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Investment Q&A

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

Q: Hi 5i

I would like to take a position in AC, but I'm worried about Canada’s vaccine rollout. I don't see a resumption to normalized traffic this year. My guess is they might hit 50% capacity late this year, and that might be aggressive. Can tell me how long AC can last with current monthly cash flow burn before they have to raise more money? Also can you provide your best estimates to traffic for 2021 and 2022.

Thx
Read Answer Asked by Christopher on March 27, 2021
Q: I’d appreciate your thoughts on SUP (in the USA) and its outlook. On a related note, what other cyclicals come to mind that are still way down from their historical highs but are a good bet to reach them again? They could be small, mid or large caps, but the more upside the better. Thanks.
Read Answer Asked by Brian on March 25, 2021
Q: Hello Team,

Can you plese list your top 6 'recovery' stocks that should still show significant positive movement.

Thanks,

Dean
Read Answer Asked by Dean on March 24, 2021
Q: Hi, I am looking to put some US funds into companies/sectors, which will benefit from the reopening of economy. I also read that small caps generally outperform when economy rebounds. Could you recommend some USD ETf's and few large cap US stocks, still trading below their pre pandemic levels in such sectors, in order of preference. Thank You
Read Answer Asked by rajeev on March 19, 2021
Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek
Read Answer Asked by Derek on March 18, 2021
Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%
Read Answer Asked by Keith on March 10, 2021
Q: Hi there,

I only have a little bit of money to put in right now and I’m looking at either WELL or Air Canada - which would you recommend? I am comfortable holding for a year or two minimum and am looking for growth but want to stay on the safer side. Appreciate your insight!
Read Answer Asked by Carol on March 10, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.
Read Answer Asked by Matthew on March 08, 2021
Q: I am investigating buying AC playing the “ back to normal “ theme. While it’s generally agreed that the number of customers will bounce back, and possibly even exceeding previous numbers , I am trying to determine the profile of these travellers ; will business bounce as much as vacationers , what will be the favourite travel destinations, how long will it take to play out etc. ? Do you know of any links that have done an in-depth investigation into the airline industry or AC in particular? Thanks. Derek
Read Answer Asked by Derek on March 05, 2021
Q: I would love to buy Booking or Live Nation but I cant pay more than they were trading at a year ago. There is still too much uncertainty. Are there any names that haven't fully recovered (and then some) that look interesting to you at this point? Thanks
Read Answer Asked by Martin on March 04, 2021
Q: Hi 5i gang,

What are your current favorites for the reopening trade? I know this is not a new theme, just looking for stocks that are still are reasonably priced.

Thx
Read Answer Asked by Christopher on March 03, 2021
Q: Aside from AC, what are 5 top of list "recovery stocks" ?
Read Answer Asked by George on March 03, 2021
Q: In less then a month I am up 50% on Twitter. As a result Twitter is now 5% of my portfolio. Similar story with AT.TO, up 90% and just over 5% of the portfolio. I am thinking of trimming Twitter (25%)and significantly trimming AT (50%) before q results. Money to be used for ICHR, what weighing would you start with or is it better to go with SOXX at 5%? I believe I need a position in this sector given current/future demand.

Don't you think AC stock is getting ahead of the reality and air canada path back to business will not be as smooth as the stock is indicating? Or are the investors looking 2 years ahead and are willing to discount any turbulence? Is that the strategy here?
Read Answer Asked by JR on February 26, 2021
Q: I have been fortunate to have made 300 per cent with Go Easy, is it time to trim and buy into Air Canada or WYNN with the potential rebound or simply run with GSY? Thanks
PS I’d have never known about GSY if it weren’t for your stellar recommendation and advice.
Read Answer Asked by Dennis on February 24, 2021
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