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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: Hi,

Propel has a lot to like. Great growth, consistent dividend raises, and a recent expansion into the UK market. Is there any reason why the share price has come off so much in the last little while? It's down 30-40% from highs a couple months ago, which seems overdone to me. Is there any risk to their business with regards to tariffs or other trade related action from the man in the white house? I know earnings are expected this week, can you share the consensus estimate please? Thanks.
Read Answer Asked by Marco on March 09, 2025
Q: Hi 5i,

I have a couple of questions about the noted companies - please deduct as you see fit.

I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?

Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?

And finally, would you consider one (or both) of them appropriate for a RRIF?

Thanks 5i - I look forward to your thoughts. Peter
Read Answer Asked by Peter on March 07, 2025
Q: Can you please provide some thoughts on its recent softness. Other stocks like WSP and STN have held up relatively much better, during the current market setback. Stock price is now off over 20% + from its recent high of $84 and and continues to be in a downtrend. Is present valuation expensive, compared to its peers ?

We have a 2.5% holding with an ACB of $73. Do you see potential for recovery in the stock price or should we let it go ? Please support your view with reasons to hold or sell.

Thank You
Read Answer Asked by rajeev on March 07, 2025
Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service
Read Answer Asked by joseph on March 07, 2025
Q: For Margot,

Instructions for printing tax receipt can be found on the forum

https://www.5iresearch.ca/forums/viewthread/643
Read Answer Asked on March 07, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Can you please describe how you approach "swaps" in a portfolio? By that I mean swapping out one company for a very similar company in the same industry. You did this somewhat recently in removing Sun Life from the BE portfolio for Intact. (In that case I recall it was due to a better growth profile.)

My general sense is you have liked CNQ better than SU for a while now, for example. And TD better than BNS. Feel free to correct if this is not how you see it.

Appreciate there is a benefit to a certain amount of stability in the portfolio, so you won't bouncing stocks out every time the wind changes. But I'd interested in your thoughts on how you think of this aspect of portfolio construction. For example, in what circumstances might precipitate a swap in these or other cases? When would you hold still even if you like an alternative stock slightly better?

Thanks very much.
Read Answer Asked by Chris on March 07, 2025
Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.
Read Answer Asked by John on March 07, 2025
Q: Hi 5i,

My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.

What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?

Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)

I'm not averse to risk and looking to hold at least 5+ years.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on March 07, 2025
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