Investment Q&A

Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

Q: The portfolio analyzer tells me I am low in industrials, slightly over is US holdings, and under in international holdings. I have cash in US$ to deploy for 1.5 positions. Can you suggest an industrial or two that might help me balance. If I have to go over in US holdings I'm okay with that. Thanks!

Q: Would you please compare Ata and Stlc metrics and recommend one for a 2 to 3 year hold. Thank you

Q: Hi Peter and staff,
Can you please comment on the above companies and can you please rank them in terms of growth as well as volatility.

Thanks and have a great day.

Joe

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al

Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.

Q: Hello Peter,
Can you comment on ATS Automation's results as well as Topicus? Would both stocks still be a buy? Any idea why Nuvei has been trending downwards? It reports on the 9th. What are Nuvei's estimates? Thanks.

Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.

Q: Good Morning Peter & Team,

I know you don't endorse timing. And I don't want to move away from long term strategies holding good names. But there are trends that at time present themselves.

Industrials are experiencing some misses in the current reporting period because of the supply chain issues. A guest commentator on BNN mentioned they expect good quality industrials will be lowering their expectations moving forward. The supply chain challenges will get fixed and when this happens with these lowered expectations in place, this same commentator said the Industrial Sector could perform quite well.

Do you think this is going to happen? And if so, which names would stand out for you? Does Eaton Corp (ETN) make the list?

Thanks for all you do

gm

Q: The price of ATA has dropped more than 10% since its peak in early September. Are there any reasons for the drop? What is the long term outlook for this company?

Q: Hello Peter,
With recent announcements of US companies launching Bitcoin ETFs, there is a concern that Canadian Companies may experience outflows. If so, i would think if one was invested in a bitcoin eft such as the one from purpose or evolve, the stock price (representing etf of bitcoin) would still go up if bitcoin went up? Hence, i don't see concern from putting monies in the canadian ETFs. Any comments please? Also, what is your opinion on whether the etfs are hedged? Does it mean the hedging works both ways whether the canadian dollar goes up or down? I was expecting Nuvei to do much better after the US listing but the stock has not moved. Are you still comfortable with new monies in Nuvei? Lastly, i was thinking of increasing my position to 3 percent for ATS automation. From your responses, you seem to like the stock. Thanks very much.

Q: Hi 5i,
Would you consider ATA a good replacement for MG/LNR if one is looking for growth or as an addition to them?

Q: I bought REAL in juin 2020 and have averaged down on the way, ending with a large loosing position. Lesson learned about averaging down!

How do you consider the outlook for REAL? It missed estimates, but how do you like the growth, the balance sheet and the valuation actually?

Im wondering if i hold longer or if i trim around 1.5%?

Im considering the lower market to average up LSPD, GSY, ATA, WSP or BYD. How would you rank those today?

Q: Oops. Addendum to previous question please. Why is ATA down from Sept 3, 2021 by about $7.00 or about
15%? Thank you.

Q: Is ATA a good choice for about 30% ROI over the next 1 year period?

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Q: Hello,
Is Cielo Waste Solutions headed for bankruptcy? I know this is a hypothetical question but should one bail completely? Any idea why ATS automation is declining and do you think it is worth starting a position in Fobi AI? They seem to come out with good news regularly but unsure how it will be translated to revenues and profits.. Thanks for your reply.

Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm

Q: For Telus International, why would current shareholders sell their 12M shares (in this case decent percentage of outstanding) and could this imply to the market lack of confidence? Also, in this instances, what price would they be sold at? Do you still see ATS Automation as a buy and why is Nuvei taking small hits everyday? Could this be that it went up quite fast after their earnings.. Thanks very much.