Investment Q&A

Q: Good Afternoon,

After reading the recent report updates, I followed 5i and sold my share in ATS. Besides some shares in AC, I have very little exposure to industrials. Just looking for advice on U.S. or Canadian industrial share(s) I should consider. Any ETFs?

Regards,

Ryan

Q: The Globe names these 3 companies as possible gainers due to increased defense spending. Can you please rank them in order of preference?

Q: How were the earnings in early May?The stock seems to be doing okay and any other thoughts would be welcome. THX

Q: Hello Peter & Team,

You often Mention ZRE as a good option for exposure in the RE Sector and I have held it for some time. The dividend is ok but, I am under water a little over 8% since taking on the position in 2023, and I'm getting a little weary of waiting... If you suggest to continue staying the course (always long term holds in my portfolio) because you expect I will climb out of this hole, then that is what I will do. But if you think I might be happier moving on to an alternative that you could recommend which might generate some gains while providing solid income along the way, it would be a recommendation I wouldn't say no to.

Thanks for all you do

gm

Q: Many thanks for your detailed response to my recent question on Google - "https://www.5iresearch.ca/questions/186348". Is it fair to assume that with 50+% of their revenue and possibly more of their EPS (due to higher margin within this vertical) that the stock price is fairly priced and that any future potential increases in stock prices will potentially require new product lines, ... As you stated, their vision is not clear. And until then, is it fair to assume that their stock price, from a P/E perspective, is lower than other Mag7 companies due to this caveat. Having said all of this, investors make (or lose) money when times are unclear and stock prices are deflated. What are your thoughts re the future of this company and what drives your investment thesis? Thanks.

Q: What is your rationale for picking this stock as small cap pick? The interest on the offering is high (and the eventual share dilution.) doesn’t worry you?
Is it because this actually improves cost of debt structure?

Q: What are the prospects of Coinbase? I recently listened to a podcast where they extolled its future role in speeding up money transfers and currency conversions and transactions across different countries. Sounded really convincing, but was hard to judge biases from the contributors.

Q: When will institutional investors be more able to buy Topicus and Lumine? If the companies decide to list on the TSX ? Thx

Q: Is energy a good sector to invest right now?

Would you have a preference between IMO or CNQ?

Q: Are US stocks and their CDRs unrelated for Canadian tax purposes?

Q: Hello - What are your thoughts on starting a position with Stellantis as it pulls back?
Dividend is more important that growth.
Thank you

Q: Good Morning
CNR fell 6% since last Friday. Is there any specific company related issue with respect to this drop? Would you add, buy or sell at this level? Will appreciate your comments with respect to this stock going forward.
Thanks

Q: Thinking to sell WDO.Looking for a few gold producers which you think will outperform WDO over the next 3 years.Thanks.

Q: Hi a follow up to my previous question.
What do you believe as the best buying opportunity in the “US market” these days? 1 small cap stock 1 mid cap stock 1 large cap stock 1 ETF Thank you

Q: I am building a small non-registered portfolio to provide income with modest capital appreciation. Your thought on these 4 ETFs or other suggestion.

Q: This stock lost about 60% in 2 days after they failed to reach a settlement with the U.S. EPA and now will have to go to court,I think I read their copper reserves there are one of the biggest reserves in the world,very bigly,I’m surprised Trumps henchman couldn’t get that pushed through,do you think there’s any value waiting and how long might that be..your thoughts on the project going forward thanks in a bigly way lol

Q: I was just wandering with this company having a take over price close to its share price, if let’s say the market goes down 15-20 % would this company have a cushion so to speak because of their impending offer or would it get hammered like other stocks ..just curious..thanks

Q: What is your assessment of CGO's most recent quarterly results? Why has there been such a price drop? What do you think of the company as an investment?

Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.

Q: CGI has recently approached 52 week lows and was mentioned as the only oversold TSX stock. This as many stock indices and tech in particular are making new highs. Are there any reasons I'm not aware of for this? Your thoughts on future prospects are also appreciated.