Investment Q&A

Q: I am thinking of entering into a position in Boyd. Thoughts on this as an entry point
and how does it compare with the prospects of the industry as a whole?

Q: Hi, ATS price action for past few weeks has been disappointing, to say the least. There was a similar comment from another member recently - ATS stock price has started a definitive downtrend, asking for a possible explanation. 5i response was along the line - "ATS share price has been under pressure recently along with the broad market ". The issue is that ATS follows the broad market ( growth stocks ) during declines but fails to participate during market rallies. Even on Tuesday when Bond yields moved significantly lower, prompting a nice bounce in most growth sectors, including Technology and Industrials, ATS showed only a muted response. Any further insights or possible explanation ?

I am aware that ATS is one of the largest holdings in your Growth Portfolio and it's one of your favorites. Thank you for your invaluable service !!

Q: Hi 5i team.

This question is about how model portfolio annual returns are calculated.

Specifically I would like to know how those securities that have been removed from a portfolio over time are reflected in the yearly returns. For example, in the Balanced Portfolio, securities such as AC, NFI and many others no longer in the portfolio, how are their losses captured in the annualized figures.

Perhaps if the absolute dollar value (based on the $100,000 initial investment) were to be reported each year, then we could see the return that would include both dividends and also account for deleted securities that would have incurred losses. This would provide better comparison to those of us that use the model portfolio to structure our own real portfolios.

Thank you.

Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?

Q: Toi down from some $108 at end of Jun to cp of $91.85, so is it timely to buy/add.What is good entry price? Txs for U usual great services & views

Q: How material is today's Suncor news? : "Suncor Energy (TSX: SU) (NYSE: SU) announced today that it has agreed to purchase TotalEnergies EP Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project (Fort Hills) for $1.468 billion". Will it have a positive effect on the stock? Thank you

Q: Hi there,

I am still holding these in my TFSA after significant drop in value. Do you recommend holding or exiting these names? Thanks.

Shyam

Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.

Q: Can you list five companies in your growth portfolio that you would add to at this time.

Thanks Steve

Q: Hi - leaving out the "it's still up 30% ytd" aspect, ATS has started a defined trend downward. What do you attribute it to...are they higher beta with respect to the economy and possible retrenchment on capital spending budgets for companies? In other words, apart from profit taking, do you think the market is projecting a hit to their order book? Thanks as always!!

Q: Thanks for your answer, What would be your observations on the US media vertical sector. What function does VMS provide and is the outlook positive?

Q: what does it do and why was it created?

Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

Q: Big Surprise this AM with T/O proposal of NBLY. Or, was it? Pretty large premium so no competitive offers likely? Would appreciate your perspective.

Thank you kindly,

Geoffrey

Q: May I have your opinion of EQB acquiring ACM Advisors

Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?

Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.

Q: same sector tax-loss strategy...What am I missing here...with the assumption that the banks move more or less in tandem...

If I sell BNS stock at a $30K loss and use the funds to buy BMO as a "placeholder", won't I be in the same position either way? i.e. after a 10% gain I would either recover my losses as the BNS stock increases or I would grow tax-free gains as the BMO stock increases (up to $30K)...

Surely for this tax loss strategy it is best to just stick with the company I most believe in, yes?

Q: I am curious about your yield calculation of approx. 8.7%. Is it not closer to 7%
Jerry