Investment Q&A

Q: Scotia lowered the target price to $41 and stated that PKI should reduce the EBITDA growth and instead return more capital to shareholders in dividends. EBITDA grew from $1.25-billion to $2.0-billion. Is Scotia's hypothesis correct? I always thought that the EBIDTA growth is one of the most important criteria in evaluating a stock.

Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.

Q: fhyd ... your thoughts on the company and new CEO from ford

Q: I have held NFI for a long time, and thought that things might improve as purchasers shift to newer green energy buses. Do you see much upside for this company in the next 12-24 months compared to the market in general. I am considering getting out of this position (in a TFSA).

Thanks,
Mark

Q: Hello Peter and Team, a couple questions on Superior.
a. For an investor content to hold this for the 5.6% dividend alone, would you like it here for the long-term - or do you think the share price could drop significantly?
b. If you already owned ENB, FTS, EMA, and AQN, would you see SPB as too much, or unnecessary, overlap?
c. the price chart for SPB in Google Finance is significantly different over 1 and 5 year periods that the charts in 5i. Do you know why? Does the Google chart add back in dividends perhaps?

Q: May I have your opinion on ROOT?

TD thinks it has been punished too much and could be at a good price now.

Thanks for the excellent service

Q: Hi Team I have not invested in Bitcoin but I am interested in BITI as a hedge as I see Bitcoin falling off and suspect it may the winner on a race to the bottom. I placed a small order and was flagged that there may be MER charges. So 2 questions. Is an inverse Bitcoin pure speculation or a plausible hedge. Are MER charges on ETF's normal? I would also like your recommendations on hedges that may be soflen a downturn....up to 3 questions now!

Q: Are there any market conditions in which this company can start at least stop going down every day?

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicated that we had too much Technology, and not enough Utilities. I recently sold XIT, and added more BEP.UN. In the Utilities sector, among our accounts, we own AQN, BEP.UN, and FTS. The Utility weightings are now AQN = 3.65%, BEP.UN = 2.86%, and FTS = 1.49%.

In 5i's answers to questions, I notice that you generally rate BEP.UN higher than AQN.

Recently, John Heinzl wrote in his "Yield Hog" column that he bought more AQN, and gave some good reasons for doing so. I'm now wondering if I did the right thing in adding more BEP.UN, and am asking for some "reassurance".

Finally, I note that PA still shows that we could add more Utilities. I would be doing this in a non-registered account, and am wondering what to add. Please rank AQN, BEPC (better tax advantage than BEP.UN), FTS, and NPI (this would be a new holding).

Thanks in advance for your insight.

Q: It feels like REAL is going to zero, what are the chances of it making a come back. What are the positives for the company today?

Q: GSY and DOO both in the growth portfolio are also dropping despite beating their last
Q results handily and being value stocks.

If the market is buying value stocks, why are these dropping?

Q: I want to acquire a full position in Suncor (5% of my portfolio). It has been on a tear since the middle of December and currently trades significantly above its 20 day moving average. I don't want to buy all the shares at the current price. What strategy would you suggest I use to purchase these shares ?

Q: Happy New Year 5I Team!

What are your thoughts on Acme United Corporation (ACU)? Do you think the share price could benefit from the market shift to Value oriented names?

Thanks

Q: in the small cap growth space ..please give me your top 5 stocks in orderthat you would call winners regardles of price fluctuations thanks

Q: I held PBH for years, and sold a few months ago when it was just over $130, buying ATD with the proceeds, as I felt ATD was a bargain at the time (around $47 or so). The trade ended up working out, even though I don't often attempt to buy and sell equities based exclusively upon momentum and other non-income-related metrics: I tell everyone I am a lousy trader, but somewhat decent investor.

In any event, PBH has retreated to just under $122 as I am composing this query, while ATD has performed decently (up about 10% from purchase price). I would like to know your thoughts on which company you think will perform better over the next two years or so, and if it would make sense to pivot back towards PBH, or stay with ATD, if that company can be expected to work out better between the two options. If these two companies can be reasonably expected to perform similarly, I would deem standing pat to probably be the more prudent option.

As always, I appreciate your insights and I look foreard to your reply.

Q: I did not find the percentages of office ,residential,retail,industrial,etc... properties on the website of this Cie (for Covid 19 concerns).
Considering their assets distributions ,pandemic context,and financial situation and results,is this Cie still a safe investment ,including dividends ? regards Jean-Yves

Q: I have 3 question concerning CSH.UN. 1) What is i5Research financial thoughts on CSH.UN? 2) Would you rate it is a BUY, HOLD or SELL? 3) If rated as a hold at what price would you consider a time to buy? Thanks … Cal

Q: I have been a holder of this ETF for many years. It has done well. However, I note the recent sell off is quite violent. There was a previous correction early fall last year and, of course, it fell with the market in spring 2020. But this recent selling is somewhat unsettling given that I cannot understand what may be the reason, if any, for it. I can’t see how interest rates or any of the plethora of current concerns could affect a water based etf so significantly.
Your advise as to your thoughts on the recent weakness would be much appreciated. I am thinking that if there is no apparent reason for the draw down, given the etf performance history, this may be a good time to add.
Thank you
Neil

Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.

Q: I'm looking to add a US Equity ETF that trades in Canada for a non-registered account with a 1-3 years hold. I like the profile of VTV (.04% MER, low volatility, holds large US value companies with $95 billion total assets, pays a high yield 2.15%). I'm unable to find anything that trades in Canadian dollars that fits that same profile. What would you suggest? Thanks