Investment Q&A

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Q: Hello, what do you think of P&G as a GARP investment, 5-10 years hold, with your reasons for or against it. Thanks!

Q: hi folks, thoughts on Q1 results for Galaxy Holdings glxy/t.....would you be comfortable buying in $12sh range....opinion going forward???.....thx as always, jb

Q: Hi folks
I am looking to park some US cash in a high dividend or interest US ETF that pays monthly. May I have a few ideas
Much thanks

Q: Whats popping this today?

Thx

Q: After holding for a few years, I am up on both these positions. P/E ratios for both still look very reasonable - I'm trying to decide if I should realize some of the gains, or let these winners ride. What are your views on these stocks?

Q: WHICH do you prefer and why? Could you justify holding both? Thanks

Q: Does tfii pay its dividend in Canadian or us funds?

Sheldon?

Q: I have held DSG for about 2 years in my RRSP and currently down about 24%. This position represents about 1.75% weight in the RRSP account and 0.48% of all investment accounts. I know 2 yrs may not a long time to give an investment a change but in this day of over performing tech stocks it seems that OTEX is not able to execute. Do you agree with this view? If I decide to exit, do you have 2 or 3 options to switch into?
Thanks for all the help.

Q: I don't have too many names I want to sell, but lots of names I'd like to buy....

One move I would consider would be to sell CTS to invest in either TMX or ATS. My question is besides the different sectors, long-term which company has the most potential to outperform the others? I'm guessing in order of growth potential it would go CTS, ATS, TMX, with the risk profiles the exact opposite?

Do you see enough potential in CTS to hold it over the other two names? Thanks in advance. - Jeff

Q: Hello, your thoughts on their latest results and is the stock a buy? Thanks.

Q: your opinion about CVX please.It looks like it has a lot of potential going forward

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Q: I own Orla. What do you think of it currently? Would it still be included in your top 3 junior gold miners (see question from Nov 2023)? If you held it--would you switch for another junior miner at this time?

Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?

Q: What are you current thoughts on this company and its possible purchase of lifelabs?

Q: I'm looking at metrics for TVK and cannot understand the market's lack of concern over what appears to be a very high amount of debt. I use the Lynch guidance that Long Debt / Total Equity should ideally be < 0.25. In TVK's case I calculate 1.03, which appears to be in line with the 5i Report on TVK showing Total Debt / Equity at 1.49. In the same report WELL is cited as a Comp but WELL has a Total Debt / Equity metric of "only" 0.5 - fully 3x better than TVK, and yet WELL has been punished for having too much debt. Confused...

Q: hi folks, opinion on Q1 results for Headwater Energy hwx/t....thx for your great Service, jb

Q: Hi 5i,

Multiple related questions:

#1 - I believe the purchase of Encore Wire (WIRE) by Prysmian @ $290/share should be confirmed in the next few days. Do you know anything further about this?

#2 - Would you recommend selling WIRE at this time @ +/- $282/share or waiting for the deal to go through at $290/share? At what point after the sale are shareholders paid?

#3 - In looking for a like-minded company (electrification transition, green renewables etc.) I came across Atkore Inc. (ATKR). What are your current thoughts on this company for a 3 to 5 year hold?

#4 - Between MYRG, STRL, ATKR and PWR how would you rank them out of 10 (10 being the best) and in what order for a 3 to 5 year hold?

Thank you for your wisdom and guidance!

Q: Hi 5i,
Just mulling over how to punch up a part of my TFSA that's not done much for me lately and is looking like it might do even less in the next year or so:
Specifically, I'm considering the wisdom of selling all the CTS I hold (at a fairly sizable loss) and replacing it with either NFI (which seems to be trending in the right direction, share price wise) or DCBO (which might be at a good entry point right now) in the expectation that by making this move in a year's time I'll be ahead of where holding CTS would leave me.
So, boiled down, is selling CTS now sensible, and is either NFI or DCBO a good replacement and, if so, which one is likely the better replacement?
And if neither, could you suggest another?
Thanks for your thoughts.
Peter