Investment Q&A

Q: Hi! I'm wondering if Canadian firms will be able to participate in contracts relating to some of the infrastructure spending happening in the US? If not, would we be better served exiting WSP Global for a US firm at this time? If so, who would you switch out for?

Q: In the answer to a previous question asked on March 22, 2021, you mentioned that you would prefer AC to CHR as an investment.

However, CHR has posted positive net income for Q2, Q3, Q4 2020, which seems pretty impressive for an airline during 2020. CHR seems like a more "solid" company to my untrained eye.

In the answer to the other question, you mention that CHR has been free cash flow negative for the past 5 years, but according to my research, it has also been posting positive annual net income since 2009. How would something like that be possible?

Q: Your recommendation on which option may be taken? Also, between the two proposed stocks, which one pays dividend similar to BPY? I cannot find stock symbols for both.

Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit

Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Stelco shares seem too underpriced to be true? Rebuilt/modernized production line, no Cdn competition,, product demand and pricing at attractive levels ( albeit cyclical ), no debt, and p/e = 3 for 2021 , yet it trades at 1/3 Nucor level. What is holding back Stelco ' s share price?

Q: What would be your top three sectors to invest in today and give two Canadian stocks that you would buy in each sector. Thanks

Q: If there is a US inflation, the erosion of the value of money , pick up just around the corner,can you please give us your top 10 inflationary stock picks?

Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks

Q: I have approx 12% of my portfolio in BEP,un & BEPC of those two the $ representation is 50% of the 12%
I also own WSP BIP.un & ROK
I am considering adding NUE & MLM ..... would you change any of the above proportions before doing so?
I would like to bring up the infrastructure, industrial side of my holdings.
Any suggestions? Thank you..

Q: Is there any news on the AC takeover of Air Transat. I still have credits with Transat, but with Covid numbers going back up again, I'm holding off on any Travel.

thanks! Paul

Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!

Q: Hi group lumber companies took it on the chin in 2 short days WEF went down 15% in the last 2 days as an example . Is the run over /(Time to cash in profits) or is this simply some folks taking profits. I know housing starts in the us are off but is the high price on lumber not the culprit here and also looking like lumber inventories remain low which should = higher prices for lumber going fwd. - your thoughts are always appreciated

Q: How does the valuation for LNR stack up against MG. With MG being bigger more liquid, and a global leader, is LNR worth looking at? I must be reading the valuation stats wrong as they seem to look very good and low seems ok.

Q: Who are the potential buyers for Weston bakery?

Q: After Yesterday's sell off do you still like MX. Agreed its volatile but in the growth part of a portfolio that already includes NTR does it bring more diversification? Would $42 be a good entry point?

Q: Any thoughts on the recent 13% Cascade price drop?

Q: Greetings.

Do you know if the 44 million new CP shares will be priced or will they just trade at market value, right from the get-go?

Thanks.

John