Investment Q&A

Q: What has caused the big drop in Nutrien the last few days?

Q: Hello,

TRI recently announced an upcoming reverse split of their shares. This seems to to go against the usual practice of a reverse split whereby a low priced stock and out of favour stock (unlike TRI) will do one to drive up the price of their stock when it’s trading very low and in risk of being delisted as was the case of Bombardier recently and JDS Uniphase many years back. I’m having difficulty understanding why TRI would not just buy back shares via an NCI as opposed to a reverse split. Also, when is the reverse split scheduled and if I was to buy 10 shares tomorrow, how many of those shares would I have after the reverse split and would the price of TRI increase as a result of the reverse split as is normally the result of a reverse split. Many thanks for the amazing service that you provide.

Q: Hi 5i Research team,

Thomson Reuters Corporation just released their earnings, how do you take on the results? After the results release, the share price was pumping around a bit.

Also if one has new money, could you please suggest a few names to buy for a long term holding and looking for growth with medium risk appetite, thanks.

Q: SU, BN, TOU, GSY all received haircuts Tuesday.

If you topped up for long-term hold, what would be the order and rationale? Thank you.

Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!

Q: Hi Peter,

We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?

Thank you

Debbie and Jerry

Q: Why did the market react negatively to Bombardier's quarterly report? I didn't see anything that justified this drop.

Q: Good morning guys..
are u guys fans of this name .. with the recent decline would u purchase this story .. and if so what price would be a nice entry point for a 3-5 year hold .
Thx

Q: Greetings 5i,

Been a while since we’ve looked at WEF. P/E and P/B looks value. With the surge in immigration, sustained housing shortage, possibility inflation rolling down, and a pause in interest rate hikes, maybe this company and sector in general is just unloved enough to dip a toe in..

Thoughts?

Q: I hold the following in loss positions and need to raise some money and sell 2 of these dogs. In the past I have sold my winners hoping for recovery on the losers but I am trying to fight the psychology of that tendency. Could you rank these in with the 1st ranked being the highest conviction sell. Also, if inclined perhaps you could comment and provide your perspective on this most annoying human trait. John

Q: After literally years of doing nothing why is Spinmaster up so much today?
Thanks Len

Q: Did I somehow screw up? I bought some CTC - Canadian Tire ordinary shares - versus CTC.CA. CTC seems to have delayed price information and has dropping precipitously the last few days. Should I have bought CTC.CA?

Q: Can I get an update on your thoughts on the forestry sector please. The stocks seem pretty cheap for the most part. Are they likely to go anywhere in the coming year? Which is your favourite (least disliked)?

Q: Hi,

Based on guidance from CN, and results from TFII, would it be fair to say that we are in a recession. My experience over the years, is that CN always leads in and out of recessions by about 6 months in advance. Based on CN’s guidance, and had they not had record grain shipments for the last quarter, they would not have recorded the beat that they had. Would you agree?

Q: Hello, 5i Research group, how was your take on the CNR's & CP's recent earnings? which one has more upside in next couple of years?

Thanks,

Q: Hi All at 5i!!
I know it is comparing apples to oranges, but which of these two has a greater chance of solid short term growth ?
Cheers,
Tamara

Q: What is your view on CP results today? Would you view. p to be a buy? Do you have a preference for either CP or TFII for additional purchases right now to increase industrial sector exposure?

Q: Hi Guys,

In my portfolio, here our my top holdings, Csu 8.3%, Wsp 7.6%, Nvda 6.9%, Cost 6.8% and Tri 6.4% .

Within a "balance" portfolio, please provide for each stock the % you would hold for before trimming.

thanks,

Jim

Q: Does the change in leadership cause any worries understanding that the founder is back as CEO?

Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim