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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: 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

Read Answer Asked by Stephen R. on July 25, 2022

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,

Read Answer Asked by QIAN on June 23, 2022

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.

Read Answer Asked by Graeme on June 09, 2022

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

Read Answer Asked by Mary on April 20, 2022

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

Read Answer Asked by chris on March 31, 2022

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

Read Answer Asked by paul on February 28, 2022

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.

Read Answer Asked by Dave on February 15, 2022

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.

Read Answer Asked by Brian on January 18, 2022

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.

Read Answer Asked by Michael on January 14, 2022

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

Read Answer Asked by Mary on January 09, 2022

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!

Read Answer Asked by Cory on December 13, 2021

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

Read Answer Asked by kaushikbhai on December 10, 2021