Investment Q&A

Q: Good morning all;

I currently own 4 energy infrastructure firms in tax sheltered accounts; amounting to 7% weighting in my portfolio. As part of an overall portfolio review i've concluded I'd like to get that down to 2; for a combination dividends and growth. My question is - which would be your preferred 2 with these parameters.

Thanks as always.

Dave

Q: Hi there,

Qcom has seen a large uptick in share price. Is it still at a reasonable price or getting overvalued?

Thanks!

Q: Your thoughts please on the quarter?

Thx

Q: Thoughts on PKI earnings? What do you see as outlook?

Q: in general do you favour etfs or mutaul funds for a sector investment?

Q: At what price would it seem to be a strong buy?
With appreciation,
Ed

Q: What does the market expect next week?

Thx

Q: I've read your previous answers to questions on this bank.

However, even if the stock has "priced in" the bad news doesn't this reflect very badly on management, governance, compliance etc of this institiution.

I would far sooner put money in other banks like RY. To date TD is by far the worst performing of the big banks (-15%) and I daresay this might be just the beginning of this mess.

Why not cut bate, sell it as it is a spoiled equity for the forseeable future and buy a well managed FI?


Sheldon

Q: Hi Peter, Ryan, and Team,

I realize that there are economic arguments and opinions on both sides of the carbon tax issue specifically and climate change in general. My question is framed, I hope, in a non-political way.

I had heard Pierre Pollievre comment on using technology to combat climate change. A Google search resulted in:

https://www.biv.com/news/resources-agriculture/poilievres-energy-plan-carrots-not-sticks-8270266

In the article, Pollievre is quoted as saying: “I’ll have specific measures to do that when the time is right,” he said. “But what we say, very clearly, is that we need technology rather than taxes in order to fight climate change, and that includes carbon capture, nuclear or hydro dams.”

I realize that the next election won’t probably occur until next year, but should Pollievre become PM at that time, some stocks may experience tailwinds, while others may have headwinds.

Could 5i look into their “crystal ball” to list some Canadian stocks that might be positively impacted by a new policy, as well as a possible reverse impact on some other stocks.

As always, thanks in advance for your insight.

Q: Can you comment on tmx quarterly results. Did they beat or miss expectations and what do you think over all? Thanks

Q: Hi there,

I’m a longtime holder of both these names.

I understand AQN is a very large shareholder of AY. I read today that a sale of AY is maybe imminent. AY has been moving up last few days.

Please update this, I’d like to know details, the likely sale price/share range, and the effect on share prices of both company.

Thank you!

Q: What are your best 3 choices for Canadian oil and gas companies today for overall return using a one year timeline? Thanks!

Q: Hi what key points do you identify form the earnings? Does LNTH have serious growth (with profit)? Management had turned me off from investing... your take on management?

Q: If I make 5% on a yield stock and I make 10% on a growth stock per year - would I not be better off all things being equal to just invest in the capital gains stock and trim it by say 10%?

I look forward to your thoughts on both choices and their pluses and minuses.

Thank you

Q: What happened Friday to SJ. Down 9% on no news, no earnings ??

Q: Hi, How is the Recent Earnings History of the company ? Does it usually beat estimates? Stock price has shot up, over past 6 months. Is this because of Co. producing stellar results and projecting high growth in the sub-prime sector, or the Co. received recognition/got discovered by retail investors/portfolio Managers, after flying under the radar for so long. Besides 48% Insider Ownership, are there any institutional holders ?

What are street estimates and your expectations, when Co reports next week ?

We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.

Thank You

Q: Obviously bad news regarding money laundering prevention deficiencies and stock is getting hit. What is your sage advice to a holder of this stock?

Q: do you think td is getting slammed this week because of money laundering questions or something else. seems to be taking it on the chin a lot more than other canadian banks lately

Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You

Q: Hello 5i,

Please comment on ABX Q1 earnings? They appear to be very good and Q2 will be much better but the stock went down and closer to yrly low instead of yrly high with very high gold price?
Thanks,
George