Investment Q&A

Q: What price has Roger's made for Shaw class A shares. What in your opinion is the probability of the deal going through and if it does get approved what would be the timeline. Thanks

Q: Hi 5i,

Over the next few years would you pick MX or NTR for minerals exposure?

Thx

Q: Looking at these for continued strength in the Covid recovery. Which has the greatest potential as things return to “ normal “ , the greatest downside risk if they don’t ? Any other Canadian company in the aviation industry you would recommend. In a TFSA.
Thanks. Derek

Q: Hi 5i,

I currently own DOL, ATD and PBH for Consumer Staples. I'm getting a little bored of the progress that DOL has made over the last three years and I'm looking for a little more growth.

Looking at EMP, L or MRU as a replacement. Based on today's news from I'm leaning towards EMP. Please let me know what your thoughts on this switch, or if you'd recommend another stock not mentioned.

I have a long horizon, 7+ years, and looking for some more growth.

Thx

Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: These three companies (among others) are being added to the TSX Composite Index as of March 22. What impact can we expect from their inclusion? Is any one likely to benefit more than the others?

Q: Retired, dividend-income investor. There is no question I will sell Shaw...anytime someone offers me a 70% premium, I'll take the money and run. I'm just wondering about potential risks. It looks like Rogers-Shaw have tried to structure the deal to hopefully assist the regulator to approve it. Closing is quite a way away...mid next year? Plus there is always the risk of no deal.

1. What would you do? Trim some at various levels, hopefully on the way up to $40? Wait to be taken out....for cash?

2. In other "buy out" situations like this, the stock has approached the "offer" price the day of the announcement. Could you please elaborate on an earlier question as to why the B shares are slow to rise to the offer price of $40.50? At time of typing, they are at $33.

Thanks for your help...much appreciated...Steve

Q: Hot tubs seem to be back ordered 5 to 8 months. Is there a company you could suggest for this theme? Is it too late to get in?

Q: Wef announced Sunday night that it had sold non core assets at Port McNeil for 36 million. What asset was it and does this improve the Company’s prospects?

Q: Comments please on the latest quarter's results. I have half a position. Is increasing my holding justified?

Thanks, Tim.

Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave

Q: Pls comment on MAL's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.

Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.

Q: Can you please update your opinion on cerv after you have a chance to digest earnings today, thanks!!

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: Pls comment on LNR's results. Do you think right now is a good time to initiate a position for a long-term hold? Or any other stock to suggest in this sector? Thank you.

Q: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks

Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

Q: Have you heard any further news about CP proposal to spit shares five to one ?
Tks---Al