Investment Q&A

Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Q: Hello,
What is going on with Canadian rails, both down past year and over past month CNR 7% & CP 4% ?
Thank you,

Q: Re: Stablecoin

If this has been answered elsewhere, please provide a link for me --- as I couldn't seem to find an answer in the archives.

What in the world is stablecoin?

Like Vinnie Barbarino, "I'm so confused".... !

and have absolutely no confidence in how to invest in it, if I don't know what it is and how it works.

Treat this as a private, or public question, as you wish, if you think others might benefit from the answer.

Thank you!

Q: What percentage of one's portfolio do you recommend to put into cyclical stocks, for someone with moderately high risk tolerance and 30+ years to invest? Why?

Q: This morning a guest on BNN recommended Premium Brands. Their new revenue generators with Costco sound promising. However they seem to have a lot of debt and a very high dividend payout ratio.

Do you think their cash flow covers their debt and is the payout ratio really at 128%?

Thanks for all your help.

Mike

Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?

Q: Hi 5i
A question dated July 23 had this portion of an analyst's opinion on PBH:


Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.
~~~~~~~~~~~~~~~~~

Does this defy logic, gravity or both? Can a stock that has been dead money for more than 5 years more than double in a year and a half? The $140 target seems optimistic, but over $200 is mind boggling.

Thanks,
Greg

Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks

Q: A question of how to take profits on a stock that’s has run up. If a stock has run up 80% for example, do I take the initial cost base off the table or do I take the profit off the table to redeploy. Idea is to keep the stock in play but also take either/or and reinvest it

Q: What is meant by a full position or a half position?

Q: Hello, can I have your top ten list of consumer stocks, Canadian or CDRs, based on projected total return (share price plus dividends, if applicable), for a 5+ years holding period? Thanks!

Q: I hold PBH (0.8% position) and COST (1.5%), and I realize that consolidating them is prudent. COST has been a very solid performer over time, but PBH has been performing quite well recently, after a couple of years where the share price was on a downward trajectory.

I understand each company has its attributes: with a time horizon of five years, in terms of share price appreciation, which is poised for better growth?

Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?

Very much appreciate your service.

Howard.

Q: Good Afternoon,

After reading the recent report updates, I followed 5i and sold my share in ATS. Besides some shares in AC, I have very little exposure to industrials. Just looking for advice on U.S. or Canadian industrial share(s) I should consider. Any ETFs?

Regards,

Ryan

Q: The Globe names these 3 companies as possible gainers due to increased defense spending. Can you please rank them in order of preference?

Q: Good Morning
CNR fell 6% since last Friday. Is there any specific company related issue with respect to this drop? Would you add, buy or sell at this level? Will appreciate your comments with respect to this stock going forward.
Thanks

Q: Hello,
Any idea why Lumine Group and Topicus are surging? Lately Arc resources has been going down and is it simply due to the price of natural gas? Also, i was thinking i am down alot on brookfield energy partners from the time i bought it, should i stick to it for long term or take a loss and move the monies into the parent company? Thanks very much

Q: At what price point does CPRT become a compelling buy? A month ago you said it was still too expensive to consider, it has dropped nearly 5% since. Would you step in here?

Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.

Thank you

Q: I am impressed with your Portfolio Analytics services - thank you! It seems I am underweight in both Real Estate and Basic Materials. Could you please suggest 2-3 growthy names (Canadian or US) in each of these sectors?

Q: Does 5i use technical investing and are there any websites or resources you would recommend? Thx