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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.

Q: I am down slightly on Aritzia and like it for the long term. I usually like to buy and hold but feel this is going to be a very volatile year for consumers. My concern is the shorter term outlook as the rising rate environment is likely to place increasing pressure on consumer discretionary stocks. As a 2023 move I’m considering selling ATZ, with a look to repurchasing when rates start coming down (who knows but perhaps later this year). In the short term, I’m considering trading ATZ for a dividend stock in the energy sector such as CNQ or ENB. Could you please evaluate this strategy, based on projections today. Essentially, which position do you think will result in the largest gain by the end of 2023? Thanks so much for your insight.
Read Answer Asked by Warren on February 09, 2023
Q: I watched the utube of Chris an analyst at 5i Research on Shopify. I wasn't aware of him. As a member of 5i Research, I am happy to have his knowledge available. Recently someone was looking for moving averages and Stockscores was mentioned. It doesn't seem to provide the 50 or 200 day moving averages for various stocks - we only saw the example (Facebook) which did not have that option. In the past I have seen the 50 and 200 day moving averages whether it was on Globe Investor or iTrade or Bloomberg or charts on your system. Would you be able to advise easy access to it? Thanks so much.
Read Answer Asked by Dennis on February 09, 2023
Q: ATH is to report earnings March 1st.
1/4 ly earnings estimates don't look promising.
I notice they have a short position of over 7% about 45mm shares.
I like that insider holdings shows skin in the game,
They have now been on the TSX for a year and price is improving. Any chance ATH will finally start a dividend.
Your comments please.
Read Answer Asked by Madeline on February 09, 2023
Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks
Read Answer Asked by Paulette on February 09, 2023
Q: Wow! I spent an hour on a bunch of questions and it was all lost. Here is the summary:

WEF. What is your take. Credit it me if it becomes a 5i pick. : )

WELL: seems it popped because of Ford's medical privatization options. Should I wait for a share price decline? Sometimes prices seem to drop before earnings just so that they can pop more when earnings are announced.

CIX moving nicely. At point would I sell? My breakeven is 20.

Maybe 5i could float their own mutual funds...as Motley Fool has done I believe.

Idea: some kind of software to remind people to buy certain stocks?


Chiefs or Eagles?

Tar and Infinity Pool were boring movies.


Prediction: Dollarama will drop briefly on some manufactured "dire" situation. Things have been going too well for too long there.

Is it illegal to short a company having created the conditions for that shorting? Example: short A&W then get everyone to boycott A & W.
Read Answer Asked by D on February 09, 2023
Q: Hi Team,

Looking for your valued opinion regarding the Empire Life Class plus 3.0 insurance/annuity product. This would be for a retiree, 64 years old.
Any concerns with this strategy or things to look out for.
Thank you
Read Answer Asked by Kyle on February 09, 2023
Q: If I look at STC I see that the 52 week high is $20.36 and also that from looking at analyst ratings via TD I notice that 3 out of 3 rate it a buy with a price target of $16.17. When I see something like that it gives me a warm fuzzy that this is a good buy at this level and appears to have a lot of upside. I fully realize that there is no guarantee that just because it went that high in the past it does not mean that it will go back to that level. Having said that, it appears to have a lot of potential as I see it. You also seem to like this one.

Just to make a comparison (I know it is a different sector but that does not matter) let’s have a look at CS. This is one that 5I appears to like as well and that I am considering buying. TD has this one showing as 6 out of 6 analysts rating a it a buy but the price target is $5.83 (-3.01% downside).

Why would the price target on this one be so low and how much potential does this have in your opinion?
Read Answer Asked by Pierre on February 08, 2023
Q: Hi 5i,
I was watching a recorded market call yesterday from early Feb, with Ryan Bushell. He made the case that T will outperform BCE in the coming years (he seems to be very much a long term investor) and he laid out a number of reasons why he thought BCE might underperform T. It made me look at my holdings in each and wonder if I should switch out my BCE for more T.
In reviewing them, the share price of BCE has declined just over 8% in the past year while T is down 9.3%. Their P/E is near the same, but BCE's ROE is currently 15.6% to T's 12.7%. The current yield on BCE is 6.26%, compared to 4.9% for T. Based on my purchase price, I'm earning a little more than that on each - 6.55% on BCE and 5.12% on T.
I know that Ryan's take is based on his view of the future for each name, and he thinks the future is rosier for T. But based on the numbers I've laid out above - which I recognize are all about the past and not the future - I don't see a compelling reason to jettison the BCE I hold in my RSP and use the proceeds to bump up my T.
I would be very interested on your thoughts on the two, looking ahead.
Thanks,
Peter
Read Answer Asked by Peter on February 08, 2023
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