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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: My portfolio is low in the consumer cyclical / discretionary sector. I have funds to add one stock at 2.5% portfolio weighting for a potentially long time frame. I'm torn between DOO and MG. Which would you recommend to add now and why?
Read Answer Asked by Robert on March 29, 2021
Q: Where would you put the odds of TFI doing an equity financing prior to closing the UPS deal? Is it possible they might finance the purchase with debt alone? With the deal expected to close in the second quarter, when would you expect any financing to be announced? For an investor looking to add to their TFI holding, would you recommend waiting to take advantage of the drop in the stock price that an equity deal would likely cause?
Read Answer Asked by Steven on March 29, 2021
Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?
Read Answer Asked by Andrew on March 29, 2021
Q: Based on recent market movements, if you have to pick 3 - 5 companies to buy (Canada or US, irregardless of risk), which ones would you pick?
Read Answer Asked by Hua on March 29, 2021
Q: New to the site here. Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? Thanks!
Read Answer Asked by Lindsey on March 29, 2021
Q: Are our subscriptions of 5iResearch eligible for the Digital News Subscription Tax Credit? The limit is $500.

John
Read Answer Asked by John on March 29, 2021
Q: I got an avalanche of questions on small cap companies that you probably don't even cover but I've been doing some research and this one popped up. What are the metrics you like about it? What do you think of the industry? And it's competitors. CEO seems to have been doing alot of buying and a huge surprise upside on the last earnings release. Thanks.
Read Answer Asked by James on March 27, 2021
Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!
Read Answer Asked by Ed on March 27, 2021
Q: Hi 5i

I would like to take a position in AC, but I'm worried about Canada’s vaccine rollout. I don't see a resumption to normalized traffic this year. My guess is they might hit 50% capacity late this year, and that might be aggressive. Can tell me how long AC can last with current monthly cash flow burn before they have to raise more money? Also can you provide your best estimates to traffic for 2021 and 2022.

Thx
Read Answer Asked by Christopher on March 27, 2021
Q: In your response to Chris on PE, could you add forward ratios under the "Valuation Ratios" and "Price To Comparisons" categories, where it makes sense of course?

If we used NVDA as an example, the PE ratio shows 76 while it looks like Fwd FY1 is 48 and FY2 is 43, roughly.

It would also be nice to see any sector/industry ratios or any other comparison numbers.

Thx
Read Answer Asked by Christopher on March 27, 2021
Q: DUFRY is a US duty free company, With people getting excited to travel is DUFRY a good bet. It did trade above $ 16.00 in past 5 years, RAK
Read Answer Asked by bob on March 27, 2021
Q: Hello,
Do you think the trend of SPY outperforming Nasdaq will continue for the next 6 months or so? Also I am seeing IWM outperforming IWO..I am considering moving portions of my tech holdings to IWM and SPY for the next little while..What are your thoughts? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on March 27, 2021
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