Investment Q&A

Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?

Q: Thoughts on the volatility of these two companies share price?

Q: At what price would you be a buyer of HPS.A currently. It seems to be on a significant run up.

Q: Please comment on earning. Is it still a hold ? Thanks a lot.

Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.

Q: Hello Team,

The Canadian banking sector has been fairly muted for a while now, notwithstanding higher rates which have been beneficial in boosting interest income. And, soon, rates are expected to decrease. Is that going to hurt their earnings or help due to an overall smaller delinquency in loan repayments? If it will help, from a choice of buying and holding some of the smaller Canadian on-line only banks or the traditional ones, say for the next five years, which would you recommend?

Q: I just wanted to thank you for bringing this stock to my attention it’s been good to me and I plan on holding it.

Jason

Q: CS seems to be having some very nice momentum and positive Technical charts. I like you like buying at new alltime highs.

BUT this company is more dependent on commodity price movements.

In the past I have invested in miners, gold copper etc and can count on one hand how many times that has turned out poitively.

So my question is do you still feel very bullish on CS at this level and would you put new money into it now?

Thanks

Sheldon

Q: You previously commented that a good entry point would be at a pull back to $290 which it now is. Can you comment on March earnings and if you still feel this is a good entry point. Thanks John

Q: Hi, Could you please comment on the secondary offering of $163 mln, for sale of 3.5 mln shares by Mason Capital at an agreed price of $46.55, a bought deal through Scotia.

Does the recent weakness has anything to do with this, in your view ( besides the GS report} ?

Thank You

Q: Hello there,
what is your take on GLXY's earnings
Thank you.

Q: Can you comment on the current merits of Tfii.Is the founder preparing the company for his retirement/sale?

Q: Hi,
I'm wondering what's up with GSY lately - or should I say down? It had a good jump in Feb and now is threatening to drop below that. Are you aware of anything of concern that is driving shareholders to sell? As always, I look forward to your opinion!
Thanks,
Dawn

Q: Hi, Not a great day for ATS stock, Today, on the top of several weeks of declining share price, following the last quarterly results. Pressure on company's backlog was already noted by analysts' community, for last two quarters. However, except a couple, most Canadian brokerages stuck to their BUY ratings and price targets in the range of $61-$73. So, once again, there seems to be a noticeable divergence, when US based analysts cover Canadian Mid/Small Cap companies ( ATS: JPM - Hold $58 and GS: Sell $47 ). What is that they know and we don't ?

Goldman Sachs pointed to slowdown in Transportation, EV spending running in late stage of the cycle and company's lack of exposure to semiconductor capital expenditure. If, in your view, these headwinds are already reflected in the current share price, what catalysts do you see for share price appreciation, in the near term and going forward ? ( Besides expected growth in Life Sciences area, but whether, that will be enough to offset weakness in other sectors )

We own a 3% position ( with 20% loss, now ) and are contemplating, if a wait till next earnings release is worth it or this capital could be allocated to more efficient and attractive opportunities in the sector.

Thank You

Thank You

Q: I'm curious as to the lack of a high dividend paying etf in your Income portfolio? Also curious as to your thoughts on the partial use for these in a RRIF or PLIf account ( I am in MB and we have PLIF's). I'm setting up a PLIF and considering having more than a full position of HDIV, along with big stable dividend growers I'd pick from your favorites. I have a RRSP of the same value of the PLIF and investments in TFSA. I've been 100% equities all my life, eat volitility for breakfast. If you were setting up your own PRIF, looking to make significant income, what would it look like?

Q: Why the price drop today?
Is the is an opportunity to make it a full position?

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: Thank you for your answer to my earlier question. I just want to clarify. I had asked for current dividend growth ideas for a long term hold. In your answer you mentioned “high dividend”…same suggestions or a little different? Thanks again!

Q: Can you please share your favourite Cdn dividend growth stocks for long term hold in a non-registered account.

Thanks,
Janet

Q: In comparing total returns of the respective banks from Pre-Covid and then from Mar 16 2020 to present why does 5i continually endorse BNS - is it simply the DY ?