Investment Q&A

Q: I had some cash on the sidelines in March and managed to buy at some lows.
Im actually in the black now overall and of course my emotions (I think greed) take over and I think I should sell a portion in preparation for another dip - maybe a big dip after some of the reality of the impact of covid 19 is realized.
I bet you hate questions like this but, would you sell a third and see or just ride it out ?

Upvote 0

Read Answer Asked by Paul on May 07, 2020

Q: Absolute software is hitting new highs in this environment , what is happening to this usually quiet stock ?

thanks, Jean

Upvote 0

Read Answer Asked by Jean on May 07, 2020

• Horizon North Logistics Inc. (HNL)
  • View HNL Profile
  • View Questions on HNL

Q: This stock moving up. Could you explain the involvement of Fairfax Fin buying into this company. Seems like a postive move for hnl. Thanks

Upvote 0

Read Answer Asked by kenneth on May 07, 2020

Q: Hi Peter, can I get your opinion of BBD.B at this level for my 19 year old's TFSA account for a long term hold. He has just started and is short on cash but wants to get some invested. If you don't like BBD can you suggest another at the same level. Thanks, Nick

Upvote 0

Read Answer Asked by Nick on May 07, 2020

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Do you have any concerns with Knight delayed financials?

Upvote 0

Read Answer Asked by Tom on May 07, 2020

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: comments please on the quarter, Thx

Upvote 0

Read Answer Asked by blake on May 07, 2020

Q: I am asking for some coaching advice. I am down on multiple blue chip dividend paying stocks. They are amongst your favourites, ENB, TD, BNS, SLF and CM.

keeping all in equal weights is not important to me, rather my personality is buying the best valued equity of the moment with comfort that I am getting it at a good price. I am holding for long term.

My problem is I don't have a sense of which is better valued right now with everything up in the air.

My question is deciding which one to buy more of, as they are on "sale" right now. I am comfortable that their dividends are amongst the "safest" available.

How would you approach this?

Upvote 0

Read Answer Asked by Ernest on May 07, 2020

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi 5i,
Thoughts on purchasing BAM.A and SLF at current prices, or wait for lower prices? Do you think their dividends are safe?
Thoughts on the Canadian oil sector with respect to SU and CNQ? While dividends cuts have happened and likely to continue, do you see long term value in purchasing at these levels and do you prefer one over the other? Worth the risk for a 5 year hold?
Thanks very much
Terry

Upvote 0

Read Answer Asked by Terry on May 07, 2020

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi there,

I am considering opening a USD TFSA and converting it from CAD to USD using Norberts Gambit. It is a large sum and I was wondering if now would be a good time to do it or wait for the CAD to strengthen. Do you think there will be a better opportunity in the next few months or would you be comfortable doing it today?

Thanks!

Upvote 0

Read Answer Asked by Michael on May 07, 2020

• Pluralsight Inc. (PS)
  • View PS Profile
  • View Questions on PS

Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

Upvote 0

Read Answer Asked by Alexandra on May 07, 2020

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Questor Technology Inc. (QST)
  • View QST Profile
  • View Questions on QST
  • View Reports on QST
• Savaria Corporation (SIS)
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Maverix Metals Inc. (MMX)
  • View MMX Profile
  • View Questions on MMX

Q: Hi, looking to lighten up on my small cap holdings, sector not an issue. Could you list in order which ones you would SELL first?
Looking to hold two for longer term
Thanks

Upvote 0

Read Answer Asked by Brad on May 07, 2020

• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: Hello,
How do you feel about HR.UN, they seem to be hard hit by this pandemic in terms of stock price, do you see liquidity problems or concerns about them ? There financials seem solid.

Upvote 0

Read Answer Asked by Robbie on May 07, 2020

• Dollar General Corporation (DG)
  • View DG Profile
  • View Questions on DG
• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL

Q: Hi gang
In an answer today.. saying that Consumer Cyclicals are better choice over Staples at this juncture ..you mention DOL and DG as good choices to consider. But in your cover reports you say they are both Defensive. Is Defensive not the same as Staples?
Thanks for all you do...would be lost without you.

Upvote 0

Read Answer Asked by El-ann on May 07, 2020

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

Upvote 0

Read Answer Asked by Dennis on May 07, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Would you please give me your expert opinion on this particularcompanyHow would you compare it with Shopify. ........... THANKYOU

Upvote 0

Read Answer Asked by Dennis on May 07, 2020

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Hi 5i,
Assuming you are still favourable to TCN, are there other US based REITS (US or CAN$) with a dividend greater than 5% that would be a good buy currently?
Thanks
Terry

Upvote 0

Read Answer Asked by Terry on May 07, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
  • View XIT Profile
  • View Questions on XIT

Q: Hi Team,

I was wondering when this fund rebalances and what the maximum weight is for a single holding. I hold the fund because I do like having some exposure to Shopify but more so because I think some of the smaller holdings have great long term growth potential. Your thoughts?

Thanks

Upvote 0

Read Answer Asked by Keith on May 07, 2020

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi 5i,

Please provide comments on the earnings released today.

Thanks!

Upvote 0

Read Answer Asked by David on May 07, 2020

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• The Trade Desk Inc. (TTD)
  • View TTD Profile
  • View Questions on TTD
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Rapid7 Inc. (RPD)
  • View RPD Profile
  • View Questions on RPD

Q: Hello 5i
From a pure growth perspective what order would you rank these stocks over the next few years?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on May 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Business Partners L.P. (BBU.UN)
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: Hello. I believe they both reported. Comments please. Thank you

Upvote 0

Read Answer Asked by Margot on May 07, 2020