Investment Q&A

Q: Dismayed as I watch my portfolio drop in value. I'm paralyzed and hold. Watched AVAV go into negative value. Any recommendations on what to do in this type of market besides hold?
Concerned particularly for the investments of my young adult children. Any strategies or recommendations?
Sorry for the vague question, deduct as many credits as needed.
Thanks for helping get me this far! I've been a loyal client since 2013.

Q: These two stocks have been dropping like a stone of late.
How do you feel about these two stocks in terms of risk/reward, and are these stocks approaching a support level where one can consider adding to their position?
Thank you and I look forward to your sage advice.

Q: Why is Blackstone Inc. (BX) falling so much and is it a good time to buy? What's the long term prognosis for this company.

Can you please comment on this...."Blackstone allowed investors to redeem 7% of the $82 billion fund in the first quarter, exceeding the typical 5% withdrawal limit. Blackstone employees redeemed an additional 0.9% of the fund.

In all, Blackstone allowed investors to pull $3.7 billion out of its namesake private credit fund, commonly referred to as BCRED. The fund saw new commitments of $2 billion, leaving it with $1.7 billion worth of net withdrawals.

The news is expected to have ripples across the private credit sector, which already has been under stress in light of developments at Blue Owl Capital. The fund sold $1.4 billion in assets and halted redemptions at its private retail debt fund last month, rattling investor confidence."

Q: Hi team,
I am curious about TRI, yet a bit critical at the same time as a growth stock. I see it is in the growth portfolio. In the last quarterly release, it just put out I see that overall revenue growth is only 3% or so. This number is not so appealing to me in a growth sense. However, the stock has been more than cut in half, and perhaps has good recovery potential with a decent dividend? I am trying to wrap my head around this name and if there is potential here buying it at these levels. What, if any are the catalysts to get the growth rate more than the current 3%? Do you see much upside for the name over the next few years? Would it be on your list as among one of the better buying opportunities out there in today's market? I already own the CSU family, and NOW but TRI seems to be beaten up even worse than most of those.

As a second question if you would be so kind as to touch base on...LMN is continually mentioned as having the most potential as a buy today in the CSU family. Is there any reason for this other than it is the smallest? LMN seems to consistently have the worst earnings numbers out of the 3, specifically in terms of organic growth. Is there a specific reason for choosing LMN over TOI for example in which TOI has superior organic growth numbers? Just trying to understand.

Thanks
Shane.

Q: Hello Team 5i & Everyone,

If no one has already asked, may I please have your take on Crowdstrikes earnings?

Thank you!

Sandra

Q: Hello 5i, I am a current unit holder of ERE.UN and would like you to comment on the latest news release as to the current shareowners are being offered.
Are there options for cash or shares of CAR.UN and what are the chances of another
bid for the company.

Q: Dear Peter et al:

Thanks to your words of wisdom, I have done well with these.
The question is if one should control the greed and take some profits or stay the course and let the winners run. I don't need to sell to harvest the profits to live. The position sizes are still reasonable. I can hold them for a few years even.

One faces another dilemma. If I do sell, what should I buy. You have been suggesting that one should wait till the sentiment improves for PRL or GSY or CSU and it's offsprings! I have your favourites in energy! CNQ/TOU/ENB/CVE and such.

Which sector appeals to you going forward?

Should one move to larger players like FNV/WPM/AEM?

Q: Hello 5i,
Could I have your assessment of these stocks; Q, KEYS, GLW.
Thank you
Dave

Q: Market volatility is probably expected over the coming days/weeks.
What five Canadian and five US sticks would you be buying in today’s volatility spike?

Thanks
Tim

Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.

Q: Thoughts on acquisition and financing?
Jerry

Q: PNG trading was halted late yesterday and I'm assuming it had to do with the post-market close announcement of Kraken's $615 million purchase of Covelya Group. I know PNG is a stock that is highly favoured by you right now and as such, am confident you have a better understanding of the purchase. Could you please provide your expertise on what we should see from PNG stock price short term, as well as what your overall thoughts are (good and or bad), for this acquisition? It's not really a small purchase, (it looks like just over 21% of PNG's market cap as of March 3rd close. Thanks for all your insights as always. Cheers, Don

Q: Hi 5i,

Would appreciate your thoughts on PNG regarding their announced purchase of Coveyla group.

On the surface it makes alot of sense to acquire a complementary business that adds to their market share/ revenues/profits.....but the fact that they had to borrow a $150 million and issue approx. 41 million shares to finance it is concerning.

Do you see this as a net positive?

Have their been any similiar acquisitions in the industry that have worked out well?

Thanks in advance.

Greg C.

Q: With the release of the 4th Q are you more or less comfortable with this being a part of your growth portfolio?
If comfortable... would you add, bringing it up to a full position?

Q: Can ZSP be bought in a US account using US dollars and what would be the symbol?

Thks
Marcel

Q: When looking at technical analysis of this company, would one need to ignore the chart action prior to March 2022 because of its spin-off ? - i.e. is it irrelevant to use stock pricing before that date to establish overall long term trend lines and channels for T.A. purposes ?

How do you see this company as an investment going forward, and how do its valuation metrics compare now to the past?

Q: If you held Arizona Sonoran Copper, how would you handle the takeover from Hudson's Bay?

Q: ANYTHING YOU CAN TEL ME ABOUT THIS MICRO CAP IN REGARDS TO DEBT,PROJECTS,HEADWINDS ,TAILWINDS,POSSIBILITY OF GETTING A MINE BUILT WITH PRODUCTION AND ESPECIALLY ANYTHING YOU CAN TELL ME ABOUT MANAGEMENT IN REGARDS TO PREVIOUS SUCCESS IN MINING,TAKE AS MANY QUESTIONS AS NEEDED AS THEIR IS "A LOT TO UNPACK" IN THIS LENGTHY QUESTION ...THANKS

Q: VEOEY What are your thoughts on ths company? Is it a buy?

Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you