Investment Q&A

Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?

Q: Hi Everyone at 5i! What are thoughts about Air Canada as a long term hold. I bought it during the pandemic in hopes that there would be a good surge in growth when things reopened . I recently read an article that the business travel end of the airline industry may not be so rosy because a lot of companies are going the more cost efficient Zoom route. With inflation and the cost of gas making travel more expensive recreationally, there may not be that quick come back. Your thoughts? Cheers, Tamara

Q: Hi- what are your thoughts on buying the new debenture paying 5.4% over the common shares. I assume the deb has lower risk than the stock and will also somewhat participate in any future appreciation?

Q: I have a small position in Otex in my Tfsa and would consider selling to add to Kxs for a 2 to 3 year hold. Could you please compare outlook for both and comment? Thanx.

Q: hey guys can you explain what the ifrs17 is and why it would negatively affect share price thanks as always

Q: Really don't understand why WELL keeps stubbornly going down even though they have successfully integrated their acquisitions in the last 2 years. They are soon to be profitable and yet no one seems to pay them respect. I realize that we're in a tough market but is there something else? They just raised money to make future acquisitions. Are shorts still after them? What is it that I'm missing?

Q: Re: CAE. Has there been any explanation for the delay in issuing the financial statements other than that the auditors needed more time? What were they struggling with?
Thanks for your thoughts.
Ian

Q: With a slight beat on top and bottom lines most importantly how was the future outlook?

Sheldon

Q: What it happening with BYD these last two days?

Q: I would like to add the 5 top pick companies in this portfolio to purchase today. Also, which companies would you not purchase in this enviroment.

Q: With the company reversal of negative trend would you consider buying it at this levels and this time? Or would you recommend similar company with a better prospects ? Thank you.
Miroslaw

Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Q: Gentlemen

What are your thoughts about the current quarter?

Q: Good day.

I am trying to justify in my mind, if I should continue to have my investments in individual equities or in etf's. I was wondering if you could help me decide.

Currently. I am fully vested in the Balanced Portfolio for the Canadian side of my investments.

When I compare the performance of the Balance portfolio and an ETF HXT which is TSX total return it looks like this:


Balanced HXT

1-year 1.98% 13.33 %

3- year 9.13% 11.48%

5 - year 6.92% 9.79%

Inception 14.22% 10 year 9.29%

This info was taken from the Scotiabank iTrade website effective May 29th and the Portfolio segment of 5i.

I realize the composition of the 2 are different, but nonetheless I look and see that if I put all of my Canadian portfolio into HXT I would be no worse off and have lots less to worry about and adjust.\

So, in consideration of the comparison I made above can you please help me with the case of why I should stay vested in the 5i balanced portfolio and what are the advantages of doing so vs going totally to an etf.

Thanks in advance and I look forward to your input.

Sheldon

Q: Can you comment on the negative price move on unusually large volume today? Thanks

Q: Can I please have your opinion on ADN? Do you feel the dividend is fairly safe and sustainable.
Would you prefer another lumber producer and if so why. Thank you.

Q: Both companies project good earnings. CSU or DSG or both today and your reasons?
Thanks

Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers

Q: Hi Peter,
What do you think of the action in NTR ? It had strong earnings and is in a solid position globally in the current environment. Desite this the chart looks toppy. Thanks.

Q: A few years ago I read Benjamin Graham's The Intelligent Investor. To make money in the stock market, one simple axiom he proposed was to buy a dollar's worth of a company for less than a dollar. Sangoma now has a P/B ratio of .43 so it would appear to be a perfect candidate to put Graham's axiom to work given a long enough time horizon. Notwithstanding the current poor market conditions for small-cap tech stocks, would you agree that today an investor can buy a dollar's worth of Sangoma for 43 cents?

Thank you as always for your answer.