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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: Can you recommend North American companies that are largely or wholly involved in natural gas.
Read Answer Asked by James on July 04, 2023
Q: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?
Read Answer Asked by Thomas A.J. on June 30, 2023
Q: My daughter just turned 18 and we opened her TFSA account this week. Trying to spark her interest in investing I was screening for some young hip stocks I could put her onto ( gaming, social media, clothing brands, etc) ....saddly in Canada I didn't find anything. So went to my second option which is " work related stocks" which in my case is engineering and my daughter going off to school in the fall in engineering as well. I have owned WSP since before the merger ( Genivar) so done very well. Stantech is your holding in the growth portfolio although I am concerned with the strong run over the past year and a looming ( hopefully shallow) recession that it might not be a great time to get into the name over WSP which has done well but lagged a bit more this year. So WSP or STN for a 30+ yr hold, or look elsewhere short term due to sector risk with the looming slowdown.
Read Answer Asked by Tom on June 30, 2023
Q: Here is a situation which is prevalent in many parts of my portfolio. for example, I have BNS at an average cost on ~$72. It closed yesterday at $64.50. If I go with 'timing the market' I should probably exit the stock. If I go with 'time in the market' I should continue to hold and collect the dividends.
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?
Read Answer Asked by Ronald on June 29, 2023
Q: Hello 5i team,

There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?

Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?

Thank you!
Read Answer Asked by James on June 29, 2023
Q: Hi, I think I know all the positives for this company but based on the valuation would you buying right now? How does the current valuation stack up to it’s historical? Or those of their “peers”. I know a long term investor shouldn’t time things, and I hear that sage voice saying buy when others are fearful, it’s just hard for me to pull the trigger (I think I’m one of the fearful ones)

Thanks for your advice.
Read Answer Asked by Stephen R. on June 29, 2023
Q: For a TFSA if you could pick a few value stocks that have good balance sheets and maybe provide a “margin of safety” if we did have a recession, but also show some promising upside in the medium term if the stars align what would they be? (I’m agnostic on sector and cap size, US or Canada)
Thank you
Read Answer Asked by Stephen R. on June 28, 2023
Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 27, 2023
Q: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you
Read Answer Asked by Richard on June 26, 2023
Q: Hello,

TD believes the following on BN

After subtracting the market value of BN's stakes in BAM/BEP/BIP, the stock is ascribing negative value to the stake in BBU (~$1.75/share), real-estate (~$20.00/share), insurance (~$2.50/share), and carried interest (~$3.60/share). BN's ~$4bln of annual FCF provides considerable firepower to address the discount, although share buybacks must be weighed against the prospect of growing the franchise. We believe that BN's conviction in the intrinsic value of its stock price is evidenced by ~$750mm of TTM share repurchases and ~ $100mm of share purchases in the open market by the senior executive team.

Couple questions
1. This is the first time I have seen the value of BN being just reflected as just BIP,BEP, and BAM. Would you agree with this.

2. If you agree, isn’t it extremely compelling to get BBU, Reinsurance, oaktree, and property for free?

3. Would you agree with the $61 USD target or 90% upside?

Thank you!
Read Answer Asked by James on June 22, 2023
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