask this. Is there a Canadian stock that at the moment you (Peter) are thinking ... boy I wish I did not have the rule about not buying a Canadian stock according the 5i company rules of not owning Canadian stocks? I realize that absolutely nothing is guaranteed these days and anything can happen. Just asking. Thanks again.

Q: Hi,

CP seems to be not only holdings it's own, but trading at 52 week highs. All this while it's in a labour dispute with its union.

I would have thought that it's share price would fall with a labour dispute.

Robert

Q: Hi there, both companies have seen drops in their price. Is there any reason for their decline ?, 5i mentioned that on March 8 that it was safe to buy SPB, is still the case ?, Is it prudent o BDY now ?
thanks

Q: If you had to pick four out of the above names to add to today, which would you choose?

Q: Hi team. If one would want to diversify more into the energy and materials sector what would you suggest would be your top 3 choices for each for a longer term hold (10+yrs). Thanks

Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?

Q: Hi Team,
These -NE Canadian stocks is the same as US - just listed in Canadian $?
Would like your comments.
Thanks as always !
Tak

Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry

Q: Net net net, what does the recent business "simplification" for BBU mean to investors who owned BBU.un shares? For those looking to buy, do you buy BBUC or BBU.un? overall, is this a good thing for the shares overall?

Q: Would you sell Lassonde and buy Shop at this time?
Thanks

Q: My question: Which railroad would be carrying crude to USA. which would 5i find favorable in this market. EQNR would the dividend be taxable and my research indicates it is very well operated. I am looking at 400 shares and 150 for railway