Investment Q&A

Q: What did you think of their AGM? I love hearing what Mr. Leonard and gang have to say. Did you catch the part where Mr. Leonard talked about rewarding long term shareholders if they decide to commit long term - what do you think this means?
What would you think is a great price to pick up shares of CSU? I should have bought more when it was down around $1100.
PS - if you have a link to a transcript of the AGM can you post it? Thanks

Q: Outlook for CNQ vis a vis SU over the next year?

Q: With the weekend announcemnts re BAM buying into the market decline and BPY.UN saying they have $8B in available cash would it not be very difficult for them to cut the dividend while spending money on acquisitions ? Thanks. Rod

Q: How Real is Real Matters? Besides over exuberance, as an investor, how does one protect oneself from falling into a trap of one's own making?

On the other side a mountain of people have been saying until very recently that Shop was too good to be true.

Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!

Q: Given the number of deaths sadly happening in Canada due to Covid19, one would have thought that a company like PLC would have done better in times like this. Can you shed some light on this for us?
Thanks...as always.
Joanne

Q: SHOP dipped today on the issue news - would this be a good time to buy, or could it dip again - perhaps more deeply considering the issue price - next week when the issue closes? Thanks,
Kim

Q: Could you please comment on Telus earnings?

Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards

Q: Which one of these two investments would you buy now and why? Both seem decently cheap.

Q: Good morning,

Thx as always for your terrific insight. With the recent move in SQ, would you use a move to STNE being a decent move seeing that it has not recovered nearly as well? Worth holding both?

TIA

Q: At this juncture and going forward a year or two, which would you prefer Loblaws, Weston Metro Sobeys
Is there any reason to split a purchase or just go with whichever one you think is strongest overall.
In the U.S. same questions which vendor is strongest.
Thank you....

Q: I plan on buying PBH - waiting til after Q1 report May 11th as I think news could be bad? I was looking at SYSCO in the USA as a buy as well? Are they similar companies in terms of the products they supply? No point buying both - I'd have to use CDN $$ as well fro the US position. What do you think about PBH in light of meat supply and maybe increased costs?

Q: Could you please comment on their results and outlook?

Q: Hello 5i Team
I am comparing the retail REITs and the two distinct groupings in the sector:
Group 1 - REITs majority owned by parent operating company and the majority source of the REIT's income. These would be Choice Properties REIT (CHP.UN), Crombie REIT (CRR.UN) and CT REIT (CRT.UN).
Group 2 - REITS with a large diverse portfolio. These would be First Capital REIT (FCR.UN), Riocan REIT (REI.UN) and SmartCentres REIT (SRU.UN).
The questions I have are:
1 - What would be your ranking of the REITs in Group 1 and your ranking of the REITs in Group 2?
2 - Which is the better Group to select from Group 1 or Group 2?
3 - Any other retail oriented REITs I should be looking at?
Thanks

Q: What are your top 5 stocks for TFSA? This is for long term.

Q: RBOT was up over 5% today. Nikkei and Nasdaq are only up around half that. Do you know the reason for the big move?

Thanks!

Q: APHA dropped sharply this morning with the following announcement. Does it look like a concern to you? Thank you!

* APHRIA STRENGTHENS BALANCE SHEET WITH NEGOTIATED DEBT REDUCTION

* APHRIA INC - ENTERED INTO PRIVATELY NEGOTIATED AGREEMENTS TO REPURCHASE AN AGGREGATE OF APPROXIMATELY $127.5 MILLION OF NOTES

* APHRIA INC - TO REPURCHASE NOTES FOR APPROXIMATELY 18.7 MILLION OF COMMON SHARES AND APPROXIMATELY $2.9 MILLION IN CASH

* APHRIA INC - PURPOSE OF TRANSACTION WAS TO REDUCE COMPANY'S DEBT AND ELIMINATE $6.7 MILLION IN ANNUAL CASH INTEREST COSTS

Q: I notice that the daily volume of trading with most of the stocks I own is well below the average. Doesn’t that make this recovery more fragile? Bill

Q: My daughter's mortgage is up for renewal in December. The bank called and offered to renew early. She is currently paying 2.64% (5 yr fixed) and they offered 2.87%. She was asking my thoughts on what rates might do over the next 5 years and whether to take their offer?

My initial thoughts are a) USA-Cdn rates will probably go lower (and possibly negative) to stimulate the economy; b) the bank is calling now to try to lock in her mortgage at a higher rate as opposed to in December when rates will most likely be lower. My guess is to decline the offer.

What does your crystal ball show regarding interest rates over the next 5 year period?

Thanks...Steve

ps We bought our 1st house at 20.25% and our lowest rate was 8%. So from that perspective, at sub 3% who cares?