Investment Q&A

Q: Good Morning 5i,
I would appreciate knowing your outlook for Gibson Energy (GEI). In the past couple of months there was an article in the Globe & Mail that there could be more to come on the M&A front. It listed several companies that could be up for sale and GEI was one. The article said that GEI management was looking out to improve shareholder value and company sale (not just assets) wasn't out of the question. Since then GEI has become the first energy company in North America to link it's credit facility to meeting sustainability objectives. The stock has not performed as well as other energy stocks during this time and I have continued to hold it for the potential takeover aspect. Do you consider a take over is possible and if so, what companies do you consider would be potential candidates to takeover GEI? Thanks

Q: Thoughts on this newer precious metal royalty company, or more specifically, the management team? Thank you

Q: I have a capital loss in BEP.UN, if I sell would I have to wait 30 days before I bought BEPC?

Q: How significant would it be for the Canadian lumber companies if the US removed the tariffs on lumber? Which stock would you recommend in such a scenario.

Q: According to Sedar the taking over company paid out the money on Friday. How long would it normally take for the funds to show up in my account?

Q: Morning 5i,
After its earnings report yesterday VMC has risen about 14% as I write this, to $7.20. NFI meanwhile, is trading at $25.63. My question is: relative to NFI and using it as the benchmark, in your opinion is VMC trading at a premium or a discount and, if so, by how much and what do you think accounts for or explains that premium or that discount? Thanks!
Peter

Q: Significant drop in the share price today. Any news that you are aware of?

Q: I purchased a small position on the last dip with a short term hold in mind. I’m currently sitting on the fence whether to add to my position or to sell and move elsewhere. If I sell I’m considering LUN. Thoughts?

Q: I hold 2000 shares of BPY.UN in my RIIF account. When will the BAM.A offer for those shares be completed? Are BAM.A shares suitable for a RIIF account or am I better to sell BPY.UN now?

Q: Can you recommend a hospitality REIT. Either hotels or cruise ships or both combined.
Regards
Mike

Q: Hi,

Can you suggest 2 US Etfs that are similar to our CDN XEI?

Q: What Canadian ETF would you recommend for exposure to Biotech?

Q: What's your view on the company at the moment, any upside on the stock or or more a sideway movement for income only? thx

Q: Hi group why do you continue to recommend LUN I bought it 3 mths ago for the copper play and so far is is not performing well as copper continues to rise. looks like a sell to me

Also can you shed any light on lumber prices it has been dropping like a stone is the sector consolidating or is the drop the real deal. WEF has been hit particularly hard any idea why Thanks for your guidance

Q: I am rebalancing and need to add Material equities to my portfolio. Currently my only holding in that sector is MX:CA. Materials will represent 13% of the portfolio equal to my energy allotment. Generally speaking should I dispose of MX (because it is more or less energy focused)and start from scratch for sector investment? Can you provide some guidance on companies to check out? I have a 3-5 year horizon and like dividends.

Q: What Canadian biotech companies would you recommend?

Q: Hi Peter...I believe SQM mines most of it's Lithium in Chile. Possibly the company is domiciled in Chile which may protect it. Do you know if the legislators intend to revise the royalties on all mineral extraction, including Lithium, besides targeting the gold / copper producers? If production of any material is reduced then higher prices might be expected. Of course too high prices may put an end to the demand side of the party generally. Maybe the internal combustion engine will hang around a bit longer than expected!
Thanks,
Jim

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: Hello,

With their clinical trial in progress what are your thoughts on SONA's potential as well as current price as far as entry point. Also given the level of vaccinations performed do you think that there still will be a high demand for screening alternatives by the addressable market? Thank you!

Q: Looked like a decent quarter. Can you provide some colour? Thanks Mgmt seems to be executing and most analysts have upgraded the stock. And is it reasonable to expect CAGR of 10% going forward from PLC? Thanks