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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: Trying to decide between Topicus and Lumine for a long-term growth portfolio here.
I am digging into both, and finding that Lumine gets around a third of revenue from an acquisition they made called Wideorbit. Wideorbit gets almost all of its revenue from ad selling into radio stations, local TV and National TV networks.
I guess I am worried about how this business model can work long term (my teenagers never watch traditional TV or listen to radio, and cord cutting is quite prevalent apparently). Does this high percentage of revenue worry you in terms of Lumine going forward? Thanks
Read Answer Asked by Michael on June 20, 2023
Q: Is the complexity of the Brookfield group of companies (if you see their organizational chart from and SEC prospectus) troublesome? or is this typical for companies nowadays. My concern is I remember the complexity and inter-twining of the previous Hees-Edper companies which spawned Brookfield. Are there any red flags?
Read Answer Asked by Neelesh on June 20, 2023
Q: Hello, we have a full position in CNQ (5%) and SU & TOU (3% combined). We also own ENB (6%). We are considering to reduce our weighting in Energy sector. We like CNQ and ENB, for their respective merits, at the two ends of the spectrum being Growth and Income and relatively stable history of stock performance. If you have to choose to sell/trim between SU and TOU, what would be your approach - Equally trim from Both or Sell one of them in full ? Based on current and likely scenario of Oil and Natural Gas prices and their balance sheet and growth/income prospects.

Thank You
Read Answer Asked by rajeev on June 20, 2023
Q: This question concerns the materials sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently the sector is underweight at a 2.5% allocation with NTR being the only holding. We are open to either doubling up on NTR or adding an equal amount of SJ. Which would be your preference and why?

For each of NTR and SJ Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Read Answer Asked by Peter on June 19, 2023
Q: There is much speculation and commentary that we are either in a recession or will be in a recession in the next 6 to 12 months. I know it is impossible to predict timing or if we will in fact experience a recession but can you provide your view on how the markets react through a recession cycle, i.e. heading into and during a recession. Can you include the sectors that perform well during the cycle.

Thanks
Tim
Read Answer Asked by Timothy on June 19, 2023
Q: What are your views on Peller's most recent earnings? To me, they look horrible, and I'm wondering if I should just salvage my tax loss and move on. That said, the price is probably at the lowest of the low. How much patience should one extend to the turnaround possibilities?
Read Answer Asked by Randy on June 19, 2023
Q: Hi Peter and Team
I still hold AQN in a LIF account and would like to replace it with something that pays a decent dividend and will in time recover the more than 40% loss. What do you think of GEI, BEP.un, BIR, TD, or BAM as a replacement? Please rank order. Any other suggestions would be appreciated. Obviously no regard to sector.
Thanks for your guidance, Gary
Read Answer Asked by Gary on June 19, 2023
Q: Hello,
Has the REIT issued shares in the last few years to fund their residential redevelopments?
What’s the current valuation against peers (price / ffo).
Can you comment to their level of debt vs other REITs. It seems acceptable and supported by a strong leasing profile, although retail.

I am planning on starting a position ant these levels and was looking for your general comments. Thank you!
Read Answer Asked by Pierre on June 19, 2023
Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry
Read Answer Asked by Larry on June 19, 2023
Q: Hi Peter and all,

I own BCE in my TSFA. and am interested if you would recommend holding longer term, given the recent news of station closures and layoffs. I assume those are good business decisions for the longer term viability of the company. Still a hold ?
Read Answer Asked by Jim on June 19, 2023
Q: Hi,

CIX has managed to get to $15-ish. My breakeven is $20. I feel that getting to $15 was a miracle and that $20 won't happen.

From a trader's perspective, should one take the loss and rebuild ?

From your broad perspective, should keep the faith and hang in there? You know...generally speaking for this stock? I noticed that 5i dropped Fiera. Maybe CIX is in the same situation?


Read Answer Asked by D on June 19, 2023
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