Investment Q&A

Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Q: Good morning,

Would you add to MOZ as its drifts here, seeming to be in abeyance until final environmental approvals ?

Thank you.

Q: qst posted earnings on Monday. looked like good results although comparative previous numbers were low so only way was up. will these results generate more interest? what do you see looking forward? will they be able to cash in on the methane reduction movement? they seem positioned for it but are they too small to get noticed?

Q: Comments on the Q ? speculations going forward?

Q: I'd like to buy tech now as I feel prices are stabilizing, but don't have enough US cash to buy balanced number of individual names. Is there an ETF you would recommend that has the larger US tech names that I can buy?

Q: Are both BAM.A & BAMR eligible for the divided tax credit. Thanks. Cal

Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.

Q: I would appreciate if you can provide your feedback about Canada Nickel Company. Pros, Cons, potential etc.
Thanks

Q: What would be a good proxy in order to crystalize losses and rebuy in 30 days. In your opinion, is it worth re-buying or was its growth mostly due to the work from home during the pandemic?
Thank you.

Q: Gentlemen

What are your thoughts about the current quarter?

Q: I would appreciate your comments on DM's financial results just released. Thank you.

Q: Is there a site that gives FCF yields for stocks?

Q: Would you have an update on PAYS and how their last quarter looked? They are up so far today(May31) when others are down. Thanks for all your guidance!

Q: If buying today, which stock would you prefer: UCTT or KLAC?

Q: Thoughts on this company as a 5+ year old

Q: Can I have your thoughts on the earnings please? Thanks.

Q: Which of the following Canadian regional banks do you consider to be the better investment at this time: Canadian Western or Laurentian? Thanks!

Q: I am thinking of setting up my portfolio with 25% positions in XIU, ZLB, XSP, ZLU. I am trying to avoid bonds and International stocks as they always seem to be a drag on the portfolio. With this arrangement I feel I have a better chance for returns closer to the market. With the low volatility ETF’s, I am hoping my positions would cause less volatility and would smooth out returns as the holdings in each are well correlated. Would you consider this plan to be too risky or would you have any other commentary or suggestions?

Q: Peter; Could you update your comments on GTLB? Seems like other techs,taken a beating - anything new that catches your eye or interest? Thanks. Rod

Q: Peter and Co,
The UK has introduced a ‘windfall tax’ of 25% on energy company’s profits. The bite of this tax can be substantially reduced on profits that are reinvested in more fossil fuel extraction. While this reduced tax rate might result in greater investment in oil/gas extraction and, therefore, production and profits it would appear that in subsequent years companies using reinvestment to reduce current taxes will have to make greater and greater reinvestments to keep ahead of the 25% tax. I understand that the existing UK tax on fossil fuels is 40%.
My portfolios are very overweight in energy stocks and particularly Vermilion. I understand that VET’s Corrib gas field is located within the boundaries of Ireland and the company pays only the Irish tax of 25% and has never paid taxes to the UK.
Would you please confirm or correct my statements about the UK taxes on fossil fuels. and the advantage that VET enjoys being an Irish producer?
With appreciation,
Ed