Investment Q&A

Q: What’s your best guess on a timeline for the company declaring a dividend ?
Philip

Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Q: This stock seems to be halted on the TSX but now seems to be listed in the U.S. under the symbol MENXF. Would appreciate any information that is available from your sources. Thanks, Brian

Q: I have a question about 48579
Good day your thoughts on MLI

Q: hi all
what are your thoughts on ENCC. Is its dividend sustainable?
thanks
Joe

Q: A while back my phone kept giving me updates about Poland's stock market performance which I thought rather odd. However it sounds like their economy has experienced a lot of growth lately. Is that likely to continue? Are there any ETF's (US or CA) that you might recommend if one wanted exposure to Poland? I realize you don't follow non-NA markets that much but any info you can offer will be appreciated.

Regards,
Zara in BC

Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX

Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You

Q: wish to park some money, which one of these eft's do you suggest with reagard to liquidity, capital loss/gain, and actual long term yeild

Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.

Q: Would you see the above as a buy?

Q: I came across SMX stock. It shows 52 week from 3 to 66k. Is this worth investing. Can you please give your opinion.

Thanks for the excellent service

Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?

Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity

Q: Everyone, in today’s environment of instant information and volume of information how far back in time should you use information for decision making (with the exception of financial data)? 3 months, 6 months? Clayton

Q: I have a small position in CN and I’m down about $7 per share. I have some funds to invest and was considering buying some more CN and average down, switch to CP or open to other ideas. I appreciate you can’t give personally advise, but curious in this case where you would head. Thanks and all the best in holidays.

Q: Please provide a list of 10 sector diversified Canadian Dividend payers assuming $500,000 to invest and $50,000 in each one. Please also provide an additional 10 that have a reasonable dividend with more growth than the first list where I might consider allocating $10,000 from the $50,000 allocated to the safer first 10 names suggested.

Q: Seasons Greetings 5i team, I would appreciate an update on your thoughts regarding CentrePoint Energy in light of today's announcement with Palantir and the launch of the software platform Chain Reaction.

Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks