Investment Q&A

Q: Hello 5i team:
Without editorializing or getting too “grumpy old man”, it seems we have a productivity issue in Canada, and now a labour force participation and perhaps also a work ethic issue. Every employer where I reside is bemoaning “people problems”.
I’m wondering if you have done any work on identifying companies that generate high free cash flow with relatively fewer employees? I know you have mentioned ATA in the past as maybe a way to play the theme, but I’m thinking of companies that are already there because of the nature of their business.
Thanks

Q: What are your 3 favourite Canadian Growth stocks not currently held in the 5i Growth Portfolio? Thanks

Q: Hi - I held above utility and telecome stocks. With CPI hits 40 years high in Canada, BOC will likely rise 75bps in July. Do you think income stocks will be under pressure as yeild % may not be compelling anymore due to higher GIC rate. Which names would you sale first in a risk off environment?

I value your opinion.

Thanks,

Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.

Q: HEY GUYS
JUST WONDERING IF YOU HAVE A PREFERENCE BETWEEN THESE TWO AND IF SO WHY
THANKS AS ALWAYS

Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks

Q: hi, these equities are overvalued, over-leveraged, with shrinking earnings, according to Morningstar Canadian Dangerous strategy. do you think any are compelling sells now, and which would you Hold?
thanks, Chris

Q: What is your comments on likes of BLX-T NPI-T not doing anything...With there wind exposure in Europe...

Q: Can you please provide your insights on Boralex and Parkland and their valuations.
How do you see them perform ?

Thank you

Q: Peter,

Please provide your list of favorite utility stocks. Focus should be on debt levels able handle higher interest rates, a competitive yield and a history of regularly raising dividend payments.

Thank you

Paul

Q: Is BLX worth the new valuation or would you expect it to settle down significantly?

Q: BLX SPIKED UP 10% YESTERDAY.WHAT IS THE REASON?

Q: What are your thoughts on BLX and LSPD ? What is the financial situation of the companies and future prospects?
Thanks

Q: Hi,
Inflation came in hot again today in the U.S. Do you guys have a view of the dot plot? Some economists see the Fed hiking rates 5-6 times this year with a 50 BPS thrown in for good measure. Others see a less aggressive FED with 3-4 rate hikes.

Also, the renewable energy names all seem to be making a nice bottom in the past month or so. Could they be signaling that the rate hikes may now be baked into these names?
Thanks again.

Q: I notice that blx has a P/E of 121 at the moment. Which seems pretty high. Should this be something to be worried about?

Q: I have a small position in these companies, can you rate them a Buy, sell or hold.
Take as many credits as required. Thanks.

Q: Renewable energy has been beaten up over the last year and seems to be fairly cheap at the moment. With quantitative tightening and raising interest rates on the horizon, would it be prudent to wait to see what happens with inflation before moving into this sector? Which of these names do you prefer? Thanks.

Q: what 5 Canadian utility stocks would you currently recommend and why? please rank them in order of highest to lowest recommendation.
thanks

Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.

A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?

Many thanks!

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT