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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you recommend a few other Canadian value stocks like SLF, with a low P/E, good dividend and little or no debt - it would appear that SLF has a net of about $74B in cash.
Thanks!
Read Answer Asked by Grant on December 08, 2023
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?
Read Answer Asked by Matthew on December 08, 2023
Q: I see tfii is down close to 20% from its recent high. Do you still like it for a 5 year hold/
Read Answer Asked by Terry on December 07, 2023
Q: Could I get your take on Q3 earnings. Revenues are up but earnings are flat, is this only the "other charges"? Could you explain why they are reporting Q3 2024 earnings, in Dec 2023, pretty much a full year ahead... I haven't seen a company Q report that far from actual calendar Q. How does this work?
Read Answer Asked by Harry on December 07, 2023
Q: Hi team, I bought WELL.CA back in Nov 2021 in my TFSA to provide some "growth" after viewing in your 5i Growth model portfolio. I am down ~38% and still waiting for the "growth" to take place. I realize it must have been bought in your growth model portfolio back around May 2020 at $2.83 so you're still up 30%. Back in April of this year it looked like there was some promise to the stock but it has since headed to the basement again. You still promote WELL so I'm wondering if I should hang on to this loser (for me) or wait it out? If a sell, what to replace with. I hear rumblings that small caps may take off in 2024? Appreciate your thoughts. Bill
Read Answer Asked by William on December 07, 2023
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Read Answer Asked by Dan on December 06, 2023
Q: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.

How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Read Answer Asked by Joseph on December 06, 2023
Q: I am looking to redeploy some cash,
Of these three companies, which do you prefer as an investment and why?
Thanks
Read Answer Asked by Chuck on December 06, 2023
Q: Hi Peter, Ryan, and Team,

For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?

Thanks as always for your insight.
Read Answer Asked by Jerry on December 06, 2023
Q: According to ycharts.com, Doo has bought and cancelled over 20 million shares since Jan 2019, rough math thats close to 25% of the float. At todays price several of those shares were bought at a higher price of course. I understand management cant see the future and has little control of the share price. In general do companies buy their own shares thinking they are undervalued mainly, does it help prop the price up? In regards to DOO and the p/e, is it fair to say todays p/e is propped up 25% due to the cancellations since 2019?
Read Answer Asked by Charles on December 06, 2023
Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?

Jack
Read Answer Asked by John on December 06, 2023
Q: Considering a switch from PLC and/or CTS to TVK, and one of SIS or NPI for TSU. What are your general thoughts on either move - higher risk, higher reward?

Thanks in advance. - Jeff
Read Answer Asked by Jeff on December 05, 2023
Q: Hi team,
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .

Thanks ,
Shane
Read Answer Asked by Shane on December 05, 2023
Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff
Read Answer Asked by JEFF on December 04, 2023
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