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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have been following your advice of slow buying. For recovery plays with a one to 3 year timeframe (US election and possible normalcy returning post-COVID) is Canada or US better positioned? If all things are equal I favour Canada to avoid the nuisance of Norbert's Gambit etc. But if there is a compelling difference I'd like to use that to my advantage. I have some XIT, AC, SU and LNF and I am finding it hard to wait for the slow buying due to FOMO. How slow is slow enough? Thoughts appreciated.
Read Answer Asked by Marilou on June 19, 2020
Q: I own some shares of Chorus and of course am down significantly. I'm wondering about the merits, in your opinion, of selling the CHR shares to harvest the loss and buying AC as a way of staying in the sector with our national airline and a probable recovery when Covid is history.
Read Answer Asked by Donald on June 16, 2020
Q: Hello Peter,
Air Canada has a take over offer at $18 per share, and assuming the regulators approve the deal, would this price still hold given Transat is trading in the $6 dollar range? If the deal is not approved by EU regulators, would Transat be a good buy at $6 per share or would Air Canada be a good buy at the current $19 dollar range? Thanks very much
Read Answer Asked by umedali on June 12, 2020
Q: Good morning guys:
If you were going to start slowly with the airlines , would you buy air canada or southwest . My portfolio consists more of the stocks in the states so I am leaning southwest. Could I get your opinion on which name you would side with.
Thank you
Mark
Read Answer Asked by Mark on June 09, 2020
Q: Hi, US airline stocks had over 75% recovery, from the March lows. Airlines also responded positively to last week's surprise of positive employment numbers. Air Canada had been a favorite of various CDN Portfolio Managers, but the stock fell to its lows in March with the sector. The stock price has seen a nice recovery over past few weeks but is still way below its Pre-COVID levels of $50+. Company now has decent liquidity after recent equity/debt offering. Do you consider it a smart move to start building a position in the company, for long term, at current levels ? If so, should we start with, let's say 1% position and slowly increase to 2-3% ? What are the important factors to watch, over next several months ? Thanks
Read Answer Asked by rajeev on June 08, 2020
Q: Could you explain their new offering please? The stock is up 5% this morning. If they are releasing 1 billion in new shares (20%of current market cap), how does that dilution not drag down the share price? Is it just that the market is happy that they will have more cash to weather the downturn after the sale? I feel like I’m missing something?
Read Answer Asked by david on May 27, 2020
Q: Can I get your thoughts on these two? Would you prefer a specific airline or two over jets? How would air Canada stack up ?
Read Answer Asked by david on May 12, 2020
Q: In anticipation( trying to remain positive) of a Covid Vaccine what stocks in particular in both US and CAN will outperform in your view. Which stocks may retreat, at least initially?
Thank you
Read Answer Asked by Marty on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Dear Peter and Ryan.
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 24, 2020
Q: Hello 5i Team,
Thank you for all your guidance throughout this type of market. I'm sure all the Canadians are greatly appreciating your impeccable work for us DIY investors.

If you have ~$20k of cash today and your goal is to appreciate this into a much larger amount not too long after coming out of the other side of this market (i.e. after a recession), which 10-15 Canadian equities would you go after with a good sector diversification?

Since I am younger and my nest egg is still small, I'm not too concerned or rely on dividends. I'd much rather have stocks whose valuations may appreciate greatly rather than going for the slow and steady dividend aristocrats and blue-chips.

I have been eyeing the large discounts on Canadian equities such as the following: AC, CAE, SLF, GSY, LSPD, PLC, GIL.
Read Answer Asked by Michael on April 14, 2020
Q: Assuming this pandemic continues into June or July, where do see the AC's stock price (ball park of course) by the end of the summer?
Will this knock out some of the competition and allow AC to "come back" stronger?
Thoughts on FCR.UN?
Read Answer Asked by JOSH on April 09, 2020
Q: Could you please give me your opinion on these three companies in light of the current situation. I hold Cu and CHR, but not AC. I am particularly thinking of AC since post the virus, it would seem to be likely to recover significantly. Your thoughts?
Please charge as many questions as you deem appropriate.
Read Answer Asked by Donald on April 02, 2020
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