Investment Q&A

Q: What are your thoughts on Primo. It's gotten hammered lately and now done 50% over 6 months. Is it time to take some losses and move on?

Q: That inflection point in free cash flow, looks to be a quarter away still. I don’t mind holding for another year, but just want to be sure those earnings don’t concern you as much as the market, given down over $4 today.

Q: As a snowbird I am looking for an investment vehicle with high income paid in USD and have identified these two. I can handle some risk and a degree of leverage but it is not required. Are these two appropriate ; which would you recommend ; are there others I should look at ? Is their unit price quoted in CDN or US dollars ?
Thanks. Derek.

Q: Follow up question.

You suggested couple of US ETF for international. VXUS and IDMO is there similar ETF in CDN version.

Thanks for your excellent service

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Q: Good morning 5i
In a recent very popular question, judging by the up votes, you gave a number of equities that you would recommend for a TFSA:
SHOP, TRI, BN, GLXY, SLF, AEM, PNG, EIF, CLS, TD

Like many others, i am always interested in tweaking my TFSA and so I wondered about your answer. Tri, BN, SLF and TD seem to me solid, 10 star companies. But i wondered about putting Shop, Cls, glxy, pyng etc into this account. To my mind they don’t seem any where near the blue chip quality of the previous mentioned stocks. I know that to make money in a TFSA that you have to take some risk. But are these too risky for such an important account ?

I am not saying that they shouldn’t be in there. But, perhaps I am just nervous because they are relatively new and unproven over a long period.
So, i would be interested in hearing what level of confidence you would have in them. And related to that, what weight you would give them?

Could you also add HOOD to the mix and your level of confidence in a TFSA
Thanks for this great service


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Q: Hi, given the big slides over the past couple days, I wonder if you could share the five most recent US and five Canadian stocks that you have purchased? If that's not possible, please suggest five CAD stocks where YOU might put some money today. Thank you!

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Q: Hi Peter and 5i,
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always

Q: We have $50,000 we want to invest and leave alone for 3-5 years. We understand there is a good chance of a market correction, and unknown market volatility the next couple years. Would you suggest putting it into an ETF, and if so, can you give us 3 or 4 names to consider?
Or, a couple sectors, with company names, to purchase shares in. Thank you.
Grant

Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Q: Could you please do a review on this company and give me some insight?

Q: Hi Guys,

Please provide feedback on Chartwell's latest quarter.

Thanks,
Jim

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Q: I often hear of companies being bought out. My question is on ZDC. Being a rapidly growing company, who could possibly buy them out if so? and what would a buy out mean to shareholders, and what would profits look like considering past history of companies being acquired? Thank you