Investment Q&A

Q: Hi 5i
Read 5i's comments on CCO's "solid" results this morning and considering a small position 2-3 year time frame.
What is their PE and are they considered overvalued?
Would 5i be interested in initiating a position at this time?
If so why and what price gets your attention as it has a small pullback after earnings,

thx

Q: Hello, my position in TRI has tanked and is now less than 1% of total holdings, and in a TFSA to boot. Going forward, does it make more sense to:
1)hold and hope
2)re-deploy to something with more upside potential.

Honestly, I'm surprised TRI is down this much and for this long. When I initiated the position I was expecting it to be a long-term keeper.

Q: There is increasing media coverage of the fact that data centres are gobbling up huge amounts of water and electricity. Communities in the US are now banning their construction fearing water shortages and higher power rates.
I assume industry is starting to look at these issues. I know it is very early in this game but are there companies dealing with these matters that one could start to review and analyze ? Thanks. Derek.

Q: EIF has been a good performer but down from recent $111 H.Please comment on the co. and reasons for recent slide.Txs for u usual great services & views

Q: Hi Peter & 5i Team,

If one owned these four Industrial stocks: ARE, STN, WSP, and BDT, please rank them (BUY more, SELL and HOLD). Briefly comment on the rationale for each.

As always, many thanks for your assistance.

Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.

Q: Could you please comment on the Q1 results for these 2 Co?

Q: I have held the following companies for many years, but they've fallen to below 1% of my portfolio. Any names you would sell if looking to consolidate? Any you would add to today?

Thank you!

Q: Can you comment on their earnings, prospects and entry points if you think the future is positive?

Q: Hi Peter…the 18 years old grandson of a friend has put $7,000 CAD in his just opened TFSA and has asked for my help.
1) Do you have a reduced membership fee for young people?
2) I think he should structure his account with $5000 for a “core” holding and 2 $1,000 tranches for more risky investments.
3) For core I think GOOG, NBIS or MDA are good candidates.
4) For higher risk candidates I think VNP, CCO, ANRG or OMG might be promising.
5) Do you like Bombardier now that the company seems to have turned around?
6) He is OK with not purchasing dividend paying stocks like the banks and Life Insurance companies.
Any thoughts you have would be appreciated.
Jim

Q: Peter; Monday am and GIL got up on the wrong side of the bed- any news? Are you still ok with it ? Thanks.
Rod

Q: They are both down with ATZ reporting on Thursday.
Could it be that similar to DOO, the market is worried that
they hay have tariff trouble and that may impact them in the future?

Thanks

Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?

Q: What are your thoughts on these companies given an "iffy" economy and USMCA turbulence in the coming months? Would you buy at these levels?

Q: Chemtrade has been doing well on the stock market over the past year. It has increase it`s dividend lately. Before covid the distribution was $1.20 per year. This year it will be .72 cents. Do you expect the dividend to go back to $1.20 over the next few years. I am a longterm dividend investor. I have also low investment in the industrial sector. And would you recommnend it?

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