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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: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -
Read Answer Asked by Aleem on January 31, 2020
Q: Hi there. I was looking at your CAE report, and I was curious about how you develop your Peer Based Target Price which appears to be a weighted blend of the Fwd P/E, EV/EBITDA, FWD EV/EBITDA, P/B Ratio, Price to Sales Ratio, Fwd Price to Sales Ratio, Dividend Yield and possibly the historical relative averages. How do you determine the best metrics to place weight on? Does this view change depending on the subindustry?

Thank you!
Read Answer Asked by Liam on January 30, 2020
Q: Hello 5i Team,

I am looking to add a second stock in the Industrials sector of my TSX holdings.
I currently hold CNR. What would be your top 3 suggestions ?

Thank you,
TL

Read Answer Asked by Tony on January 30, 2020
Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM
Read Answer Asked by Ray on January 28, 2020
Q: Peter recommended CAE on BNN partly because of a large backlog of work which includes upcoming training on Boeing's 737MAX. I don't believe that Boeing has been completely forthcoming about the issues regarding this plane but we do know that there is a design problem which created a structural deficiency, and that they tried to overcome this with a computerized fix. That fix didn't work and the plane will have been out of service for at least 15 months. Evidence that has been made public is not comforting.
My question is; how much of CAE's backlog is related to the 737MAX? What effect would further delays or cancellation have on the financial results of CAE?
As always, thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2020
Q: In your reply to Robert on Jan 10 you mentioned a delay in returning 737MAX to service could be negative in the short term for CAE. I was going to hold off purchasing in the event of a pullback. Does the recent Boeing recommendation that pilots be trained only on the newer, scarcer simulator change your short-term outlook?
Read Answer Asked by Warren on January 27, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: I am wondering what your 5-6 best TFSA contrib ideas are for where we are in this market. I am kinda a guy who favours a thematic approach to investing as opposed to buying a roll-up-er like CSU or ATD. I'm looking to buy a name today that is good & getting better and hopefully one that will bear a lot of fruit in 3-5 years. Happy New Year!
Read Answer Asked by Martin on January 07, 2020
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Read Answer Asked by David on January 06, 2020
Q: i see you use the phrase “need to own”, so in your opinion what are 5 need to own stocks.
does goeasy fit the bill, i am sure you will say csu.
i know you hate the oil space but there has to be one you like, maybe parex.
i never understood need to own, that phrase only works as long as nothing company specific changes.
dave
Read Answer Asked by david on December 10, 2019
Q: I would like to buy in an RESP account 2 stocks for a child born in 2019
Can u suggest 3 stocks in order of preference with reasonable valuation
Thanks
Read Answer Asked by Indra on December 09, 2019
Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal
Read Answer Asked by ed on December 04, 2019
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