Investment Q&A

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?

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

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

Q: Thoughts on the quarter? Markets seem to like it?

Thx

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.

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

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

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?

Q: The reason parex was down is the new govts new tax on resource companies will impact earnings dave

Q: Could I get your investment thoughts on FTG. Is it worth holding for long term gains? Thanks … Cal

Q: What are your updated thoughts on these two companies as long-term investments?

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?

Q: Thoughts re; Definity Financial? Thanks!

Q: this continues to perform poorly. is it still a top pick for growth by 5i. would you start a small position today. if the story is still the same as a couple of months ago, it must be an elevated buy today. is it a buy

Q: Which do you prefer or would you have all 3? In which order would you purchase if you recommend all 3?

Thanks for your service!

Q: Your thoughts on their 1/4 after they report.

Thanks

Q: What would be your order of preference between the above noted oil and gas companies and why?

Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views

Q: I purchased VZ about 6 months ago. The thesis was that it was a safe stock to hold during a market correction and it also paid a great dividend. Since then, the stock has plummeted 15% - not much of a safe place to be.
In your opinion, is VZ now a hold in an income portfolio, and is the dividend safe?
Many Thanks

Q: If the latest earnings were viewed as being pretty good, why the 3.6% drop today (Tues)? Somebody reduce their target?
Thanks...Steve