Investment Q&A

Q: I would like to buy these 3 companies and like to have your opinion

Q: Hi 5i Team!
Based on your opinion back in Feb 2020, I have included growth names like KXS, REAL, DOO, QST, GSY and LSPD in my TFSA. Although these stocks were added prior Pandemic, all of them recovered except QST and I made over 5-7% already. Thanks for your valuable advise.
While in RRSP, I have ACB, CAE and LNR at 5% position, ENB at 20% position and CNQ over 60% position. I am down ~35% on average on these stocks. Is the correct thing to do is sell and balance out my RRSP portfolio or should I be waiting for recovery period for these down stocks. I would appreciate your counsel on this. I have ~25K room left on RRSP. Can you give me 5 names that you feel are good to have for next 3-5 years in. What companies would you suggest are the best positioned to take advantage of projected growth both US and Canadian.

Thanks for your help!

Q: What does the market expect from BNStomorrow? Thx

Q: The price gap between the two seems to vary from 2.50 to 3.50 in favour of BEPC.
Do you see that as a constant going forward as both move in lockstep or do you see any circumstances that would expand or contract the differential?
Thanks,

Terry

Q: HI There,

Input capital has a offer to purchase the company for $1.75 all cash, and they are hoping to close in October. Management is on board, offer give a good premium to book value. The stock is trading at roughly $1.55. Would you feel there is a good opportunity to purchase and hold for the lift?

Q: Can I get your opinion on the earnings results of Andlauer Healthcare, Exchange Income and Jamieson Wellness?

Thanks.

John

Q: if we go with a thesis of recovery from Covid19 effects and benefits to beaten-down companies that deliver an 'experience' such as airlines and restaurants, would Transat be at a good entry point?
My ideas and questions:
1. Could Transat survive on it's own without a buyout or merger?
2. I can't see the government having any appetite to nationalize airlines so they either have to bail them out or let them merge. Either way Transat should benefit as long as it stays in business!
3. how much is Transat insulated from any rise in oil/fuel prices from an economic recovery? What is their hedge strategy?
4. did Transat delay the merger, did Air Canada? or did the government?

Thanks

Q: Is this a good way to play a speculative play on bitcoin? Does this trade on TSX in USD? Would I have to use my USD account in my TFSA? Lastly, what us current premium or discount to NAV?

Q: Hi - How are earnings in 2020 for CN? It has been reaching new highs and I was wondering what was lifting the stock higher and if it was temporary in nature.

Q: I'm interested to hear your feedback about the growth potential (and risk) of the renewable energy theme. What stocks would you recommend, and for how long of a hold?
TIA!

Q: I just started a new portfolio few months ago targeting for 1 to 2 years, brought Air Canada @ $21 with 2/3 of the funds , and LSPD @ $35 with 1/3 of the funds.
The reason I brought them because the tradition of fundamental concept keep telling me of the book value for AC is near 1, which should be more safe. The book value of LSPD is 7 which is high risk, therefore I divided portion due to the risk. Do you think my concept is out dated, perhaps I should change my mind to adjust my portions?
However, I am so upset for the performance of Air Canada. Should I sold half of the AC to buy other stock instead, any suggestion is welcome. I don't mind to keep for 3 years, but just worry that I may missed out the opportunities cost.

Many thanks.

Q: Firstly, thank you for your outstanding guidance.
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce

Q: Looking for a reasonable dividend (>2%) with some growth in a non-registered account. Was thinking of binning PPL and ZRE (down more than 20% on each), harvesting my tax losses, and replacing with PKI and SIS. Would you suggest holding the course, or swapping one or both out for PKI and/or SIS? (I would have considered swapping out for TRI and/or SLF, but am already at 19% financials.) Thank you.

Q: How do you feel about RBA these days

Q: I know "the past is not the future" but Onex has been in a horrible technical pattern for the last three years, long before COVID and WestJet. Any idea why? Would you add at this low price? Any chance of a report on this company? Thanks Ron

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: In the Brookfield Group, which of the individual companies would be a good contender for a mid to long term investment for reasonable dividend and growth potential and why.

Q: are you at all suspicious of the complex interconnectedness of the Brookfield group of companies? All seems well but like the predecessor Hees-Edper group of companies, would a slowdown cause a tumbling of dominoes?

Forgive me for thinking 'thrice bitten - always shy' but it seems many are on the Brookfield boat.
Thanks

Q: Own ATE,BAM,BEP.UN,BYD,CPX,DSG,LSPD,PKI,PPL,REAL,SHOP, TFII,VFV,VGG,WSP,VIG, VOO.
I have 8.25 % in ENB with %UNR of -4.57 and 4.32% in PPL with % UNR of -30.67. Should I sell PPL and allocate funds elsewhere? Any sector other than oil and gas you would suggest allocating the funds. Sample of your top picks appreciated.

Thanks for your advice in the past. I like your new offerings. Due for renewable in November will be taking advantage of it.

Roy

Q: Apologize for the newbie question. When I look at Suncor's price chart, in my head something is telling me that it will double in one year? Why is not everyone buying it right now? It looks like a steal price and I'm even thinking about putting half of all my money into it. Please stop me if it's a crazy idea. Or if you have better stocks to recommend it would be wonderful. Currently I have 15% AC, 9% BAM.A, 7% KXS, 3% LSPD, 3% WELL. Thank you!