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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Any Idea what the Dye & Durham $500 Million Bought Deal Offering of Common Shares is for and why the stock is down more than 6%? I had a partial position in the company, would it be a good time to add today? End of January, you mentioned 37$ would be a nice price point to add... we're a bit far off but has your outlook increased a little bit with the recent quarter results? Thanks as always
Read Answer Asked by Michael on February 16, 2021
Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?

For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "
Read Answer Asked by Chris on February 16, 2021
Q: Are these two stocks able to make recoveries? Buy, sell, hold or forget about it. Value your input/replies.
Read Answer Asked by John on February 16, 2021
Q: What's your view on Peller's earnings? I've been holding a long-term small core position and am thinking of doubling it based on what I thought was a decent looking quarter. The main issue seems to be one's faith in a post-pandemic hospitality industry resurgence. Would you buy in? Or is there a key metric I'm missing?
Read Answer Asked by Randy on February 16, 2021
Q: Hi 5i team,
My understanding of momentum investing is to invest in stocks whose price is in a rising pattern in the recent past and to sell stocks that have a downward trend in price in the same period. So if the market switches from ‘growth’ to ‘value’ focused, would the momentum approach be a good choice to capture this change automatically when growth stocks fall and value stocks rise? Can you please expand and comment on the use of momentum investing strategy by ETFs? Please provide comments and thoughts on using this momentum strategy ZXM for asset allocation to Int’l developed markets. Many thanks.
Read Answer Asked by Willie on February 16, 2021
Q: Hi - I'm trying to beef up the fixed income side of my portfolio and non-convertible debentures such as the ones above look like a very interesting alternative to bonds. Their yields are >5.5% and CSU.DB even adjusts its distribution for inflation each year. What am I missing here? It seems like people should be all over these, but their prices don't reflect that.
Read Answer Asked by Michael on February 16, 2021
Q: Appears this sector is staging a comeback has it staying power ?
i like to buy one or two preferably with good divdend.
TOU is one name i know .any other names
Read Answer Asked by thambirajah on February 16, 2021
Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?
Read Answer Asked by David on February 16, 2021
Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.
Read Answer Asked by James on February 16, 2021