Investment Q&A

Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Q: I saw your answer from a couple of weeks ago suggesting to hold Stelco but with earnings approaching in less than a week would you advise me to hold or sell half of my position in Stelco? It has become a large position of approx. 10% with the latest price movement. Thanks in advance.

Q: Planning on topping up one of these - which would you choose and why?
Much appreciated ram

Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Q: Are you still emailing the market updates? I did not get the July 16 th update and cannot find it anywhere on 5i website. Where can I access this report?

Thanks

Q: I hold ALB and am down 50% in both a registered and non registered account. What are your views on ALB and lithium. Is it time to move on? If so what companies in the material sector do you suggest as a replacement. Thanks again Peter

Q: Your thoughts please on replacing NTR with SJ for a material position.

Thx

Q: Can you make sense of the recent earnings and SP reaction?

Q: What seems to be causing the volatility in the stock, post earnings ? It was supposedly a solid quarter and SPA issues appear to have been put to rest.

Thank You

Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).

Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.

I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek

Q: I have held West Fraser for some time, sold to take out my original investment cost and have been holding the remainder for a few years wondering if or when housing demand will start to boost the lumber/panel prices.

I think now, or soon, is a time to consider adding a different company, near the bottom of the cycle in preparation for a trend of rising prices. Canfor is going to be challenged with BC fibre supply in the interior of BC as a result of fires and government policy, while Interfor has (I think) diversified nicely into the US; Canfor less so.

I already own Home Depot and would like to add another producer; Interfor, Canfor or a strong US producer. Your insights on your "top 2" companies would be appreciated.

As always, Thanks very much.

Dave

Q: I need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim

Q: I've been reading opinions that the tech sector has topped, especially in the US. Wondering if I should be proactive and trim my tech holdings. Do you see a possible downturn in tech stocks?

Thanks

Q: Can you please provide your outlook on Storage Vault Canada? I found the total debt to EBITDA ratio is 11 times. Would this concern you when considering adding this stock?

Q: hi, if I sold about half of my SHOP, what would be your top 3 US and CDN stocks to consider as replacement? this is in my RRSP. cheers, and thanks! Chris

Q: Western forest Products (WEF) has really taken a pounding. It reports its second quarter results on July 31. west fraser already reported and the shares have been rising. I know they are different forestry companies but was the lift in share value because there is optimism in the forestry industry or was it specific to West Fraser. I was thinking of averaging down on my WEF holding just because the share price is so low. The market cap is only about 130 million and I believe that WEF still has little debt so my way of thinking is, "this can't go much lower!!" Surely all their 6 sawmills, industrial land, three manufacturing plants and all their timber rights have to be worth more than 130 million!!! Or am I looking at this all wrong?

Q: Your comments please on earnings of FSV and WCN.

Thanks

Q: I bought this stock, because I thought there was a pent-up demand for new pilots. I have lost 10 -15%, since I bought it, now for the last couple of years it has gone no where, but sideways. So, is there actually a shortage of pilots?
Also, what is the forecast for the remainder of this year and next year. I am seriously thinking of selling. Now I am looking for your advice as to whether to sell this stock or keep it.
Thank you
Earl