Investment Q&A

Q: Correction**

Thank you for the answer on TIXT.

Looking for some clarity on your answer. A rating of A- would not be seen/interpreted as a hold to me. Especially given the stock is at more attractive multiples then when you wrote the report. So please elaborate on how you you now see the stock as a hold and not more of a buy?

Also, just confirming you think a good price for TIXT is $45 and at $30 it is very very attractive? Obviously a 33% and want to confirm that this is what you meant.

Thank you.

Q: Any reason you see for the sharp 7% drop in the stock today?


Sheldon

Q: FSZ is trading down about 4% this morning and trading was halted in connection with the Natixis sale announcement. Can you please comment. Thanks

Q: Hi team,

TELUS international has dropped to just above their ipo price. What would be a brief update of your position since rating it an A-? Also, at what price is it a good, great and table pounding buy?

Thank you!

Q: I see PBH is in the Balanced Portfolio. Its share price has been falling since November 2021, just after the last earnings release. To my mind, those results seemed reasonably favourable, except for a small miss on estimates for per share earnings. What was your view of those results? You have often commented that one quarter is not an appropriate time to assess, but where do you see things going for the company from here? When do they next report? and what are the expected results? Last, the P/E is reported at 45 - has been that high historically and if not, why has it become so high? Thank you for your excellent service.

Q: Hello, could I get your analysis on TFII. It has suffered a pullback recently and looking for direction on the company. Do I Accumulate or hold on this company? Thanks

Q: Hi Peter& 5i team,
These are the stocks I have in my TFSA currently. I have 15 % cash and am looking for a couple of stocks with good dividends and growth potential. Could you please give me some suggestions.
Thanks for your opinions .

Q: I read recently that there has been a change in senior management at Fiera, with Mr Desjardins the former CEO moving to Executive Chairman. I believe that he is 77 years old, the controlling shareholder and founder of the company. I had thought that he would be selling the company due to his age. but now I am wondering whether it has become a value trap. What do you think?

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: Thoughts on buying PKI at todays prices? Why hasn't it gone up as much as other stocks in the oil and gas space?

Q: Lots happening with this company in the last months. Can you comment on expectations of this stock in the next few years? Thanks

Q: You mentioned there is now one other analyst for Topicus. Can you tell me who it is, and what their 2022 Revenue, earnings and price targets are? Thx.

Q: I have held Ccl for a few years but it isn’t going anywhere. Considering a sell but would like your view. Not many recent questions on your site either.
Merci.

Q: What are your thoughts about QSR? I want to know why this stock has been trading sideways for the past 5-years. It definitely is range bound.

Are they missing estimates or something? I’m sure the pandemic hasn’t helped.

Cheers

Q: Hi!
WELL is looking more and more delicious!
Would you be able to give a rough valuation so that I can have a sense of margin of safety?
I wonder if a takeout is likely?

Q: Do you see any reason for the apparent weakness/breakdown of the shares.
You mentioned earlier that higher rates shouldn't be negative.

Thanks, Peter

Q: Hi 5i,
I wrote inquiring about the above names mid week last week but didn't get an answer - I'm pretty sure i hit submit but possibly not.
I'm down on each - on some significantly - and was looking forward to a post tax loss selling bounce, but none came. In act, all but WELL were down on January 4 before the interest rate news hit on the afternoon of January 5, and all have continued to drop like stones since. I'm concerned that droppage would be happening even if the Fed hadn't scared people about interest rates, and I have the depressing feeling I own a basket of stone losers.
If I sell out of each now and put the funds into some good dividend payers like ENB, SU, POW, BNS I might (hopefully) recoup my losses or at least cut them considerably by this time next year.
For each of the names could you tell me if you think it's a good idea to punt now before further losses accumulate, or are there any that you think have a reasonable prospect of returning to their early to mid 2021 levels by the end of 2022.
I really will appreciate your thoughts and advice - feeling a little beaten up right now ...
Thanks,
Peter

Q: I own HR.UN and was wondering if you could tell me what the ACB of my new PMZ units would be? Thanks Ron

Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David

Q: Hi gang!

Where do you see support levels on our darling Shopify? I realize this is tough to call, but your thoughts are appreciated!

Many thanks for all you do!