Investment Q&A

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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Q: Two questions:

(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.

Upvote 3

Read Answer Asked by Jerry on February 12, 2024

• Canopy Growth Corporation (WEED)
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• Organigram Holdings Inc. (OGI)
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• Green Thumb Industries Inc (GTII)
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• Cresco Labs Inc (CL)
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• Trulieve Cannabis Corp (TRUL)
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• Tilray Brands Inc. (TLRY)
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Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks

Upvote 2

Read Answer Asked by Mark on February 12, 2024

Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Upvote 9

Read Answer Asked by Sal on February 12, 2024

• Apple Inc. (AAPL)
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• Meta Platforms Inc. (META)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: The dividend announcement seems to be well received. Can you comment on the implications of this if one plans to hold for the next 10+ years? Are there companies that you can use to parallel the potential future returns? Is Apple, Visa or MasterCard good proxy? Meta is likely to be aggressive in dividend increases.

Upvote 5

Read Answer Asked by Sal on February 12, 2024

• DraftKings Inc. (DKNG)
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• Flutter Entertainment Plc (FLUT)
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Q: Can you tell me something about FANDUEL. Is it a public traded company. Who owns it ?

Is DKNG your top pick in gambling ? RAK

Upvote 2

Read Answer Asked by bob on February 12, 2024

• Vertiv Holdings LLC Class A (VRT)
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Q: What you interpret or put value on 1 year target price on yahoo finance. example -
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks

Upvote 3

Read Answer Asked by RUPINDER on February 12, 2024

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: Compare and contrast BCE and Telus’s results.

Upvote 6

Read Answer Asked by Cory on February 12, 2024

• The Boeing Company (BA)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: AC Do you expect a good Q International travelers very strong
When do they report, ?

Are Air Ports running better now than three months ago ?
Do you think Boeing problems will cause fear in flying
Expedia said this was a factor in bookings RAK

Upvote 2

Read Answer Asked by bob on February 12, 2024

• Patriot Battery Metals Inc. (PMET)
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Q: This co. was suppose to be listed on TSX, on Feb 1, from its original listing on TSXV. Could you please find out what is happening with this company/listing.

Thanks.

Upvote 1

Read Answer Asked by Vinod on February 09, 2024

• Fastly Inc. Class A (FSLY)
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Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Upvote 1

Read Answer Asked by JOHN on February 09, 2024

• Magna International Inc. (MG)
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Q: Thoughts on the quarter [lease?

Thx

Upvote 8

Read Answer Asked by blake on February 09, 2024

• Magna International Inc. (MG)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: Hi 5i, seems MG is pushing out some of their bets on EV and Autonomous trends, Do you still believe in their growth over the next 2 years after this quarter? I know they raised their divi, but I fear this stock may become a value trap. Also, please provide a few alternatives, no small caps please, either CAD or USD. Thx.

Upvote 3

Read Answer Asked by Christopher on February 09, 2024

• ARC Resources Ltd. (ARX)
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Q: Please give your opinion of ARC Resources Y/E earnings from last night. Thank you.

Upvote 4

Read Answer Asked by hank on February 09, 2024

• Premium Brands Holdings Corporation (PBH)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Good Evening
I am a long time holder of Premium Brands, have always liked its prospects but have grown impatient with the stagnation in stock price. Considering a move to Hammond but wonder if I have missed out on the run up in price. Would you endorse the switch or have another suggestion. When I have made these types of decisions in the past many times patience would have been the best move.
Thank you

Upvote 6

Read Answer Asked by Marty on February 09, 2024

• SoFi Technologies Inc. (SOFI)
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Q: Would you be a buyer, and if so, at what entry price?

Upvote 6

Read Answer Asked by Charles on February 09, 2024

• Lumentum Holdings Inc. (LITE)
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Q: Big sell off yesterday (Thursday). Justified? Are things this bad? Buy, hold or sell and why?

Upvote 4

Read Answer Asked on February 09, 2024

• Restaurant Brands International Inc. (QSR)
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• WSP Global Inc. (WSP)
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• Toromont Industries Ltd. (TIH)
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• TFI International Inc. (TFII)
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• ATS Corporation (ATS)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• North West Company Inc. (The) (NWC)
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• Premium Brands Holdings Corporation (PBH)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!

Upvote 23

Read Answer Asked by Martin on February 09, 2024

• Enbridge Inc. (ENB)
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Q: On Sept 28,2023 Chris White did a blog post titled " Enbridge (ENB) Makes a Major Move in the US Gas Market".
Did this transaction go through? And if so how is it working out? If not why not?
Thanks
John

Upvote 5

Read Answer Asked by John on February 09, 2024

• Cameco Corporation (CCO)
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Q: Good morning,

Does the recent pullback create a buying opportunity ?
It seems a little extreme?

Thank you.

Upvote 6

Read Answer Asked by Brad on February 09, 2024

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: Can you comment on the company's most recent Q results. It seems the Ace Beverage acquisition is providing a good catalyst for top and bottom line growth but the stock price didn't seem to respond to this. I have held this patiently for several years and am wondering if more patience is warranted or if there is a better alternate you would suggest.

Upvote 1

Read Answer Asked by John on February 09, 2024