Investment Q&A

• Align Technology Inc. (ALGN)
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Q: what are the expectations going forward and would you endorse adding to an existing position of 1.5%?

yahoo lists institutional ownership at 91% and insiders at 6.5% Given this i am surprised the share price went so low in the last year. How would you explain this?

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Read Answer Asked by JR on July 30, 2023

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Q: Any concerns with the issues surrounding copper production currently and going forward. Thinking of taking profits on this one.

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Read Answer Asked by Greg on July 30, 2023

• AirBoss of America Corp. (BOS)
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Q: With the recent sell off is this time to move on with BOS?

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Read Answer Asked by Dean on July 30, 2023

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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Q: Would you be a buyer of Linamar today or still prefer to own Magna?
Thanks

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Read Answer Asked on July 30, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Both Aritzia and Canada Goose have seen a drop in their share prices recently. I am interested in investing in one of them for the long term. Which one do you think has a better growth potential and why?

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Read Answer Asked by Esther on July 30, 2023

• BRP Inc. Subordinate Voting Shares (DOO)
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• Boyd Group Services Inc. (BYD)
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Q: Which company do you have more confidence in for capital preservation? thanks.

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Read Answer Asked by Cheryl on July 30, 2023

• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• TFI International Inc. (TFII)
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• Lumine Group Inc. (LMN)
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Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.

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Read Answer Asked by Mahendiali on July 30, 2023

• Enbridge Inc. (ENB)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: I am selling some of my stocks from an RRSP. Based on your advice to avoid trimming the flowers to feed the weeds, I am thinking I should sell the ones that are down. TVE is down 23%, ENB 17%, and SHOP 19%. Which would be the priority to sell or is there a better approach in this situation? They will be sold as cash is needed each month so it will just be a reduction in my position. Adding info to my question earlier. I am generally following the Balanced Portfolio, except I have substituted TVE for Suncor but in a much smaller position.

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Read Answer Asked by Christine on July 30, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT)
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Q: hello
Per Chris s July 27 question and a fellow 5i member also at a substantial loss to date - does any of the respective 5iii analysts in fact own these positions also ?
* There was no disclaimer in your answer.

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Read Answer Asked by Brant on July 30, 2023

• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.

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Read Answer Asked by Bruce on July 30, 2023

• Agnico Eagle Mines Limited (AEM)
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Q: Hello 5i
Please share with us your views on the quarter.

Tia!

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Read Answer Asked by Kat on July 28, 2023

• AbbVie Inc. (ABBV)
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Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L

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Read Answer Asked by Paul on July 28, 2023

• Lennox International Inc. (LII)
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Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

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Read Answer Asked by Brian on July 28, 2023

• Gibraltar Industries Inc. (ROCK)
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Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

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Read Answer Asked by David on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Real Matters Inc. (REAL)
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Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

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Read Answer Asked by Alexandra on July 28, 2023

• Alphabet Inc. (GOOG)
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• Intuit Inc. (INTU)
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• Salesforce Inc. (CRM)
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• Intercontinental Exchange Inc. (ICE)
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• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• S&P Global Inc. (SPGI)
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• MSCI Inc. (MSCI)
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

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Read Answer Asked by Tamara on July 28, 2023

• TC Energy Corporation (TRP)
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Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

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Read Answer Asked by Dean on July 28, 2023

• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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• Methanex Corporation (MX)
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• FirstService Corporation (FSV)
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Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

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Read Answer Asked by Margot on July 28, 2023

• TC Energy Corporation (TRP)
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Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

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Read Answer Asked by richard on July 28, 2023

• TC Energy Corporation (TRP)
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Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

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Read Answer Asked by Gerald on July 28, 2023