Investment Q&A

Q: in the portfolios, are the portfolio returns listed not including dividends. I assume the total portfolio return listed for any calendar year would the portfolio return listed plus the dividend. Am I understanding this correctly?

Q: Where (price wise) do you see SHOP hitting the bottom of the current downward cycle it's in? What potential danger points does it face that might cause it to stumble more than it is now?

Q: Could I have your assessment of earnings for CCL.B .
Thanksh

Q: Hi,
What percentage of the time does DCBO beat the earnings estimate?
Does it beat/miss by a large amount or small, usually?

Thanks!

Mike

Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…

Q: Why is CAE struggling. With a large backlog and with little competition in its sector shouldn't it be profitable? Is there a management problem? Where do you see it going in the future? Buy or sell?
As well, what is your opinion of ATS going forward?
Thanks for your continued expertise Stephen

Q: Buy or Hold or Sell? With a few comments. Thanks. ram

Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?

Q: Wanting to sell one of these to deploy cash to deploy elsewhere. Which of these two has the best pathway forward for a 2 to 3 year hold and which might you recommend to sell and why? Thank you.

Q: Hi 5i team. Your thoughts on switching ATS for either BYD or TVK. Looking for growth over extended time frame in a non registered account. Worry about the recent run up of BYD and TVK and wondering if I should wait for a pull back or if I should just stay the course after ATS pull back. Not looking to add another position in my already heavy industrial holdings.

Thank you

Q: Not a question, but a comment. And not sure if it’s relevant or not.

I’ve been involved in the electrical industry for 35+ years and have been aware of Hammond from a users perspective for much of that time. They’re noted for having good equipment, debatably the Honda or Toyota of relatively small dry type electromagnetic gizmos. Not the least expensive, but good value. It’s reliable, available, and therefore rather ubiquitous in industrial electrical rooms. I own the company not only because of your endorsement but because I like their products.

Similar comment with Powell. Pretty good equipment from a technical perspective and reasonably priced. Good innovators and flexible offerings. They seem to be winning lots of fully evaluated tenders.

One last comment. If privately-owned Schweitzer Engineering Laboratories Inc. ever goes public, consider buying. Fabulous relays and communication equipment for the utility and industrial power system space, and exceptional service.

Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?

Q: Hi Team,
This is more of a general comment , discussion on Gsy valuation. Is it just me or the earnings growth this company is putting out in relation to its p/e seems incredibly cheap. Looking at their history , quarter after quarter continues to be record and shows the most stable growth out of any of my holdings on a long term basis. The ceo really seems to know what he’s doing here. I think this should be a $1000 stock within 8-10yrs of growth remains as is and they are given a fair multiple in the market. Am I crazy to think this ? This isn’t even accounting for their new growth initiatives such as the credit cards they are going to probably be rolling out, or expansion into the US. Just looking for your thoughts on this and what might prompt the market to start recognizing the stock fairly in regards to valuation ? Thanks

Shane

Q: 5i
Are you still recommending BAM even though it has a P/E of 606.
Thanks
Bill C

Q: I am up about 40% on GSY (thanks 5i). Weighting overall in the portfolio is still okay. At what point would you suggest trimming. Or in other words, where do you think it might be a year from now? Thanks.

Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much

Q: on sept 5 you upgraded ATS to Bplus since that time the shares have dropped over 16 percent 1. what has caused the drop 2. would you buy at todays price 3. what 3 current metrics do you use to value ATS and how do they compare to ATS.s historical 3 year metrics thanks Richard

Q: Please comment on big jump on Wednesday.

Thanks


Sheldon

Q: Good afternoon,

Looking for a list of companies with safe , growing dividends and potential for some capital gain - Cdn or American.

Thank you,
Brad

Q: What are the leading blockchain ETFs or companies? I'm more interested in focusing on the blockchain technology and blockchain applications used by numerous industries (financial, shipping, government, etc.) rather than focusing on any specific cryptocurrency like Bitcoin. Thanks.