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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hey gang!

I have a question about Aritzia Inc.

How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?

Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).

If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?

I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.

Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?

Regards,
David
Read Answer Asked by D on February 26, 2025
Q: In response to one of the previous questions you indicated that with 70% of of its business in the US tariffs will not affect its business much. The stock has had one of its largest price drawdowns and as we know much of this is due to the very poor Q which in its history is also rare. Do you think that this dramatic price reaction is over done as investors believe the tariffs will have a much greater impact then reality. If you didn't own the shares could a case be made to buy? If not what price or circumstances would move it to a buy?
Read Answer Asked by John on February 25, 2025
Q: Which electricity producers have the least solar and wind production as a percentage of overall production?
Read Answer Asked by Danny on February 25, 2025
Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?
Read Answer Asked by Ann on February 25, 2025
Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.
Read Answer Asked by Earl on February 25, 2025
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
Read Answer Asked by Derek on February 25, 2025
Q: Hello, what is your view on RTX? It has had a return of close to 40% in the past year. Obviously, I don't expect it to continue at that pace. With tariffs possibly coming, it would affect Pratt&Whitney in Canada. I like the co but I'm debating whether to sell and protect my gain in order to rebalance my portfolio. Thanks
Read Answer Asked by Martin on February 25, 2025
Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
Read Answer Asked by Tamara on February 25, 2025
Q: Hello 5i!

I know this company has some significant geo-political challenges but are the fundamentals still attractive despite these risks?
Respecting you don’t have a crystal ball do you see the geo-political risks as too great to be a buyer or would you be buyers now that the stock has dropped 40% in a short period?
I am a growth oriented investor with higher tolerance for risk within reason.

As always thanks for your sage advice in these volatile times - your team continues to steer us with wisdom and reasonability and this is appreciated!
Read Answer Asked by Josh on February 25, 2025
Q: November 2020 was your last response on the business fundamentals of this company. Recognizing that the stock price has dropped even more since then, what has changed with this company's outlook when comparing time periods?

How is its balance sheet and drug pipeline compared to Pfizer?

Pfizer is clearly more of an income play but that aside, do you favour one or the other for any particular reason?
Read Answer Asked by James on February 25, 2025
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