Investment Q&A

Q: I have purchased 2500 shares of PLI over the year at varying prices from 2.40 to 1.60. At 1.50 today would this be a good opportunity to average down and buy more. Your opinion is much appreciated.

Q: Please comment on earnings.
Thx

Q: There has been a fair bit of insider trading in ET since its last earnings report. Do you know how much insiders own of this company? I wonder if this suggests the next earning won't surprise to the upside like the last earnings did?

Q: CIBC has issued a downgrade on PLI reducing their target price from $4.40 to $2.15. I don not usually pay any attention to target prices but this seems to be a significant cut. They also mention cash burn rate and that the company will likely need additional financing.
Would appreciate your views on this. Thanks John

Q: I am interested in PUR but the stock seems incredibly expensive on a P/E
basis for a company which has disappointed with flat earnings for a while.
Even their dividend is not covered by earnings. Can you explain why you like it so much?
Thanks

Q: I am retired and able to live comfortably on
my Federal government superannuation, OAS and CPP.
Can you recommend a single stock for a TFSA, in which I currently hold a full position in ENF and a double position in AYA purchased when originally recommended by 5i?

Thank you for considering my question.

Q: Hello team,

Please advise what is in vogue regarding dividends accumulated in both registered and non registered accounts. I am able to reinvest these as it is not an issue in the non registered account, which has the bulk of the dividends. Would you recommend reinvesting in growth stocks,IE growth portfolio, or to plow back into the Beport stocks?

the dividends amount to roughly a 1/2 position in my current holdings.

Thanks

KC

Q: I'm helping my 65-year-old mother reallocate some funds (mostly diversifying and ditching debilitated oil stocks and mutual funds). Using about 3% of her funds, she would like to make a tech purchase (her first) for a long-term investment (5+ years) aiming at growth for this particular position. Following your recommendations, we are considering (a) Constellation (CSU), (b) Kinaxis (KXS) or (c) a mix of both. These are two great stocks and this is a nice moment to buy tech in general, but which of these three scenarios would be best right now?

Q: Please comment on latest acquisition of Holiday?
Thx

Q: What do you make of HWO's announcement today on its latest activities in Papua New Guinea? Is this a "company maker" move, or just a hype on its operations? Thanks for your opinion.

Q: Hi 5i team,
Is the director of PTE named David Dueck the same person formerly involved with PHO? If yes, could you explain his presumed role in PHO management problem (irregular transfer of money). If yes, what is your level of confidence in his involvement in the management of PTE. I usually require management of small cap to be above all suspicion in order to invest in them. Thank you, Eric

Q: The company's shares have been weak for some time and took a big hit in the past couple of days. Is this due to Volvo's announcement about phasing out of fossil fueled cars? If so and if other manufactures are expected to move more quickly in a similar direction what does this do to a company like ATD.b that is heavily tied to cars running on fossil fuels, and stopping at their sites to buy gas and other products? Is this the beginning of a downward slide in the company's business? If so why continue to hold the shares longer term?

Q: Any obvious reason for the jump in Savaria on a down day?

Q: The 5iR income portfolio has a 9.47% cash position. And in my income portfolio, cash is about 4.5% and my portfolio has 21 positions. Now I am wondering how I go about investing the available cash. This cash is the accumulation of income which is not need in the foreseeable future as the income portfolio is segment to the balanced portfolio. My intent is to reinvest this income back into the income portfolio. I could add another position but that would be adding to the overall positions which is already above 21....so I prefer not to do that. The other option is to invest in the existing positions. These positions are well balanced, aka no rebalancing required, other than a 20 decline in EIF-T. With your cash position being double mine, what are you expecting to do after July 12th? Or should I just "keep the powder dry" at this time in a savings account?......What I am really wondering is - What approach should be taken?.....Thanks....Tom

Q: What do you make of their recent acquisition? Small, accretive and very fast close! Is this the start of trend? How fragmented would the market be in the states?

TIA

Q: I purchase this stock 3 month's ago it has gone down ever since. I realize I should be holding them for the long term but find a 1/3 drop in this time frame is hard to swallow. In your opinion should I hold on or take my losses.

John

Q: Hi All at 5i!! Your recommendation for your balanced portfolio was to initiate positions in CAE and BYD.UN. The PE ratios seem to be a little higher in these stocks. Is this a problem? Cheers, Tamara

Q: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You

Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John

Q: Is KWH.un liable to be affected by a rise in rates? ( And just for my learning, might you suggest some equities who's price might be adversely affected by interest rate increases).
Thanks for all your support.