Investment Q&A

Q: hello 5i:
We have about a 2% position in ENB. While looking to add to our present position, I did a quick comparison with TRP and PPL. Using P/S, PE, P/CF, P/B, P/FE and Earnings Yield, it appears that PPL is the cheapest when current valuation is compared to 5 year averages. I know that you've recommended ENB as your favourite in this space and am wondering why, assuming my numbers are correct (derived from Morningstar). Can you enlighten me, as I know the future is more important than past metrics? Also, Morningstar has a -2.09 Earnings Yield for PPL. Is this correct and how is that possible?
I am willing to sell ENB and invest in only one of these companies (have held ENB for approximately 12 years, so obviously favour buy and hold).
thanks
Paul L

Q: Hi 5i,

In response to John's question today about the takeover, could you expand on time to sell. The discount is roughly 15% in cad compared to current prices. Do you feel the takeover will face any competition or rivals? Is it worth the wait to realize discount, assuming PENN goes up by Q1 2022 projected settlement date?

Thx

Q: What are the estimates for tonight’s earnings?

Q: Hi 5i Team,
Pls comment on Ichor’s earning and guidance going forward.

Buy, hold or sell?

Thanks for your advice.

Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.

Q: Good Morning 5I team. thanks as always for your excellent service. I owe Fastly and am down about 50%. After yesterdays results its further down to $34.37 right now, Do you think its oversold and if one has the patience and long term outlook, its an opportunity to average down by adding some more.

Q: Is the movement down on Fastly resulting from quarterly results excessive, and now worth buying if held for 5-10 years?

Q: Sell or hold?

Q: Any reason to hold Fastly after yesterday earnings report? Thanks.

Q: Hi,
I have a RRSP at work where I can only invest in TD Mutual Funds. Rising interest rate looks far for at least 1 or 2 years but inflation could be expected as seen on grocery and food. I have 12% invested in TD Bond Fund and rest in TD Dividend, TD Canadian Equity and TD Canadian Small Cap. Any future addition (upto 5% of weighting) I am thinking of investing in TD Real Return Bond Fund instead of TD Bond Fund. What do you suggest? I hold US stocks and other individual stocks in RRSP outside TD so give your suggestion based on Work RRSP account and ignoring diversification.
Thanks
Piyush

Q: Hi Team,

Can I please have your view on Boyd Group? The share price was lagged for past year and it finally starts moving up. Is this a good price to initial a position?

Thanks,

Q: The shares of Score Media is being acquired by Penn National. Please kindly advise hold or sell into the market for a current holder? Thank you for the great service. Bill.

Q: I'm interested in this company. It seems to be on an upswing because of the home renovation interest in the states. I would appreciate your evaluation of the trend and the company. Would this be a good time to begin building a position? If you know of better companies to take advantage of the trend I would appreciate their names.

Q: Interesting question on PKO recently. Is there a comparable fund in Canada? Also, if I were to buy the fund, what factors might cause it to lose money? In other words, what danger signs should I watch for?

Q: Hi team,

What are your thoughts on the potential in emerging markets right now ? For new capital added to a portfolio between HXEM and XIT - Which would you view as better value right now? Both positions are core and added to over time.

Thanks

Q: Hey guys, your thoughts on MAXR-U earnings ?
thx !

Q: Hi 5i team, your thoughts on their latest quarter and whether you currently view the stock as buy, sell or hold?

Q: Hi,
MED is down roughly 7% this morning on good earnings that were reported yesterday after hours.
Could I get your take on the earnings and would you add here?
Thanks

Q: Your thoughts please on Stella's recent qtr? Buy, sell or hold?

Q: Hi,
If you were to speculate on the forthcoming BAMR dividend, what min/max range would you guess it will be?
Thanks