Investment Q&A

Q: My TFSA has relatively small positions in these equities for some modest income. Most of my TFSA is positioned for growth. With Sylogist's recent dividend slash and resulting price tumble, I am thinking of taking my lumps on SYZ and redeploying the cash to buy more AX.UN that is value-priced.
What is your opinion?

Q: Thinking of selling Truist and buying Teck as a switch from financials to commodities
Please comment on this trade and your thoughts on financials vs commodities in general
Many thanks for your great service
Peter

Q: Can you please give me your opinion on Sleep Country as an investment today. Thank you.

Q: I've owned shares in Brookfield companies for a very long time, not having sold a share. I'm now very overweight in my overall portfolio 15%, BN & BIP.un being the lions share with smaller positions in BAM & BEPC.
I need to reduce the size of the overall position, can you share thoughts on similar types of companies that I could buy with that type of shareholder alignment in the management team

Q: with steel stocks hitting all time high, if you could only choose one which would it be and would you buy it now.
same question for copper.
u.s. stocks are fine.
dave

Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You

Q: Any thoughts on the offer?

Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.

Q: I originally purchased this stock reluctantly on the advice of my (then) advisor. I've never been a fan, as they seem to bounce from one crisis to another and have been stuck in a trading range until the recent hiring of Mr. Doyle; the trading range so far appears just slightly higher. There seems to be lot of investment advisor/analyst support at odds with my view. I am rethinking this position in my portfolio now I've no advisor, and am trying to decide if this one is worth keeping in my Consumer Cyclical group (currently underrepresented overall). I am interested in growth with this stock more than the dividend. Would appreciate your thoughts as it resides in your Income Portfolio. If not QSR then what is a plan B in this sector? Thanks very much.

Q: Hi 5i, can we have your thoughts on this mornings inflation numbers out of the US?

Thx.

Q: We hold L and up 90%
Would you endorse swapping L in exchange for NWC ?
Correct if wrong but NWC seems cheaper in terms of valuation.

Q: I'm very confused by the reaction of investors to these 2 stocks,maybe you guys can clear it up for me!!

Q: I'm down 50%+ in these positions in a registered account with a 5-7 year time horizon. Which of these would you suggest I sell and which would you consider holds? Please offer better alternatives in the same sectors for the sells. thanks!

Q: Hello 5i
For NTI you have PE at 5.6 and price at $76.87. This would give the EPS at $15.37 Yet you state EPS at $5.00. Why the difference?
Also, for FSZ, using the net income of $58,499 and dividends paid of $88,183 the retention ratio is -50.74. However using Operating Cash Flow of $143,814 there is retention ratio of 38.68%.Thus in the first instance, to cover the dividend there would be increased debt but in the second instance all seems well. Do you prefer using Cash Flow in this instance? Please take as many credits (if any) as required
Thank you
Stanley

Q: Fantastic(?) results, catastrophic stock slide. Why?

Q: I am thinking I would sell RIF and replace it with SIS. At a cost of $20 in trading commissions. Would this move receive your blessing?

Thanks.

David

Q: Wondering what your preference would be given recent earnings, yield, growth etc.

Q: Which Canadian large cap companies benefit most from low natural gas prices? Of these, which ones, if any, are a good buy at this time?

Thanks.

Q: Can you provide an updated outlook on this stock. Reading your limited Q&A on the stock over the years it seems debt has always been a concern of 5i but it has always been noted as "cheap".

Reading more about the company it seems they are a "serial acquirer" of cheap companies (14) over the years this seems to have gone well for them any they buy back shares.... any updated thoughts?

Q: Hi 5i,

I have owned GOOS for the past 3yrs and I am questioning the company's prospects moving forward giving their performance and their dependence on the Chinese economy for growth.

Considering replacing GOOS with ATZ. Management seems to execute well and their track record of growth is impressive.

Would appreciate your thoughts.

Thank you in advance.