Investment Q&A

Q: Good Day To All:
Further to my recent question on Reitmans, I am having difficulty with your comment of the cash on the Balance Sheet. You state that Cash offsets debt. My information( which may be incorrect, and is my reason for following up with you ) is that they have approximately $ 100 m of cash. The inventory more than covers the accounts payable making an acceptable current ratio. The lease liability in accordance with GAAP will be covered by future operations. The only risk I see is that the same board which let them go into bankruptcy may decide to take them private at a low share price. Your comments please. Thanks for your previous helpful comments. Also you state that they pen out quite well using ROE. It would look even better using ROIC considering the cash on hand. There are also tax losses to be carried forward.
Thanks, ben.

Q: My daughter has opened her First time Home buyer Savings Account with the intent to wait 1 ½ to 2 years until she will be ready to purchase her first home. Do you have any ETF's you would like to suggest ?

Q: Peter et al:
It goes back to 2011 for the last ENB stock split. Isn't the time soon approaching?
Thanks, BEN.

Q: I have just sold UL to garner a small tax loss. I would like to buy back in the new year but which is the better investment for dividend growth and growth UL or PG or should I hedge my bets and buy a bit of both ? Is there anything else in this sector that looks more promising?

Q: Are u are still positive on this company - it’s not participating in the rally and going the other way. At what point do you cut bait ?

Q: Grateful for information on why this stock got hammered so much in the last six months, as well as your views on its debt, cash flow and growth expectations.

Thank you.

Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.

Q: If you have not already been asked, what do you think the chances are of the former CEO being reinstated? With large shareholders getting involved on both sides of the argument would you continue to hold or exit the position? Please provide the rationale, thank you.

Q: I held AQN in two separate accounts for over a year, I sold AQN in the account that had the largest position (80%) and I've hung on to AQN in the other account.

I thought of replacing AQN with NPI to maintain my sector exposure, I've yet to make that purchase.....why???? I've been side tracked with the idea of buying BEP.... Can you folks please wade in, would appreciate some of your thoughts and rationale.

Happy Holidays to the staff and readers

Q: These all in my RESP, most of them under water except ATD and BAM. Please advise what should I buy to add 10k to it for 2 years hold. Also any thing need to be cleaned up in this list.
Thank you

Q: I want to say a specific thanks to Peter. In the 1990's I started to follow Peter's articles in the Investor's Digest newspaper. Then I followed him on the original BNN show which at that time was ROBtv. Later, on BNN I followed Peter and that is when he began 5i. I am one of the original 5i members. I can't thank you enough Peter for over 25 years of your wonderful advice and insight into both the market but also on human nature. Thanks to you we have managed a very successful family portfolio. Thanks so much. Have a wonderful Holiday Season.
A very grateful Cathy

Q: Hello 5i,

I sold for tax loss VZ and the 30 day period is over. Ignoring that VZ has since increased in price I am starting to change my mind about buying back. Certainly a change in sector but would ABBV be a better replacement since my health care exposure is low? If not can you let me know if VZ is worth buying back.

Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more

Q: Hi Peter,
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.

Q: What are your short term and long term thoughts on Adobe after the Figma fell through

Q: Docebo is exercising a share buyback offer to shareholders of U$55 a share plus a Deemed Dividend of approx. C$10.60. It finished trading today at C$69.28. Do you believe that if I hold the shares for 2 more years, the SP will exceed that offer?

Carl

Q: Well, XYL is confronting a lawsuit - "Rosen Law Firm, a global investor rights law firm, continues its investigation of potential securities claims on behalf of shareholders of Xylem Inc. (NYSE: XYL) resulting from allegations that Xylem may have issued materially misleading business information to the investing public."....Me, wondering if XYL has liability insurance to cover the executives and directors of the board???....In the meantime, do I hold or sell and buy back once the lawsuit is over, aka done with??? .....Tom

Q: Hi,
Could you please rank ENB, PPL and TRP in order of preference for income with some growth? Is it a good time to be adding to this sector? Thank you in advance!

Q: This ETF has been trading sideways for the last 3 months. With a 5.5% yield, isn’t this stock supposed to gradually increase? I understand there’s a slight premium associated with this ETF, but it’s not really moving much at all

Q: Hi 5i
I'm considering adding to NTR $76. Would appreciate your thoughts on when demand may pick up. Also BHP is going ahead with Jansen. Is it likely to weaken pricing/profitability for NTR?
Thanks, Greg