Investment Q&A

Q: TC Energy. There is a lot of talk about when the new pipeline in Canada will come online. When it does come online and provided there aren't any more delays, how much can we equate this to cash flow of the short - medium term? is it material?

Q: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?

Q: Peter and His Wonder Team
QTRH has had mostly bad news this past year. So they arrange a "credit agreement" and the stock is up 20% in 2 days. Please help me understand. Why is this so beneficial for its future. Thank you! Your insights are always helpful!

Q: Hi team
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael

Q: With a large cap International mandate, what would be your recommended top Canadian ETFs hedged to the Canadian dollar and top US ETFs?

What US ETFs focused on the Industrial sector would be your top recommendations?

Q: With the possible introduction of the FEDNOW digital currency could you see something like Bitcoin and therefore the crypto-mining company MARA having some more room for upside. Mara has had a great run YTD but could this still be an okay place to take a small nibble?


Thanks, Lesley

Q: Recent news is that CDAY is in line for a major role in the replacement to the federal gov't's catastrophic Phoenix pay system. Given the complexity of this area, does this make CDAY a buy or a sell?

Q: I’m significantly underweight in my international equity holdings, according to your portfolio analyzer. I’m down a lot on SE and I appreciate you’re not fans of “doubling down” but I can’t help but think with all of the arms of this business that the stock won’t be worth considerably more than it’s current price in the next few years. Any thoughts on its growth prospects?

Q: Can you comment on the investment prospects for this name?

Q: Please give me you opinion on both companies and which one would you prefer and why? What price would you buy at?

Q: Could you please comment on TCS and their quarter results?

Q: Hi,

Is there any other info available other than the short PR regarding the company’s bid to buy CSV? And your opinion on the possible purchase. Seems like a big bite.

Q: Hi Peter, thanks to you and your team for your great service. For a young person (or anyone for that matter), what are your thoughts on regular contributions to the S&P vs picking individual stocks ? It seems a simple but winning approach as it buys more of the good compalnies each 1/4 and kicks out the poor performers. It lacks energy etc but is this an issue ? Is there any data on how many mgrs or individuals actually beat the S&P. Are there equivilant and/or complimentary indexes you would pair with the S&P ? Looking to spend less time fussing over individual names. Thank you.

Q: For a RESP rebuild with 5 years till 4 annual withdrawals start, to achieve a higher total return with lower volatility, do you think the above stocks will reach the intended goal. Thank you so much

Q: My daughter just turned 18 and we opened her TFSA account this week. Trying to spark her interest in investing I was screening for some young hip stocks I could put her onto ( gaming, social media, clothing brands, etc) ....saddly in Canada I didn't find anything. So went to my second option which is " work related stocks" which in my case is engineering and my daughter going off to school in the fall in engineering as well. I have owned WSP since before the merger ( Genivar) so done very well. Stantech is your holding in the growth portfolio although I am concerned with the strong run over the past year and a looming ( hopefully shallow) recession that it might not be a great time to get into the name over WSP which has done well but lagged a bit more this year. So WSP or STN for a 30+ yr hold, or look elsewhere short term due to sector risk with the looming slowdown.

Q: Hi 5i Team - What is your latest opinion on Delta Airlines. Is there still a substantial amount of debt and is it a concern. Do they have strong management. Is there still decent growth ahead. I think earnings are coming up soon - any thoughts on expectations. Delta's stock price has increased by a large margin year-to-date and I'm just wondering if it is still within a good price range for buying. Thanks.

Q: Could you provide an update on Frontier Lithium.
Thank you,
Peter

Q: Good day all. Recent retiree. I want to high grade my portfolio. Currently aem, arx,atd,byd,bn,bam,ccl,cigi,csu,dsg,engh,fsv,kxs,mg,otex,pbh,sis,slf,t,tfii,td,wsp. what would you sell? replace with? Total return is my strategy. many thanks.

Q: Pbit is down about 35% over the last 2 months. Do you think this is stock related or sector related? I am still up 70% on the stock. Would you see Pbit as a hold or a sell? Thanks

Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley