Investment Q&A

Q: BKNG has dropped quite a bit and I’ve been waiting and wanting to buy forever!! However, the Iran war and headlines about European fuel shortages (airplane specifically) are giving me pause as I imagine travel volumes could be down substantially.

How much of a threat is this to Booking or will people redirect their vacation dollars to more domestic travel, limiting the risk to BKNG?

Maybe BKNG is such a great company I should buy regardless of the short term risks and toe in to a position over 6 months? Wait 6 months?

Your advice is much appreciated!

Q: I have read your answers to the many questions on arx. Can you expand on your thesis that no one would want to get into a bidding war with Shell for arc resources? Why would CNQ or CVE not throw in a higher bid for ARC if they thought there was value in getting arc for let's say, less than $40 Can per share. Certainly CNQ has the financial abiltiy to do a large acquistion!? Is it because Shell is part owner of the LNG Canada export facility? This take overall will be good for me but I do think that ARC shares are worth more the $32 and change, since condensates are sky high which is good for ARC and nat gas is not that bad. Why is management wanting to turn over the reigns to Shell? Are they old and tired? Or is this Kakwa issue bigger than we think and they need Shell's expertise to dig them out of hole?

Q: Can you update your comments on ValOre Metals. Is the amount of metal they believe they have enough to support a mine? Thanks

Q: Pls comment on a fairly new ETF which invests in the Space Sector including Space X exposure.

Does 5I see this Sector as an opportunity for high growth?

Q: What is your opinion on preferred share ETFs for income? Are there any that you would recommend? Cdn., U.S. or International.

Q: Based on Shell's offer, is $31 "the right price" if one were to sell ARX ? It seems to be trading in a range of $30.90 - $31.99 at time of writing. Is it actually possible to narrow down that range to what shares should be worth at this point ?

Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU

For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..

Conviction rating for each please ? 3-5 year hold.

Thanks

Q: Hello Team 5i & Everyone,

What I’m wondering about is, in your assessment when does the oil shortage theoretically hit the fan?

(I've heard the market described as being very resilient or very complacent, depending on the commentator. The stock market people are saying that the market's going up. Then on the other side there are the commodity and geopolitical experts saying that this isn't going to end well.)

Thank you!

Sandra

PS. Please feel free to info dump as much as you want.

Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim

Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)

Thanks!

Q: Which one of CJ or WCP do you prefer and why?

Q: How do you know when a sector is out of favour and it is time you should start a position?

Thanks

Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.

Q: Do CDRs of US SOCKS held in a TFSA have any tax or other implications other than dividend withholding.

Q: Good afternoon Peter and the 5i Team,

What are your thoughts on swapping out Propel for EQB? As well, do you have two more suggestions for Cdn stocks in the small-midcap space that currently might offer better upside than Propel over the next two years?

Thanks,

Brad

Q: I asked about oil stock companies on April
21.
Let me now ask about paper vs physical oil price. Many oil experts (like Eric Nutall) point to economies hitting a brick wall very shortly.

What is 5i take on it? Is this going to be our black swan event?

Q: An upgrade from Globe investor for this small cap miner! Would love your excellent analysis and thoughts please?
Thanx as usual
Gary

Q: COULD YOU GIVE ME YOUR OPINION?

Q: I have held Arx at a cost of about $13 since it was an income trust.I plan to take the deal withe Shell.
Am i correct in assuming the only the only immediate gains tax will be on the $8.20 cash per share.

Q: Hi, if you wanted to choose one stock, which one would you pick for higher growth potential, SHOP or CSU? And what price is a good entry point for each of them?
On another question, how do you see their upcoming earnings?

Thanks