Investment Q&A

Q: Do you know what % of the companies sales come from Costco? I understand they are finished a $1B capital spend having expanded production facilities in the US. I know they are on the cusp of large anticipated cash flow increases from the expansion. Will producing there largely shield them from tariffs? Would you buy it now? What are the risks? Debt? Thank you.

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?

Q: You have often commented that timing the market (bottom or top) is next to impossible and I do agree. In one of your recent updates you talked about the “Volatility Index” and it being an indicator of when you could step into the market and the level of volatility could provide some guidance when trying to buy the dip”.

Could you provide some commentary about the level of volatility and your thinking about how it can help determine when to step into the market?

Thanks
Tim

Q: Hello 5i,

A follow up to Willie’s question about a potential USD devaluation on Sept 03.

We have 50% of our RRSP and TFSA in USD. Investments outside of the US and Canada are in CDN though those investments are minimal. In the past, the suggested path was to own US stocks with US funds over using CDN dollars to purchase US stocks or purchasing CDR’s. Moving forward, is it prudent to slightly reduce USD exposure by having a combination of CDR’s and US stocks for US investments (i.e. 10k in MSFT CDR’s + 10k of MSFT in USD)?

We had purchased USD about 8 years ago with a plan to vacation in the US upon retirement though we decided to vacation elsewhere now with CDN dollars. A currency cost would apply to sell 10% of USD though we do not have costs to buy or sell. This change would only be applied to the largest positions (NVDA, GOOG, META, MSFT, BRK.B, WMT.)

5i always seem to be ahead of the curve in their investment strategies and we are humble beneficiaries from your knowledge.

Thank you for your insight.
D&J

Q: Deferent businesses but which would have a safer dividend and growth going forward ? Thank You.

Q: Hello, I learned recently that Bill Ackman has a position in QSR. If so, can you confirm how much of QSR he owns and when he acquired this position. Could we see this go the way of CP Rail previously where he pushed for changes and the stock appreciated significantly. Also, what are your thoughts on this company. Do you feel it is undervalued currently and will eventually reward those patient investors who buy now and hold for a longer duration? Debt seems somewhat high and should this be a concern? Thanks for the great service that you provide.

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service

Q: What would you say to switching part of a QSR holding into CMG, reasons for or against.
Thanks Matthew

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Q: A question was asked about the growth of these two. Celestica won. But, how would you compare the safety?
Thanks

Q: As a followup to an earlier question on Maple Leaf Foods of August 26th is it likely the announced spinout of their Fresh Pork business will have tax implications for the shares i own in the form of Capital Gains? When new shares are issued when are shareholders typically advised of tax implications such spinoff would have for tax planning purposes?

I have owned shares for many years and previously worked in this Industry and companies in the Meat business typically display slow growth and cyclical price swings so am looking for an opportunity to dispose of part of my position. Would your inclination be to sell ahead of the issue of new shares or wait for the new shares and sell subsequent to the split?

It was always my belief that the only way to get this stock moving would be an outright sale or go Private plan by some of the controlling family. At current share prices would you agree neither look probable at this time or are the underlying reason for this re-organization of Maple Leaf?

Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?

In 5 years will I be happy I did it?

Please consider the trade on its own. Portfolio mix is fine

Sheldon

Q: Hi there,

What’s your thoughts on ATZ is it overvalued, overbought? It’s running up a lot.

Ok thanks as always.

Q: Hi !

I refer to your monthly section of "best stocks ideas"

What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?

It would be most helpful to know exactly what you mean by your best stock ideas.

Gratefully,

Jacques IDS

Q: Where or how can I best determine or find the total returns of a company preferably over a 5 year period.
Thanks

Q: Is Loblaw a good buy today