Investment Q&A

Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?

Q: I would like to have your view on Aecon in a recession environment.
How is the balance sheet compared to the company's debt.
Would you recommend buying the dip here

Q: Would you be able to give some thoughts on the recent price action of NTR? I had wanted to pick some up, but waited for a pull back. Got some under $130, saw it pull back some more and got some more at about $120. It's still dropping however, and I'm a bit perplexed as to why it is dropping. Thank you.

Q: Hi, kxs is around half from its high, I have about half position. Would you wait till the market settles on tech stocks, or are you confident enough on kxs that now would be a good time to buy more?
Thanks

Q: I hold WSP from 5i's Balance Portfolio and wonder if this stock is over priced in this market with a forward P/E of 22.8x (according to Koyfin). Just prior to COVID in January 2020, WSP traded around $96 and now it is about 40% more. Is WSP over priced in this market? What is their main focus on the consulting front?
Thanks!

Q: For a 10 year hold, if you were to buy 8 stocks from the BE portfolio today, what would they be?

Q: Good morning,

I bought BAM.A at $63.00 and would like your opinion on averaging down at some point
I hold this stock in my RRIF and TFSA.
I am invested in the Balanced ETF Portfolio complimented with Canadian blue chip stocks for income and growth.

Great service.

Carl

Q: I see good value in each of these companies and am planning on taking a position in one of them.
For a 3-5 year hold in my TFSA, which would be your choice and why?
Thanks, Rick

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