Investment Q&A

Q: BB is looking beautiful again or do you see it like that?
Thanks for all the information.
Helen

Q: Do you think WJA has reached a fundamental change on how it is run now that their pilot's have a union? What is your outlook for the company for the upcoming year?

Q: HI,
In my RRIF I have 250 ENB
locking to change to CIX and OSB 50/50

good or bad

Thank
Jean guy

Q: I am looking to add 5 Companies to my cash {Non Registered} account with some growth and safety for a long term health.
I'm currently overweight on Telcos, Energy and Financials.

Thanks Valter

Q: I am designing my portfolio more and more towards steady and reliable blue chip names. I would like to have your opinonion on what blue chip stocks ands or etf's would be good to hold in a TFSA. I have quite a good profit in New Flyer and Savaria in my TFSA, and although tempted to keep them thought i might trim them and begin filling the tfsa with the afore mentionned type of stocks.
thanks

Q: Would appreciate your opinion about taking a full position in CJT for 2-3 year investment. Thanks.

Q: Hi All. I am interested in transitioning out of Enercare...Looking for your best short-medium term opportunity. quite prepared to buy something that is considered higher risk than ECI and willing to go small cap if you suggest. Thoughts?

Q: Good Morning,

I asked a question a few days ago on sector allocation. Not sure why it was private. I may have checked the wrong box. Its ok to make the question public to help others here.

Anyway I did as you said and trimmed back REIT's and Financials. I purchased some tech. Added to my SVC and started a position in ET. Today I started a position in BCE. I chose BCE over T.

However I am having trouble choosing between AEM, SJ and MX for my materials purchase. Any insight would be great.

Thanks
Jimmy

Q: Good morning 5I.

My question concerns when to sell a stock that is at a loss and move the money to a better holding.

I have ridden some stocks right into the ground. Guestlodgix (GXI) for example 100% loss. On the other hand I have sold losing stocks only to see them have a miraculous recovery. Lumenpulse Inc. (LMP) for example which may have been an exceptional case was bought out right after I sold out.

Fortunately I have very few stocks in a loss position, due to your great service, but wonder should I cut my losses and move on or should I hold on for an eventual recovery? Specifically:

Aritzia (ATZ) down 12% (which in fairness you to told me not to rush into)

Currency Exchange International (CXI) down 20%

Highliner (HLF) down 18%

Stantec (STN) down 5%.

What do you think? Stand pat or fold?

Q: Real Matters look like a short. growth last year came almost all from acquisitions.trading near 4x revenue for a low margin, no net profit, marginal ebitda+ thin gross margins even after "growing" (doesn't scale well). Does this business do better when rates go down (refinancing) and shrinks when rates go down ? And thus why they recently went public ?

Q: Hi, I recently joined 5i. I see a lot of remarks about full and 1/2 positions. Does a full position mean 5% of your portfolio?

Q: Given the recent pullbacks (profit taking on news) in companies which you like (KWH.UN, OTEX, ZCL, ECI,PHO and GPS), do all still represent good buys and are any more compelling buys than the rest.

Thanks

Dave

Q: Hi 5i, can you please advise me if TOROMONT INDUSTRIES (TIH) is a good company to own for the next 3-5 years? This company had appreciation over 100% in the last 5 years and had an approximate gain of 25% in the last 12 months. With the price being around 9% below its most recent high, would you think that it would be a good time for an initial purchase? or can you suggest another company you would recommend in this sector, Thank you for all your help!

Q: I am getting nervous about commercial real estate in the US. I think we are in the early stages of a sea change in that malls are struggling/closing due to the shift to online retail. Stocks like AMZN and SHOP are rocketing because of this shift. One of the stocks I have owned for a while is BAM.A. Although it has infrastructure and renewable arms the bulk of its revenue is from real estate. Because they own General Growth they have a large number of malls in the US. My question: should I be shifting my BAM.A money into BEP or BIP or BBU to get around this secular shift that will presumably start affecting the company going forwards?

Q: Good day,
I have some cash to deploy.
I am considering to buy SNC Lavalin (SNC) but I also like Stantec (STN)in the engineering field, which company would you recommand in this field?.

I am also considering taking a half position in ACQ. It seems less risky (although it is far from a blue chip..) following the recent drop, what do you think of the long term prospect of this company?

Finally, I have no gold stocks in my portfolio and feel I should add some, which names would you recommend at this point?

Thanks for the good work!

Q: Hello
Could you comment on High Liner Foods earnings? Sounds like after paying some debt they decided to do a bolt on acquisition.

Also could you comment on AQN earnings? I am a buy and and hold on both companies.

Thank you very much !

Stephane

Q: what are your preferred stocks in the materials sector?

Q: EFN:
Do you see anything that would explain share fluctuations last couple of days? Is this someone establishing a position in the stock?

SHOP:
Can you compare current institutional position in the stock to historical data? Would that account for the meteoric rise of the stock?

Q: With today's carnage on Bad and last weeks HCG and the fact that it is done from the States makes it obvious that shorting on the Canadian side is a lot easier and as you say without regulatory control. What makes it different in the States and why is it not here?

Q: im paid up until the 8th month can I get etf and etc all in new renewl