skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you tell me how you view MAL. Are the company's troubles temporary or more long term? Do you see the stock price and dividend eventually recovering with the overall market, or is this long term troubles specific to the company? Do you see the company recovering post Ukraine war? Is this a stock you would definitely be selling? Thanks.
Read Answer Asked by Pat on November 18, 2022
Q: This stock has been a tough ride for me. Bought it for income and some growth as my only exposure to the defense sector. The dividend cut and share price decline leaves me thinking its time to sell and move into another defense stock with higher growth opportunity. Would you agree, and if so, any recommendations with similar dividend, or one that at least has a dividend (held in RSP).

Thank you.
Read Answer Asked by Tony on October 19, 2022
Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Read Answer Asked by Douglas on March 25, 2022
Q: I'm going to increase my position in either MAL or AND { both at around 1.2% position } to somewhere around 2.5% ..... Which of the two does 5I prefer at today's prices ? ..... Can you comment on AND's earnings report ...... And problems with increasing rents, hiring drivers, and fuel prices going forward ? ...... Simply Wall Street claims MAL's earnings are set to grow 106.9% per year for the next three years. That's a pretty hefty increase in earnings ....And that the dividend is not well covered by earnings ..... Can you confirm this ? ..... Thanks for your great service. Garth
Read Answer Asked by Garth on March 04, 2022
Q: what is your thinking about MAL as the airline industry is recovering.
Can you tell if the have also contracts in the defense industry?
What is their market position and management situation?
Between AC and MAL,which would you choose and why?
Can you think of any better candidates in the airline industry?
Read Answer Asked by Josh on March 01, 2022
Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks
Read Answer Asked by Curtis on February 11, 2022
Q: Hi Peter& 5i team,
These are the stocks I have in my TFSA currently. I have 15 % cash and am looking for a couple of stocks with good dividends and growth potential. Could you please give me some suggestions.
Thanks for your opinions .

Read Answer Asked by john on January 13, 2022
Q: Stock screeners. Could you suggest web sites with a great stock screener tool - free or paid?

Failing that could you list Canadian companies that currently pay a dividend above 2.75 % and have no debt?

Read Answer Asked by William Ross on October 28, 2021
Q: Time to deploy a small amount of cash in an un-registered account. My 2 smallest holdings are SU and MAL. I am hesitant to jump back into oil and gas as the glory days are likely behind them. SU valuation is attractive but long term I just dont see the good times ahead. MAL I've owned forever and glad to see you add coverage and into the income portfolio. It has been beat up a bit and makes it attractive but worried about a slow airline recovery hampering revenues. Coin toss or do you have a preference for next 3-5 years. Not really enough cash to bother with a 50-50.
Read Answer Asked by Tom on August 10, 2021
Q: I own the above three and and all having trouble getting some traction---now down 13-5 and 15% respectivily.Should I hold or add to them?I assumme you wouldnt suggest sell.
Thanks

Peter
Read Answer Asked by peter on August 10, 2021
Q: As a Covid recovery stock I tend to agree with Mr Branson's philosophy on airlines { AC } . " The best way to become a millionaire is to invest $2.5 billion in an airline " . And Mr. Buffet " Hi my name is Warren and I'm an airoholic . Please talk to me until the urge to buy an airline passes " ...... So I am more inclined to go with someone who services them like CAE or MAL . Though the difference in market cap is huge I'm leaning toward MAL based on current valuation, a juicy dividend, and it doesn't appear particularly volatile .....I know 5I likes both but if you were going to give the edge to one today which one would it be and why ? Also when does each one next report earnings ?
Read Answer Asked by Garth on July 21, 2021
Q: Could you comment on stocks CA and US that would benefit from a major conflict between the US and either Iran or China?

Thank you
Read Answer Asked by Delbert on June 30, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!