Investment Q&A

Q: Why the big hit on WSP??

Q: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.

Q: Greetings, Can you please comment on Enbridge earnings today. Also, what is the rationale behind TRI changing their U.S. listing to Nasdaq? Thanks for your help.

Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Q: Good day 5i team,

Is AC a good buy at this price today($18.37) ? How much debt does it have?
Was it profitable in the first 3 quarters in 2024?
Thanks,
George

Q: It seems that this stock lowering its price recently. Is it time to load up? What would be a good entry price? Thank you

Q: Very long time holder of TFI. It's been drifting down where it's approaching its 52 week low. Is the current environment (cycle and tariffs) pointing to further deterioration in price? I know it's hard to time market but might it be best to sell and see what happens?The outlook doesn't look all that good right now butI realize TFI is a very strong company in their field.

Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?

Q: Hello 5i team,
The MG price has gone below my entry price and I was thinking of adding to it. The stock has not moved very much in light of the tariff threat. Since this is probably already priced in, I was wondering how much business MG does in the states? If I recall MG's sales are mostly global. The price not moving much, tells me that the US portion of MG is not that material.

Are you still comfortable adding at these prices or is MG more of a hold until the dust settles?

Thank You,
Andrew

Q: Hi 5i!

How would you rank these in terms of health & growth potential over the next 5 years.

Thanks in advance,
Greg.

Q: Can you explain atz’s secondary offering please

Q: Hi 5i, I was listening to a steel analyst stating that "value added steel manufacturers" like Russel metals would be exempt from steel tarrifs. I realize the companies that actually make steel and the steel outputs for downstream manufacturing will be taxed. If this is true then aren't companies like the one mentioned or DRX or HPS also exempt? Now if anything manufactured in Canada is taxed then all bets are off.

Thx

Q: Hello,

Can you please comment on MSCI's after hours news releases.

Thank you!

Q: In terms of picking one for a recovery of stock, would you prefer TD or TFI??

Q: What do the think are the odds of NFI being taken over, and if so what price might be attractive to a buyer??

Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?

Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Q: Hi Peter,
My new strategy this yr is to buy growth stocks that have done public offerings to finance future growth in 2025/26. Can you think of any other names to add to this list?

Q: Recognizing that 5i Research does not perhaps put as much emphasis on technical analysis as opposed to fundamentals, perhaps you have an opinion anyway on log charting in particular.

I noticed that CNR - generally flat for the last 4-1/2 years, fell out of a long term log channel 2 years ago - a channel going back to its listing three decades ago. In fact, with this in mind, I've discovered that the present price is at a considerable distance from the bottom of that channel not seen since the GFC.

So do you see this as a great buying opportunity for CNR based on this observation? Or do you have an opinion in general on the future of railroads in the face of any potential long term disruption that I am unaware of (eg. AI-based) ?