Investment Q&A

Q: I hold ALA.R and it is now converted to ALA do you think it is worth holding and is the debt has gone down. I currently hold 2% do you think it should be increased to 5% now or should I sell and buy something else

Thanks for the great service
Hector

Q: Comments on earnings please. In your opinion, is there a lot of upside here? Any risks? Thanks.

Q: Are distributions from this reit subject to US withholding tax? Thanks

Q: For the past two years the so-called experts have been saying that rising interest rates will benefit the banks and insurance companies through a more favourable rate spread. Yet, every time the BOC raises rates share prices have gone down. Now the same experts are raising concerns that higher rates will hurt the banks as the rates will negatively affect the credit-stretched consumer. Seems like the experts are playing roulette and betting both black and red at the same time. Your thoughts?

Q: Transglobe Energy announced today that its common shares have been admitted to the AIM market of the London Stock Exchange and the shares gained ~14%. It has exploration and production operations in Egypt and Canada Can you provide your thoughts on its sustainability and its potential? Thank you

Q: Please suggest weighting for 9 sectors for a balanced Canadian equity portfolio. Exposure for US and Fixed income is elsewhere:
Consumer
Staple
Energy
Financial
Health
Industrials
Technology
Material
Utility

Q: Hi Ryan & Peter,
I have started buying Chorus Aviation. It looks good to me after the equity raise @8.60, but the market keeps sending it down, to about 7.20. It seems to have good fundamentals and some growth in the leasing field. May I please have your opinion on this stock. Thank you, Terry

Q: SJ stock continues to go sideways despite what appears to be positive news. CN has been announcing a series of planned capital improvements over the past month or two. Yesterday, they outlined plans for Ontario, including the installation of 380,000 new railway ties. New housing starts are up and I believe SJ has operations in both the US and Canada so tariff fears shouldn't be that strong.

I am wondering why this and other such announcements would not be reflected in the share price of SJ as it is a major supplier of ties (I am assuming that 380k is a lot of ties, maybe it isn't). When CN released the last results they mentioned increased spending and the new CEO seems to have ramped things up as well, so it this old news and already reflected in SJs price?

Appreciate your insight.

Paul F.

Q: If you could pick two stocks that have the greatest risk/reward to load up on what would they be? Sector and portfolio holdings can be ignored in this case.

Q: Could you please give me your opinion of ARX? Couple of recommends on Bnn. Could dividend.

Q: Your thoughts on the reason for the gains and is this a strong company. Tks

Q: Hello -
Which of these two companies has:
1) Best management
2) Best potential growth
3) Best potential dividend growth
4) Best balance sheet

Thanks.

Q: Hi Peter and Ryan,

What is your thought on Valeura Energy at this level? Any growth potential?
Is it a risky stock?

Thank you for your great service.

Q: I have a friend, age 27, who wants to start investing. What books, magazines, websites, podcasts would you recommend for a beginner? She has 15K in her TFSA and would like to know where to park it for now. There is no plan to withdraw the money in the near future.
Thank you

Q: I have a question about ITP.
It has sold off quite a bit lately and looks like there is value in the name at the moment. Your thoughts would be greatly appreciated on ITP and more generally the packaging industry given the the growth in E-commerce in North America.
Thank you for your advice.

Q: Greetings to Team 5i:

If I am reading the data correctly these ETFs trade on fairly thin volume? It looks like it would not be unusual for them to trade 5k, 30k, and 20k shares respectively on any given day. I am new to direct/on-line investing and trying to figure out the best strategy to buy ETFs (or any equity) like these if the quantity you want to purchase approaches maybe 1/4 or 1/5 of the total shares typically traded in a day. Obviously I'd prefer not to get into a situation of an order getting filled over two days or only partially filled since the returns are meager enough without incurring two commissions or something. Is there a concern here, or a strategy that should be followed as to the type of order entered? Thanks as always for your guidance because I truly do continue to learn something new every day with 5i.

Q: Trevali was down about 8% today on about three times its normal trading volume. Do you know of any particular reason for this. Also do you think there is still downside to the stock. Thank you.

Q: Raging River has recovered somewhat from its low caused by the announcement of the merger with Baytex. Is this perhaps a good time to sell, considering questionable management, and if so could you name three or four similar names in the sector that might have better potential. Thank you.

Q: With interest rate hikes seemingly imminent and tariffs not going away for a while, which 3 categories of the 10 following in the Canadian market make the most sense for new money today, especially for immediate short term 1-2 years gratification?
Materials, Consumer Cyclical. Financial Services (includes real estate), Communication Services, Energy, Industrials, Technology, Consumer Defensive Non cyclical, Healthcare, Utilities

Q: please comment on Firan's Q2 including how it stacked up against expectations.