Investment Q&A

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Good morning,

I would like your opinion on why this company doesn't seem to get any love from investors.? The most recent Q results look good, great insider ownership.
Sales increased 78% excluding foreign exchange impact
EBITDA growth of 225% to $15.2 million
EBITDA margin of 13.2% compared to 6.6% prior year
EPS of $0.22 compared to ($0.02) prior year
Targets annual EPS of $1.90 by F2026
Quarterly dividend of $0.10 per common share

Q: Good Morning,
I am interested in investing in XTC for its dividend and growth potential. I know very little about its debt level. Is it in the acceptable range? Also how secure is their dividend? Are they in competition with Magna and other automotive companies? What are their prospects of growth in this environment? Thanks for your input.
Jane

Q: Will the types of components manufactured by XTC likely be in demand in electric vehicles and thus the company will remain relevant and grow (e.g, similar to the future of MG)?

Q: I am looking at these 3 companies for long term income with some growth in my RRIF. Which one would you choice?
Thanks Roy

Q: What is your take on on Exco Technologies? Is this stock worth holding or is time to move on? What are the growth prospects?
Thank you
Stephen

Q: Good morning what is your take on the Q they reported? Do you see this ever getting back to the 12-15 range? thanks

Q: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?

Q: I have owned XTC since 2014 . I am content wIth the dIvidend but would like your opinion of future prospects, whether to continue to hold for capital gain or sell and buy something else wIth better prospects ?
John.

Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric

Q: In the consumer cyclical space, what are some of your top suggestions for reliable dividend and some growth? I already own LNF:ca.

Q: I have done a little research on present prospects and my feeling is there should be some improvement ahead. I bought it in the mid teens and have held it because of the good dividend. My question is should I hold
or move on.
Thanks Chester

Q: I have held these stocks for a few years and am underwater in all of them.
They all pay a small dividend.Should I take my lumps and move on .
Take whatever credits required.
Chester

Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.

Q: With XTC's 4th Q report yesterday, would you be comfortable taking a small position for growing income?

I see they have increased their dividend every year since 2010, but the share price has declined about 50% since 2016, so not friendly to capital in this particular time frame! What would turn things around over the next few years?

Also comments on the quarter please. Thanks!

Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?

Q: Good morning with this stock making a jump up today is there any news you can see that I have not been able to find? Do you think XTC could be a takeover target anytime soon? Thanks

Q: Hi 5i. What is your thoughts on the business/auto industry right now, the price of Exco which is around book value, its dividend and low risk capital structure ? Last conference call management reiterated, dividend increases and share buybacks will be their prudent use of free cash flow - can you give me the goods here.
Respect.
Patrick