Investment Q&A

Q: Seems more and more Trump is trying to muscle in on the decision making of US companies especially Large ones. i.e. telling Apple to reduce footprint in India n threatening Mattel CEO when he suggested its unlikely to manufacture toys in the US.

We are into this only a few months n there is no certainty the power base will change any time soon.

So far seems the best performance continues to be with the larger companies and frankly he has been helpful to some like Boeing but do I need to start making investment decisions more strategically trying to sidestep areas where the Gov’t is likely to have an ability to impact the decision making of my investments?

Areas like Gov’t plan to reduce drug pricing have really drove down Drug stocks. Will the midterm impact of Trump trying to micromanage larger companies create opportunity for mid caps which may sidestep Trumps ire?

Craig



Have we ever had a

Q: Thoughts on Guardian Capital as it was mentioned in a Globe Advisor article as trading at a 23% discount to cash and securities held, and pays a 4% dividend.

Q: The 5 year chart for LIN reminds me of the one for CSU. Am I correct in assuming it’s a steady compounder and a very dependable stock for growth over time ??

Q: What is your thinking on ABBV. I've held it for years and am up nicely. With pending limits on US drug pricing (maybe) is this a time to sell or hold? Or add, for that matter. thanks

Q: Good morning,

Thoughts on SOBO earnings?

Also - any view views on dividend growth plans, or too soon to say?

Thanks as always. You guys do awesome work.

Q: ARX is approaching all time highs and yet TOU seems to have no upward momentum at all. I have been hearing for the last few years that TOU is a premium gas stock and the new LNG plant would offer a big boost to the company. With the LNG plant nearing completion I was expecting TOU to start a move upwards. What is happening? Which of ARX & TOU will benefit the most from LNG Canada?

Q: A couple of recent guests on BNN Market Call have suggested that the increase in stock prices in the last 6 weeks or so is not warranted and are not supported by economic data, for example, growth in GDP is softening, consumer confidence is weakening, consumer debt is rising, unemployment is increasing, the housing market is very weak, retail spending is only up in the US because of tariff avoiding purchases, etc Although they do not expressly say so, it would seem they are expecting a significant draw down.

I know you have talked about this before, and even not that long ago, but things seem to be changing all the time. What is your overall current outlook for stocks? For certain sectors? And specifically, what about Gold and gold producers - it seems to me the recent run up was a reaction to all the uncertainty; but would gold continue to increase if those guests’ views prevail and there is a draw down now due to a downturn? Many thanks for your excellent service

Q: Which one of the 2 is the buy today and why?
Thanks Again

Q: Is Hershey a buy, sell, or hold, and can you please comment on earnings? Thank you!

Q: Long time holder of BYD. Currently have BYD at 1.9% and CPRT at 1%. CPRT has really outperformed BYD over many timeframes. BYD is consumer cycl. and CPRT is industrial. I'm up 20% on BYD and 39% on CPRT. BYD has been a frustrating stock over the past few years but CPRT has shown resiliency and stable compounding growth. Thoughts on the BYD earnings and both companies going forward? Continue to hold both or I was thinking of selling BYD and adding to my CPRT. Thoughts? Thanks!

Q: Good morning,

On May 5th the company announced that it has agreed to a takeover by Sunoco. The terms of the deal is cash and .295 shares of the new entity Suncorp.

My questions are two fold.

1. Is this new company, the old company renamed, or is this a spin off of the old company?

2. Assuming the deal goes through on June 24, how does the $44.00 price for each Parkland share work out, if the value of Suncorp is lower than the price of SUN at the time of the agreement?

3. That being said, do you expect the share price to rise to the value of the offer made, as the date of the vote nears?

4. Would you sell PKI if it gets to $44 or keep the shares of the new company?

Q: Which of these two pipelines will benefit more from LNG Canada commencing operations?

Q: Can you comment on the prospects for SCR in light of its recent bid for Meg?

Q: I've been doing some research about CDRs, and noticed that CIBC charges a hedging fee of 0.6% per year. I know that this isn't quite the same thing as an MER, but I don't think I've seen this hedging fee mentioned in the 5i Q&A's. If an investor is looking to hold a US investment for the long term (10+ years), does this mean it might make more sense to do a currency conversion (through Norbert's Gambit) instead?

Q: I currently have received my WCP shares in my brokerage account for the takeover of my VRN shares but I read as part of the takeover VRN would pay 1/3 of its quarterly dividend to shareholders for the April month. I can’t find what date this dividend will be paid to VRN shareholders. Can you please advise?

Thanks in advance.

Q: Good morning,

Q1. What are your thoughts on Strathacona Resources recent offer to purchase MEG?

Q2. Do you consider Strathacona's initial offer reasonable and what is the likelihood of MEG accepting Strathacona's initial offer?

Q3. What is the likelihood of another company joining the bid for MEG?

Q4. For holders of MEG, do you recommend selling on the news now and taking profits or waiting for a potentially better offer as MEG considers the current offer that may not be accepted and cause the MEG's stock price to drop back?

Thank you and I'll await your response.

Francesco

Q: Archer Aviation appears to be breaking out with new orders for the LA Olympics for instance. Would you agree that it’s a good time to invest in this ev technology?

Q: Good Morning 5i,

Which of these two would you initiate a position in today and why?

Thanks!

Q: My question is concerning the NYSE traded ETF MSTY as well as the MSTY.CA ETF. Mike Khouw recommended the NY traded ETF as not so much a play on Microstrategy as it is a play on the options trading volatility on that particular stock. Could you provide your analysis and opinion regarding this ETF. Could you also compare differences and similarities of the NYSE ETF and the
Canadian one. Lastly would you recommend either for an income focused investor? Thank you as always.

Q: I hold about 15% of my holdings in Google.

What is your take on Google, do you see AI chat bots eroding its core strength in search ?

Is it time to reduce my exposure, if yes…. Which other growth stocks would you suggest, what would you be comfortable buying at these valuations after selling google