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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If you held no current position in NTR but wanted to begin one, would you be inclined to buy before or after earnings are released on February 8? I ask because the stock was clobbered after earnings were released in early November 2022.

I realize this is a timing issue which can be a mug's game but I am still interested in your gut feeling.

Thanks as always for your expertise.

Read Answer Asked by Richard on January 20, 2023

Q: I sold Nutrien at a much higher price in 2022 with the intention of rebuying if the share price pulled back. While the share price has indeed pulled back, the 50 dma is heading down and the 200 dma has recently turned down. These technicals are giving me pause. I know 5i prefers looking at fundamentals. Considering fundamentals, NTR looks cheap to my inexpert eyes. Would you be comfortable buying now given the fundamentals of the company?

Thank you as always for your expertise.

All the best in 2023.

Read Answer Asked by Richard on January 04, 2023

Q: I have these names as part of my materials sector. Do you think this is a good diversified mix of companies for long term growth? I was thinking of adding in TECK. Would you add TECK to this group or swap one of the names out for TECK? If you had to consolidate to just 3 names, which ones would you pick?

AEM - 1.98%
MEOH - 0.85%
LUN - 0.68%
NTR - 1.27%

Read Answer Asked by Keith on December 02, 2022

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Read Answer Asked by DAVID on November 22, 2022

Q: Inflation, especially food inflation ,can come thru higher prices in corn,sugar,wheat and soya...who are the leaders in such Commodities and which stocks would one buy to offset higher food prices?

Read Answer Asked by adam on November 21, 2022

Q: High growth stocks. A recent NP piece by Peter H. advised investors consider these vs. conservative picks coming out of a bear market. "Stocks that used to be 50X sales are now 3X sales and still growing at 50%+...a Bloomberg screen shows 982 companies with 50% sales growth in the next year."

Could you provide 10 Cdn. stocks in this category or better yet provide a link to the Bloomberg screen. Thanks.

Read Answer Asked by Jeff on October 21, 2022

Q: Hi Peter and team,

What do you think about addition of fertilizer stocks at this point given we donít have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?

It feels like a solid opportunity. CF has a yield and is buying back stock.

Read Answer Asked by Marc on October 16, 2022

Q: Good morning,

Thank you for all the pertinent insight.

My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.

I am also looking for a current read on LIF.TO

Could you give me your current top picks. As well as a good entry price.

Please take the necessary credits.

Thank you very much.

Read Answer Asked by Adam on October 03, 2022

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Read Answer Asked by D on September 19, 2022

Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.

Thanks Steve.

Read Answer Asked by Stephen on August 26, 2022