Q: May I please get your take on Air Canada's latest earnings report, and whether you still think it has a good "runway" in front of it (i.e. as a recovery play)
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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.
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Air Canada Voting and Variable Voting Shares (AC)
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Alimentation Couche-Tard Inc. (ATD)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
Q: Hi 5i, read an interesting blurb in G&M stating that 26.8% of ACs float is short, and possibly due to all the debentures issued. My question is what is your opinion of this, and how long could this overhang last around the neck of ACs share price? Also do you still like it as a reopening trade and are there better candidates without this shadow of shorts?
Thx.
Thx.
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Sylogist Ltd. (SYZ)
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Air Canada Voting and Variable Voting Shares (AC)
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ARK Innovation ETF (ARKK)
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Cleveland-Cliffs Inc. (CLF)
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Dye & Durham Limited (DND)
Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again
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TC Energy Corporation (TRP)
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Loblaw Companies Limited (L)
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Air Canada Voting and Variable Voting Shares (AC)
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Tesla Inc. (TSLA)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
Q: I own these companies, some are doing great, and some I'm waiting to get my money back. I just sold TC energy, not really liking the direction it was heading and was thinking of buying enbridge. Did I do a mistake? Should I rebuy it? I'm looking for a 1 year hold. Or should I buy something different? In that case what do you recommend?
Thanks
Thanks
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Two parter, no wrong answers possible. In my TFSA I hold Descartes, Kinaxis, Shop and CAE amongst others. I have approx $2000 or .5% to invest in one or two of the four. They are all less than full positions. Suggestions?
Which of the following would you move from a cash account to the TFSA - AC, ATZ or ATD.B? I'm leaning toward AC currently.
Thanks in advance, sleepless nights have become a thing of the past based on my subscription to 5i. Service has been invaluable.
Which of the following would you move from a cash account to the TFSA - AC, ATZ or ATD.B? I'm leaning toward AC currently.
Thanks in advance, sleepless nights have become a thing of the past based on my subscription to 5i. Service has been invaluable.
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Wynn Resorts Limited (WYNN)
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Air Canada Voting and Variable Voting Shares (AC)
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Ichor Holdings (ICHR)
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Tronox Holdings plc (UK) (TROX)
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Ultra Clean Holdings Inc. (UCTT)
Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.
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DuPont de Nemours Inc. (DD)
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Air Canada Voting and Variable Voting Shares (AC)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Veeva Systems Inc. Class A (VEEV)
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Xebec Adsorption Inc. (XBC)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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MEDIFAST INC (MED)
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Stewart Information Services Corporation (STC)
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Pinterest Inc. Class A (PINS)
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Fiverr International Ltd. no par value (FVRR)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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C3.ai Inc. Class A (AI)
Q: Hello 5i,
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
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Air Canada Voting and Variable Voting Shares (AC)
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TFI International Inc. (TFII)
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Cargojet Inc. Common and Variable Voting Shares (CJT)
Q: I own Air Canada and Cargo Jet and have done very well on both. With Air Canada expanding its Cargo's operation substantially, I wonder if owning both really makes sense. Do you think that replacing CJT with TFII, operating in a different segment of the logistic industry, would be a good/better move?
thanks for your help!
thanks for your help!
Q: Hi folks, thoughts/opinion on pre-lim Q2 results for Air Canada...looks to be beat on Adj. EBITDA but miss on Revenue....started 1/2 position last week at $23.12...now trading $25sh range....would U add to position to complete full position with future looking better...& would U rate as Buy/Hold/Sell....thanks as always, jb Piedmont QC
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American Airlines Group Inc. (AAL)
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Carnival Corporation (CCL)
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Royal Caribbean Cruises Ltd. (RCL)
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United Airlines Holdings Inc. (UAL)
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Air Canada Voting and Variable Voting Shares (AC)
Q: Any good stocks to get on this drop ( Delta variant scare ).
If I had to choose one cruise out of CCL, RCL and NCLH, which one would you choose ?
Any one airline stock ?
Or any other high risk-high gain opportunity ?
If I had to choose one cruise out of CCL, RCL and NCLH, which one would you choose ?
Any one airline stock ?
Or any other high risk-high gain opportunity ?
Q: I would appreciate your opinion on AC’s current position as a COVID recovery play or as a longer term hold.
Thank you
Thank you
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Southwest Airlines Company (LUV)
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Air Canada Voting and Variable Voting Shares (AC)
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A&W Revenue Royalties Income Fund (AW.UN)
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MTY Food Group Inc. (MTY)
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Keg Royalties Income Fund (The) (KEG.UN)
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Dave & Buster's Entertainment Inc. (PLAY)
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Six Flags Entertainment Corporation New (FUN)
Q: Hello
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
Could you recommend service oriented (eg going to restaurants , on vacations etc) stocks and ETFs that still have room to grow with the reopening?
Thanks
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Park Lawn Corporation (PLC)
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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TFI International Inc. (TFII)
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Alaris Equity Partners Income Trust (AD.UN)
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Leon's Furniture Limited (LNF)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Real Matters Inc. (REAL)
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Wecommerce Holdings Ltd. (WE)
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Topicus.com Inc. (TOI)
Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.
Thank you
Thank you
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TELUS Corporation (T)
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Inter Pipeline Ltd. (IPL)
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AltaGas Ltd. (ALA)
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Tourmaline Oil Corp. (TOU)
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Air Canada Voting and Variable Voting Shares (AC)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Vermilion Energy Inc. (VET)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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NFI Group Inc. (NFI)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Barrick Mining Corporation (ABX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Kirkland Lake Gold Ltd. (KL)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Lightspeed Commerce Inc. Subordinate (LSPD)
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
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Suncor Energy Inc. (SU)
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Air Canada Voting and Variable Voting Shares (AC)
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Magna International Inc. (MG)
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S&P/TSX Composite Index (TSX)
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goeasy Ltd. (GSY)
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Kirkland Lake Gold Ltd. (KL)
Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...
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Suncor Energy Inc. (SU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Air Canada Voting and Variable Voting Shares (AC)
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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Kinaxis Inc. (KXS)
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Agnico Eagle Mines Limited (AEM)
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Savaria Corporation (SIS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Southwest Airlines Company (LUV)
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Air Canada Voting and Variable Voting Shares (AC)
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Airbnb Inc. (ABNB)
Q: Which stocks like Cruises,Airlines,Hotels,Accomdation,Travel do yoe Recommend?
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NVIDIA Corporation (NVDA)
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Air Canada Voting and Variable Voting Shares (AC)
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Enthusiast Gaming Holdings Inc. (EGLX)
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MEDIFAST INC (MED)
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Dye & Durham Limited (DND)
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Palantir Technologies Inc. (PLTR)
Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.
Q: I am allocating 20% of my TFSA specifically to Covid bounce back stocks and have AC as half of the allocation. Would you name 3 other stocks ( with reasons why ) that would fit this theme.
Thanks. Derek
Thanks. Derek