Investment Q&A

Q: Would you recommend this stock for consumer cyclical stock or would you have a better alternative?
Thank you
Miroslaw

Q: Hi,

I am reading periodic articles in financial media discussing growing consensus of financial professionals turning negative on equity markets. While I realize traditional points of balance discuss how there are two sides to a trade, etc, could you please offer your thoughts on the probability of the floor falling out from this market, and in contrast, what would be a catalyst for a next leg higher.
The ongoing layoffs in the tech sector appear to reflect demand/revenue fallout from the discretionary economy.

Q: Hi Team
LNR has been going up like a rocket
any fundamental reasons for the rise?
what are the general consensus re: adding more , hold and take some profits
thanks
Michael

Q: Hi, The press release from Constellation Software, Today, confirmed filing of prospectus and spin-out date/payment of a special dividend-in-kind of 3.0003833 Lumine Group subordinate voting shares, for each common share of CSU held as of the record date Feb 16, 2023. Payment of dividend is expected to be on or about Feb 23, 2023. Lumine Group common shares will be listed on TSX Venture Exchange and are expected to start trading 30 days after completion of the acquisition of WideOrbit.

Based on the information available publicly as well as in the prospectus about WideOrbit and Lumine Group, with respect to their combined revenue/income and expected growth, what would be a reasonable multiple and intrinsic value of the newly listed company's shares. Also, in your view, what could be the initial trading range of the stock ?

What will be total number of o/s shares and % of new co. CSU will own after the spin out ?

Do you think, Lumine could be another growth stock to own like Topicus, another mini- Constellation Software ?

Thank You

Q: There has been incredible volatility in the markets with indexes and stocks bouncing up and down for last 3 years making investing in stacks and bonds difficult. There has been no really true safe escape haven in equities or bonds apart of cash and money markets and recently Guaranteed income securities. Considering all these factors influencing the markets today would you venture your opinion when we could reach some market stability ?
Miroslaw

Q: I’m looking for a couple of tfsa idea. Some ideas that could compliment existing holdings.
atz
ata
gsy
kxs
tfii
bn and bam
Thank you.

Q: Can you comment on strengths/weaknesses of each. If choosing only one to add to, which and why? Looking for growth primarily over 1-2 years.

Q: either or neither:

CN vs. CP

Q: Hi
what is a good entry point for WN, Geroge weston?
or if you prefer Metro as this point

aim to get some income and long term appreciation, thanks
Michael

Q: Stock has recently caught fire AGAIN and things look promising. whats your opinion at least for the next 3 to 6 months thank you?

Q: May I have your comments on earnings please

Q: I have the stocks in my Canadian account. Considering that the takeover price is in USD, does it make sense to journal my stocks to my US account? Do you know if my cost will be converted using the current exchange rate or the rate when the stocks were purchased? Thanks.

Q: I sold a number of tech stocks for tax losses late last year. As tech is on the rise again I am tempted to buy them back even though I was probably overweight tech to begin with. This has me wondering what you think would be an appropriate sector allocation between tech, industrials, financials, etc. I would appreciate a generic allocation for an average investor irrespective of age or personal financial situation. Thanks.

Q: Any particular reason why Metro has tanked since December 13? It had a nice run up for a bit and has now fallen again. Don’t get it.

Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

Q: Hello,
Any idea why united health keeps going down even though the latest results were good? Do you think Shopify is getting head of itself as it keeps ticking higher.. Is this simply due to tech stocks doing well as a sector in the last month or so.. and what do you think of starting a position in GE Health? Much appreciated. .

Q: please rank lspd cts nio stc in terms of growth potential in the next 3 tears thank you.. buyouts not withstanding.

Q: Hi Guys,

What do you think of my 12 stocks that are performing poorly in a hot market like we're in so far this yr.

Is it the sectors they're in or are have they peaked and are expensive.

Buy more, trim or sell them all ?

Do you add to these or sell them?

🇨🇦DOL,WCN,MRU,IFC,CNR,CCA,ATD

🇺🇸ABT,WM,PEP,CI,MRK

Thank you & Happy New yr!

Q: What would be the top two or three sectors in the Canadian market for new money in the coming year?

Q: I hold a small position in NTR (74 shares). It is doing well for me (up $3,000). I would like to enter into a full postion but note that expected earnings will fall for 2023. Zim was doing well due to Covid shipping rates being raised, but soon fell way below the high leaving many with major losses. It may seem that NTR may follow a similar pattern having improved due to results during Covid. As Covid diminishes so will the stock earnings.
Question: Is NTR a buy to increase a position or a sell to scrape whatever earnings and to move on to something else? If moving on please suggest other dividend opportunities in Basic Materials. I am a 77 year old dividend value investor with some growth.
Stanley