Investment Q&A

Q: Hi - with WSP release date coming up May10th, what would be your expectations around the coming year? Do you think there is a strong chance that they at least re-affirm the current year expectations? Or do you worry that they are going to be the next in line to lower expectations? Or (crossing fingers) are you confident that their business outlook/backlog is strong? Thank you as always!

Q: Hi Team,
What’s your thoughts on Ats share price currently? Is it a buy going into earnings or a bit risky at todays valuation? Share price seemed to be consolidating lately , but recently bouncing up some again now to new highs . What do you predict with upcoming earnings for the company? Do you still feel the company is set to be performing well for the foreseeable future?

Thanks
Shane

Q: What copper producer would be your recommended vehicle for a five year hold?

Q: Hi All at 5i!!
I know it is comparing apples to oranges, but which of these two has a greater chance of solid short term growth ?
Cheers,
Tamara

Q: Can you tell us when GSY reports, and what the numbers might be.
Also, can you tell us if GSY is expected to increase earnings this year and next, or is this too difficult to accurately forecast with the changes from the budget.
Thanks

Q: Hi 5i,

LSPD keeps hitting more lows lately. Currently trading below IPO price. What is your opinion on opening a position here for a 1-3 year time-frame?

Thanks

Q: Hi Folks,
with the big drop yesterday would you recommend buying TFII at this price or do you think there might be some more downside coming in the days ahead?
Thanks,

Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?

Q: Can you give us a recap of their earnings and most importantly outlook.

Thanks

Sheldon

Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: I see Parkland's share price since 2003 was rising steadily and quite well until February 2020 when Covid hit but after the initial Covid crash and rebound has been slowly drifting lower, now down about 35% from it's $48 high to the present $31 range and will have to rise over 50% to regain it's all time high. Why is is drifting lower now...what happened?.

It will take 12 years' worth of dividends to get back to the previous high unless the company can grow and prosper and profits rise considerably. I have studied your recent report [thank you] on the company and it looks good and the B+ rating in encouraging but you don't really identify much strong growth as such. Selling the refinery could be a negative as it seems to be steadily profitable.

Comparing the 20 year price and dividend growth histories of companies like FTS, EMA, RY, and T for example it is hard to see PKI as being a superior investment.

So does the current price and anticipated growth merit investing in PKI at this time for a 10 year hold? Do you have that much confidence in management?

Thank you......... Paul W. K.

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: I own a basket of energy stocks but among them TVE is the worst performer. Yet it is frequently recommended. Would you give me the rationale for the positive views on this company. Thank you.

Q: TFII report Tuesday. What is general consensus/expected? What does 5i expect? what d you see over the next couple of years. what are the downside risks.

Q: Is SHOP expected to continue doing well in the near term?

Q: Hi 5i,

Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.

Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.

Again, using same question above, compare a BNS to TD switch.

Thanks again for your valuable insights over the past several years!

Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.

Q: So, we all make bad buys, some are real big, and we know them in our accounts, so for interest sake, what would you consider to be the 5 worst buys that have been made in the growth portfolio in the last 3 years.
Thanks again

Q: Thinking of selling goeasy and buying dollarama what do you think about this transaction.