Investment Q&A

Q: Hi 5i,

Forgot to ask regarding the PE of PBH:CA, why it is so high with PE 92? Wha is the reasonable PE for this stock to buy in? Please kindly advise.

Many tanks again.

Q: Hi Team,

Appreciate all you do, seldom ask questions...

This is for my Kids RESP (ages 7 & 11). As a means to try and get them understanding stocks a little bit, we basically give them 3-5 basic company reports (that 5i recommends) and ask them to review + choose 1 company to invest in. They own 2 companies thus far... investing approx $5K each in Google and CSU. The current market value is now is $2500 for CSU and $11000 for Google... we now have another $3-$4K cash to invest for each of them.

Questions:
1. What would be 3-5 companies we should point them to now for them to pick from (keep in mind, their 'reviewing' of a company is generally looking at the price chart and understanding a bit about the business... there's no deep thought in their decision, obviously)?

2. Which 1 or 2 of those companies should we try to guide their decision to?

3. Would adding to CSU be a better option for them?

4. Should they be trimming google to add another name for diversification?

Thanks!

Q: Mda has dropped straight down 20% for no apparent reason.Whats the problem?

Q: As details become available regarding the Canadian Strong Fund, we would welcome 5i opinions on how this development can impact investment strategies and potential opportunities. Please answer when sufficient information is released by PM Carney and team.

Q: I listened to Chris's top picks on Market Call a couple weeks ago. One being TSX and another gentleman had mentioned it yesterday as well.
I now see it at times as a recommendation at 5i. Is this a higher conviction profitable investment for 3-5 year time frame after the Aussie additions?
Also do we have any profitable Cobalt miners or an ETF in Canada to invest in?
Thanks in advance. David

Q: I hold these in my tfsa at a huge loss. It doesn't look like they are trading at all. EVMT has said trading halted for months now. What should I do? I'm tired of looking at them!

Q: Good morning 5i: I have just listened to the podcast focusing on energy. Michael briefly discussed his research and thoughts on SES, but did not mention the acquisition by GFL. I suspect this may be due to the fact that the podcast was recorded prior to the news. My question: does the acquisition by GFL affect his remarks and opinions as the management will differ? Thank you.

Q: I'm down on all of these. Simply, buy more, sell or hold

Q: how do i access BenchmarkBeaters? I try ...../BB and it says redeem membership in that window.

Q: Hello, please comment on MRU earnings. Are they trending down on sssg? Thanks

Q: I have 400 shares of SES,could you walk me through the math on this if i do nothing when the takeover by GFL takes place later this year at $ 24.75 a share,how many shares of GFL will i have and if applicable any cash...Thanks

Q: I feel I have too much financial exposure (23%) in my portfolio. I have room in industrials. With Canadian banks at the higher end of valuations, would it make sense to sell TD and purchase industrial stocks or an ETF? This is in my TFSA, do you have recommendations? Thanks

Q: Good Afternoon,
I am thinking of buying Cascades. But, it's seems to be in a downward spiral lately. What seems to be the issues driving the stock price down? Would you consider it a buy, hold or a sell?
Thanks for your great service.
Jane

Q: Comments on earnings please

Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?

Q: Thank you once again for the fabulous service, and thank you to everyone who posts questions. I find I learn a lot and get some good ideas from the collective community.
My Question:

Currently invested in WCN. I'm wondering if I wouldn't be better off to switch to GFL? I'm wondering if maybe there's more of a growth opportunity?

Alternatively, are there any other more growthy non- AI related companies you could suggest for a long term hold? (We currently very happily own WSP and BN)

Thank you,
Mike

Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.

Q: I'm puzzled by the fact that NTR hasn't spiked recently, with the Hormuz chokehold, farmers wailing about fertilizer costs, the Ukraine war etc. It's a cyclical stock, I know, and the market looks way forward but I'd have thought the current conditions would be excellent for NTR's share price. If it's not popping under these conditions what happens when Hormuz clears, etc. That could be a while. Can you shed your bright light on my little mystery?

Q: Hi. My very helpful neighbour has had a baby, and I want to give a gift to get him started on stocks. Do you have a recommendation for something that would still be a safe and good investment 20 years from now? I'm looking to spend between $300-$500 CAD. US or Canadian stocks would be fine. Thanks, Marg.

Q: What do you suggest for "recession proof" stocks in Canada and US and why? Looking for young adults who may need to access the funds in 3 to 5 years.