Investment Q&A

Q: Recently, you offered a general perspective on investing, which I found valuable - somthing along the lines that you never made money buying cheap, better to buy expensive. Did i get that right? So, what are some of the current expensive stocks that you would advise taking an intial position and entry prices. Might as well rank, as well.
Thanks
Sam

Q: This is not a question; TFII is looking forward, as the market always does, to the potential Christmas uptick, in demand.

Q: I have not been happy with NPI's performance for some time and yesterday's drop of >6% has not helped. I am now slightly in the red and looking for guidance. What caused the drop...and what is your prognosis for NPIs performance going forward? Ironically, the stock seems to be one of the few utility companies still rated as 'strong buy' by Morningstar. Given no tax consequences (in fact a small capital loss), would you be inclined to move on? And, if yes, what utility and/or energy company would you recommend that pays a dividend >3% with some growth. (SU, BEP, and BIPC already held.) Thank you.

Q: I am looking at this as a way to top up my pension to meet monthly expenses. Has this preformed the way it was meant to and what are the downside risks. Also do you feel the fees are appropriate. Harold

Q: I hold ZWU ( significantly),in my RRSP +my non registered account,since my belief was that 1) utilities offer stable yields+ are quite essential even in a recession 2) call options from BMO are made for 50% max of portfolio, so ZWU could also benefit from some growth( in theory ..).But in fact,ZWU share price is in a constant downtrend since the last 10 yrs (17 $ in 2013,10$ now).The dividend is for more than 50% ROC, the rest being mostly eligible dividend.Do the clear fiscal advantage+ the 8 % yield compensate for the capital reduction over those 10 years ?

Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

Q: I have shares is a few energy companies. TVE is my largest holding and is the poorest performing. I am thinking of selling TVE and buying MEG in place. What difference do you see in the 2? Is there more risk with one or the other? And of course what is of interest, is there more upside with one or the other?

Another option would be to add to some existing holdings: CVE; ATH; AOI.

What would you see as the best course... continue to hold TVE, switch to MEG, or add to the others?

Thanks for your excellent service.

Q: Thank you for your recent analysis of style "factors", especially growth vs. value. What would be your top pick for each of growth and value in each of the Canadian economic sectors, large or mid-cap names preferred. Thanks, Brian

Q: Your thoughts on HR and PMZ at this time. Hold for the dividend or move on to some other area with better growth prospects? Thanks.

Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Q: Blackberry Ltd. Certainly not doing well and big drop on earnings. Is there a speculative opportunity here? Or is there a long term investment oportunity.
Thanks
John

Q: Could I have your assessment of Lamb Weston? ROE looks attractive but would debt be a danger here? Thank you.

Q: What is your current view of AMC Entertainment. Will this season's blockbusters lift it back to profitability?
Thank you, Hugh

Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion of Darling Ingredients?

The company has come up in a few articles recently. Thank you!

Q: Your thoughts please on the quarter?


Thx

Q: BK has dropped 18% this week. Can you explain why such a sharp drop compared to the underlying investments.

Q: What are your thoughts on engh latest quarter?

Thks
Marcel

Q: Hi, Just to clarify further about the debentures - If Constellation decides to redeem the debentures, Only the Warrant holders will have the ability to buy the new debentures and in the ratio of 1 warrant providing a right to by 1 debenture. So, the Debenture holders ( with redemption called ), can only swap/buy the new debentures with No Redemption clause, would need to either already have or buy the warrants in the market. If not, they will be exposed to a capital loss of, say. $37, for each debenture.

In our situation, we have currently 500 CSU.DB debentures and only 250 warrants. So, in a Redemption call scenario, we should be prepared to Buy 250 additional warrants in the market, if we want to swap/buy to retain the same no. of 500 debentures ownership. Is this correct ? And, for this reason, there could be a huge demand for these warrants, when called for redemption, because, a large no. of debenture holders, may not necessarily already have those warrants.

Will the New Debentures be listed as a separate security, in addition to the existing debentures CSU.DB ?

Thank You

Q: There was a question yesterday by Dave about buying US currency.
One option to avoid the fees that banks charge for the exchange is to buy Horizons DLR.CA and then journal it over to your US account (DLR.U.CA).
You still pay the exchange rate and maybe trading fees (depending on your brokerage) but you save the bank fee.

Q: now trading at a high with strong momentum. looks like good recent news. does sprott still own shares? your comments please?