Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul
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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: Hi 5i team
Could I please get your thoughts on Primo water.
Many thanks Ken
Could I please get your thoughts on Primo water.
Many thanks Ken
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Canadian National Railway Company (CNR)
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Finning International Inc. (FTT)
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Mullen Group Ltd. (MTL)
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Bird Construction Inc. (BDT)
Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.
Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn
Q: Hi guys
Had a pleasant surprise today, for a change, a company that I had written off, started trading today after a long halt, change of business, it is trading at $ ,70 or so, my cost base is $.35, can you tell me something about this one, how does the future look, should I blow it out, or hold on, in your opinion.
thanks for your time and keep safe
Auftar
Had a pleasant surprise today, for a change, a company that I had written off, started trading today after a long halt, change of business, it is trading at $ ,70 or so, my cost base is $.35, can you tell me something about this one, how does the future look, should I blow it out, or hold on, in your opinion.
thanks for your time and keep safe
Auftar
Q: Has KWE made any progress since your comments re the company in early 2021? Given its substantial fall in share price, do you find it a compelling buy?
Q: Any thoughts on this IPO?
Are there any comparable stocks that could be used to determine value?
TJ
Are there any comparable stocks that could be used to determine value?
TJ
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Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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Mawer Global Equity Fund Series A (MAW120)
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Vanguard All-Equity ETF Portfolio (VEQT)
Q: Long term investment of +20 years. Undecided between ETF vs mutual fund. Should Canadian allocation be 30% or 5%? Which would you suggest from the 3 listed above? Thank you
Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter
Thank You for a great service
Peter
Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...
Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).
Cam.
Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).
Cam.
Q: Hello,
Can you please comment on recent results? Would you recommend purchasing this stock at current levels?
Thanks!
Can you please comment on recent results? Would you recommend purchasing this stock at current levels?
Thanks!
Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?
Greg
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?
Greg
Q: Hi 5i, pls provide your thoughts on latest qtr, guidance going forward and your view as a hold for next 5 years.
Thx
Thx
Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).
Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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High Liner Foods Incorporated (HLF)
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.
Also could you please rank in terms of estimated dividend growth going forward - best to least.
Thanks so much!
Q: Good morning, considering TFII being a cyclical stock, at what stage in the cycle would you say it is in these days? In other words if i bought it now hopefully it's not too late in the game, thanks
Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?
Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.
As always- fantastic service!
As always- fantastic service!