Investment Q&A

Q: What are your comments for current new money in these small caps

Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.

One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )

thanks/Art

Q: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len

Q: Hi 5i
How do view CJT earnings today. How does this companys expected performance look going forward. Would 5i be interested in investing at this time. If so why or why not.... At what share price would you be interested....I have shorter time frame of 2 years.

Thx

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx

Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.

Q: I own shares of CJT and am down quite a bit. Can you comment on their earnings? Do you think this is a good candidate for tax loss selling with a buyback after 30 days or is it better to move on to something else? Most analysts seem to look favourably on it with target prices well above the current price.

Q: When on the calendar do you feel tax loss selling generally bottoms out and would you look to be buying something like Cargojet? Do you have a few other candidates?

Q: Good day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.

Q: Can you please give us your analysis of the reported results and your outlook for the stock.


Sheldon

Q: Hello,

As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.

If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?

Thanks,

Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Q: Hello,

With the recent drop in share prices for these two companies, would you consider adding to existing positions or selling and moving on?

Thank you.

Q: I would like to sell either one of NTR or CJT, both had been slipping this year. I would like to lock in the gains before they slide any further. Which one of these two names you would recommend to sell and not likely to regret later? Thanks.

Q: What is your opinion of the company after the big earnings miss announced last month - is it a buy, sell or hold? Thanks. Rick

Q: Are the CJT results today as bad as the market reactions so far? CJT is a thinly traded stock and SP over reaction to any news is the norm. What's your take on the results? Thanks.

Q: Hi team
lost some money on CJT
can have another 1-2 years horizon
if I take the loss, what stock in the sector would one replace it with? thanks
Michael

Q: Is CJT a HOLD or would you sell. I already have Air Canada which I'm not too happy with.

Thanks,
John

Q: Hello Peter,
Could you please comment on Fulgent's results? Is it time to add to FLGT as the stock dipped for longer term? Also, what is your view on Neighbourly Pharmacy and Cargo jet? Thanks very much

Q: Hello 5i,

I currently have some capital to deploy and I am looking to increase my exposure to the industrial sector. I have been watching ATA & CJT as potential candidates. What do you believe would be a good entry point for these stocks? Are there others you could recommend in the sector that would have better prospects?

I have a high risk tolerance and I am looking to hold these stocks for 5+ years.

Thanks again for all that you guys do.

Greg C.