Investment Q&A

Q: I would appreciate your updated outlook on PNP, and answers to the following 3 questions:
My understanding is that this company is gradually being taken private by the family holding company. Do you believe that to be the case? Also, what do you think the rationale was for the upcoming rights offering that PNP announced last week? As an existing shareholder with a 1% position, do you recommend that I exercise the rights once they are issued?
Thank you...Glenn

Q: Can I have your opinion of this plant base frozen food company please ?

There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.

This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.

Thanks !

Q: Hi group how would you play the green energy space -ICLM or? also what is your top pick in the EV space and why - appreciate your views

Q: CSU seems to be an excellent company in terms of revenue growth through M&A, but there seems to be no organic revenue growth (even negative sometimes). Is there any concern about how sustainable their acquisition strategy is without organic growth of the companies they acquire.

Q: I have been following and have read the q&a on this stock as a speculative buy ( 10 % weighting in TFSA which I believe you will say is way too high ? ) for quite some time and have some questions/ comments.
1. Management is intriguing with co chairs, which I consider messy. One is a salesman who hit it rich in the weed business (Canopy), while the other is respected and experienced ( Mathews). Their CEO is experienced ( but still with no cash in the game? ) Management a positive/ negative?
2.Their products are promising and they have made the right kind of acquisitions. Agree?
3. You have commented that the stock has been ignored and is a wait and see such like GUD.
Wondering if the market is less excited with small tech companies at the moment. Does this create the opportunity to jump in a a good price or to stay away from for a while longer?
4. Balance sheet seemed fine; true ?
Your thoughts are appreciated.
Derek

Q: Looking for small cap healthcare ETF with holdings like Well and Skylight.. etc in order to spread risk
Your suggestions very much appreciated as usual,
Sherrill

Q: First a comment, I went through the paper on fantom distributions, have invested for 25 years and never heard of it before? If you do your own taxes like me, I would just say the CRA is getting double tax on my etf’s.
On that note could you advise on a couple of global etf with small or no exposure to Canada, as I would like to diversify to USA and other countries. Dividends would be nice but not necessary. Would be for 7+ years and may add to yearly as funds are available.
Thanks

Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks

Q: your thoughts on this one. seems to be taking off and is Canadian.

Thanks

Q: What are yours thoughts on LNF now? Stock has been going down this past week! Is the stock still good for income? Thanks! Rossana-

Q: Peter, your comments please in regards to UCTT public offering of common shares. Is now a good time to initiate a 1% position. Thanks

Q: WHAT ARE THE TOP 10 CANADIAN STOCKS AND COMPANIES WITH AND FOR FUTURE GROWING DIVIDENDS?

Q: Good morning
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. I’m looking for an additional healthcare stock (either Can. or US) to add to our TFSA’s. Suggestions greatly appreciated.
Regards
Les

Q: Would you gentlemen have a handle on an article about compounding and stats as to the benefits of such?

Q: Hi Guys
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks

Q: good morning - thinking of adding more energy. I currently hold SU and CNQ. Which sector members do you think have the best upsides over a long period of time? Thanks

Q: Hi 5i team,
AT share price dropped a lot last week. What’s the reasons behind this sell off? Do you see the share price likely to recover soon? Would you consider AT a buy /hold /or sell now and why? Thanks.

Q: Hi,
Is it a good time to invest in 5N or its better to place BYL and why?
Thank you

Q: Could you please compare these 2 companies, as well your rational for buying MRS. AirBoss is one of a number of investments I sold too early for a small profit.

Q: WHAT ARE THE BEST STOCKS AND COMPANIES WITH THE BEST MANAGEMENT?
PLEASE NAME THE TOP 10 CANADIAN STOCKS WITH THE BEST MANAGEMENT?