Investment Q&A

Q: I am trying to high-grade my portfolio to reduce the number of holdings down to about 25. I own this company in a registered account and while I am up on it, I wonder about its future growth. A while ago, you dropped PRMW as you felt there were better opportunities elsewhere. Do you still hold this opinion? Would you expect your answer to change depending on their quarterly report next week? Finally, what category do you place the company in as there seems to be some discrepancy between your last report (Con Discretionary) and the Industry database (defensive)?

Appreciate your insight.

Paul F.

Q: Please rank these companies on an expected total return basis for a 3 to 5 year hold. Some commentary would be appreciated. Thanks ram

Q: Can you contrast both the fundamentals and prospects for these two companies.Which would you prefer ?

Q: Is there too much overlap in owning both Nutrien and Mosaic? Does either standout as having a brighter future going forward you think? Thank you

Q: Hi, What is your view of Linamar? You seem to prefer Magna, can you compare them?

Q: Hello
Wondering what to do with Magna? Before the big fall it looked like Magna was doing a little better than Linemar, at least by chart comparisons. I can book a fairly sustantial tax loss with Magna, with the idea of buying Linemar as a placeholder for 30 days and then buying back. I am a little worried, though, that L may suffer a similar fall. I am also wondering whether L would be a better stock to hold? Also wondering about timing. Would it be better to let Magna settle a bit before switching or do it right now? I would appreciate your usual excellent thoughts and advice on this question before making a decision.
Thanks

Q: I have in my wife's TFSA: BIP.UN, SIS, SPB, STC and ETF XIT. First 3 holdings for long time. STC down 78% - ouch, XIT about even now but holds two dogs LSP and SHOP. Was thinking of selling STC and XIT and buying AD.UN and KMP.UN. We are holding $72K in cash as well. Ideas/suggestions appreciated. She already owns GSY and GRT.UN in RRSP - purchased last year. A lot of stocks are up a fair bit - so, do not see any bargains.

Q: what % weighting would you feel appropriate for TLT in my balanced Portfolio. If rates start to fall hard in the next 2 years and TLT starts going up. What will happen to the dollar.
Will the U.S. dollar rise in comparison to the CDN dollar or Fall ?
I'm wondering if i should buy the hedged ETF ZTL.F instead of TLT
Thanks Gord

Q: Hi folks ... 2 questions:

I recently bought a 1/3 position in GXE. It's up 10% since. Is there any reason not to add another 1/3 at this time?

Is your current view on ATZ as positive as ever? Is this a good entry point?

Thanks for a great service.

David

Q: Hello Peter & Ryan,
Is there anything to explain the significant sell-off in Bombardier - on volume - that seemed to start around the 1pm hour? Is it just profit-taking after a run? 11% dip is not insignificant.

Thanks as always...

Q: Hi

BN is 3.6% of our portfolio.

Financials are 19% of or portfolio and our Real Estate is at .50%.

Thinking of selling half of our BN and buying CIGI to reduce our financials and increase our Real Estate.

Does this make sense?

Thank you

Mike

Q: Hi 5i Team,
Can you please recommend a web site or an app (free or on a paid subscription basis) for managing stocks.
Cheers,
H

Q: I am down slightly on Aritzia and like it for the long term. I usually like to buy and hold but feel this is going to be a very volatile year for consumers. My concern is the shorter term outlook as the rising rate environment is likely to place increasing pressure on consumer discretionary stocks. As a 2023 move I’m considering selling ATZ, with a look to repurchasing when rates start coming down (who knows but perhaps later this year). In the short term, I’m considering trading ATZ for a dividend stock in the energy sector such as CNQ or ENB. Could you please evaluate this strategy, based on projections today. Essentially, which position do you think will result in the largest gain by the end of 2023? Thanks so much for your insight.

Q: Could you please comment on the results?
Do you view this as buy, hold or sell ?
Thanks

Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks

Q: Would you recommend this stock for consumer cyclical stock or would you have a better alternative?
Thank you
Miroslaw

Q: Hi,

I am reading periodic articles in financial media discussing growing consensus of financial professionals turning negative on equity markets. While I realize traditional points of balance discuss how there are two sides to a trade, etc, could you please offer your thoughts on the probability of the floor falling out from this market, and in contrast, what would be a catalyst for a next leg higher.
The ongoing layoffs in the tech sector appear to reflect demand/revenue fallout from the discretionary economy.

Q: Hi Team
LNR has been going up like a rocket
any fundamental reasons for the rise?
what are the general consensus re: adding more , hold and take some profits
thanks
Michael

Q: Hi, The press release from Constellation Software, Today, confirmed filing of prospectus and spin-out date/payment of a special dividend-in-kind of 3.0003833 Lumine Group subordinate voting shares, for each common share of CSU held as of the record date Feb 16, 2023. Payment of dividend is expected to be on or about Feb 23, 2023. Lumine Group common shares will be listed on TSX Venture Exchange and are expected to start trading 30 days after completion of the acquisition of WideOrbit.

Based on the information available publicly as well as in the prospectus about WideOrbit and Lumine Group, with respect to their combined revenue/income and expected growth, what would be a reasonable multiple and intrinsic value of the newly listed company's shares. Also, in your view, what could be the initial trading range of the stock ?

What will be total number of o/s shares and % of new co. CSU will own after the spin out ?

Do you think, Lumine could be another growth stock to own like Topicus, another mini- Constellation Software ?

Thank You

Q: There has been incredible volatility in the markets with indexes and stocks bouncing up and down for last 3 years making investing in stacks and bonds difficult. There has been no really true safe escape haven in equities or bonds apart of cash and money markets and recently Guaranteed income securities. Considering all these factors influencing the markets today would you venture your opinion when we could reach some market stability ?
Miroslaw