Investment Q&A

Q: Hi, Technology sector had a great 2023 and most Large/Mid cap Co stocks on both sides of the border saw outsized gains. Kinaxis, in the group appears to be an outlier and continues to be a laggard. Descartes Systems, which, I believe, operates in similar Logistics/Supply Chain management solutions, has performed quite well and apparently not impacted by the challenges faced by KXS.

What, in your view, are the factors contributing to this underperformance and are these issues transitory? You have recommended to hold on to this stock due to zero/low debts, strong customer base and its highly successful/unique programs for the industry. What are the catalysts and the basis of your recommendation, despite stock's continued poor performance ? There is a cost to Capital for an investor and may be, it's time to move on and look for better opportunities and more efficient deployment of funds.

Thank You

Q: Montrose Env in NY provides environmental services. It was $76 about 15 months ago and now around $30. Can you give my your assessment on this small cap (0.8B) has a 15.9 P/E. Q3-2023 total revenue was $168 which Q3-2022 was $ 130. They appear to have had losses each of the past few years. It appears to have gone public mid-2020. I'd be grateful for your views on this small cap stock.

Q: Well it has had a really nice return in the last 5 yrs., can it keep these results up for another 5?
Thanks Again

Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason

Q: C.PR.J I'm thinking of repurchasing these preferred shares as the were sold by Citigroup on me recently. Do you know when the next opportunity for Citigroup is to retire these shares is? really like the div. on these shares but having them sold on me not so much. What do you think of these preferred shares?
Thanks

Q:
your opinion on Brookfield infrastructure Class A

Q: I'm retired with a relatively conservative portfolio. Would like to add a bit of risk / reward and have considered LMN, partly because of its link to a very solid CSU. Questions:

How much influence / control does CSU have on this company? Is there a way to describe it or measure it ?

In a long recession scenario, generally speaking would the odds of its survival be better because of its association with CSU compared to other small caps?

It's P/S multiple appears to be around 3.6 X. This seems somewhat reasonable to me compared to some tech stocks in the U.S. Would you agree / disagree ?

Q: On October 26 you indicated “ The stock has fallen the most in 16 years. We think, at 8X earnings, it can be kept and we would caution against a quick reaction in a downturn that has already happened. But we think it can be 'targetted' for elimination as the stock settles in. It was almost taken over a while back (the deal was blocked) so there is always that possibility. But it is hard to endorse on that alone. “
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you

Q: Hello Team,
at the current prices, it seems to me that they are good entry point for both of these companies.
What is your opinion?

Telus yields a 6.3$ dividend at the current price and this is long term "income" investment.

I am also interested of your opinion on EFX following the steep drop in the stock price recently and also considering this week's announcement that they were able to dispose of Exterran Offshore at, what seems, a favorable price considering the expectations.

Thank you and I wish you and your families a very good year in 2024!

Michel C

Q: Hi Peter, Can i transfer stocks from RESP to kids TFSA account without selling and rebuying?

Q: Good Morning,

I have held MO for a couple of years now and am down 20%. It pays a good dividend. Is the income relatively safe and secure? Will the price rebound and possibly grow?
Your thoughts would be most appreciated.

Q: The last question for this ETF was in August of 2021. What is your latest assessment?

Thanks.

Q: Hello Team,
Would you have a preference between these two stocks, or would you recommend both?
Thank You,
Barry

Q: I am thinking of adding some HSUV.U to my cash account to earn interest on some U.S. cash that I hold. Do you think that this is a good time to purchase this fund, or is it selling at a premium now, and would it be better to wait? Also can you confirm that the gains are taxed as capital gains in Canada, and is there U.S. withholding tax on the gains? Also, can you suggest a better option with better tax treatment?

Q: Happy New Year 5i group,

My son setup his FHSA with TD bank, the advisor set up his account and bought "TDB866" mutual fund. Could you please provide comments on this fund's future prosperity? He hopes the money in the account can grow nicely to purchase a property in a few years. thanks.

Q: I own these three stocks for consumer defensive:

L - half position
PBH - full position
Costco - half position

The analytics tool is telling me I'm low on consumer defensive. Would you just add to L and Cost or would you add another name?

Thanks,
Robert

Q: Based on you dropping coverage of DND I think it's time to cut my losses and move on as well. Can you please recommend potential replacements? Would DCBO be one or are there others that would be better from a risk/total return perspective over a 5 year time horizon?

Q: Hi, I own MRE with some profit. Would a switch to LNR be a good strategic move for the future. How would you compare these two? I bought Magna recently and would keep it. Thanks

Q: Have the following in a basket. Closely weighted. Looking to add a new similar weighting equity, want to buy and leave for 10 years. Can you provide top 3 suggestions please. As always, thank you.

Q: Would you kindly pick 4 stocks (at least 1 of which is a Canadian stock) that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.