Investment Q&A

Q: I have lost a huge percentage of money this year on my exposure to Brookfield Asset Management.What are the current prospects?

Q: Hi Peter and Staff
On June 14th Darren asked for your top 4 Canadian industrials . You listed in order WSP STN CAE GDI and NFI

Absent were ATA TFII BYD and TFII all of which I thought you favoured more than all of the ones listed (especially NFI) except WSP?

Dennis

Q: low share count price to book. 0.413 your thought on this as an investment or just focus on better stocks

Q: ? Over a 5 day period this stock has went from $75 to $64 as of June 14.
Thanks

Q: With the general sell off in tech stocks, I'm currently down about 40% on each of these companies. However, I remain long term positive on them and would like your opinion as whether now is the time to add to my positions or whether you feel there may be further pain ahead for the sector and I'd be better off biding my time?

Thanks, Rick

Q: Hi, There seems to be a systematic decline in equity values, for past two days, in sectors like Utilities and Telcos, which are considered proxy to bonds, due to their higher yields. They held on better than the market, in general, during past few months. Do you think, the fear of rising rates has finally caught up with these sectors and these stocks might come under pressure, even more, in near term, as Fed and BOC continue with their plans to hike interest rates. What's your advice ? We have about 10% weighting in each of the two sectors. Thank You

Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?

Q: NO BS just straight goods. I currently have 2000 KXS and a collar trade to protect it just till this Friday.

In recent questions, you don't seem to be as positive on this KXS as I've seen in the past.

After my protection expires shall I let it be exercised and come in sometime down the road.

(Don't worry about reentry timing)

Thanks


Sheldon

Q: Given the current market backdrop, do you feel this makes a good entry point for TCS? Thanks

Q: What are your top picks for industrials in Canada?

Thank you.

Q: How is CSU looking versus its historical valuation? Is it getting interesting to add here, or above its average longer-term valuation?

Thank you

Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon

Q: What Canadian stocks would you be picking up today in this selloff?

Q: Hi, I would appreciate if you can provide your feedback about WELL Health Technologies. Pros, Cons, potential, Balance sheet & Cash etc. Do you find it attractive for Long term hold.
Thanks

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.

Q: Can you please detail why leons reported negative free cash flow last quarter?

Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers

Q: May I please have your comments on the recent earnings of these two companies?

Q: In another question today, ECN was described as a deep value stock. Can you please tell me a bit more about how it generates income. Also, where can I get the most accurate forward P/E? 5i Research lists ECN P/E at 1.3, Yahoo finance at 14.12 and Dividend Stocks Rock at 14.70.
Thanks!