Investment Q&A

Q: What are your top picks for industrials in Canada?

Thank you.

Q: These are companies that I’ve held small positions in, based on future potential as I could see their businesses being very relevant in the future. Would you consider them worth adding to, with the goal of long term (albeit higher risk) growth prospects?

Q: There is a lot of negative sentiment toward Shopify right now. It worries me when early investors like Mawer pull their money and others seem very bearish. Are you still bullish long term? I currently hold a big loss and wonder if I should keep holding on?

Q: Hi,

If the main issues for CNR are inflation, labor issues, recession and supply shortages. Seems all 4 are taking the rails off the stock, down roughly 30$ from it's high. Still thinking it can go much lower. From your view at which price this stock becomes a value or even a deep value?

Thank you

Q: I saw a Company Highlight Ad on BNN for Amerigo Resources (ARG) a month or 2 ago...
- I started looking into the company and was intrigued...
- Please let me know your thoughts and health of the company overall and comment on the dividend that is approx, 7.3% , - Is it sustainable?
- Long term/Short term comments would be appreciated

Thanks,
M

Q: Hi Everyone at 5i! I am thinking of selling my BNS shares and buying CIX for better future growth. What are your thoughts on this?? Would this be a good move at these stock prices??
Cheers,

Tamara

Q: How is CSU looking versus its historical valuation? Is it getting interesting to add here, or above its average longer-term valuation?

Thank you

Q: Good (not so good ..) Monday.
Have you seen any official press release about these 2 preferred which will reset at the end of June. Prefblog’site mentionned that EFN.PI will be redeemed. I have not seen anything on EFN.PI or BPO.PG. Some cies really drag their feet. Thanks

Q: What is Sylogist’s dividend coverage ratio currently?

Q: I have been hearing a lot of negative views on the stock market lately because of rising inflation/interest rates. I had a look at the US 10 year bond rates, compared to the S & P 500 level over the last 60 years. The 10 year moved up over 8% in roughly the 1978/1979 period and basically stayed there until roughly 1991, with a peak of over 15%. During that time, the S & P 500 went from roughly the 400 level to around 850, so the market more than doubled. Inflation was also very high then, and unemployment was much higher than it is now. It seems curious to me that so many people are so negative about the stock market, citing rising rates/inflation as the reason, when the market performed quite well during an extended period of much higher rates. Wondering if you had any comments about this.

Q: Can you comment on hut.ca? I am considering buying at the present price for a 1% holding longer term vrs a trade to sell after sometimes after bear market has turned.

Q: Amazon or Salesforce for a 5 year hold in an aggressive growth account? Thanks!

Q: Any explanation for the sudden drop in BIPC from $88 to $57?

Q: Peter; Could you updates your thoughts on NHF.UN ? Thanks. Rod

Q: ISRG is now under $200/share. I thought I would add to it if it fell below $200, and now that it has I am not sure if I should average down. I am down 40% already.

Why should I NOT average down at this time?

What price would you consider adding to this stock?

In this market many growth stocks have fallen considerably. I know you don't like averaging down, but at some point you will have to unless you have owned growthy stocks for 3 to 5 years then you are still positive.

thanks,
Paul

Q: What interest factors do analysts use to calculate the discount on equity cash flows?
Perhaps you could give us novices an example.
Thank you

Q: What do you recommend for high yield short term savings?

Q: I hold BRE and ECN in my portfolio. I would appreciate your opinion on these companies. What is the short term and medium term outlook for ECN and BRE. Also, what would your current recommendation be: hold? sell?
Thank you

Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?

Q: In the current market environment with high inflation, lower growth, risk of recession and war, if you were building a portfolio today for income/growth what sectors would you avoid entirely, if any? And, if one was building the portfolio today what percent would you allocate to each area that you are suggesting? Thank you!