Q: Finning has dropped a fair amount lately and down near 15% from where I purchased. I believe that the CEO announced a temporary leave for health reasons. Would you continue to hold FTT or is there another industrial sector client you'd suggest?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Birchcliff Energy Ltd. (BIR $6.94)
-
Enerplus Corporation (ERF $26.78)
-
Tamarack Valley Energy Ltd. (TVE $5.07)
-
Cardinal Energy Ltd. (CJ $7.06)
Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks
Q: Hi - wondering your thoughts on the railways for potential lost business due to the BC flooding? Do you think they will have to ratchet down earnings for the qtr and if so, has it been "priced in"?
Q: Just read a piece in FP on the option market and TSLA which appears to be an iceberg. While I have worried about TSLA and what it might do to the market should it crash it appears like I have missed an even larger worry. Is a TSLA failure capable of being a black swan event for the market as a whole?
-
Apple Inc. (AAPL $211.18)
-
Alphabet Inc. (GOOG $185.94)
-
Microsoft Corporation (MSFT $510.05)
-
NVIDIA Corporation (NVDA $172.41)
-
Sun Life Financial Inc. (SLF $85.35)
-
Magna International Inc. (MG $56.86)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
-
CrowdStrike Holdings Inc. (CRWD $475.96)
-
Digital Turbine Inc. (APPS $5.37)
-
Airbnb Inc. (ABNB $139.34)
Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.
-
WSP Global Inc. (WSP $288.96)
-
NV5 Global Inc. (NVEE $22.91)
-
Stantec Inc (STN $111.99)
-
Jacobs Solutions Inc. (J $138.67)
Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?
As always thanks for the great service.
As always thanks for the great service.
-
CAE Inc. (CAE $39.96)
-
Descartes Systems Group Inc. (The) (DSG $144.18)
-
BRP Inc. Subordinate Voting Shares (DOO $66.16)
-
Thomson Reuters Corporation (TRI $287.16)
-
Alimentation Couche-Tard Inc. (ATD $75.43)
-
Leon's Furniture Limited (LNF $27.25)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP
-
WSP Global Inc. (WSP $288.96)
-
TFI International Inc. (TFII $121.12)
-
ATS Corporation (ATS $42.94)
-
BRP Inc. Subordinate Voting Shares (DOO $66.16)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.
TJ
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.
TJ
-
Questor Technology Inc. (QST $0.47)
-
Roku Inc. (ROKU $93.29)
-
WELL Health Technologies Corp. (WELL $4.65)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
-
Pinterest Inc. Class A (PINS $37.11)
-
CrowdStrike Holdings Inc. (CRWD $475.96)
Q: What would be some of your top picks (Canadian, U.S.) for buying based on (presumably temporary) downward pressures due to current tax loss selling?
-
Enbridge Inc. (ENB $61.88)
-
Constellation Software Inc. (CSU $4,984.83)
-
Fortis Inc. (FTS $64.85)
-
Air Canada Voting and Variable Voting Shares (AC $20.99)
-
Parex Resources Inc. (PXT $14.69)
-
BRP Inc. Subordinate Voting Shares (DOO $66.16)
-
Kinaxis Inc. (KXS $201.24)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
-
MEDIFAST INC (MED $13.24)
-
Pinterest Inc. Class A (PINS $37.11)
-
Airbnb Inc. (ABNB $139.34)
Q: Hi team,
I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
-
Questor Technology Inc. (QST $0.47)
-
Profound Medical Corp. (PRN $7.66)
-
Real Matters Inc. (REAL $5.36)
-
Xebec Adsorption Inc. (XBC $0.51)
-
CloudMD Software & Services Inc. (DOC $0.04)
Q: With year-end tax harvesting, I have sold off some of my holdings in the 6 stocks listed above. Can you please tell me which (if any) are worth buying again after 30 days; please rate from best to worst. If possible, can you recommend a few other over sold good long-term Canadian stocks that may be a buy now with year-end selling. Thanks!!!
Q: Where do you see Methanex and LMT going forward?
Do you still see them as a good hold for the next 2 years?
Thank you
Do you still see them as a good hold for the next 2 years?
Thank you
-
Alphabet Inc. (GOOG $185.94)
-
NVIDIA Corporation (NVDA $172.41)
-
AbbVie Inc. (ABBV $189.26)
-
Xylem Inc. New (XYL $132.71)
-
Jacobs Solutions Inc. (J $138.67)
Q: I plan to contribute some money ($50K) into RRSP and split between CAD and USD stocks. The time horizon is around 5-10 years. But it is always good to see some short term gain. Can you please provide ~ 5 stocks each (currency) to invest?
Thank you,
Thank you,
Q: Do you think are,ca is in a good position and has the ability to benefit from the need to rebuild the infrastructure in BC.
Q: GFL today announced that certain of its shareholders (the "Selling Shareholders") intend to offer for sale 12,658,228 subordinate voting shares (the "Shares"). GFL will not receive any proceeds from the sale of the Shares (the "Offering"). J.P. Morgan will act as underwriter for the Offering.
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
Q: Is this company a sell or a buy?
-
Loblaw Companies Limited (L $220.84)
-
Saputo Inc. (SAP $28.49)
-
George Weston Limited (WN $264.31)
-
Metro Inc. (MRU $105.10)
-
Empire Company Limited Non-Voting Class A Shares (EMP.A $55.74)
-
Maple Leaf Foods Inc. (MFI $30.37)
-
North West Company Inc. (The) (NWC $47.65)
-
Primo Water Corporation (PRMW $37.40)
-
Alimentation Couche-Tard Inc. (ATD $75.43)
-
Premium Brands Holdings Corporation (PBH $90.51)
-
SunOpta Inc. (SOY $8.65)
-
Village Farms International Inc. (VFF $8.12)
-
Jamieson Wellness Inc. (JWEL $34.77)
Q: Hi Peter, Ryan, and Team,
In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.
Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.
In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?
Thanks as always for your valued advice!
In reviewing our combined family TFSA portfolio, I’ve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.
Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.
In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?
Thanks as always for your valued advice!
-
Intertape Polymer Group Inc. (ITP $40.48)
-
Tricon Residential Inc. (TCN $15.34)
-
Western Forest Products Inc. (WEF $0.40)
-
goeasy Ltd. (GSY $173.13)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.23)
-
Boyd Group Services Inc. (BYD $210.54)
-
Topicus.com Inc. (TOI $194.70)
-
Lucid Group Inc. (LCID $3.04)
-
Nuvei Corporation (NVEI)
Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments
Q: I' m considering a switch from PLI to TRUL. Obviously apples and oranges comparison however is it a trade you would endorse?
Q: Hi Peter
Couple of days ago, there was a news item about "Advanced coating". Is this a new business that Transcontinental has entered into? Is this the reason why the stocked dropped by over 3% today?
Thanks
Couple of days ago, there was a news item about "Advanced coating". Is this a new business that Transcontinental has entered into? Is this the reason why the stocked dropped by over 3% today?
Thanks