Investment Q&A

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, between these 2 unloved stocks, which one would you prefer over a 2-3 years period (I’m no teen!). Don’t need revenue but OK in TFSA for example.

Q: Can you please give me your opinion on how you would rank these companies and your outlook going forward? I'm most interested in ARE and NOA but the others are in the same area. Thanks!

Q: Thoughts on Bird Construction? Thanks...

Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

Q: Could you compare the prospects of Bird Construction to WSP Global?

Q: What is your thought about Bird construction

Q: BDT reported earnings a couple of days ago. Although revenue, earnings, EBITA, etc. look good initially, the market certainly does not like the results. Comments such as "the timing of recording the CEWS benefit was a significant factor affecting fourth quarter net income" likely explain some of the market reaction. May I have your perspective on BDT results, please?

Q: what do you think of exchanging bdt or are for bad in my balanced equity portfolio?

Q: So having been beaten up badly by ste wart Olsen, how is Bdt as a place to put money given the liberals promise of huge infrastructure projects. It seems to have a decent yield but is it sustainable

Q: Why the announcement combination of SOX and BDT resulted on SOX going down by more than half. I hold SOX in a registered account at a huge loss. Do you think it is time just to bail out or wait for the transaction to take place? What is the incentive to the board of directors to agree on a transaction that results in such a drastic devaluation of stock price?

Thanks

Q: Your thoughts on Bird’s offer, please.

Q: Hello 5i team

What are your present thoughts please about Bird Construction?

John

Q: I have been holding few shares of it for a very long time in my RRSP account. For last couple of years it is not performing well. Do you have any suggestion to replace it with any other company or should I still hold on to it? Thank you

Q: How material is Bird,s contract on lng project in Kitmat. I don’t have exposure to infrastructure. A while back I traded this stock and made money. My objective this time is for diversification and longer term hold. The divided also fits in nicely with my portfolio. Your opinion on it’s valuation.
Would you buy it or are there better opportunities in the industry? Opinion please. Thank you.

Q: Your thoughts on yesterday's results, please

Q: I have a question about bdt what do you think of it at these lows . thx

Q: Hi 5i

What are your views on these 7 holdings in 2019?
Hold, Sell?
Appreciate it

Q: Morning Team,
BDT is so low, Worth to buy for short term?
Thanks as always !
Tak

Q: Hi folks, few months since Q on Bird Construction. Can U please give your thoughts on company/stock and holding for the long term. Would U rate buy/hold/sell. Thanks as always, jb