Investment Q&A

Q: Hi Peter,

What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv

Q: I like the industry - it has a very long future - and then spotlight is not on it currently. PLC's price is hitting new lows. Is this because the company is not as good as once thought? Or might this be a winner is a couple of years?

John

Q: is 5i still as keen on GoEasy going forward. The stock has not been behaving well.

Q: Can you give me your 3 favourite Canadian gold stocks and reasons why? Thank you.

Q: I own CP, CNR, ENB, BCE, in my Rif account and was thinking about selling these to buy UMAX to increase income and keep me in these sectors. They are about 17% of that portfolio and I don't think I am adding risk by doing this but I will be increasing income significantly. Does this move make sense? Thanks, James

Q: Hi Team,
I am down on NBLY big time and would like to get your thoughts if it is a buy, hold or sell and your rationale please.
Good work guys, as always.
H

Q: Hi 5i,
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?

Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Q: your thoughts please with savaria now below the $14.50 offer price for there latest stock offering?

Thx

Q: Hello Team,

What do you like most about EIF and at what price do you think is attractive for accumulation?

Q: Hi - if inflation stays persistent and rates remain firm or a bit higher, what sectors would you favour? Has the market already identified this and they are they already outperforming? If not, what names would you recommend for purchase at their current prices?
As always, thank you for your insight.

Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.

Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan

Q: NVEI versus the rest ...

Can you suggest the names of some growth companies that you feel have more potential in today's market?

Thanks

David

Q: Could you please provide the 2024 and 2025 estimated earnings for MG? Please provide in $CDN

Thx

Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.

Q: Your thoughts please on the quarter?


Thx

Q: I was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don

Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.

Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff