Investment Q&A

Q: I realize these are two completely different companies with one dividend producer and one that could rebound significantly post Covid, If you were to choose one of the two for a two to three year return, which one would you pick.

Q: Thanks for Thursday's update...I know Air Canada's balance sheet is stretched but my TFSA positions are held for the long term. Would an Air Canada position be a good for placing in TFSA?....Thanks for your input.....Tom

Q: Bot this one at 14 and sold at 18 cause I was smart...it's now trading at 23 and I look really dumb... what's your view on to he price path going forward?

Q: Hi all,

For AC.TO and SU.TO, they are just like brother increased more than 5% today. I have brought those two stocks half years ago and finally now back to profit. I want to thank you fro your advise and actually no need to wait for 3 years :)
Which one will benefit more after COVID? Do you think keep holding now, since both hitting the high price for 3-6 months. After the COVID, how long will last for those two in benefit the raise? 1-2 years? Usually, I have difficult to sell the stocks in high price, do you think they are good for long term holding for 5-10 years? What is the possible in short term one year target price? Kindly advise.

Q: What is the outlook for a government bailout for Air Canada, and what would the impacts of a deal likely be for investors in your view?

Q: Is this a good entry point on these two airlines? Or should I wait until the new year?

Q: I would like to purchase companies In the travel industry that will do well once COVID is over and people start to travel again for pleasure and business.
Please suggest a sector or stocks that I may consider
Many thanks for your great service
Peter

Q: Hi guys...thanks for the service. Wondering if you can name 2-3 Canadian and U.S. stocks that you feel have been unfairly punished over the past months...that you feel would be very good entry points and may rally quickly...more so a trade rather than a long term investment....thanks.

Q: It is hard to imagine that this pandemic will one day be a distant memory but eventually life will return to a pre pandemic normal. Can you name 4 or 5 Canadian traded stocks that suffered during the pandemic that you believe will have growth potential in this future?

Q: Seems inevitable that people will travel on planes are some point starting next year and will ramp up from there. With the dominate company that services Canada, does that make Air Canada a "no-brainer" stock to invest in for the 3-5 year time frame?

Any reason to not get in at this point?

Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.

Q: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).

Q: Every year I look for a beaten down company - out of favor this year but with an intact business likely to do well in future years. What should we be keeping our eyes on?

John

Q: I have a travel credit with Air Transat. Do you think Air Canada would honour Transat credits if it takes it over?
Quite a drop in price from $18 to $5, makes one think Transat may not make it through this pandemic if the take over doesn't happen.

thanks,

Paul

Q: Do you feel there is good risk / reward for this stock with a 3 year hold at current price?

Q: Interesting question/answer on Oct 1 "I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies". Can you please answer the winners among Netflix/Disney; Amazon/Shopify; Union Pacific/CP; AirCanada/delta. Thanks

Q: If we found a Covid-19 vaccine tomorrow, what are the most depressed companies now that would benefit the most?

Q: Hi, I own NFI, which is down almost 50%. Would you recommend selling it for AC if dividend and sector are not my primary concerns? Thanks.

Q: What are your thoughts on buying into SNC and Air Canada on their lows?

Q: Hi All,

With the help of 5i research, my portfolio was well diversified and full of strong named well positioned to withstand the pandemic. The two exceptions were small positions in AC (which I fortunately sold half of @ $45/share) and CAE. Would you hold these depressed names in the hopes of a news based pop or move the immaterial amount of capital into stronger names for the next few years? If the latter, any suggested replacement names? (Please feel free to deduct multiple credits here as i rexognize i asked two questions)