Investment Q&A

Q: I see CXI has fallen by 5% on 300 traded shares today. I managed to sell some way back to get it to a less interesting level. Not disinterested enough it turns out but I am willing to hold into next year. In value (as a trap or otherwise) WR to earnings (and growth) do you see a productive future for the company? I believe you liked management at one point. I have plenty of growth type stocks.

Thanks so much!

Q: Could you provide a list of your top 3 Canadian pipelines and identify the one you would buy today for growth and overall strong management for a 2-3 hold.

Thank you Donna

Q: Hello Peter and Ryan
We like this little company, especially the name. The batteries seem to have worked out very well. What do you think of a five year hold. Seem to be very smart people.
thanks
Ken and Cindy

Q: do you like energy stocks as a speculation and if so which ones would you recommend?

Q: 8 months ago, most people I know owned something in the cannabis sector
and those who didn't told me they missed a generational opportunity. Since then, the sector fell 65%. Many were wrong, including the management of Constellation,
who bought 38% of Canopy. Could market participants be just as wrong with energy right now? Aren't sector bottoms supposed to "feel" like this? In your answer, could you tell us if there has ever been a sector on the Toronto stock exchange that got destroyed similar to the current energy sector, and whether or not fund managers were also selling? A sector that later returned close to its previous highs? (ps: I wish I could find videos showing what was said close to bottoms back in 2001 and 2009).

Q: mdt reported today your thoughts please Gary

Q: As I hold a position in Freehold Royalties could you please give me your opinion on the company and if I should hold or sell this stock.
Thank you for your reply.

Q: Good day 5i, do you believe the energy sector will ever recover and if so would this be a good time to start small positions considering most companies are at their lowest valuations in history? Thx in advance

Q: which stocks do you recommend to buy because of tax loss selling and also when to start accumulating

Q: Am considering SYZ and ADW.A as potential tax loss season opportunities. Of the two which would you consider the better longer term hold and / or which the better opportunity at current prices .
Thank -you

Q: Why is HBC trading approximately 8% below the $10.30 takeover offer? I know Catalyst has indicated that they have enough votes to reject the offer. Even if the offer is rejected and Baker walks away, approximately 85% (Baker's group and the Catalyst block) of the shares are now held by individuals/institutions that believe there is significant long term real estate value. Furthermore, the TD Securities valuation and fairness opinion indicates the company is valued between $10 - $12.25. Shouldn't this set a floor for the stock price?

Q: could you name 3 companies that start to look attractive ,as its been overly punished with tax loss selling

Q: I am considering buying one of the above. What would be your preference? Looking for some growth. ( already own car.un ) Thanks Jim

Q: Hello 5i,
To clarify my previous question: I hold bonds at 40% for my fixed portion of my value blue chip dividend retirement portfolio.These include CBO $30,000 2.31%, XHY $25,000 1.86% and XLB 87.000 6.76%. I also hold a $60,000 5 year GIC ladder. I would like to change the CBO for VCB for more income and stability instead of watching CBO's constant descent into the nether regions of the market.
Is this consideration appropriate, should I just leave things alone or can you suggest a better alternative given what I already have?
Thank you
Stanley

Q: Peter and team
Not sure if you can answer this in a primarily equities forum, but here goes:
I have one account with PHN that is considered as "medium risk". As such it holds 60/40 equities/bonds
The two bond funds have done very poorly over the last few years. Are there better options while still maintaining a "balanced approach" ?
Thanks

Phil

Q: Hello,
Reading back through your comments on Baytex, it appears you are not large fans.. However, in the last question, you mention it has strong free cash flow yield.. I understand that you don't trust the management team, but in this environment where all management teams are in survival mode and paying down debt or buying back shares, don't you want to align with the best free cash flow companies?
Thanks,

Q: I am worried about Cdn household debt and the credit cycle turning..
What are some sectors should investors be in if this starts picking up traction?
Or should I be trimming into more cash?

Q: How does a change in currency exchange rate effect the price of an inter-listed stock such as BNS, assuming a perfectly efficient market? For example, if the Canadian dollar drops what happens to the price of BNS on the US listing relative to the Canadian listing?

Thanks for your awesome service.

Q: Greetings 5i,

There seems to be much interest in asset management and infrastructure firms these days, BAM.A, BEP, Apollo Global Management, Blackrock... etc. Do you see the business model becoming saturated? Is there competion between these companies for the better assets? Has risk increased due to lower margin aquisitions and competition? Or is there plenty of opportunities for these companies and a clear runway for growth? What are your thoughts.

Cheers!

Q: This looks like a good entry position ,do you think it’s worth waiting for a possible tax loss selling pressure coming in the next 2-3 weeks or right here around $31.Also are there any near term catalysts and when is the next quarterly report
Thanks