Q: Hi Everyone at 5i! What are thoughts about Air Canada as a long term hold. I bought it during the pandemic in hopes that there would be a good surge in growth when things reopened . I recently read an article that the business travel end of the airline industry may not be so rosy because a lot of companies are going the more cost efficient Zoom route. With inflation and the cost of gas making travel more expensive recreationally, there may not be that quick come back. Your thoughts? Cheers, Tamara
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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.
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Air Canada Voting and Variable Voting Shares (AC)
- ATS Corporation (ATS)
- Savaria Corporation (SIS)
- Balanced Equity Portfolio (BEPORT)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!
- Southwest Airlines Company (LUV)
- United Airlines Holdings Inc. (UAL)
- Air Canada Voting and Variable Voting Shares (AC)
Q: Hello 5i,
What are your three favourite North American airline stocks in order with a brief reason why?
Thank you so much!
Dave
What are your three favourite North American airline stocks in order with a brief reason why?
Thank you so much!
Dave
Q: Unless I'm mistaken, which is very possible I believe AC reported earnings.
If yes, may we have your analysis and conclusion please.
Sheldon
If yes, may we have your analysis and conclusion please.
Sheldon
Q: I understand that fuel is a major cost for airlines. Do you think we should sell out of Aircanada due to steep rise in fuel?
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Tamarack Valley Energy Ltd. (TVE)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Q: Hi 5i, do you think AC will ever become profitable? If yes, when please?
Q: Well it seems that market might like at least one of our stocks.
Can we have your comments on the quarter please
Sheldon
Can we have your comments on the quarter please
Sheldon
- Air Canada Voting and Variable Voting Shares (AC)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
Q: Comments on these two? What is the reasonable upside potential?
Is Chorus going to bring the dividend back?
Is Chorus going to bring the dividend back?
Q: hello 5i:
We're looking for a decent income stock and are considering EIF. We already own about a 1.5% position in AC. Are the companies businesses too similar in that they are both tied to the airline business or is there sufficient difference to own both? And what are your thoughts on the present valuation of EIF?
thanks
Paul L
We're looking for a decent income stock and are considering EIF. We already own about a 1.5% position in AC. Are the companies businesses too similar in that they are both tied to the airline business or is there sufficient difference to own both? And what are your thoughts on the present valuation of EIF?
thanks
Paul L
- Tourmaline Oil Corp. (TOU)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
Q: I have KXS, CAE, BAM,TOU,AC. Would you recommend to add to some of these stocks or would you recommend to buy different stocks? What stocks would you recommend to buy?
- Booking Holdings Inc. (BKNG)
- Franco-Nevada Corporation (FNV)
- Air Canada Voting and Variable Voting Shares (AC)
- Agnico Eagle Mines Limited (AEM)
- Maverix Metals Inc. (MMX)
- Airbnb Inc. (ABNB)
Q: With reference to Peter’s article entitled Five Investment Themes To Keep An Eye On In 2022, what 2 or 3 stocks would you recommend in the travel & leisure sector & the gold sector? Thanks … Cal
Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.
Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!
Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!
- PayPal Holdings Inc. (PYPL)
- Mastercard Incorporated (MA)
- Canadian National Railway Company (CNR)
- Linamar Corporation (LNR)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- BetaPro Crude Oil Leveraged Daily Bull ETF (HOU)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- ARK 3D Printing ETF (PRNT)
- Unity Software Inc. (U)
Q: Hi Peter and staff, Happy Holidays.
These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.
Thank you.
Joe
These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.
Thank you.
Joe
Q: I've been waiting to initiate a position in either AC or CAE for a minimum two year hold but I can't decide on which one. My brain tells me this is a good time to enter either or both, but I am concerned about the sector in general.
Can you give me some reasons for both companies why one should buy today and some reasons that gives one pause on the names?
Of the two, does 5i have a preference and would you start a position today in either name?
Thank you.
Can you give me some reasons for both companies why one should buy today and some reasons that gives one pause on the names?
Of the two, does 5i have a preference and would you start a position today in either name?
Thank you.
Q: I own AC in my TFSA ( bought at 24 ) for a Covid rebound play. Traffic numbers are looking good across the industry, now I am trying to ascertain the effect of high oil prices on the company. Do they have long term fuel contracts and at what price? What % of costs is fuel ? Any metrics on this is appreciated. Derek
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Air Canada Voting and Variable Voting Shares (AC)
- Parex Resources Inc. (PXT)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- MEDIFAST INC (MED)
- Pinterest Inc. Class A (PINS)
- Airbnb Inc. (ABNB)
Q: Hi team,
I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
Q: An article in the Globe and Mail says AC's short position is up to 39%, from 27% a month ago. Does this change your view on the stock at all?
- Air Canada Voting and Variable Voting Shares (AC)
- Exchange Income Corporation (EIF)
- Enthusiast Gaming Holdings Inc. (EGLX)
Q: These three stocks along with cash , are equally held and is my entire TFSA. This represents only 2.5 % of my combined non registered account and RRSP ( RIF next year).
My feeling ( and performance )on the stocks are :
AC: ( Even )Covid rebound extent still in question, high oil prices a drag
EIF: ( Up ) solid dividend, owned long time with good results
EGLX: ( Up ) , most volatile, doing the right things in a growing sector
Am willing to take a fair degree of risk. Your opinion on the portfolio is appreciated. How would you adjust and what are some of your recommended stocks ? Thanks. Derek
My feeling ( and performance )on the stocks are :
AC: ( Even )Covid rebound extent still in question, high oil prices a drag
EIF: ( Up ) solid dividend, owned long time with good results
EGLX: ( Up ) , most volatile, doing the right things in a growing sector
Am willing to take a fair degree of risk. Your opinion on the portfolio is appreciated. How would you adjust and what are some of your recommended stocks ? Thanks. Derek
- Air Canada Voting and Variable Voting Shares (AC)
- Alimentation Couche-Tard Inc. (ATD)
- Topicus.com Inc. (TOI)
Q: Hello Peter,
It’s that time of the year where I contemplate moving a stock from my cash account to my TFSA. Which of the three above would you move into a TFSA? Or would you move cash into the TFSA?
It’s that time of the year where I contemplate moving a stock from my cash account to my TFSA. Which of the three above would you move into a TFSA? Or would you move cash into the TFSA?