Investment Q&A

Q: Hi 5i Research team,
Could you comment on Goldman Sachs Merchant Banking take-over offer published this morning? What would be your guesstimate probability of a competing higher offer? Probably low since (1) : Goldman has access to large ressources, so acquirer competitors must know they would probably be at a disadvantage in a competing bid; and (2) this transaction is the result of a review of strategic alternatives for PEO. Isn’t such process (review of strategic alternatives) be a mandatory divulgation by compagnies since it can have a material impact? At what price would you sel at this time in a margin account? Thank you for your collaboration, Eric

Q: Hi,
In a recent question from Jacques about renewable energy, you respond:
We would suggest; BEP.UN, AQN, BLX, NPI
Where does FTS fit in this list?
I own BEP.UN and FTS and considering selling FTS and replace with any of the other 3. Would you agree with such a move? What would be your ranking of these 5 companies in order?
Thanks

Q: Hi. In virtually every other publicly traded company I own or have owned, the CEO owns shares of the company. But in this case, John Proctor has been CEO for three years now and makes $400,000/year yet he owns zero shares? Why is this the case? Is it not a really bad signal that the CEO is giving a presentation on Monday December 14th at a conference to investors and analysts as to why MTLO is a compelling story yet he does not walk the talk and does not own any shares. Is that a fair question?

Q: My understanding is that RTX is down because of its aerospace division and covid. was wondering if company is good buy. Can't find it's P/E. Was It's merger with UTX good or bad timing in relation to the pandemic.

Q: Hello Team,
FR has announced a dividend for the first time, and it has Sprott on board, but it has a tax problem with the Mexican government.
What is your advice on this stock in relation to PAAS, for a long term investment (+ 5 years)?
Thank you,
Joseph

Q: 11:26 AM 12/11/2020
I am interested in TCL.A. Nice dividend growing slowly and good share price growth from 2012 to September 2018 when it was over $28. Then a sudden plunge downhill to May this year at under $10, with Covid just one more small bump along the way.

What happened in Sept 2018 to trigger the plunge?

Now the company appears to be doing well but I worry that they are in print media which is a sunset business. How much of their business and income is geared to printing? And are they reducing dependence on printing and if so what is the replacement income source?

Overall what is your opinion of this company for an income/growth investor for a very long term hold? It has always seemed a bit less than exciting to me but the dividend if it continues to grow, is appealing these days.

Would you buy now or could you suggest 2 or 3 other companies with a growing 4%+ dividend that you might like better in the same or similar space?
Thank you...... Paul K.

Q: Hello, can I get your views on Arconic Corp. Also, I own some shares in Alcoa, would you trade them for shares in Arconic? Thank-you.

Q: Hi Gang
What would be your top pick in small cap Canadian tech stock under 5 dollars at this time
Thanks Mike B

Q: I am looking to reduce risk in my portfolio via sale of tech stocks and purchase of bonds. Can you recommend a high yield bond fund?

Q: Hi,

I'm looking to add to my consumer discretionary sector exposure. I currently only own QSR as a 3% position as I am deploying a lump sum. I am thinking of adding Aritzia, Canada Goose or Lululemon. Any preference or another suggestion?

Thanks,
Jason

Q: KSX SEEMS TO BE SLIPPING A BIT. REAL MATTERS SLIGHTLY LOOKING LIKE A GOOD VALUE STOCK COMBINED WITH GROWTH WHICH ONE DO YOU THINK HAS THE BEST PROSPECTS 1 YEAR OUT

Q: If I didn’t have gold exposure, what would you recommend between FNV and MX? Is it important to have gold or would MX be a better option?

Thanks.

Q: Hi 5i Team,

Of the stocks hitting recent 52 week highs, which 5-10 stocks do you have the most conviction in going forward?
If possible, could you list 5 Canadian and 5 American exchange stocks?
As they say, a stock that hits a 52 week high is likely to continue its ascension.

Cheers....

Q: What are your thoughts on NGVT?

Q: Do you you prefer Loblaws or Empire over the next couple of years?

Q: Hello and Good Morning,
In the recent months, many analysts have become bullish and more confident about the company, and have expressed confidence in the new CEO. The high debt has always been a concern for this company but it appears that the new CEO is taking prudent steps to reduce this and is his priority for the turnaround.
The share price has seen a very good appreciation in the recent weeks. What are your thoughts about this now, in the medium to long term ?
Appreciate your advice.

Q: 1.5% position, p/p$7.81,loss 23%.Dream office intends to build a 310 meter office & residential complex on 212 King st,w,Toronto .Mpct,the real estate arm of Dream already has interest in a building on King st. What impact will above project of Dream Office have on Mpct. Also,shoud I continue to hold?If not,please provide 2-3 high potential alternatives,regardless of sectors.Txs for u usual great services & views

Q: Can you provide, as you have in the past, a ranking of the best 30 TSX companies greater than 500 million market cap by ROIC and include PE and Debt/equity as well?

Q: Can you please suggest best ideas to replace XOM ie large cap dividend paying oil. Can be Canadian or US. Looking for similar or a little more beta.

Thanks.

Q: Would like to do one-stop shopping, of a broad based, multinational commodity fund.
Two or three funds if need be.
I already have lots of oil and fertilizer exposure.
Either USD or CDN.
Thanks