Investment Q&A

Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?

Q: I would like to sell, I think, one of either EIF or ECI to buy CNR. I feel that CNR will provide greater stability, albeit at potentially lower long-term growth, than either of the named stocks. While I like the dividends each pays and am not concerned at the moment about their continuing, I am more interested in overall long-term returns however they may be achieved. The question is which one to sell, assuming you feel that this is a good move. I realize there is a risk/return tradeoff here and am willing to give up some return if warranted.

I have owned EIF and ECI for many years so I am familiar with their ups and downs and warts. I am not crazy about ECI's business model and wonder about future growth. I am concerned about future volatility (shorts, aviation industry etc.) with EIF but think ultimately it had good growth potential. Both of these stocks are well off their highest highs and I wonder if either will ever get there again.

Does one stand out to you as the better choice to sell or again, should I just stay the course? I also own HEI and will be keeping it. That gives me about 8% between EIF and HEI so I wonder if that favours selling EIF to minimize an aviation concentration risk.

Appreciate your insight and guidance.

Paul F.

Q: Hi Peter and Ryan,
Intron had a bad quarterly earning report, what is your outlook of this company, would you still expect better future earning ahead?
Thanks for your help.

Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!

Q: Hello,
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.

Thanks

Q: My self-service broker has in its inventory Sherritt bonds, having 7-1/2 years to maturity on 11 Oct 2025. The (annualized) yield to maturity is 9.8% .
To redeem the bonds at full value on the maturity date, Sherritt does not have to do well : it just needs to survive without defaulting on its debt.
I am fully aware that these bonds are not suitable for the safe fixed-income part of my portfolio, but rather would be lumped in with my equity investments in terms of risk.
What is your opinion as to the probability that Sherritt will, at a minimum, "at least barely survive" so that they would be able to redeem the face value of the bonds in 2025?
Thanks!

Q: Hi, could I get your opinion on IVQ.U Q4 report. The stock has done little since I bought and I am wondering if I should move on to another stock with better management. Thanks Dave.

Q: What did you think of their recent quarterly results? I thought earnings looked good after taking out the one time acquisition costs. What are you thoughts?

Q: Hi
What is your view of FTR Frontier communications after the latest earnings ?
thanks

Q: I will appreciate your comments on RME. I am down about 15%. Is it a hold, sell or do you recommend averaging down. Thanks

Q: Could you please comment on the results? Is this stock dead weight?

Q: Hello I5 team
Any idea why BK had a big up day May 8/18 to 13.68 and then gapped down to 13.05 on May 9/18 with huge volume. Thanks for your reply

Q: What small cap stock would you recommend for my TFSA? I already own PHO.

Q: Hi team,

I know you like this stock but it seems to be range bound and remains mostly under 2.00$. Other that a remote takeover possibility do you see any catalyst in the horizon?

Thanks for your insight!

Q: Looks like the market liked their earnings. Any comments?

Q: Hello, SCR is up on very big volume. Do you have any thoughts on who is buying? In your opinion, is this mainly:
1) retail investors jumping in because of the recent court ruling on sports betting? or 2) could it be institutions buying and setting up some long term positions?

I have held for a while and doubled down on the lows...finally above water and wondering if I should sell or wait this out. I hold SCR in my "fun money" portfolio and I take a lot of risk.

Q: Hello 5i, I hold Spartan with a cost of 7.54 per share and was thinking of selling for the tax loss(maybe). What is the last day that I could sell my Spartan shares before they are converted to Vermilion shares. Also I am thinking of letting the shares convert as I like Vermilion as a company. What would be your view on this. Thanks

Q: Your take on Bri-Chem would be appreciated as it
has taken a big hit on the latest results.

thanks
Robert

Q: Can you please provide your analysis of Hut8 Mining HUT-V. It is a cryptocurrency & blockchain mining company. What do you think of the long-term prospects for this industry? Thank you.

Q: Does this company pays dividends?How often and what is your opinion about this stock ?.Thank you ,Ebrahim