Investment Q&A

Q: Hello Peter and Team

I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.

Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.

I value you opinion

Raouf

Q: I have KXS, CAE, BAM,TOU,AC. Would you recommend to add to some of these stocks or would you recommend to buy different stocks? What stocks would you recommend to buy?

Q: Hello 5i,
Looking to consolidate two half positions into one. The two half positions are PLC and CAE. Which one should I keep? Thanks.

Q: I've been waiting to initiate a position in either AC or CAE for a minimum two year hold but I can't decide on which one. My brain tells me this is a good time to enter either or both, but I am concerned about the sector in general.

Can you give me some reasons for both companies why one should buy today and some reasons that gives one pause on the names?

Of the two, does 5i have a preference and would you start a position today in either name?

Thank you.

Q: Can you please rank the following four, and following four in terms of compelling buys at today’s price:

1. GOOS, DOO, RH, ATZ
2. LMT, CAE, TT, J

Thank you

Q: Looking for income other then growth. Thinking of replacing CAE.CA with TCL.CA is this a sound move?

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: Hello 5i team

Isn't CAE's debt too high? It will be around 4x once the last Sabre Aircentre transaction is completed in the first three months of 2022. I want to take a position right now but this makes me cautious.

Thanks

Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.

Q: Could you comment on earnings and future outlook. Thanks.

Q: If inflation is going to be a concern, do you have 5 company suggestions in the US and Canada that would have pricing and so earnings power? Thank you

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: Two separate questions on the same theme I guess. First, Can you comment on CAE’s ability to deal with an inflationary environment, especially if interest rates were to rise? Thinking of their balance sheet, “pricing power” and so on, as well as their current P/E versus historic. Second, wondering how XHY might fare in the near term as well? Looking at the last number of years it has held up pretty well considering the yield, but it seems like a fair number of storm clouds gathering on the horizon that make me wonder about defaults etc.
Thank you,

Q: Hello team,

I am up 40% on CAE, which I don't think is going any farther until planes are back in the sky in a meaningful way. Would you agree?

If you more or less agree, I am thinking of selling CAE and put the proceeds to one or two of the followings ordered base on my losses in each. The original investment is almost the same amount in each stock with the exception of BLFY which was 1/2 of others:

U (+7%)
Appl (-1%)
ABNB (-5%)
PLTR (-6%)
CRNC (-23%)
BLFY (-40%)
PINS (-28%)

Would you average down or would you sit tight? I know you don't like averaging down in general, but I thought I would ask as sometimes there are better growth opportunities and it does make sense to build up a larger position.

Thanks for the help!

Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm

Q: In my previous question answered today I was asking for suggestions for techs AND Industrials to add to for proper divesification. Unfortunately the Industrials was not answered. Thank you.
Yves

Q: What is your view on CAE and TOU, do they still have a lot of growth?

Q: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?

Thank you

Q: Hi,

CAE seems to be rangebound between ~$34-39 over the past six months. I realize six months is a VERY short time frame to base investing on, but as the price is approaching the top range yet again-I am contemplating moving on.

In your opinion, what do you think it will take to break through the $39ish price range?

thanks for all the great advice over the years.

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.