Investment Q&A

• Air Canada Voting and Variable Voting Shares (AC)
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Q: When do you think is a good time to buy Air Canada? It's gone from $52.09 on January 13th to close at $27.40 today; almost a 50% decline.

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Read Answer Asked by William on March 12, 2020

• Delta Air Lines Inc. (DAL)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: if you were going to buy an airline these days, would you lean towards air canada or would you buy an American airline. if so, which one? bonus question: would you buy an airline with this free fall?
thanks for thé excellent service

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Read Answer Asked by joseph on March 06, 2020

• Carnival Corporation (CCL)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: Been keeping an eye on the travel stocks as they get pummeled by coronavirus concerns. CCL yield becoming very attractive--do you think there is a risk of them cutting the dividend as they battle through the inevitable sales decline over the next 12-24 (?) months

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Read Answer Asked by Brett on March 05, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi 5i,

Why do you think air Canada has performed better over the last few years and better since the virus than its USA counterparts?

Thanks!
Dave

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Read Answer Asked by David on March 05, 2020

• Delta Air Lines Inc. (DAL)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi,

Warren Buffett owns Delta airlines. Which is a better buy Delta or Air Canada?

Thanks

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Read Answer Asked by Ninad on March 02, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi,
Given the recent drop in Air Canada, do you think it's good time to buy? I have no position in CA and don't mind holding it for 2-3 years. thanks
Martin

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Read Answer Asked by Martin on February 05, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi 5i,

Are you able to tell me the rough percentage fuel costs account for in the operating expenses of air Canada?

Thanks!
David

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Read Answer Asked by David on January 31, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Do you have any input on AC's $2.50 fall today. I can't find anything.

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Read Answer Asked by Mike on January 21, 2020

• Air Canada Voting and Variable Voting Shares (AC)
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Q: The U.S has a first case of the virus. Do you think it would be wise to sell 1/2 my position in AirCanada and buy Transforce?

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Read Answer Asked by Matt on January 21, 2020

• Delta Air Lines Inc. (DAL)
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• Southwest Airlines Company (LUV)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: What would be your top recommendation in the airline sector, US or CAN. Thank you

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Read Answer Asked by Albert on January 15, 2020

• American Airlines Group Inc. (AAL)
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• Delta Air Lines Inc. (DAL)
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• Southwest Airlines Company (LUV)
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• United Airlines Holdings Inc. (UAL)
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• Air Canada Voting and Variable Voting Shares (AC)
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• WestJet Airlines Ltd. variable voting and common voting shares (WJA)
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Q: Hello, Air Canada has been very strong for quite some time. AC's PE now sits at around 13X wheras US carriers are sitting ~7-8X PE. With the risk of oil prices spiking likely sitting at all time lows, the previous "highly cyclical sector" knock on the airline business, seems less of a problem. What are your thoughts on taking a position in an airline at this time? If you were to take a position, which would be your preference in order - and why?

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Read Answer Asked by Jeff on December 04, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: I noticed that AC is trading at a 4.7 cash flow price ratio, P/E is about 11.5 . My understanding is that, in general, airlines are a poor investment, but I wonder if AC will be willing to pay a dividend, and I ask myself how investors would react to that. Could AC become a dividend paying stock and convert to utility type of company ? , would you buy it just for the growth ? or is too volatile for a long term hold ? thanks

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Read Answer Asked by Alejandro (Alex) on October 28, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Air Canada has demonstrated very good EPS growth and ROE for some time. Their stock has had a modest pullback, August through September, but seems to be gaining momentum again. Air Canada has the 2nd largest fleet of Max 737 in the world. Why wouldn't the grounding and route cancellations affect results. Q1 and Q2 results beat estimates. Q3 results, typically the largest reporting period, is due October 29. Do you think it will affect Q3 results? Would you take position now or wait until after October 29.

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Read Answer Asked by LARRY on October 15, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: i own air canada and air transat, do you think there will be a bidding war. dave

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Read Answer Asked by david on May 16, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Would you lighten up on Air Canada after this Onex bounce.

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Read Answer Asked by Mark on May 13, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Please comment on the latest results.
Buy, hold or sell?

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Read Answer Asked by JR on February 15, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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• NFI Group Inc. (NFI)
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Q: Hi,
I recently sold my AC shares (kind of reluctantly since I had done well on them) and exchanged them for NFI, which I think have more upside. Do you think this was a reasonable move?

Thanks

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Read Answer Asked by Scott on January 29, 2019

• Air Canada Voting and Variable Voting Shares (AC)
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Q: Hi 5i,
Looks like AC is down 6.5% this week. I can't find any news that would cause the drop. Oil prices??
Dennis

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Read Answer Asked by Dennis on October 04, 2018

• Air Canada Voting and Variable Voting Shares (AC)
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Q: I'm considering shorting Air Canada, due to rising fuel prices, and it recently breaking technical support. Please give me your thoughts.

Thanks.

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Read Answer Asked by Brady on June 29, 2018

• Air Canada Voting and Variable Voting Shares (AC)
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• NFI Group Inc. (NFI)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Ag Growth International Inc. (AFN)
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Q: Good Morning Folks,

I own half positions in several companies - AFN, AC, TCL.A and NFI. Do you think now would be a good time to increase some or all to full positions?

Thanks for your assistance.
Dennis

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Read Answer Asked by Dennis on June 05, 2018