Investment Q&A

Q: Could you provide your comments on the first quarter results please.

Q: One more question to add for TFII. This has been a favourite stock of 5i for some time. It seems to make the list whenever someone asks for 'recommendations'. It has been falling consistently since earnings came out. I realize it is up over the year but I expect a top 5i pick to be that. One thing I find missing from the 5i service package is follow-up reporting on the top portfolio stocks when there is a miss in earnings. If no member submits a question on the stock, there is no mention of it by 5i. In the case of TFII, if I have it right, the last 'report' put out by 5i dates back to April 2022. There have been lots of commentary in the 'question' section, but nothing that brings it all together. Now I realize its only one quarter miss, but many of your customers may not see it the way. They may view it as the start of a long downward spiral. So my question is: what rating would you assign TFII today? Should it better the average market going forward or will it tread water, and if so, for how long? Where do you see it in 3.6, 12 months? Does it still make the 'list' today? When will you issue a new TFII report? And finally, would 5i consider introducing a special quick report whenever a portfolio stock 'misses' a quarter?

Q: I want to put in a partial position
what is a good entry price?
thanks
Michael

Q: Hi folks
What do you think of marijuana stocks now with the US starting to reschedule the industry? Which US company or ETF would i invest in at this juncture...? I have stayed away and have no pot stocks at the moment. Many are soaring today.
Much thanks
Ps..I have been with 5iResearch for 10 years now..and I can't express how you have helped, guided, inspired And soothed my nerves along the way. THANKYOU

Q: I have held TCN and am waiting for the deal to close. Do you know the date of closure and when money should be deposited in accounts?

Q: This is an additional comment to Scott's question regarding RRSP to RRIF with USD. These are the types of situations why I stopped using banks as investment brokers and moved to other more "friendly" options such as Questrade, Qtrade, etc. In your case I would consider that if TD doesn't want to accommodate you in this particular situation you could tell them to take a long walk off a short pier! Banks need to look up from their documents and take notice that it's now 2024....

Q: Further to Scotts question regarding US Riff, I wish to confirm that I deal entirely with TD and have a US Riff. No issues what so ever

Q: I have a CND and USD side to my RRSP at TD Webbroker. I was surprised to learn that when I convert these RRSP's to RRIFs I can only open a CND RRIF at TD so I will be charged currency conversion fees everytime I receive USD dividends or sell US stock in the RRIF. Given that I have a significant USD allocation to my RRSPs this presents a large issue for me. Is this policy unique to TD or is it a RRIF restiction to hold USD??

Many thaks
Scott

Q: Hello 5iR,
What is you opinion of AFN after this pullback, which seems quite harsh? A buy here or sell or hold. Thanks

Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.

Q: Hello 5i team,

Do you still see a positive future for CAR.UN? Could you please indicate whether their distributions are eligible for the dividend tax credit?

Many thanks!

Q: Not really a question, more a comment.

HPS would have been a perfect candidate for a collar trade prior to earnings, IF options were available,which they weren't

With such an impressive gain prior to earnings there was a big risk of a major stock decline if earnings weren't met.

A 23% decline in 2 days is pretty painful, regardless of how the stock has performed to date.

An option to hedge would have been nice.

Sheldon

Q: I see that you are still recommending ULTA as a BUY. What makes ULTA one of your favorite positions? What would be a good price.to buy ULTA? When do you expect the stock price to stop falling?

Which of these would you buy today for a 3 year hold:ULTA, ELF and LVMUY?

Q: I am learning to use portfolio analytics (PA). PA provides some guidance that makes a lot of sense from a tax efficient perspective. For example, it recommends to place Canadian dividend payers in unregistered accounts and Canadian and US growth funds into TFSAs. Are there any downfalls to not having each account diversified?

Q: Hello
Could you comment on most recent earnings?
Thank you very much.
Stephane

Q: Thanks for all you do do us little guys and gals. I would be interested if you know of a good ETF for income with a 5% + dividend with significant US exposure BUT bought in CAD$? If not any US company stocks with a 5%+ dividend that I can buy on the TSX? Thanks again. Dan

Q: Hi Peter, I'm looking at the WELL.TO chart and see that three times over the past half year there has been a dramatic spike in share price followed by an immediate and equally dramatic sell-off taking the stock lower than the pre-spike level. I know you don't have a crystal ball but you do have a lot of experience with Canadian small/micro caps and was wondering how you interpret this price action. Is it people who lost on the stock and are waiting to recoup some of there losses?

Do you still consider this a undervalued small cap stock? Technically, it is a basket case.

David

Q: I read in CNN today that in India, "UPI (Gov't entity) allows users to use their phone as a virtual debit card, transferring money from almost 600 member banks and fintech companies instantly without entering bank details or paying transaction fees."

1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?

Q: Please comment on FN quarterly results. Buy, Sell or Hold?

Q: I have been holding Well for a while now and while dissapointed in the share price I am not dissapointed with the financial results. Allways they could be better but I felt the company is moving in the right direction. I'm struggling with "market sentiment" and how to include this in my investment decisions.
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John