Investment Q&A

• Fortis Inc. (FTS)
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• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Hi Folks,
I currently hold FTS and AQN in my non registered account. I would like to add one more utility company, I am looking at BIPC and BEPC - which one would you recommend at this time. Appreciate your comments.
Thanks

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Read Answer Asked by JOHN on August 11, 2022

Q: Hi Peter
Not a question, but a comment

In Market call today, a caller from
Vancouver requested to invite you. Andrew Bell made a note. The analyst of the day, Jamie Murray, acknowledged and mentioned you as really good
Hoping you will get a call soon

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Read Answer Asked by Greyhair on August 11, 2022

• EQB Inc. (EQB)
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Q: Could you comment on the Q. I understand their capital investments are lower but core business looks very strong? What does one make of these disparate parts? Is this a buy or sell?

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Read Answer Asked by Harry on August 11, 2022

• EQB Inc. (EQB)
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Q: Hi 5i,
I'd be interested in your take on EQB, in light of their quarterly report and indicated investment losses. Thanks.

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Read Answer Asked by Lance on August 11, 2022

• AT&T Inc. (T)
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• AbCellera Biologics Inc. (ABCL)
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Q: Hello Peter,
The results were not that impressive yet the stock is surging alot.. How does one read into the results as i would not have thought the behavior to be upwards.. Any thoughts please.

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Read Answer Asked by umedali on August 10, 2022

• Invitae Corporation (NVTA)
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Q: What is your take on their quarterly report and prospects going forward. What are your thoughts on the motivation for the bump today? I imagine it could be a combination of things!

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Read Answer Asked by Robert on August 10, 2022

• Petrus Resources Ltd. (PRQ)
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Q: The Gray family owns well over 50% of the issued shares in Petrus Resources. Is this a cause for concern? Or does it also provide support if there is a downturn in the oil and gas market? What are your present thoughts on the company?

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Read Answer Asked by Robert on August 10, 2022

• Critical Elements Lithium Corporation (CRE)
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• Lithium Americas Corp. (LAC)
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• Canada Nickel Company Inc. (CNC)
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• Sigma Lithium Corporation (SGML)
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Q: The US is passing a bill to pour money into EV .I am looking for small Canadian resource companies like cnc and lac that could benefit .Is there any other small cap Canadian that could be a home run?

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Read Answer Asked by lynn on August 10, 2022

• CAE Inc. (CAE)
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Q: What's up with CAE dropping this morning? I am planning on buying the dip in my RRSP for long-term holding - any problems with this plan or suggestions for a better name in this sector?

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Read Answer Asked by Regan on August 10, 2022

• Waters Corporation (WAT)
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Q: Hi, Eddy Elfenbein mentioned Waters Corporation in his latest newsletter, and there hasn't been a recent question on it. What do you think of it at current valuations for a long term hold? Do you see any red flags? Many thanks, Michael

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Read Answer Asked by Michael on August 10, 2022

• Boyd Group Services Inc. (BYD)
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Q: What did you think about BYD's earnings? The market seems to be improving for them although they are still battling some labor issues but improved. How cheap is BYD, do you feel this is an undervalued gem that is starting to recover and should get back to its old premium when market conditions improve? Thx

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Read Answer Asked by Adam on August 10, 2022

• Boyd Group Services Inc. (BYD)
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Q: Thoughts on the quarter? Markets seem to like it?

Thx

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Read Answer Asked by blake on August 10, 2022

• CAE Inc. (CAE)
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Q: Hi 5i Team,
Pls comment on CAE earning, are you still confident on its future?
Would you still think it is buyable?

Thank you as always.

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Read Answer Asked by Pui on August 10, 2022

• Premium Brands Holdings Corporation (PBH)
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Q: Peter

Many analysts have downgraded the stock with concerns over debt level and margins. Can you share your thoughts on PBH as a long term dividend growing stock in a portfolio?

Thanks

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Read Answer Asked by Greyhair on August 10, 2022

Q: Good morning 5i
Your portfolio tracker tells me that i have too many funds. I hold stocks as well as the funds. Some, like iwc and iwo are in smaller proportions. I guess I became a bit too enthusiastic and i am wondering whether you could make some suggestion as to how best to rationalize these. They are: RSP
VOO
IWO
IWC
ICLN
VEA
VWO
VYMI
thanks for your excellent service

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Read Answer Asked by joseph on August 10, 2022

• Amazon.com Inc. (AMZN)
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Q: I want to buy Amazon and was wondering if it would be better for me to buy in Canadian through the neo exchange. I wanted to avoid having to pay currency conversion fees. Also wonder if this would prevented me from paying 15% withholding tax?

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Read Answer Asked by Anthony on August 10, 2022

• Parex Resources Inc. (PXT)
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Q: The reason parex was down is the new govts new tax on resource companies will impact earnings dave

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Read Answer Asked by david on August 10, 2022

• Firan Technology Group Corporation (FTG)
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Q: Could I get your investment thoughts on FTG. Is it worth holding for long term gains? Thanks … Cal

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Read Answer Asked by cal on August 10, 2022

• Guardant Health Inc. (GH)
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• AbCellera Biologics Inc. (ABCL)
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Q: What are your updated thoughts on these two companies as long-term investments?

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Read Answer Asked by Brendan on August 10, 2022

• Linamar Corporation (LNR)
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• Martinrea International Inc. (MRE)
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• Magna International Inc. (MG)
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Q: Hi - Would you consider it a prudent time to invest in the Cdn auto parts sector (with regard to macro slowdown outweighing low inventories or vice versa)? If so, of the Canadian players, which one do you prefer and why?

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Read Answer Asked by Doug on August 10, 2022