Investment Q&A

Q: Good day team,

A few companies I'm invested in are in a loss position so far.

AQN 42% loss
AD 16% loss
CJT 22% loss
GSY 22% loss

At this point which stock do you think I should keep, which one sell, and which one replace and with what?

I'm retired and 73 years of age.

Take as many points as needed.

Thank you
John G.

Q: This company came up on my screen because of insider buying. Can you give me your thoughts on it please. Is it something to invest in for the longer run.

Q: Am considering purchasing the above and adding to over time. Would appreciate your thoughts re this security compared to SPY or VOO or other you might prefer.

Q: Dear Peter and team,

Thank you for answering my earlier question on heavy oil and suggesting your picks. Doing my "homework", I see that these three are cross listed in the US and Canada. NYSE/TSX.
As I plan to hold them for a sometime I plan to write covered calls to augment the dividends. (One of your favourite strategies if I recall.)

With this in mind, may I ask you if it is more prudent buy these in NYSE as the options market is more vibrant on NYSE? Or stick to TSX? I understand that there is a currency risk if I buy them in USD. As the will be in our Regd accounts not too worried about tax consequences.

Many thanks in advance.

Mano

Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,

Q: Good day ,
I realize this name has been asked about numerous times including myself and most likely feel like I’m beating a dead horse here.. but this is the reason we as retail investors look to to your service for help .. no beating around the bush here as we know it’s a “hold “ for now .. are u confident in 2 -3 years time we investors who have “held “ this name will be rewarded for holding or averaging down as we are investing in this company and not trading this name .. are u confident in the management and the business model here for a long term story ?
Thank u
Mark

Q: Hi 5i
Canadian Natural-CNQ said when $10B of net debt is achieved the company will return 100% of free cash flow to shareholders. Cenovus-CVE said when $4B of net debt is achieved the company will return 100% of free cash flow to shareholders. In the company Q2 2023 financial results, CVE states their net debt is $6,367B. I am unable to find the the Q2 2023 net debt in CNQ results. Would you please explain CNQ net debt from their results. Thanks

Q: Hi 5i Team - I am interested in buying more U.S. stocks and have a non-registered U.S. dollar account as well as a TFSA account in Canadian dollars. Are there any concerns over buying U.S stocks in the TFSA account? eg. Are U.S. capital gains and dividends still tax exempt in a the TFSA. Any advice as to preferences re which account to use would be appreciated.

Q: Hi - these two companies, while being similar in business plan, seem to act very differently. can you help me understand why DG seems to perform so much worse? What is making DG seem to be such a weakling while DOL holds firm?

Q: Peter and His Dream Team
Recently, you stated there was no compelling reason to continue holding LGO..."moving on" was probably the best option. I am a share holder and of course under water. Now there is a new development...a strategic review. Do you think this has any real potential benefit?Also over a million shares sold near the close...is this just panic selling or has the ship hit an iceberg? Ha!Ha! Thank you for your information and insights...they are always valuable as us little guys try to compete with the big boys! Ha!Ha!

Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.

Shane

Q: Please share your thoughts on their earnings. Thank you.

Q: Would like to take a new long term position in either BIP or BEP.

Can you provide earnings and revenue estimates for both?

Do you have a preference?

I see that you hold BEP in your income portfolio.

Thanks

Q: 1:17 PM 8/30/2023
Hello Peter

I am trying to decide if it is worth investing in either Keyera or Gibson Energy as both seem to be attractive stable little companies that just go about their businesses.

I would appreciate your comparative analysis of Keyera and Gibson Energy for a very long term hold. Can you comment on debt levels, quality of management, possibility of a takeover, liklihood looking forward of regular dividend increases, and the potential of each company for future growth.

Both companies have nice dividend yields now. but no meaningful increases in share prices so the only reason to own either one is for the annual dividends, but Keyera's share price has fallen from about $50 in 2014 to about $34 at present so the dividends barely make up for the capital loss. Similarly Gibson's share price now [about $20] is the same as it was in 2011 so no growth there either but at least you did get to collect some dividends along the way.

Gibson's dividend was up each year since 2012 but was flat from 2017 to 2019, and Keyera's dividend was raised annually from 2004 till 2020 with twice with no raises, and no raises from 2020 to the present so one wonders if the cash flows are a bit weak some years.

It seems to me that of the two Gibson, although a much smaller company than Keyera, may the better bet.

So in your opinion is there any economic justification in investing in either of these two little companies?

On the other hand maybe this is a wild goose chase looking at Keyera and Gibson and maybe it is better to just stick to PPL, ENB, and TRP.

Thank you.......... Paul W. K.

Q: Given North American renewed interest in nuclear power and a general trend in buying domestic can you comment on SNC’s potential in this space.Particularily given both Hydro Quebec and Bruce nuclear ambitions is there a better name to look at?

Q: Your thoughts on FVI ? Analysts do not seem to like it that much. However, it did much better than FR. Hold or replace with something else? Thanks.

Q: May I please get your thoughts on Peabody Energy (BTU). They had a decent quarter given the drop off in coal prices at the start of this year. They are buying back a lot of stock. Can I also get your general thoughts on coal (both thermal and metallurgical). Are there standards for regional coal prices (like WTI, WCS, and Brent for oil)? Thank you.

Q: Hi Folks,
In my TFSA I can only top up ATD or VISA to a full position at this time. Both are up considerably, all things being equal, may I have your opinion as to which one would be best topped up today.
Thanks,

Q: Do you think there is a risk that Telus would make an offer to take over TIXT now that its share price has been severely beaten down? It would be a brutal hit for existing TIXT shareholders but probly a very good move for Telus. I recall TD bank doing exactly this many years ago when they spun out their online trading business and the market didnt price its future growth very well.

Thanks.

Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you