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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: This is a $160,000 000 IPO for DRR.U (probable ticker), available through RBC for one. They will own - subsequent to acquisition - over 3,000 townhouse units in the US, with occupancy at 96%. The price is not set, nor the expected distribution. It also seems like over 40% will be held by some of the forming partners (some of the properties are being bought from them).
I would appreciate your opinion on this one, particularly with regards to any red flags you can spot!
Thanks! Paul K
Read Answer Asked by Paul on April 20, 2022
Q: Hi, I just finished reading your report on TFII which outlined it’s history of acquiring smaller trucking companies within the fragmented trucking industry. Got me too thinking about the probability of TFI making a bid for Titanium Transportation. Do you see a takeover as a possibility why or why not and the probability on a scale of 1-10 whereby 10 is most likely.
Read Answer Asked by Anthony on April 20, 2022
Q: You mentioned "rate declines" in one of your comments on TFII yesterday. What exactly are the rate declines you refer to? Thanks.


5I RESEARCH ANSWER:

TFII is getting hit on rate declines and recession fears, so much depends on an investors' time frame. It may stay weak in the short term. But we think $95 would be quite attractive, and it could get there on some market weakness.

Read Answer Asked by Victor on April 19, 2022
Q: Can I have your thoughts on owning this stock: value / expectations/ and DIVIDEND @8.4% sustainable?

Thanks.
Read Answer Asked by Donald on April 19, 2022
Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick
Read Answer Asked by Rick on April 19, 2022
Q: What would your opinion of a small portfolio of these three stocks in a separate risk on investment for about a six month to one year holding period? It would be about ten percent of my whole portfolio, thanks?
Read Answer Asked by Pat on April 19, 2022
Q: I think I misunderstood your previous answers on ZPR to mean it was the better preferred ETF to be in considering it holds rate resets, which should go up as interest rates rise. However, your last answer indicated it holds significant long exposure preferreds, which would cause it to fall more heavily under the current environment?

To be clear, what is your best idea for a preferred ETF right now?
Read Answer Asked by Curtis on April 19, 2022
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
Read Answer Asked by Gary on April 19, 2022
Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,

Jason
Read Answer Asked by Jason on April 19, 2022
Q: Please give your analysis of Stewart Information Services. It has been dropping like a stone but has a low PE 4.5 x, 5 year EPS growth of 45 per cent, and recently listed by your team favorably as growth stock. Have higher interest rates and concerns of slower housing market affected this stock so much or are there other issues. Buy, sell or hold. Your opinion please, thanks
Read Answer Asked by Ian on April 19, 2022
Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?
Read Answer Asked by Timothy on April 19, 2022
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