Investment Q&A

Q: With BMO attracting all these inv. people from CIX how badly will this hurt CIX performance

Q: I searched past questions/answers with no luck so here goes. If Suncor sold its gas stations, what would they do with the money? What effect would the sale have on the stock/dividend? Thanks.

Q: Hello 5i, Could you comment on Canacol as I notice that they have not participated in the rally in oil. Thanks

Q: what is your opinion of the merger and is management almost the same in both companies. Seems like a friendly takeover

Q: Good afternoon.

Please advise your thoughts on SRV.UN and KEG.UN in terms of income stability.

Thanks very much.

Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.

Q: Hi,
With WMT results in mind, how do you feel MCD, V, AMZN will react with earnings all lined up this week. I understand MCD isn't a retailer but is linked with consumer spending, necessities, inflation, etc.
Appreciate this.

Q: Eric Nutoil (pun intended) has a firm belief that oil companies will be buying back shares and or increasing dividends for shareholders for the foreseeable future. Apparently even at 70 dollar oil, they’re making money. Why is it then that at the slightest hiccup when oil goes down in value, the share prices plummet? Is it short sightedness for investors or what am I missing?? Thnks Dennis

Q: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!

Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?

Q: If you had the opportunity to invest in a couple of energy plays like ATH or TVE versus the Consumer Defensive/Cyclical like L or ATD at this recessionary like time, where would you put your money?? Dennis

Q: Good Afternoon Peter, Ryan, and 5i Team:
Do you think that SLF represents good value at $57-58 CDN per share ??
Why do you think it has come off so much ?? Is it more sector related than anything company specific ??
Thanks as always for your help. DL

Q: You recently issued a questionnaire which asked for various market predictions and made one or more responses mandatory, which precluded a closing explanation. So here it is. When Putin stops slaughtering Ukrainians or better still kicks the bucket along with his chum Blatherov, and Russia agrees to terms and conditions which obliges them to conform to a rules based system for trade and adopts democracy as a system of government, the equity markets might have a chance of recovering, providing China brings North Korea to heel, stops lying, misleading, maneuvering for lands and waters it is not entitled to or cheating on a whole slate of activities, some of which intrude into our systems of democracy, and likewise agrees and accepts conditions which oblige it to conform to agreed rules for trade, providing Iran does not overturn all of the above. Until then it is a crap shoot.

Q: Of Loblaws and Sun Life, which do you think has the most growth potential over a two year period hopefully coming out of recessionary times?

Q: Your thought on SJ for a longer term investor looking to find value with growth (oxymoron). Valuation seems to be on the attractive side and looks cheap once things start to turn around. Is it relative to peers? it has come down a lot since your report. Is the major concern simply a recession?

Q: Time to increase my weight in Gold and Silver. What two gold or silver stocks do you like now (I already own AEM, so not that one)? And a brief reason why.
Thanks

Q: After reading your report on InterRent REIT, I'm looking into it further. I currently hold NWH but am looking for more growth in both the distribution and unit price (NWH hasn't increased the distribution in a long time, and the unit price hasn't grown that much).

I see that all of InterRent's 2021 distribution was ROC so all tax-deferred. Is this expected to continue? If so, that's a great benefit as I'm holding in a taxable account.

Q: You mentioned that TCL.A is ok for income but if you are in the red would average down as the position is now at 1.5% only. If to sell what stock would you replaced this?

Thanks

Q: Not a question but just a comment that companies like Aritzia First Service and Go Easy would never have been on my radar without 5i. I’ve held all three for a number of years in my portfolio and they’ve done well. It’s also heartening and reinforcing to hear the “experts” on BNN Market Call selecting these names as Top Picks or strong recommendations. I appreciate your sound advice and recommendations. No doubt I can also mention losers that I’ve followed from 5i but my take is that it’s up to us to decide when to sell and what to buy based on your data and your informed advice. Thanks