Investment Q&A

Q: Peter,

I know this has been asked before but worth repeating I think. I cannot locate the earlier answers. How would you play the big increase in defense spending Canada if faced with.

Thank you

Paul

Q: Given the current trade situation which has affected TFI, it has most certainly affected other transport companies as well. Is TFI currently financially strong enough to take advantage and make some acquisitions

Q: It appears FN is to be acquired, but the pref shares are remaining as is and will still trade as before on the tse.
Why then did this pref advance by 9% on this announcement. Is it the fact it is now backed by Brookfield

Q: Hi,
I am thinking of selling my CIBC stock, as it has done well, but now has become relatively expensive compared to historical averages, and the dividend yield is comparatively lower. Can I get your top 3 choices in each of 1) big banks/financial institutions 2) mid cap financial institutions. and can I get your top 2 in small cap financials. All Canadian please.
cheers, Chris

Q: Do you like FN deal? Would you sell now or hold till the deal is finalized? Suggestions on potential replacements would be appreciated

Q: looking at these insurers. could you give me your take on these companies.

Q: Hello

Can you please comment on Laurentian Bank. I am very disappointed in this company as the price has fallen significantly in addition to dividends cut a few years back.
its in my registered account, so cannot utilizes the losses
My question, Do you think that they are a potential take over target? Perhaps TD?

With BCE, again very disappointed in this company. With their recent dividend cut, do you think we have seen bottom on stock price? I do see that it has had some growth lately, but it has a long way to go

With CGO, Do you think that their is an opportunity for both Telus and Cogeco to merge? Or see CGO as a take over target now?

Thank you

Q: Hello,
I recently came across this ETF,. The performance in all yearly metrics is really quite impressive, beating all inclusive ETFs like SPY, DIA and even QQQ. Interestingly, there have been no questions asked about this when I searched. Do you have any thoughts on this ETF? Thank you for your excellent services.

Q: Good morning, I’m thinking about selling DSG and buying PRL or EIF. This would be for my TFSA. Which of the two would be a better option. No concerns about allocation,thanks.

Q: Hi 5i,
Please explain what I am missing about LMN, which is a name I know you are high on, and which has obviously done well as far as share price appreciation is concerned.
When I review its numbers nothing jumps out at me as a reason to buy - in fact, the opposite: EPS is -1.73; Revenue is substantial but no earnings that I can see - in fact pre-tax profit margin is -210.10%. ROE, ROA and ROC all seem meh to me, while price to sales and price to book seem high.
If it wasn't for 5i's recommendations regarding LMN, based on the numbers I don't think I would give it a second look.
I'm not adverse to owning it, especially given that lots of others seem to want to, and are willing to pay dearly for it. But why would I -or why would anyone else? Is it solely because its a CSU spinoff?
Please enlighten me. Thanks!
Peter

Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks

Q: Any thoughts on where to put some capital to work in these areas?

Q: What are the pros/cons of buying shares in a company where the CEO owns 87% of the shares.I know you like to see insider ownership but is there a point where too much ownership by one person limits the stocks ability to appreciate. Do you like GRGD as a buy at this point?

Q: Taken from G&M Thursday: Kraken Robotics Inc : Canaccord Genuity raises target price to C$4 from C$3.50 but downgrades rating to “hold” from “buy. Just ahead of results that doesn't seem very upbeat. Is Cannacord a sell side analyst? Do Kraken have Sell Side analysts and what are their ratings and reasonning if any?

Thanks

Yves

Q: wondering why BN:US does so much better than BN:CA

Q: with the tariffs coming up shortly on copper do you suggest i reduce my position on capstone copper.

I have done quite well in this stock and currently have a 5% position in my portfolio.

Thanks for your opinion

Q: I would like to get exposure to the defence industry. I'm looking for global exposure not just the United States. Which ETF's would you recommend to gain the this kind of exposure?

Q: Fix again reported stellar results. My question is , does the company have an over reliance on the AI build or the build just icing on the cake .

Q: Since a few weeks amd seems becoming again interesting as a promising stock. Please tell me your thoughts on that and how amd would be in a better position now in view of the ai market development in the coming years.

Thank you for wonderful work you're doing

Q: Hello 5i Team,
Pembina Pipeline issued a press release yesterday in which they announced a new tolling agreement/revenue sharing agreement with shippers which would result in revenue reduction of roughly $90 million dollars per year to the company over the next decade. Today, the stock price barely reacted, which I find puzzling. Am I missing something here, or is $90 million per year not that impactful to the company's prospects??
Your thoughts would be appreciated as always.
Brian