Investment Q&A

Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?

Thanks

Stuart

Q: I know alcohol consumption is dropping with the younger crowd, but what are your thoughts on Molson's? Is it a falling knife and/or a value trap ? Think the dividend might be at risk ? Would you be a buyer (maybe 2-3 % of my portfolio).

Q: Would it be possible to add a checkbox to the search function so it could return results "only" about the one company searched for? Some popular names appear so often as part of lists (e.g., "can you rank x y and z") that it's hard to isolate company-specific questions and answers.

Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you

Q: I have just sold my Transcontinental shares at a nice profit to avoid receiving the didvidend. I am thinking of buying them back after they go ex-dividend tomorrow. What do you think of that strategy. Thanks.

Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!

Q: ATD: I think I have held it for 2 years: 1000 in wife's account and same in mine. I sold my shares because stock not going anywhere; but, kept wife's.
Do you really think this company still has growth potential and why?

Q: Hello,

Regarding Clayton`s question and you answer asked/answered on March 16, more specifically, point "3) Look for bargains if one has capital and time. "

Please recommend 3 bargains for the US and Canada.

Thank you as always

Q: Hello my 5i friends - We have positions in both PBH and L. I am thinking of consolidating into just L. Is this a meritorious move for the long term.

thanks Al

Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me

Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account

Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this

Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan

Q: Thoughts on the quarter please?

Thx

Q: Which 5 stocks would you start a position in today on the tsx?

Q: WITH THIS VOLATILITY, WHICH STOCKS ARE OVERPRICED AND UNDERPRICED.

Q: Exchange Income Corp (EIF) should be added to the list of beneficiaries of Northern Infrastructure ... Flying crews and northern residents in and out of forest fires and floods has been a good business. In a more positive future , filling seats with contractors ,engineers , and more longterm residents will certainly increase benefit share value .

Q: NTR: bought Dec. 25 in my wife's RRIF - up 86% - 1000 shs. I see you still recommend - why? a small position in her portfolio.
NTR is subject to so many uncontrollable variables?
$140/share in 2022.
I want to get out before this stock crashes again - LOL

Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.

Q: Would you please compare financial metrics for Efn and Cae and which would you recommend for a 2 to 3 year hold and reasoning. Thank you.

Q: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You

Q: While the VIX is high, what companies and sectors would you be buying?
Many thanks