Investment Q&A

Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton

Q: Hi Peter
the stock is pulling back
I have some exposure in KXS and OTEX as the AI sector in Canada

like to start a half position sometime,
what is a good entry price for DCBO ?

thanks

Michael

Q: Good morning 5i
In an answer to an earlier question on bn you mentioned that 5i holds less than 4 per cent of this stock in the balanced portfolio. I found this a bit surprising, given your generally favourable attitude towards BN. I know there are numerous variables involved in choosing a stock for a portfolio. But I was just curious as to your reasoning

Second question has to do with LMN, which you are also favourable towards. I know that you cannot make individual portfolio decisions but i would appreciate your general opinion. I have received less than one percent of this stock from the split off and have been thinking about selling it or adding to it. The question comes down to whether it is an appropriate stock for a retired person, albeit one who can afford to and does take moderate risk, to hold. Although it is small and new, i am encouraged by its association with csu.
Thanks for your great service

Q: Good morning, it looks like ATZ will be having a rough day after their most recent earnings report. Do you think it will be a good time to buy after the damage is over and the stock settles down thanks?

Q: I do not want to say i was right, but my question on May 7, stated what the real problem with this stock was, way too much inventory, it is the death of profit margin in the fashion clothing industry.

Q: Can you comment on Aritzia’s earnings. They reported after Bell so not sure market action. How do you expect the stock will react. I read gross margins were down.

Q: I find it strange that the stock took such a dive a week before the earnings came out,$37 to $33.50!!Looks like somebody knew something!!!

Q: Over the last few days TOI has fallen from a high of $110 to a low of $98 and so is there any news that would explain people pulling out of this stock? Would you say this is a buying opportunity. Thanks so much.

Q: Hi Guys
i noticed you topped up Aritzia to 4.5% in your Jun update, the stock is down about 10% the last week or so, not sure i understand your strategy here. If a hard landing does come, which is quite possible, EPS could get crushed in this fashion retailer, i bet at some point its down another 30%, like many of the other stocks, take GOOS as another example.
Again it seems to me that 30-40 % draw downs from purchase price recommendations are no big deal.
Thanks ! Gordie

Q: Hi 5i,

Any thoughts on their CFO stepping down to pursue other opportunities? Have read some analyst commentary, and as usual these type of questions are subjective, so would like to hear your thoughts.

Thx

Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.

Q: A few times you said, you are not a fan of averaging down. Could you elaborate why you did it with Atco in may and june? Not to be picky, just try to understand your thinking behind this action.
Thanks

Q: Can you provide any sort of update on this company. I understand that the strategic update in August could be interesting, however, what other catalysts could be on the horizon? How do you like the risk/reward scenario? Has there been insider buying? Would you take a starter position here?

Q: I like the current valuation of BN at a p/e of about 17. It really seems to be similar to an ETF with such diverse holdings. Would you be comfortable with a 10% holding or higher of BN at this time?
Thanks!

Q: I know how positive you are on this stock, many guests on BNN and elsewhere also favour it, and I have done well on it (thanks to you). I also know a great company and a great share price can stay out of sync for awhile. Do you think the share price is languishing solely because of the Fed's legislative changes, and if so, how many "show me" good quarters is it likely to take to approach the old highs? Thanks for your thoughts.

Q: Hi,

I am considering a half position in NWC after reading your recent report. Considering their P/E relative to peers, low debt, well established beachheads in frontier markets and any other relative factors, can you give an opinion on where their takeover candidacy might be currently?

Thank You,

Tim

Q: Hello, I read with your interest your answer to Kolbi's question yesterday about growth stocks for TFSA. Regarding STN, it has an amazing chart and momentum. I see that WSP is in its peer group and is in 5i's BE portfolio. Would STN be preferred over WSP? Please provide reasons for yes or no. Many thanks.

Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.

Q: I have been looking at TCN for the growth small cap section of my non registered portfolio for a 2% allocation .The company seems well run, is in the fast growing US Southeast and has a decent dividend.
Two aspects I require help with: how would you assess its financial health and could you comment on its JV operations? Thanks. Derek.

Q: Hello 5i team,

Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?