Investment Q&A

Q: re: Mitigation Strategy (MS)and lagging equities

Saw your answer for Rita re the MS and your comment to reallocate into stocks that "are lagging."

Could you give us a few examples of your opinion re which equities you would consider are lagging?

Thanks for all your do

Gord

Q: re:XOM

Hi 5i Team

I'm always a little hesitant to ask about U$ equities as you have stated in the past you're not necessarily following US companies as closely BUT, you were planning on doing more so in the future.

Having said that, if you could please give an opinion the following comment and your thoughts on Exxon in general.

Comment... Oil requirement expectations have been reduced recently and Exxon is down 8% since 3rd week July. At this point I am breaking even not counting a fairly good dividend. And I read a report recently that money would be better spent on Canadian O&G rather than U$.

Do you expect Exxon to improve once we get past Sept & Oct? Would your advice be to sell/hold or buy XOM at this time? And do you think the Canadian O&G is a better place to be for capital growth in comparison to Royal Dutch/CVX/XOM etc...?

Thanks for all you do

Gord

Q: Would you please put in the name of the company as well as the call letters. It is much easier, especially for some stocks that are not real common. It seems to go good for a couple months, then reverts back to a lot of call numbers, Thanks Ken

Q: Hello 5i team,
I own Cineplex CGX for quite a while and I'm wondering whether to hold or sell. Granted you have rated it A- for all the good reasons you mentioned in your report (and I agree with them); but all it takes is one so-so season (poor content) for the stock to take a tumble. Given that, how can one intelligently forecast future revenues and earnings?
Food for thought!
Tony

Q: I am looking at adding to my holding in SJ. In your report you mentioned the 38% ownership by SJ Intl (Glasgow Scotland). Would you expect any impact on the stock price from a YES vote simply because of Scottish ownership? Given the growing strength of the US $ what impact would that have on the stock? Lastly what kind of revenue and eps growth would you see over the next couple of years.
Thanks
Mike

Q: re: LNR

Saw your comment a few days ago. I am seriously considering a position in Linamar because I believe the auto industry has a bright future in the next couple of years and I feel Magna is a little pricey at it's current levels which leaves Linamar as an alternative for getting involved.

I think I know the answer to your opinion re: my comment on a the bright future. Do you think my comment on Magna is accurate? And with keeping in mind the Sept market blues (as usual) we are seeing right now, would your advice be to buy Linamar now, wait and see or not buy?

Stock is up today 1.52%

Thanks for all you do

Gord

Q: Your thoughts on the REIT sector given its' interest rate sensitivity specifically ax.un is it a hold or sell. Will its U.S.assets help it weather any possible interest rate hike?

Thank you

Q: Can i get your view on conifex cff thanks

Q: could you give me your thoughts on vnp. thanks brian

Q: When you mentioned that a stock is good for a long term hold.What time frame you do mean by this? 2 years? 5years?
Thanks
Dolores

Q: DOO BRP has hit a new low today. Back in April you had some nice words to say about this stock in the Q&A. Well, you liked it better than the parent Co. -- which may be damning with faint praise considering how much you dislike the Bomber. What do you think is the problem with DOO and what do you think of it? It is seasonal!

Q: Re Northern Spirit (NS on Venture Exchange) Is this a good entry point? Tx

Q: Hello 5i team,
Financials represent only 8.2% of my RRIF portfolio; they comprise BNS, EFN, HCG and TD. To gain some exposure to lifecos, I think of adding SLF.
Your thoughts?
Thanks,
Tony

Q: Convertible Debt: Boyd Group or other.

Am I right in saying that if a person is not trying to mitigate downside risk or looking for income, buying the equity should always carry a higher "expected value" return than convertible debt?

Q: Any idea for the recent weakness in Altius Minerals(ALS)?Thanks for any info.

Q: I've been watching AYA for quite a while right now, and foolishly still haven't jumped in. Considering it's recent rise, would you consider right now a good entry point? Or do you foresee any volatility in the near future that would be a better time to get in?

Thanks,

Jordan

Q: Would you consider BCE a hold or sell at this time. Tx.

Q: Hello Peter,
I am looking to buy five stock in my new portfolio.I am thinking of KEY,CSS,BNS, CP and CSS. Could you advise please.

KS

Q: Hi Peter and Team,

quick thoughts on Axis Capital Holdings Ltd., AXS.US

Glad to see the trip across Canada is going well.

Q: Is this a good entry point for CAE, or is it still over priced? do you like the company?