Investment Q&A

Q: Shop had anice bounce Anything to account for it?

Thx

Q: Hi Everyone at 5i! I have made some money on Dcbo and am thinking of swapping out into Trisura in hopes for higher growth. Does this make sense to you??
Cheers,
Tamara

Q: I might have missed it, but everytime you are asked for the best X number of Canadian stocks to buy for a certain period of time I never see you mention KXS as a good buy.

So, what is you feeling on KXS and why do you rarely or never suggest it?


Sheldon

Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Thanks
Roy

Q: In your Coverage Summary for Aug 2022, would you please explain the meanings of the columns. Such as for A&W the start price is 21.63, Recent Closing Price is 34.49, yet the Monthly Return is negative. Also what does P&L (2022) & P&L (Total) represent. Thanks … Cal

Q: If I am selling this loosing stock in my RIF Account for the purpose of generating cash for my mandatory withdrawal - can I immediately start a smaller weight in my cash account trusting that there will be upside in the future. I assume there are no tax consequences since it was in a registered account.

Thanks for your service

Q: I understand that the prairie farmers are having a good year with above average crop yields. This should be positive for the railways if they have sufficient capacity; particularly CP. On the other hand, if we are heading into a recession, they could suffer. Given the recent pullback what is your outlook for the railways for the short to medium term.
Thanks for your insight.
Ian

Q: Please would you comment on the continuous downtrend of AQN stock ,(worse than other cdn utilities like FTS),and on the risk involved if I keep this stock long term for revenue ,regards JY

Q: Please assess the impact of the latest acquisition on long term profit.
Thank you

Q: Hello,

Thank you for all the help in these tough times. The advice from this service does help keep a person grounded in dark days. In anticipation of us reaching peak inflation and small caps beginning to turn around can you let me know which of these you would prefer? Both are trading close in stock price but CTS is much larger according to RBC website 1.3B vs 188M. Both are well down from their highs and both seem to still be growing at a good rate. Which in your view looks like the better horse? Or should a person pick both?

Thanks

Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.

Q: I want to crystalize tax loss in my non-reg account for PBH. Would you replace it with another stock or just wait in cash and repurchase after the 30 days?
Thanks

Q: syz not doing all that well. markets are bad but is there anything particular that is causing deep drop. do you still recommend it. what will it take to get things going.

Q: Comments on the RPS situation?

Q: Hi, What are your thoughts on dividend growers to beat inflation, rate hikes bad markets etc. Could you suggest some dividend growers who are attractively priced. Thanks.

Shyam

Q: Based on your response to Douglas today, I am concluding that BNS would be the Canadian bank to buy today. With a yield of 5.78%, P/B at 1.2, an RSI at 31, and trading at a one year low it appears to be a buy candidate. I would appreciate your comments.

Q: Hi 5i,

I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.

Q: Based on the answer to Douglas about CDN banks (Sept. 21) would BNS now be considered cheap with the metrics you provided?

Thx

Q: Clarification please on the Sept 19 question on "valuation" of these 3. It was stated "AQN's valuation at 12.4x (ACOX at 8.3x and CPX at 7.6x)"

What measure do these numbers refer to and are they forward or TTM?

Q: In todays market. Please rank these, with brief reasoning. As always. Thank you.