Investment Q&A

Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa

Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?

Q: Hi,

I have a position in Lulu (slightly underwater) and ATZ (slight gain), but wondering if - all else equal - I should sell some Lulu and make ATZ a bigger allocation.

Can you compare them in terms of valuation, growth prospects, and any other general comments?

Also, how do you think the sector and Lulu/ATZ will do in a period of economic weakness and high inflation? My thoughts are that it is discretionary spending so that's not ideal, but also they should be able to pass on some inflation to the end user.

Some anecdotal thoughts - my good friend is a model and just started working for ATZ's new men's line. I asked him what he thought of the men's clothing he said it was really good, stylish, and thinks it will sell well. Take that with a grain of salt, but he's extremely fashionable and if he likes it that's definitely a good sign.

Thanks!

Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you

Q: What are your current thoughts on DLO for a growth investment moving forward. A broad view of risk assessment vs growth potential. Thank you

Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.

Q: Hi Peter

Can you give us your take on these guys

Thanks Mike B

Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!

Q: SentinelOne (S NYSE) Could not bring this up in your question search.

What is different about it than others in cybersecurity?

Is this a buy?

Thank you.

Thank you.

Q: Can I get the fundamentals on these companies.

How do you see them performing in an inflationary environment.

Q: What does the market expect from Savaria this week?

Thx

Q: Retired and I’am considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks

Q: When to they announce and is it pre or post?

Sheldon

Q: After seeing earnings results,are you seeing anything that you thing would warrant buying into right now.Its a volatile market and hard to play into.
CWL and AEM look good to me ,but are they enough diversified?Any other suggestions?

Q: Hello, I still have some GSK shares but some are now HLN. How does a demerger affect the HLN shares and what are your thoughts about HLN? Thank you.

Q: 2 part question:

What did you think of PLTR earnings?

Also, any thoughts on the NVDA news release?

Thank You

Q: I just received an alert regarding preliminary results for 2nd quarter for NVDA. Not pretty. Sit tight or let it go?

Carl

Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks

Q: Hi Peter, Ryan and other 5i Team members

Recently RBC , CIBC and TD Securities raised their target prices for Bombardier. The private jet sector seems to be promissing. Do you still consider this stock as unattractive?

Many thanks for your insights.

Q: Hi can you evaluate the performance of the fund for the year. thank you