Investment Q&A

Q: It is falling today on volume higher than usual. Is there some news?

Thanks,
Milan

Q: X Div date on SIS is 9/28, If I buy tomorrow,Sep 27,do I get the Div. Txs for u usual great services & views

Q: I have a nice gain on TFII of 40%. Given its higher valuation with recent price increases, would you trim or change this holding to another industrial? Its currently about 4% of our retirement portfolio.

Q: Hi Team,
I read a news release sept.20 stating magna will acquire veoneer. I just wanted to confirm this is now a done deal. And do you see this deal as a long term positive or am I the only one judging by investor sentiment? Last I had heard Qualcomm had a higher bid?? Can you confirm ; and as well is it worth holding magna at these levels or should I be taking a tax loss on it (down 8% on it )? Are there any catalysts that could help the stock in the next few months or do you expect further down side? As of today it’s my only play on the EV sector. I had thought when I bought it to be a safe play on the sector and expected strong auto demand once the chip shortage went away. Thanks for your input !

Shane

Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?

Q: Hi 5i, read an interesting blurb in G&M stating that 26.8% of ACs float is short, and possibly due to all the debentures issued. My question is what is your opinion of this, and how long could this overhang last around the neck of ACs share price? Also do you still like it as a reopening trade and are there better candidates without this shadow of shorts?

Thx.

Q: Who will be interested in buying REAL? If the real estate is strong and this company can't get a bid what will happen when the real estate (and market for that matter) tanks?

Q: Hello 5i - I recently took my first Air Canada flights ( six legs) in twenty months and it was not pretty. Delays, cancellations, frustrations at customer service and on. I realise that restarting a big operation like AC is a massive undertaking but I was left wondering if I shouldn't get rid of my shares and maybe come back another time. So, hold or sell? What do you think?

Q: Any reason for the drop today in a very bullish market?


Sheldon

Q: Hi 5i Team - I have shares of ECN in both my non-registered and TFSA accounts. Could you tell me if the special dividend of $7.50 will be treated by Revenue Canada as a regular dividend by a Canadian corporation. If so then there will be a percentage added to the amount of dividend for total income purposes which could affect my marginal tax rate. Is it better then to move the non-registered shares into my TFSA (in spite of the dividend tax credit) which will trigger a capital gains of 50% of the profit. Thanks as always for the great service!

Q: Between PBH and DOL, which do you like better for long term growth?

Q: Good morning, 5 i team!

Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!

Q: At $0.23 is this stock oversold? In August 5i commented that the quarter was decent but investors were frustrated with lack of orders. On Sept 7th MRS annonced a BPA but the stock continues to drop. Thoughts?

Q: It appears that Mg is no longer one of your top favourites.It has a great run to reach $126 ATH in early June,2021,but since has declined to current $96.86.Is this a good entry point? Or U prefer one of U current favourites? Txs for u usual great services& views As a aside,I cannot find Acq in the Summary of accounts covered.It was on u previous list some time ago

Q: I have a small position in TIXT, would you consider a opportunity to add on today's drop ?

thanks,

Q: Why the sudden drop today
Thanks

Q: Was the secondary offering that huge? Stock down 8% now and continuing to head lower.

Q: I’ve had eglx on my watch list, is it time to step in or is there something more fundamental at play with the current down draft in the companies stock price?
Thank you

Q: I currently hold the following Industrial sector stocks: AC, CAE, MRS (very small position), WSP, XBC
Looking at adding ATA or TFII. Would you have a preference at this time and why ?
Many thanks.

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim