Investment Q&A

Q: Hi 5i Team,

If not already asked, pls comment on Aecon Group qtr earning , and this company going forward.

Thanks as always.

Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.

Q: Just looking for updated views on both.

Q: Good day, is ARE good value here? Thanks

Q: Peter; Apples and oranges but which one do you prefer in todays environment? Thanks. Rod

Q: I'm considering taking tax losses. Which of these would you consider moving on from or selling and getting back into at a later date.

I'm an income investor with a long term horizon and have apparently have passed the iron gut test.

Q: Hi Peter, price is back again to where it was in 2007. Is it the nature of the business, management, poor bets during boom times etc ? Any positive catalysts you see ? Do you think the dividend is at risk, and would you enter ? Thank you.

Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill

Q: any idea why the stock is tanking today?

Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?

Thanks

Sylvain

Q: hello 5i:
today, would you sell (if already owned), AC; and buy EIF (not owned). Why or why not? Would there be 3 or 4 income stocks you'd prefer to EIF in the Industrial space?
thanks
Paul L

Q: I would like to have your view on Aecon in a recession environment.
How is the balance sheet compared to the company's debt.
Would you recommend buying the dip here

Q: Re: your comments on ARE below. What's the main reason they have losses ? Is it material costs or fixed price contracts or are they expanding ? Is the negative cash flow being used for good or is it just an overhang ? Thank you.

Q: Thoughts on earnings and outlook ? Thank you.

Q: Good morning, 5i team!

KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!

Q: Hi Everyone at 5i!!!! I was wondering what your thoughts are about Aecon as a long term hold. Cheers, Tamara

Q: Hello, is there in the US or Canada a Nuclear Reactors maker that is public and that you would recommend? Because of the current context in Europe, do you think that there could be a revival for the demand of reliable and modern nuclear reactors to help the transition to cleaner ernergy? Thank you

Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley

Q: Hi 5i,

If one was predisposed to achieve a higher yield for an income portfolio, what would you replace WSP, PRMW and PLC with? Or does this defeat the purpose of balance and keeping some growth?

Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor