Investment Q&A

Q: Hi,

I know you likely have commented on this (or similar) before, but I can't find the references in the Q&A.

Recognizing you can't personalize your opinions, in general what maximum percentage of an equity portfolio do you think the average investor could hold in the Brookfield family of stocks (specifically BN, BAM, BEP and BIP) and the Constellation Software family (specifically CSU, LMN and TOI)?

For context this is for long-term total return and in an otherwise well-diversified portfolio of CDN, US and international stocks.

Many thanks for your insights.

Michael

Q: G&M reported that Pride Trucking company has filed for creditor protection. The main reason is a “freight recession,” which means that the volume of goods getting shipped has plummeted. Are all trucking companies, including TFII, getting affected by the 'freight recession'?

Q: Hi 5i team, Gold is at an all time high and most gold stocks are reaching new yearly highs. But ABX is 20% below last May 4,2023 high and 43% below its high on Aug 2020 when gold was 2050 for a brief moment. What is your view on ABX and what is the reason for the underperformance vrs other gold stocks.
Thanks,
George

Q: Can you please rank the above material stocks for purchasing right now? Thank you

Q: Hi guys.
For a grocery anchored REIT looking at total return 5 years out which company, FCR.UN or SRU.UN, do you favor?

Much thanks

Stuart

Q: Hi Team,
Is the party over in the markets this year? Should we be cashing out for conservative dividend payers at this point? Funny ; just when I hear more and more talk of people buying small cap agressive names the market seems to have “peaked” and now rolling over. It’s hard to believe the economy is so “hot” in the US when I hear so much about people being hundreds of dollars away from paying their bills , and with mortgages renewing people that were on the verge will be slammed. Tech companies have laid off thousands over the last year. Some I talk to believe the numbers that the government put out are “false” and politically driven to make the current president look good: especially heading on election year. Sometimes a person really has to wonder if there’s a crisis in the making with the high inflation , interest rates etc. Not that I am a conspiracy theorist but over the years it certainly looks like books can be cooked, so to speak. Just looking for your take . Thanks

Q: Hi Peter, I'm a pensioner and hold BCE in my RRSP account mainly for the dividend with an average cost of 49.25. Why such a downturn and would you continue to hold for the dividend or is there a chance the dividend could be lowered or cut. I thought this was one of those buy and forget about stocks. Thanks

Q: Is this a good entry point for this company considering the new contract they signed with European bus company for there hydro fuel cell products.

Q: ATD has gone from $86 to $75. Is it time to buy the dip?

Q: Thank You for your quick response. In my own little world, I continue to believe that DYA has a great concept. I just can’t understand why the product cannot be designed and manufactured to meet customer/market expectations! At a time when gas and diesel prices are at ‘all time highs’ and the introduction of this product is supposed to reduce fuel consumption to allow companies to save enough in a 12 month period to pay for the purchase…it’s just not registering with me why there’s such a struggle to sell the product! In saying the above, and with so many businesses/investors who could do ‘so much’ with a product like this, do you feel it could possibly be bought or taken over in the coming months? Thank you again.

Q: Dear 5i team.

May I have your analysis of Canadian Banc Corp? What is there structure, how are they achieving 16% returns, and what is the risk/reward.

Many thanks for your help.

Q: This stock is up 3.1% YTD and 17.6% 1 Year.

Not a bad performance but certainly underperfoming the general market.

There are a lot of excellent companies on New York and Nasdaq that have a much steeper growth profile than QSR.

If you were to look at the universe of their consumer segment of the market which US company do you feel would have the highest growth potential over the next 3 years. (Other than SBUX)

With thanks


Sheldon

Q: Could you please shed more light on the components causing Canadian Tire EPS to go from over $15 / share in Feb 2023 to below $5 / share in Feb 2024.

I'm thinking about buying and selling lots at current prices to lower my costs, but I would like to understand the EPS drop more clearly before proceeding.

Thanks.

Q: Hello 5i,
So, retired, dividend-oriented investor looking to add to Healthcare in Canada for a RRIF. Our primary healthcare holding is a full position in HHL, for the yield. P.A. indicates that we are overweight U.S. and need to increase our Canadian holding while healthcare is underweight.
We were considering CSH.UN, but it seems to be classed as a REIT (real estate is also overweight), so that doesn't seem to be an option. The 2 remaining choices seem to be either SIA or EXE, both seeming somewhat problematic.
Since the latest questions I could find on either SIA or EXE date back to last fall, could you update your analysis on these two equities with a view to whether either would be a suitable investment for us and whether the dividends appear safe for the foreseeable future?
And, finally, are there any other suitable Canadian healthcare options that pay a dividend?
Where there is nothing suitable in Canada, my thought was to return to ABBV and suck up the geographical imbalance. Thoughts?

As always, many thanks for your awesome service!!! It is very much appreciated!
Thanks,
Cheers,
Mike

Q: Hi Team,

What are your thought on the Q and the decision to build more production? Seems to be liked, perhaps because of how it is being funded.

Also, I have read talk of filings not being done on time, is this true?

Thanks!

Q: Please rank these royalty companies in order of preference disregarding the market cap. Thanks.

Q: If you were a gambling man, which Canadian companies (tsx or venture) would you bet get acquired sooner rather than later?

Q: I am thinking of selling my WELL stock for Tax Loss and repurchase after the 30 days. I don't know of a good proxy for WELL so just wondering if you believe this health stock with flat line for a while?

Q: My last question asked about dividends for this company. You answered “ SRU.UN pays a 'distribution' now yielding 8.1%. Keep in mind this is taxed differently than a Canadian dividend, and the tax breakdown can vary yearly. ”. Can you provide some insight on the two points in the last sentence. Thank you.

Q: What to do about LULU? I have half positions in LULU, BKNG and BYD. It appears that there has been a shift in consumer spending to frugality and, if so, sell, hold LULU or move funds to one of the others to full positions or move to another discretionary stock?