Investment Q&A

Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: I see Parkland's share price since 2003 was rising steadily and quite well until February 2020 when Covid hit but after the initial Covid crash and rebound has been slowly drifting lower, now down about 35% from it's $48 high to the present $31 range and will have to rise over 50% to regain it's all time high. Why is is drifting lower now...what happened?.

It will take 12 years' worth of dividends to get back to the previous high unless the company can grow and prosper and profits rise considerably. I have studied your recent report [thank you] on the company and it looks good and the B+ rating in encouraging but you don't really identify much strong growth as such. Selling the refinery could be a negative as it seems to be steadily profitable.

Comparing the 20 year price and dividend growth histories of companies like FTS, EMA, RY, and T for example it is hard to see PKI as being a superior investment.

So does the current price and anticipated growth merit investing in PKI at this time for a 10 year hold? Do you have that much confidence in management?

Thank you......... Paul W. K.

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: I own a basket of energy stocks but among them TVE is the worst performer. Yet it is frequently recommended. Would you give me the rationale for the positive views on this company. Thank you.

Q: TFII report Tuesday. What is general consensus/expected? What does 5i expect? what d you see over the next couple of years. what are the downside risks.

Q: Is SHOP expected to continue doing well in the near term?

Q: Hi 5i,

Pretty sure I know your answer based on past questions, but I have so many questions to use from being a long time satified member.

Would you swap MG for DOO? Please provide some comparison metrics for the next 3 to 5 years to justify switch.

Again, using same question above, compare a BNS to TD switch.

Thanks again for your valuable insights over the past several years!

Q: Hi - a lot of chatter recently about freight rates in decline. Can you give your thoughts on this vis a vis TFII stock price over the next year or so? Thx as always.

Q: So, we all make bad buys, some are real big, and we know them in our accounts, so for interest sake, what would you consider to be the 5 worst buys that have been made in the growth portfolio in the last 3 years.
Thanks again

Q: Thinking of selling goeasy and buying dollarama what do you think about this transaction.

Q: Goeasy is a disaster post this government decision.At what price level do you consider a very attractive entry point?

Q: With the recent mini-banking crisis and banks restricting their lending; could this not be seen as a growth opportunity for loan generation for GSY? Even if they can't lend at the same higher rates as before they can still obtain higher loan volume growth - or at least that is my thesis.

Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?

If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.

Thanks.

Q: I am thinking of taking a 1.5% position in each of these two stocks. You have mentioned them in the past month as beaten up stocks with a potential for rebound in the next two years.

How riksy are the above the names?
Are they entincing buys at current prices ?

Where would these rank amongst battered SMID cap stocks? I am open to other names,
If you have other suggestions.

Thank you

Q: Hi,

Based on the start up of each portfolio, what would be the dollar value of each portfolio today, roughly?

Q: Good Morning

Noticed a trading halt to ECN yesterday. Any developments?

Q: Have you had a chance to review Spruce Point's report on Nuvei?
Thanks

Q: Hi Peter/Ryan, I have 65 shares of KXS in my TFSA with a gain of 5200.00 and it's a 12% holding in the account at present. How does one decide if they should take the 5200.00 dollar gain which would mean selling about 30 shares or let it keep going as it seems to want to go higher. Thanks, Nick

Q: Well has been doing "well" last couple days with strong volume. Any particular news driving this and is now too late to buy?
Thanks John

Q: Hi there,

Spruce Point put out an update on their short today. What is your opinion on this? Is there any merit? Or alternatively, does this present a buying opportunity?

Thanks!