Investment Q&A

Q: Which company would you suggest might do better in the industrial sector for a three year hold? TRI or HPS?

Q: Can you comment on the balance sheet strength (or lack of) and outlook of these 2 companies and whether you would be a buyer or seller of the securities. Thanks!!

Q: My daughter is in mid-career and does not have the time to monitor individual stocks in her portfolio. She already has a mostly ETF portfolio but is wondering what to do with the remaining individual Canadian stocks. TFII, FTS, CM, LMN and TOI amount to16% of her portfolio, are all solidly in the green, but MG, AQN, BEP.un, LSPD and QST are all significantly in the red and amount to only 1.5% of her portfolio. Would you ride the first group which is doing well and just jettison the second group and fold the funds into a Canadian stock ETF? Thanks as always for your advice.

Q: I have held Linamar shares for a number of years but am becoming somewhat frustrated by their performance. Shares trade at about the same price that they traded at in Oct 2020. Apparently investors just do not seem interested in the company. The recent quarter results seemed reasonable but the shares immediately went down $3. So, in today's market what would be your rationale for continuing to hold the shares, or is it time to sell and move elsewhere?

Q: Why is this company dropping?
Is it a buy, hold, or sell?

Thank you

Q: I want to buy some nividia stock. It would be purchased with Canadian funds and some would be in a registered account and some woulld be in a non registered account. My holding time would two to three years and possibly longer. Is it better to buy NVDA-Q or NVDA-NE?
Thank you for your assistance in this matter. Ian

Q: I would like to do some tax loss selling and was wondering if you might be able to rank RBLX, SQ, TOY, GH, OVV, and COW in order from those with the least potential to recover over the next year, to the most potential. I appreciated your help last year on the same topic. If I were to sell them all, are there any you would consider buying back after 30 days? Thanks.

Q: While I have enjoyed a nice return with LAS.a, my question is what’s the rational for keeping this a public company. The volume is nonexistent and they don’t seem to need the market to access capital. I’m not holding with the assumption that it goes private but it would obviously be a nice payday.

Q: The auto industry backdrop and Linamar. I can understand that the EV scene is mixed, perhaps at best; there are re-charging issues as well as some fire risk associated with Lithium, and that Chinese subsidized imports are a potential problem, but my reading was that our industries here, MG, LNR, and MRE, were largely agnostic to the potential EV problems. In addition my most recent related reading was that Linamar has diversified at least in part into agricultural machinery, which would be an addition to their initial skyjack venture, and that while the US Fed had postponed rate reductions the US economy continues to bubble along, albeit at a slightly lower rate than hoped, but is OK. So what have I missed? Is Lithium a bust? How serious are the range/ recharging/ fire issues? A PE of 5 or 6 is for the birds.

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Q: Can you please comment on their earnings release and would you recommend purchase of the shares at these levels? Thanks

Q: They are going down continuously , do you see any redemption or is just better to move on and take the losses. thanks, Jean

Q: Hello Peter,
Can you comment on Vitahub's results? Why is Algonquin down so much as it was expected the company would sells its renewable business? Given lumine group results, is it better to move monies into topicus or csu? Lastly does it matter if company reports before the market or after the market?

Q: thoughts on the quarter - met expectations but small miss on eps?
is the US business now the growth driver ?

Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon

Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Q: Dear 5i team.

Now that NTR has announced, and results were not a disaster, at what price would you consider a full position. Last price I saw in the archives said 65 as good entry point. It's now sub 63, so .5 position now and add into weakness, or wait it out for now?
Appreciate your help.

Q: I understand CNR stock can be recession sensitive. It has gone down somewhat - would you say this is a buy here or would you be holding for more downside or waiting to see if we head into a recession? What would be a good price target to buy in for a long term hold? Thanks so much.

Q: Hi,
Enjoyed Chris and Zach's podcast. How come they chose PNG/TSU as their small caps and not some of your usual favourites like PRL or PAY . Also I am somewhat surprised that whilst PNG/TSU do get "airtime" in your Q&As, they don't make it in your small caps short list. You must have some rationale. Somewhat puzzled, that's all.

Q: Hi Peter and Staff

I see ATS is still in your growth portfolio. I took the stairs up and so far am riding the elevator down. Do I assume that you feel this is not a weed that needs pulling and (overly)patient investors like myself would likely regret getting out at the current floor in the elevator?
Thanks for all you do
Dennis