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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: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks
Read Answer Asked by pietro on June 24, 2022
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks
Read Answer Asked by rajeev on June 24, 2022
Q: Bam.a is now down 27%plus ytd.Are their any catalysts on the horizon ?What needs to happen to see something positive happen with this share price.
Read Answer Asked by Kim on June 23, 2022
Q: Good Morning 5i Team,

I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
Read Answer Asked by Dennis on June 22, 2022
Q: Your last report for SJ was in June 2021 and it received an A- rating. Do you still see this stock in the same category as SLF? I read in the GAM that SJ is getting into less profitable regular lumber and investors don't like it. Value metrics look good with F P/E 9.6, P/S 0.77, EV/EBITA 8.10, however, by comparison WFG appears to me to have a much better valuation: F P/E 3.7, P/S 0.83 and EV/EBITA 1.56. WFG seems the clear choice today. Would appreciate your comments for a long term investment in SJ and/or WFG. Thanks!!
Read Answer Asked by Grant on June 22, 2022
Q: In a recent question you answered that a switch from engh to syz is a good move today. Can you expand on that recommendation a bit more as SYZ doesn't appear to be a clear winner over ENGH.
1. The div is bigger but how secure based on the SYZ high payout ratio.
2. ENGH is bigger and would likely be less risky and equally benefit from the eventual stock market recovery
3. ENGH has historically been a highly rated company by 5i ( still showing as a rarified earth A-)

Unfortunately I hold ENGH in a registered account so cant justify the switch to harvest a loss. But I am wondering if it is time to move on...5 yr hold, hybrid balanced/income portfolio follower who has been slowly shifting from balanced to income. I do like high yield Canadian small caps although I find I am migrating more towards larger more stable names as I near retirement.
Read Answer Asked by Tom on June 22, 2022
Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
Read Answer Asked by Nick on June 22, 2022
Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?
Read Answer Asked by John on June 22, 2022
Q: I am considering selling Kinaxis in my TFSA and buying Descartes with the funds (I have significantly larger holdings of both companies in my investment accounts). Would you consider this a good investment decision?
Read Answer Asked by jacques on June 21, 2022
Q: What’s your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the space…
Thanks.
Read Answer Asked by Sonny on June 21, 2022
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?
Read Answer Asked by Helen on June 21, 2022
Q: In your answer to my previous question on SYZ you said that earnings are expected to decline in 2022 but grow at a faster rate in 2023 .... Can I assume that the Simply Wall Street link I referenced is incorrect in their claim that earnings will decline by 32.4% PER year for the next three years ? .... Which I would assume to be 2022, 2023, and 2024 ...... If this is true I'll likely avoid the stock so I want to verify it's accuracy ......
Read Answer Asked by Garth on June 21, 2022
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