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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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!
Read Answer Asked by Max on August 08, 2022
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
Read Answer Asked by grant on August 08, 2022
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!
Read Answer Asked by Duane on August 08, 2022
Q: Can I get the fundamentals on these companies.

How do you see them performing in an inflationary environment.
Read Answer Asked by Kristelle on August 08, 2022
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
Read Answer Asked by Brad on August 08, 2022
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?
Read Answer Asked by Josh on August 08, 2022
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.
Read Answer Asked by Brenda on August 08, 2022
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
Read Answer Asked by Michael on August 08, 2022
Q: Hi Peter & team,
Energy and material stocks have pulled back quite a bit from their recent high, would now be a good time to buy TOU, NTR and TECK.B for TFSA or you don’t see a significant uptrend in the next 6 -12 months? For new TFSA contribution, what are some of your top picks for US stocks and CDN stocks? Thanks.
Read Answer Asked by Willie on August 08, 2022
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