Investment Q&A

Q: Hi Team,
I have heard DOO mentioned quite a bit in top canadian recommendations. Although sales have been good for the company and demand for their product is high, do you see sales/ numbers slumping for them for the next while due to supply chain issues. I know where I am the dealers have very little for inventory, and are only getting "spring break" snowcheck deliveries in for customers that pre ordered snowmobiles last spring. Will this not hurt their numbers for the next few months until supply chain issues getting straightened out?
Also, in a quick pitch...what are the main selling points for investing in this company for a 5yr plus time frame? Would it be one of your top picks today for canadian investment for share price appreciation...or after recent sell offs are their others you would choose over this one (please list)? Thanks

Shane.

Q: How would PRA fit into a portfolio? What percentage overall would make sense and what type of equity would you classify it as? If you bought it would you reduce your gold and oil exposure to compensate?

Q: CLPT Hello, what is your opinion of this small business in the medical space ? Do you believe their technologies are unique ? Thanks

Q: Hi, I have about -$6000 (capital loss) I can use to offset my gains this year, maybe more by end of year.
My question is there a limit to how much I can use each year for losses against my gains?
Thanks

Q: Hi,

I have owned shares of OTEX for several years and have a modest gain in my TFSA. In order to add a bit more growth to my portfolio I am thinking about selling OTEX and buying shares of KXS. Is this a move that would make sense to you or would you replace with something else?

Thanks very much.

Q: Where do you see Stryker and Becton Dickinson going forward with the Delta and now Omnicon which is way more transmissible?

If hospitalisation increases with Omnicon and surgeries are held back again, will this affect both companies and will this cause these 2 stocks to plunge?

thank you

Q: What is your opinion of their recent quarter and outlook? Do you feel this pullback from the all-time high is a good level to start a position? Thanks.

Q: What do you think of the ETHY fund by purpose? It looks like it tries to reduce some of the risk with ETH. How risky would something like this be?

Q: Whats your thoughts on this company and the latest deal announced?
Thx

Q: Can I get your thoughts on Calians recent earnings and any reason for recent decline.

Thanks you

Q: Can you comment on the recent quarter / earnings release? Based on a previous question and response the company seems to be accelerating revenue with over 190% growth quarter over quarter and have provided guidance of over $40m in revenue for calendar 2022. Is this a good entry point as the company seems to be at an inflection point?

Q: Was wondering about continuing to hold storage vault. Heard a report on The National about a large number of break ins at there facilities. I sounded the there security systems were bogus. This may come back to bite them in the but. They may have to do some spending to improve security. Any way, to me it’s not such a no brainer as before, where all they had to do is pay the power bill to keep the lights on.

Q: can you recommend a US and Canadian defensive ETF and a US healthcare ETF?
thanks

Q: Peter et al,
This question is directed to Peter, because I need an answer from someone who has seen many takeovers. In the case of the acquisition of IPL by Brookfield, I opted to receive exchangeable trust units for as many IPL shares as possible. The trust units, as you well know are used to effect a tax deferral on the IPL shares.An allocation factor was used and " X " number of units were allocated. The remaining shares were given the cash value of $20.00 / share. This total was then divided by the VWAP of the BIPC shares for a five day period. The resulting price was higher than the $80.00 ( 4 x IPL price of $ 20.00. ) This resulted in fewer trust units received. If there was any fractional shares remaining , they were rounded down, and no payment received.My questions-- How common is it to use a VWAP instead of the offered price as the divisor, especially as the equivalent Bipc shares fell shortly after the 5 day period. This price must have been supported? How common is it to round the remaining share or shares? I have always got paid for fractional shares.It is fine and dandy to say that Brookfield are good allocators of capital, and good managers, but they certainly are not shareholder friendly. Comments please?

Thanks as always,
Ben.

Q: Hi 5i Team!
Wondering with the new variant if anything has changed in terms of your outlook on stocks going forward. When faced with lots of volatility if one has a well diversified portfolio, relies on dividends for income and has a long time frame until retirement can a buy and hold strategy be adopted? With so many investments I would never be able to time the perfect exit, know when to rebuy, so I just buy and hold. I know you are not fans of stop losses, nor am I, but do you also ride out bear markets and hold investments rather than sell and reenter. Your thoughts would be most appreciated. Thank you!

Q: This company has grown in value very rapidly. How does Generac compare to similar companies like Trane Tech? Can the company stock continue to rise after its recent decline or would you recommend another company in this sector?
Thank you Team!

Q: I have been holding this for a few years and it has finally started to move up nicely, up about 400% this year. Can you see this going to $3 or $4 or is the fun over on this one? Thank you.

Q: Thank you for your response to my last question. As a follow-up, do the four utilities stocks that I currently own (BEP, FTS, AQN, NPI) offer adequate diversification within the sector? Just wondering if I should add to these (in the best to worst ranking you provided) or is there another utilities name (Cdn nor US) that you would add to be better diversified and if there is, would you sell one of my current 4 utility stocks or just add the other name?
Your insight much appreciated,
Doris

Q: I would appreciate your analysis of their latest financial results.

Thanks
Dave.

Q: Suggestion for 5i. Please be more careful in what stocks you feel will move up in price and raise to your customers' attention.
I see that MRS has fallen like a rock since 5i spoke so highly of it back I believe in April. A mere 7 months ago the stock was 70 cents and now under 20 cents. When 5i first touted the stock, I found it odd as it didn't seem all that solid a company for the long term, something that 5i keeps reminding customers about. MRS had won big government contracts but much was related to the pandemic. What would it do for an encore after the pandemic? I was lucky I guess and chose to pay little attention to it but I'm sure others didn't and had to take a loss. It's on us (customers) to due due diligence and decide what seems like good investments. But I expect 5i to raise names to our attention that fit a long term strategy and aren't get rich quick wonders. I supported the 5i decision to strongly caution against getting involved in the early days of cannabis stocks.
Keep up the good work, thanks