Investment Q&A

Q: hi, in regards AQN Kentucky power transaction- the end of March is the end of comment period, with presumably a decision on whether or not this transaction will go through shortly after? do you have any sense as to this purchase going ahead, or not going ahead ( and AQN paying a penalty ). further, what do you think the potential upside could be with an announcement of the merger NOT going forward; and conversely what do you think the downside in AQN price could be if the merger does go ahead? cheers, chris

Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.

Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?

Q: I hold Goeasy and am down over 40% on my purchase price. I am thinking of getting out. Do you have anything in mind as a suitable proxy. Thank you.

Q: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.

We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.

Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?

Thank You

Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks

Q: What is 5i thoughts on Pivotree's 2022 Q4 results? Cash holdings jumped significantly between Q3 and Q4 of 2022.

Q: If a series of events were to occur that would cause the long end of the yield curve to spike to 10%, how does this affect highly indebted companies such as ENB, TRP and BEP.UN ? What measures can they take to avoid bankruptcy in that scenario, and what would be your level of confidence that they could ?

As a 2nd part to this question, what are your top 5 Canadian dividend-paying stocks that would have balance sheets that one would not necessarily need to be concerned about ? i.e. durability under the above situation.

Q: The Federal, Ontario and Quebec governments have all announced significant infrastructure spending in their budgets. This should be good for infrastructure companies. Which stock do you think is most promising for a new position? I have held WSP in the past and was surprised to see it down 1% today despite the positive news. At a PE of 47.6X is does not look cheap.

Q: Good morning,

I currently hold FRU in my TFSA account and it is down approx 30%.

Q1. What is your outlook at this time of FRU and would this be a good entry point to purchase some additional shares?

I wish to purchase an energy stock for my TFSA and GXE is one under consideration given the relative safety of its high dividend and growth prospect should the price of oil go higher.

Q2. What are your thoughts and outlook of GXE at this time and do you have a better recommendation for a new position in my TFSA?

Thank you and I'll await your sage advice.

Q: CS Looks like the secondary has been placed. Stock moving up. Copper price moving up. Do you prefer CS over HBM

Also do you know when ATZ reports its Quarter RAK Thanks a lot

Q: What is your take on financials released today.
Do you consider NEO to be a buy sell or hold

Thank you

Q: FLI has a good dividend but it is on its declining share value. It is contradictory in its performance as higher interest is supposed lift Life Ins companies earnings. Please advise what is the way to find out how these ETF burning through capital and do you have alternatives for this sector of financial cos.?

Q: So, in comes the new Liberal budget. Lots of spending and increased deficits. Also, a huge emphasis on renewables. Where does this leave the oil and gas industry in Canada? Is this budget going to damage the industry or does the money it brings in to the federal government make it an essential contributor to the funds needed to pay for all the new spending outlined by the government. What will happen to Canadian energy companies as a result of this budget?

Q: I have reviewed the Income statement and Balance and FFO. This company, from what I can see, is poised for some serious cash flow and profit moving forward. What is your take on it keeping in mind that there seems to be a push in exploration given the Electrification of Industry? Currently drills are in short supply and it appears that this trend will continue giving rise to higher margins etc. Would you buy in at this time?

Q: On Feb 16th when comparing PPL to ENB you commented that the consensus was that PPL would see a significant drop in earnings this year. Why would earnings be reduced? Higher interest rates, or are there other issues??

Q: I hold these ETFs in both TFSA and RIFF accounts. Every month activity shows dividend in and out with 0$ net result . Tried to get an explanation from the discount broker but no help. Can you illuminate for me why the activity is shown that way?
Many thanks

Q: Hi Team,

Evidently the Q4 wasn't spectacular...I do have a few questions in particular:

1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?

2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?

3. Your overall thought on the results and if you see this decline as an opportunity?

Thanks

Q: Which small and mid-cap miners in the gold and silver space are poised for impressive production growth in the near term?

Q: They announced that their GEN 3 Purevap Pilot Plant is up and operating. Do you see this being a money maker for them. What is your overall opinion of this company. What are the next 2 years looking like.