Investment Q&A

Q: I've held a small position in bbd for almost 10 yrs and have seen a lot of peaks and valleys. Is it different this time or would you take the money and move on?

Q: Please...may we have your analysis of BBD.B ? Going forward, what would be a good entry point?

Grazzia

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Q: Good morning 5i! What's up, or rather down, with Bombardier stock? Why the steady declined? Thank you and have a good day.

Q: What would your views be on Bombardier at the moment? Buy, sell, hold? What kind of growth do you expect it might have over the next couple of years? 10%? 15%? Thank you so much in advance for any opinion you can share!

Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.

Thanks

Q: I‘m a happy shareholder of BBD since 2022. I took profit from time to time including early May’24.
I don’t understand the rise from $63 to $91 since earnings release (up 16% on Wednesday).
BBD got many upgrades from analysts around $100, but this stock is not cheap anymore.
Close to a MEME stock? Or any good news this week? Thanks for your services and patience.

Q: Hello,

I recently purchased shares and am up quite a bit. Do you recommend continuing to hold? Risks ahead? Trim position, or exit completely?

Thank you

Q: Hi,
I don’t usually care on daily stock moves. But today, in a generally positive market, BBD and CAE , in the same sector, were both down close to 5%. Any news or analyst comments I missed ?

Q: What causes bbd.b to fluctuate up to fifty and back to thirty dollars, 3 consecutive times? Thanksth

Q: Why did the market react negatively to Bombardier's quarterly report? I didn't see anything that justified this drop.

Q: What is your view of this company? Is it worth buying a small position?

Q: Hello Peter & Ryan,
Is there anything to explain the significant sell-off in Bombardier - on volume - that seemed to start around the 1pm hour? Is it just profit-taking after a run? 11% dip is not insignificant.

Thanks as always...

Q: Stock has recently caught fire AGAIN and things look promising. whats your opinion at least for the next 3 to 6 months thank you?

Q: Stock has recently caught fire and things look promising. whats your opinion at least for the next 3 to 6 months thank you

Q: Hi Peter, Ryan and other 5i Team members

Recently RBC , CIBC and TD Securities raised their target prices for Bombardier. The private jet sector seems to be promissing. Do you still consider this stock as unattractive?

Many thanks for your insights.

Q: Bombardier has announced a conversion for shareholders who want it and are holding series 3 and series 2 shares. Series 3 will pay about 4.58% quarterly based on government bond + 145%. Series 2 is floating rate based on a percentage of prime. I currently hold series 3 with over a 20% gain. What do you recommend?

Q: Hello,

With the announcement of the share consolidation, does this bring any opportunity for the share to rise or does it remain a bad stock and why?

Thank you

Q: For 2022, which would be your "bottom 10", least favourite, large to medium sized, canadian listed companies? (It's ok if you choose to offer up more than 10)
Many thanks for you great advice and a very Happy and prosperous New Year.
John