Investment Q&A

Q: Can I get your thoughts on these two? Would you prefer a specific airline or two over jets? How would air Canada stack up ?

Q: Good Day Team,
I purchased some AC stock when it was relatively high and of course now I am down by 67%.
This stock represents about .70% of my portfolio and after what warren Buffet did with his airline shares I am wondering if I should sell or thin it down a bit. Or even hang on.
Thank you,
John

Q: Hi gang
In an answer today.. saying that Consumer Cyclicals are better choice over Staples at this juncture ..you mention DOL and DG as good choices to consider. But in your cover reports you say they are both Defensive. Is Defensive not the same as Staples?
Thanks for all you do...would be lost without you.

Q: Hi 5i,

Thanks for the quality work. Buy and hold forever. 1-3 and why? Insight appreciated. Maybe one thats better or missing?

Thanks again!

Q: Hi 5i,
Would you recommend buying SRU.UN at the current price for a 5 year minimum hold? Same question for JPM please.
I currently have BCE and considering adding a new position in TMUS, Thoughts on the addition of TMUS at current price for a 5 year minimum hold?
Thank you
Terry

Q: What do you make of AC earnings and Buffet dumping stocks of the airlines?
Will it create the additional headwinds and halt the recovery?
Thank you

Q: Interesting Chart!

https://public.flourish.studio/visualisation/1160235

Q: Please comment on STC's update after close today. 2)GC closed $9m overallotment option of $180m unsecured debenture.What's the impact if any. 3)Gud stated that there will be a delay in filing its Q1,2020 due to covid-19.Please comment. Txs for u usual great services & views

Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish

Q: I have multiple questions. Please charge accordingly:
What is Freehold's revised dividend? Time to buy now?
Please comment on Vermillion results. Time to buy at $6?
What is Knight's revised shareholder account after 12M share buyback?
Is Lightspeed rebounding too fast or would you step in now?
Thank you.

Q: Northview is now getting close to takeover price. I am thinking of cashing out and topping up one of the partial positions I have in PPL, CSCO and DIS. Make sense? - any preference? or better suggestion?? Thanks Jim

Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.

Q: I would appreciate your thoughts about IDHD - Invesco S and P International developed High Dividend Low Volatility ETF. Thinking of selling and replacing with Corning or what?
Also your thoughts on PBH?
with thanks,
Connie

Q: I am short on Consumer Stocks in my overall portfolio - can you give me some names to look at, both in the US and Canada - I'm interested in those that pay a dividend and are growing.
Appreciate you comments.
Thanks

Q: With the upcoming demand for infrastructure build out and the business they have on the books , what is SNC's cash position and what do you think about them for the future?

thanks, Jean

Q: Do you think the theatres will survive?

Q: I carry these stocks in my RIF account with different level of loss. They do not seems to respond to any positive move in the market. I am loosing patience. Should I sell.
What replacements would you recommend that could recover faster in this type of market.
I value as usual your opinion
Raouf

Q: Greetings all:
Jim Pattison has been buying a few million dollars of the above which
brings his % up. Wft has in turn introduced a poison pill. When asked
his reply was that it doesn't affect them because they have owned shares for 19 years. I have tried to understand this comment and
cannot. Please try to enlighten me.
Thanks,
Ben.

Q: Hi 5i team,

I see QSR will release earning on Apr 22nd and still forecast 1.26B/0.53 EPS for Q1 2020. With the current environment, does this sounds too optimistic? I still hold it but worry that it will have big dig if company misses earnings. Appreciate your input here.

Q: CAS has been hitting 52 week highs. Is there an explanation other than market "enthusiasm/madness" due to press releases stating CAS will be making medical masks? I know you are generally negative on this company due, if I recall correctly, to elevated debt levels but has your opinion changed?
Thanks,
Jim