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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim
Read Answer Asked by jim on November 20, 2024
Q: Given one has decided to acquire these names, at what price would each become:

1) Attractive
2) Very Attractive
Read Answer Asked by Trevor on November 20, 2024
Q: Hello Peter and Staff
Thank you for recommending PRMW several months back . I’ve had a great ride but wondering where it stacks up now going forward .
I own ATD , DOL as well as it in consumer staples and wonder if L or another one you would recommend would be better than the merged Primo company going forward ?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 19, 2024
Q: Two questions - Could I have your take on SGML recent earnings please, and (2) HHL has diverged vigorously from its past consistent performance, presumably on the Trump policy on health care, appointees etc. I assume other sector participants will likewise take a hit but would appreciate your take on the matter. The issues affecting the sector appear to relate to policy, not politics.
Read Answer Asked by Mike on November 19, 2024
Q: Hello team,
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much
Read Answer Asked by umedali on November 19, 2024
Q: CAE has been another good news story for me this week. Finally they put together a decent quarter, at least in my eyes, what do you think about their qurarter? I know one quarter does not make a trend but I would hate to get out of something after a good gain. Now it is nearly at $31. Is this fair value for CAE for the near to mid term. At this price there should be no tax loss selling on CAE this year, right? My discipline tells me to sell but does your expert opinion shout, "gain for the long haul"?
Read Answer Asked by Paul on November 18, 2024
Q: It seems the economies of Canada and the United States are diverging and not for the better in Canada. This makes it difficult for me to buy Canadian companies as opposed to American. My question is, have any Canadian companies foreseen an advantage to shifting a good part of their operations to the United States to take advantage of the possibilities for making better profits?
Read Answer Asked by Les on November 18, 2024
Q: Hello 5i
I need to add industrials Seventy-eight years dividend investor with some growth. I already have WSP and EIF. Now I am looking at TFII and TRI. I like TRI for the dividend. What would be your suggestion for industrials?
Thank you
Read Answer Asked by STANLEY on November 18, 2024
Q: Further to my question on the merger of this company, what happens to my canadian stock in this company. Will they be automatically be transfered to the new US company PRMB, or will I have to advise my broker to do this transfer. Also if I just want to sell my canadian stock in this company can I still do it or is it to late.
Read Answer Asked by Jacques on November 15, 2024
Q: I sold LMN on recent earnings/comments and the bump up in price. I was thinking of replacing it with TRI as a steady growth stock. What do you think? Any other ideas already own KXS, DSG, GOOG, AMZ, CSU, TOI. Also surprised TRI is classed in industrials. T Steve
Read Answer Asked by Stephen on November 15, 2024
Q: Hi 5i
With reference to member S's questions on Nov 05....What is AC's current valuation?
Given 5i often talks about momentum in the market do you think AC can maintain current momentum?

Would 5I be more inclined to sell into the momentum..... and if you were hanging in what SP would you re-access that decision?
Is there some influence from US airlines potential bankruptcy, eg spirit airlines?


Not trying to pick top but looking to understand better the current push in share price.

thx
Read Answer Asked by jim on November 15, 2024
Q: Good Morning

Just finished reading The Psychology of Money for the second time GREAT READ
what other books are high on your list of reading

Thks
Marcel
Read Answer Asked by Marcel on November 14, 2024
Q: Recently I asked a question about premium brands. When I thought my question wasn't answered I re-asked the question. However I was too fast and you did answer my original question. So I apologize for being too hasty. My next question relates to the app. I have a new tablet and am having no luck in finding the app on Google playstore. Any suggestions? I'll wait patiently for your answer.
Read Answer Asked by steven on November 14, 2024
Q: Just to build on the question from Allan today (Nov. 8th) and your answer, can you re-visit your most recent report on SJ and make some comments on what what might change if you were updating that report today? I consider your reports a fundamental and valuable component of your service, and when I re-read your report with the information that we now have there are few things that don’t seem to track. Based on the ratings criteria is this now a B+ (or even B) company? I know “post-mortem” is too dramatic, but maybe a report “de-brief” is in order?
Read Answer Asked by Stephen R. on November 14, 2024
Q: Thx for CLS I bought last May when the CEO and CFO were buying 100,00 share purchases. Do you see any companies with insider buying especially by the CEO and CFO that 5i would see as significant? I was thinking ENB. I prefer companies with a slightly larger market cap.

Thx
Read Answer Asked by blake on November 13, 2024