Investment Q&A

Q: Hi 5i research team,
In your recent report update on BOS, you mentioned the need for a catalyst as their house is pretty much in order (balance sheet, operating systems, management). I am wondering what it could be? #1 Revenue growth: BOS only made few acquisitions in the past 20 years, so it would be a surprise; and in the current state of world growth (probably slightly decreasing at best), BOS would need to enter a new related line (from their current activities) of business: any ideas? #2 Dividend growth and share buybacks: what size of increase or program would be needed to represent a catalyst? When would the balance sheet be ready (size of debt?) for such moves? #3 Privatization of the company: insiders own 41%: looking at insiders could they be buyers or sellers? Do you see this possibility in the next 5 years? #4 Could BOS be on its way to become a value trap? Thank you for your collaboration, Eric

Q: I want to take my huge loss in my rrsp on Altagas and move on. You mentioned there are better names in the sector. I already have a 3 percent position in Algonquin power. Which companies have better upside.

Q: KWH has started a distribution reinvestment program. It appears they intend to buy the shares in the market. What is the advantage to the company when they do this? It seems to make sense not to issue new shares when the yield is so high. (makes for expensive money).

Mike

Q: Would you hold Alta gas at this price?

Q: What is your opinion on Ts.B last earnings report? The stock dipped below $1.00, will the company survive and what are the consequences if it stays below $1.00?
Thanks,
George

Q: Hi 5i
This is a follow up to a reply on another members question about "intensive care" monitoring of portfolios.
I was a little surprised with the inclusion of VNR in this list - what specifically causes concern to the extent that you want to keep a closer eye on this one ?
Thanks
Mike

Q: I'm often sitting with ~$5K-$10K in cash reserves, which sit in my TFSA/RRSP account while I wait to decide how to invest that money. Usually the money sits for a Quarter or more. What are your thoughts on investing the money into XBB instead of letting it sit in cash? It pays a 2.95% Yield and historically has been fairly stable (thought it has dropped in value this year).
Given my time-frame, do you think its worth investing the money into XBB while I wait to decide how to invest, or better to simply have the money sit in cash?

Q: I have a question about 891

Why would Enbridge suspend the DRIP if they weren't offering anything 'extra' (as in an extra % to those who took part) to take part in it?

Q: good morning.i have a 25000 bank of canada rr bond dec1 2026.it is now at 194.41 premium. what happens to the premium in 2026,thanks b.w

Q: what are your favorite dividend growing stocks in each sector .thank you, I have csh.un ,wef, bpy.un,bep.un, bce, thinking about picking up fsz.

Q: As of today, what is your best guess or guesses for companies that pay at least 4% dividend, that will have a chance at more than average capitol appreciation going forward. In my income account, among others, I own CGX, GS, TCL.A and VET. Size, sector and risk are not factors, I dont rely on the income and sleep very well during high volatility.

Q: Stock seems to be hanging around. What are your thoughts on this company.

Thanks

Gigi

Q: Can you please provide your opinion on this one? Hold or sell?
Thanks as always...

Q: would you buy any of these pipeline? and which ones for which reason?

Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.

I appreciate your response and thank you for the great service you offer.

Massimo

Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John

Q: At current price ,P/E,yield,P/C,P/B for Vet.to what are your thoughts on purchasing it compared to Teck B

Q: Market certainly seems to like the UEG acquisition. How does it look to you?

Q: Good morning...we own gs and are down but this had a good dividend and we are long term investors but are looking to add fsz for both dividend appreciation and larger company. Would you have an equal allocation to these two or move out of gs which we are down on in a cash account and move that money into fsz...thanks for the great service...Gene

Q: In your answer to Dennis you indicated cash flow was 33 cents were 44 was expected. However normalized cash flow rose from 24 cents to 44. What is "normalized" and is that the 44 cents that was expected? Sounds like one of those "alternate truths" we hear about these days.
The sale of $1b in assets seems to have rattled stock holders however isn't that Brookfield's forte; sell fully valued assets and use the funds to buy the bargains they see in emerging markets and US public equity markets.
In summary I am wondering if I should buy shares at the current price to return the holding to 5%.
Your assistance is, as always , appreciated.
Mike