Investment Q&A

Q: Please comment on WEF's Balance sheet and key risks facing the company.

Q: Is this a good entry point and forward outlook for WEF?

Q: Are you aware of any correlation between notable wildfire seasons and stock prices for lumber co's?

Q: Greetings 5i,

Been a while since we’ve looked at WEF. P/E and P/B looks value. With the surge in immigration, sustained housing shortage, possibility inflation rolling down, and a pause in interest rate hikes, maybe this company and sector in general is just unloved enough to dip a toe in..

Thoughts?

Q: Wow! I spent an hour on a bunch of questions and it was all lost. Here is the summary:

WEF. What is your take. Credit it me if it becomes a 5i pick. : )

WELL: seems it popped because of Ford's medical privatization options. Should I wait for a share price decline? Sometimes prices seem to drop before earnings just so that they can pop more when earnings are announced.

CIX moving nicely. At point would I sell? My breakeven is 20.

Maybe 5i could float their own mutual funds...as Motley Fool has done I believe.

Idea: some kind of software to remind people to buy certain stocks?


Chiefs or Eagles?

Tar and Infinity Pool were boring movies.


Prediction: Dollarama will drop briefly on some manufactured "dire" situation. Things have been going too well for too long there.

Is it illegal to short a company having created the conditions for that shorting? Example: short A&W then get everyone to boycott A & W.

Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Q: What are your thoughts on WEF? I'm thinking to move on as I'm up in my TFSA and it makes up less than 1% of my portfolio and add to WCP

Do you think current war environment is bullish for lumber ? WEF is my only exposure.

Q: It seems like interest in forestry products companies is starting to increase. Do you have a favorite?

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Q: Western Forest Products is dropping substantially while Canfor and Interfor have been going up. Also the daily trading volume for WEF has increased. Any ideas about why?

Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Forestry stocks are down 10-30 percent. Is it time to buy, hold or sell?

Q: Lumber futures are in a bear market now. Would you think the lumber trade is over? is something worse going on with WEF then compared with other lumber companies?
Time to sell?

Q: Significant drop in the share price today. Any news that you are aware of?

Q: Hi gang
Which of the above is my best pick for a 2 to 3 year (more or less depending on what happens to this surge in lumber) buy? I would like to jump on this wave!
Thank you and stay safe...

Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed

Q: After a nice run, do you think it is a good time to take profits on Western Forest Products and move on or do you think there is still material upside from here? I don't typically sell stocks just because they have gone up but I feel like this name is more prone to pullbacks after big runs.

Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?

Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated

Q: Hi group lumber companies took it on the chin in 2 short days WEF went down 15% in the last 2 days as an example . Is the run over /(Time to cash in profits) or is this simply some folks taking profits. I know housing starts in the us are off but is the high price on lumber not the culprit here and also looking like lumber inventories remain low which should = higher prices for lumber going fwd. - your thoughts are always appreciated