Q: I have been dithering about buying AC in my TFSA for some time now and would appreciate your read on the stock, primarily from a political aspect. Seems the federal government is not in love with the sector as it continues refusing to pay out cancellation money. However the government recognizes the critical national role it plays and AC’s historical relationship to government national transportation policy. Then there is the government’s push to severely contain international travel. So many moving parts. I get a sense that it is too early to buy and best to get more clarity forsaking the initial pop the stock would take on good news. Your thoughts would be 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.
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Air Canada Voting and Variable Voting Shares (AC)
- Kinaxis Inc. (KXS)
- Barrick Gold Corporation (ABX)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi 5i,
First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.
First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.
Q: Good Morning Peter, Ryan and Team,
As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?
Thank you.
Brad
As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?
Thank you.
Brad
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- Air Canada Voting and Variable Voting Shares (AC)
- TFI International Inc. (TFII)
Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.
Rick
Rick
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Delta Air Lines Inc. (DAL)
- Bank of Montreal (BMO)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Advanced Micro Devices Inc. (AMD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Take-Two Interactive Software Inc. (TTWO)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Berkshire Hathaway Inc. (BRK.B)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
- Boyd Group Services Inc. (BYD)
- Unity Software Inc. (U)
Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.
My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.
I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.
Feel free to take question credits as you see fit.
DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL
Thank you again
My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.
I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.
Feel free to take question credits as you see fit.
DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL
Thank you again
Q: BAM.A is now trading at $49+ , has the stock recovered to the pre-pandemic levels OR do you think that it still has upside.
Also at this point, would airline stocks be better or the cruise lines, which has more upside ?
My strategy is to buy airline/cruise stocks now....sell in 1-3 years and then move that money to something like BAM.... what do you think of this?
Thanks
Also at this point, would airline stocks be better or the cruise lines, which has more upside ?
My strategy is to buy airline/cruise stocks now....sell in 1-3 years and then move that money to something like BAM.... what do you think of this?
Thanks
- American Airlines Group Inc. (AAL)
- Carnival Corporation (CCL)
- Delta Air Lines Inc. (DAL)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
- Norwegian Cruise Line Holdings Ltd. (NCLH)
Q: Hi, my respected 5i team
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.
Thanks in advance!
Could you please recommend some solid names(US and Canadian markets) focusing on post-Covid theme play? I would like to take advantage of the price decline due to the pandemic lock down, some solid names that will be the survivors.
Thanks in advance!
Q: Good Day,
Just wondering what your thought were on buying Air Canada shares at this time?
Just wondering what your thought were on buying Air Canada shares at this time?
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
- Dave & Buster's Entertainment Inc. (PLAY)
- Six Flags Entertainment Corporation (SIX)
- Cedar Fair L.P. (FUN)
- ESS U.S.Global Jets ETF (JETS)
Q: Hello 5i team
As a front line (nearly retired) physician, I recently received a Covid 19 immunization. It's difficult to express the REMARKABLE sense of gratitude and euphoria that I observed among everyone involved . Suddenly, we felt liberated from the danger of this scourge that we face daily. Our next exciting job is to immunize our fellow citizens as fast as humanly possible and as we do, this euphoria will spread to society at large.
After my immunization I bought a new car and we're booking our fall and winter travel plans. This manic behaviour, I believe, represents the tip of the iceberg for pent up demand which will be unleashed upon the world.
At the risk of being labelled a mercenary can you identify some sectors which are still beaten up and likely to surge-I'm thinking energy but other suggestions welcome (prefer etf's with a dividend to keep me invested until the recovery occurs-would supplement with high conviction stocks)
Thank you. As always, I value your opinions, Regards gary
As a front line (nearly retired) physician, I recently received a Covid 19 immunization. It's difficult to express the REMARKABLE sense of gratitude and euphoria that I observed among everyone involved . Suddenly, we felt liberated from the danger of this scourge that we face daily. Our next exciting job is to immunize our fellow citizens as fast as humanly possible and as we do, this euphoria will spread to society at large.
After my immunization I bought a new car and we're booking our fall and winter travel plans. This manic behaviour, I believe, represents the tip of the iceberg for pent up demand which will be unleashed upon the world.
At the risk of being labelled a mercenary can you identify some sectors which are still beaten up and likely to surge-I'm thinking energy but other suggestions welcome (prefer etf's with a dividend to keep me invested until the recovery occurs-would supplement with high conviction stocks)
Thank you. As always, I value your opinions, Regards gary
Q: Hi 5i team,
I recently purchased AC, which is in the balanced portfolio, and it has been going down in the past short while. I've a loss of about 20%. I'm thinking of selling it before year end for capital loss though I do not have capital gain this year to offset the loss. I intend to repurchase it after 30 days but wonder if its momentum will switch and moving higher in price in 30 days. Your opinion please. Thanks and a very merry Xmas to the entire team at 5i.
I recently purchased AC, which is in the balanced portfolio, and it has been going down in the past short while. I've a loss of about 20%. I'm thinking of selling it before year end for capital loss though I do not have capital gain this year to offset the loss. I intend to repurchase it after 30 days but wonder if its momentum will switch and moving higher in price in 30 days. Your opinion please. Thanks and a very merry Xmas to the entire team at 5i.
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
- Dave & Buster's Entertainment Inc. (PLAY)
Q: Hi guys,
Once we get through this virus, which vacation/cruise/hotel/entertainment companies in North America would be of interest to you!!!
Jim
Once we get through this virus, which vacation/cruise/hotel/entertainment companies in North America would be of interest to you!!!
Jim
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Air Canada Voting and Variable Voting Shares (AC)
- Dave & Buster's Entertainment Inc. (PLAY)
Q: I have a considerable base of my portfolio in CDN banks. The share prices are approximately flat from where I bought them. Is there any catalyst to make banks outperform in the next year or 2? It feels like there have to be sectors that will bounce well with a recovery and wondering about diverting some funds there to try to catch the bounce on a return to travel and the like. I have nibbled at Air Canada and wonder about some other names that have a high likelihood of surviving and bouncing nicely. Canada or US, moderate risk is OK. Thanks!
Q: Hi 5i. Assuming in Canada there is pent up demand for travel, and dollars sitting in deposit accounts, what Canadian equities in the travel or hospitality space would one consider investing in once Covid-19 abates and travel restrictions are rescinded?
Please list any Canadian equities that you think will benefit from Canadians traveling again. Thanks
Please list any Canadian equities that you think will benefit from Canadians traveling again. Thanks
Q: Hi!
As part of my industrials sector weighting, I have 4% allocated to transportation. Given the current environment, I believe airlines are the best value, but probably also the riskiest. Nevertheless, my portfolio is reasonably well balanced. Do you think it is prudent to invest my 4% allocation entirely in AC? It clearly provides better value than the railroads and trucking, but as I said, with increased risk.
Thank you,
Jason
As part of my industrials sector weighting, I have 4% allocated to transportation. Given the current environment, I believe airlines are the best value, but probably also the riskiest. Nevertheless, my portfolio is reasonably well balanced. Do you think it is prudent to invest my 4% allocation entirely in AC? It clearly provides better value than the railroads and trucking, but as I said, with increased risk.
Thank you,
Jason
Q: Well, Air Canada's all time high was about 50 loonies per share. But now with the recent dilution of existing shareholders, I estimate the revised high will be about $45, adjusted for the dilution, Seems like a floor is forming under AC shares at about $23.60. What say you, aka your guess, and what with all the uncertainty that there is, about will this floor hold? And also what is the long-term guess-estimate target price in 12 months or longer?......Tom
Q: With regards to Air Canada's new $850 millions public offering, is there a financial or strategic difference between the "overnight marketed offering" and a regular offering / bought deal.
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- BRP Inc. Subordinate Voting Shares (DOO)
Q: Fast forward 2 years from today, and assume a return to something that resembles normal.
Which stocks (US and CA) would you wish you bought today.
Which stocks (US and CA) would you wish you bought today.
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Could you rank your order of preference today as I would like to add one of these 4 stocks, irrespective of sector? I am looking for total return for long term hold. Thank you.
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
Q: Hello Peter & team,
Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.
My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.
Thanks for all you do
Gord
Read a report that stated bank deposits are up considerably. Reason... It appears People are banking funds without having the opportunity to take their annual vacations because of Covid. Vaccines are in the process of being distributed. There will be an end to the lock down eventually, and when that happens people will be biting at the bit to travel. I know I am.
My question... I'm thinking the beneficiaries of this pent up demand are going to be Cruise Lines, Airlines & Hotels. (plus anything else you can suggest) Are you able to tell us - your loyal 5i family - which companies we should be targeting which will benefit once everyone starts being able to travel again? And if you could, please provide your futures opinion on Air Canada which is still down 50% (approx) compared to it's pre-covid highs. I am seriously considering a strong position and would like to know your thoughts.
Thanks for all you do
Gord
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Southwest Airlines Company (LUV)
- Air Canada Voting and Variable Voting Shares (AC)
Q: Can you please provide some recommendations on travel related stocks listed in Canada or the US. Am looking to hold for 3 to 5 years.
Thank you
Thank you