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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good afternoon.

I’m interested in which you prefer (1 and 2) in each category below.

ATD.B, PBH, MRU, L

SLF, TD, BAM.A, TRI

WSP, SIS, CAE

CSU, SHOP, ENGH, KXS

BEP.UN, FTS, AQN

Thank you.
Read Answer Asked by Alan on March 19, 2020
Q: Hi 5i,

Thank you for the great insight during this challenging time. Can I please ask your opinion on these five existing positions? Each is sitting at a substantial loss and trying to decide whether to sell, hold, or with a Canadian recession on the near horizon:
-Parkland Fuel
-New Flyer
-Cymbria
-Western Forest Products
-Savaria

Thank you in advance. Please use credits as needed.

G
Read Answer Asked by Greg on March 16, 2020
Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on March 05, 2020
Q: My question relates to a stock like TTD (which I have been in and out of) vs holding SIS. I do own SIS and believe it will eventually get somewhere. The dividend while waiting is nice. The ask today is whether you would advocate being out of SIS so as to deploy into something like TTD, AYX or even to start a new position in SHOP if the pull back gets more aggressive? The assumption is that it's either SIS or one of the above mentioned stocks but not both.
Read Answer Asked by Tim on February 25, 2020
Q: Hi Peter, Ryan, and Team,

James Hodgins commented on Savaria recently: "There is all this growth potential in the stair lifts but a big chunk of their business is car lifts, which are a big luxury and which is in decline. He is slightly short the stock. He doesn't see a huge upside."

This stock is a loser in my wife's RRIF, and would like your opinion regarding his negative opinion of the car lift sector, and if you concur that it's the main reason for recent under performance.

Would you be OK with classifying Savaria in the Healthcare sector instead of Industrial?

Thanks as always for your advice and insight.
Read Answer Asked by Jerry on February 21, 2020
Q: Hi Peter, Ryan, and Team,

We have a 2.5% position in CN, and are a bit underweight in the industrial sector. Would the ongoing rail line blockade and slight decline in share price represents a buying opportunity? Or would a new investment into WSP, for example, be a better strategy? (Our other industrials are CAE, SIS, and TFII). Thanks in advance for your valued advice.
Read Answer Asked by Jerry on February 14, 2020
Q: Aside from the obvious demographic appeal of increasing demand for Savaria's products for aging persons with disabilities, it strikes me that as seniors have increasing need for cash flow in later years, they will turn more and more to reverse mortgages. This will lock them in as long as they can live in the financed home. That said, faced with disabilities that might otherwise force them to leave their home, purchasing Savaria's products will be the only solution. Do you agree? Do analysts understand this market force?
Read Answer Asked by Geoffrey on February 10, 2020
Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

Read Answer Asked by Pierre on January 28, 2020
Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?
Read Answer Asked by Harald on January 21, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks
Read Answer Asked by Tim on January 07, 2020
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