Investment Q&A

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Q: With the choice of adding to CAE(currently about 2% of equity portfolio) or purchasing a new position in AC which would you recommend and why? I recognize CAE may be less volatile in this market. Thank you .

Q: Hi
Your views about CAE in Travel Sector which might benefit once travel restriction is removed. CAE managed to finance an acquisition of L3Harris by raising equity of almost C$1-bil at 31.25. At present its trading around 35 to 35.50. Do you think this price is reasonable or stable or chances that it might fall back to 31.25 and settle there before there might be any recovery in price? Your thought please.
Thanks
Piyush

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

Q: I am a buy and hold investor. For an unregistered account which of the above would you recommend and why?

Ron

Q: on Tuesday priced an underwritten marketed public offering of about 9.1 million of its common shares in the US and Canada at $27.50 per share.... how will this affect current stock price

Q: CAE announced public offering of common shares priced at $27.50USD to raise $250,000,000USD to finance a portion of the purchase price and related cost of L3 Harris Military training business. What are the pros and cons of public offering versus brought deal from a company’s and investor's point of view? Is one financing deemed "better" than the other? Thank you.

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

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

Q: thoughts on the cae news today? Thx

Q: CAE has been a bit of a fall lately Other than the aviation industry in a bad situation, is there anything else creating problems? As an example, the ventilators they produced to fight Covid have had several function failures.
Comments, please.
Carl

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Hello Team
CAE wins a $275 Million dollar contract over 8 years and the share price drops 6% on 1 Million shares traded.
What gives ? Was there some bit of news that I missed. Was the contract too insignificant?
Thank You
Clarence

Q: These two stocks in my portfolio have very high P/E ratios. Could you comment why and it’s implications? They impact greatly on the average P/E ratio of my equity portfolio.

Q: Several questions so please take credits as applicable,

For Growth please choose one, but please ignore the different sub sectors:
1. CAE or AC or or SJ, or WSP or CJT
2. CCL or WPM or TECK or AEM or FM or LUN or WFT
3. EFX or ENB or CVE or CNQ or PPL
4. DOL or QSR or TOY or CTC

Thanks!

Q: What do you think about the announcement that CAE has procured a contract with the US Airforce?

Q: Do you think Brookfield Renewable has as much chance for growth as a CAE or WELL in the next 6 months to a year?

Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks

Q: Fast forward 2 years from today, and assume a return to something that resembles normal.
Which stocks (US and CA) would you wish you bought today.

Q: Hi, which of the above has a better growth profile? Thanks and Greetings, Peter.