Investment Q&A

Q: Purchased bam about a month ago thinking i would see some upside. Should i be patient or switch to another brookfield stock.? Pyr halted with an update. Your thoughts on purchasing for a speculative run

Q: Hi 5i team,

What’s your thoughts on Cineplex at its current price at around $8 per share after the recent price drop of 18% on Tuesday? It seems to have been hit hard due to the failed deal and bad earnings. The price drop seems to be too much with some of their theatres opening up again. Do you see this as a potential play for a strong bounce over the next 12 months?

Thanks as always,
Jon

Q: Pbh : hello 5i Research team, Could you describe the significant differences (I presume) between pbh « premium food distribution » and Colabor whole food distribution operations? Why are the faith of both companies so different? Thank you for your collaboration, Eric

Q: shall Ihold these or sell and move on I don't need the money

Q: I'm thinking about harvesting tax losses on both NFI and CAE. For NFI I would probably wait until after I receive the dividend payable to holders of record at close of business on June 30th. In regards to CAE I think we are seeing a second wave of COVID-19 building so air travel rebound may be delayed or muted. I know you like CAE but with Trump (and fellow travellers) in charge there is just not enough energy to really confront the virus so the airlines stay empty.
I have yet to rebuy any companies stock once sold. Probably should put the money towards gold, bumping up my 5% weighting a bit.
Any thoughts or concerns?
Thanks,
Jim

Q: Hello - I have some capital that i am looking to deploy and wondering if now is a good time or should i hold on to it.... in anticipation of another reset with news of a second wave, etc.

Also what are your top 10 -15 names right now regardless of portfolio balancing needs - open to American or CAD names - preferably limited small caps.

Lastly, i am kicking myself for not buying SHOP on the pullback.. is it still a buy right now in your opinion? or wait...

thanks so much.

Q: It looks like the purchase by Air Canada will not go through. As a result do you think that Onyx may want to combine Air Transat with West Jet.
For instance West jet does not fly to Manchester U.K. While Air Transat does

Q: Good day 5I Team
In multiple accounts (3 registered & 2 none registered).
SIS (1.75% / -19% total PF) ,
CAE (1.3% / -16%) ,
WSP (1% / +2%)
RTX (1% / -2%)
NFI (0.2% / -59% )
XBC ( 0.2% / -8% )
Your suggestion, which one to Add, Hold, & Sell for long term growth ?
Thanks
Best Regards

Q: is cineplex a buy now with all measure taken to preserve cash, dominant player in the Canadian market

Q: I see AQN and CAR.un will be added to the TSX60 and the others mentioned will be added to the TSX Composite as of June 22. Would you consider any of them a buy at current levels based on this news and their underlying fundamentals/valuations??

Q: Hello Peter,
Air Canada has a take over offer at $18 per share, and assuming the regulators approve the deal, would this price still hold given Transat is trading in the $6 dollar range? If the deal is not approved by EU regulators, would Transat be a good buy at $6 per share or would Air Canada be a good buy at the current $19 dollar range? Thanks very much

Q: I have the following sector stocks and would like your expert opinion on which stocks I should keep, sell, buy more OR please suggest new stocks I should buy. Please take into account the survivability of the company if economy takes a 1-2 yrs to get back to "normal".
Financial - BNS,ECN,FSZ,MFC,TD,ZBK
Technology - FB,GOOG,IBM,KXS,LSPD,PHO,QTRH
Industrials - AFN,FDX,QST,RUS,SFL,SIS,STN
Energy - FRU,HWO,RDS.SU,VET
Materials - LIF,MX,NEXT,NTR,SJ,TECK,TV
Consumer Discretionary - BOS,BPF,CCL,CGX,DIS,GC,MG,NFI,PDYPY,TCL

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You

Q: I am viewing commodities positively over the next few years and wanted your opinion on Almonty for an additional investment. Please also include suggestions for a basket of other commodities companies you see undervalued and therefore represent good growth over the next 2-3 years.

Kind regards
Alex

Q: Hi,
After the big rush for toilet paper, do they have any growth potential or should I loo,k for another opportunity? PsS are they financially sound or their debt level is to high?
Thank you

Q: Recently, you answered a question about a US balanced portfolio with a 10 year time frame. What would the Canadian equivalent look like, with a bias for more growth at a reasonable price?

Q: Hi
Is it a good entry point and it Canfor financially sound?

Thank you

Q: With the confinement, im expecting a baby boom in few months. Dorel is producing babies material, can you explain de down trend since 2017 (41$ to 5$ before the covid)?

Would it be a good title to own? Do you know better stocks which could benefit from a baby boom?

Thanks a lot

Q: Hi,

Is it a good time to buy MX?
Considering the debt level. Is the dividend covered and is there good growth potential for revenue?

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .