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
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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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Enbridge Inc. (ENB $66.58)
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Constellation Software Inc. (CSU $3,325.82)
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Fortis Inc. (FTS $70.68)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Parex Resources Inc. (PXT $19.17)
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BRP Inc. Subordinate Voting Shares (DOO $106.12)
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Kinaxis Inc. (KXS $176.30)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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MEDIFAST INC (MED $10.88)
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Pinterest Inc. Class A (PINS $26.75)
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Airbnb Inc. (ABNB $124.32)
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?
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Exchange Income Corporation (EIF $80.27)
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Enthusiast Gaming Holdings Inc. (EGLX $0.05)
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
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Topicus.com Inc. (TOI $125.98)
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?
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Suncor Energy Inc. (SU $61.19)
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Enbridge Inc. (ENB $66.58)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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ATS Corporation (ATS $37.71)
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Magna International Inc. (MG $67.83)
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Premium Brands Holdings Corporation (PBH $98.89)
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Savaria Corporation (SIS $21.67)
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goeasy Ltd. (GSY $123.28)
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Boyd Group Services Inc. (BYD $235.46)
Q: Can you suggest some Canadian companies, other than in technology, utilities or finance, that you currently consider to be undervalued and worthy of consideration for a long term investor. I've done very well with your suggestions of MG, WELL, ATA, TFII, EIF, PBH, GSY. I don't mind adding to any of the latter but would like to know if you see value ( or at least promising growth from today's prices) Thanks and best wishes always - Al
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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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Savaria Corporation (SIS $21.67)
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goeasy Ltd. (GSY $123.28)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.04)
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Dye & Durham Limited (DND $2.78)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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 $5.60)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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ARK Innovation ETF (ARKK $81.91)
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Cleveland-Cliffs Inc. (CLF $12.29)
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Dye & Durham Limited (DND $2.78)
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 $75.52)
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Loblaw Companies Limited (L $62.17)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Tesla Inc. (TSLA $455.00)
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Xebec Adsorption Inc. (XBC $0.51)
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WELL Health Technologies Corp. (WELL $3.96)
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 $18.88)
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CAE Inc. (CAE $37.82)
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Descartes Systems Group Inc. (The) (DSG $128.26)
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Kinaxis Inc. (KXS $176.30)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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 $125.51)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Ichor Holdings (ICHR $17.61)
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Tronox Holdings plc (UK) (TROX $3.84)
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Ultra Clean Holdings Inc. (UCTT $26.24)
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 $40.51)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Veeva Systems Inc. Class A (VEEV $242.00)
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Xebec Adsorption Inc. (XBC $0.51)
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NIO Inc. American depositary shares each representing one Class A (NIO $5.04)
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MEDIFAST INC (MED $10.88)
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Stewart Information Services Corporation (STC $76.28)
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Pinterest Inc. Class A (PINS $26.75)
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Fiverr International Ltd. no par value (FVRR $21.54)
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Topicus.com Inc. (TOI $125.98)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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C3.ai Inc. Class A (AI $15.08)
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 $18.88)
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TFI International Inc. (TFII $134.63)
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Cargojet Inc. Common and Variable Voting Shares (CJT $80.21)
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 $14.81)
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Carnival Corporation (CCL $25.87)
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Royal Caribbean Cruises Ltd. (RCL $257.66)
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United Airlines Holdings Inc. (UAL $104.95)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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 $5,197.04)
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Wynn Resorts Limited (WYNN $125.51)
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Southwest Airlines Company (LUV $37.85)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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MTY Food Group Inc. (MTY $38.00)
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Keg Royalties Income Fund (The) (KEG.UN $18.65)
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Dave & Buster's Entertainment Inc. (PLAY $17.32)
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Six Flags Entertainment Corporation New (FUN $15.64)
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 $26.48)
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Air Canada Voting and Variable Voting Shares (AC $18.88)
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CAE Inc. (CAE $37.82)
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TFI International Inc. (TFII $134.63)
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Alaris Equity Partners Income Trust (AD.UN $20.09)
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Leon's Furniture Limited (LNF $28.99)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.95)
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Real Matters Inc. (REAL $6.30)
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Wecommerce Holdings Ltd. (WE)
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Topicus.com Inc. (TOI $125.98)
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