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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: Hi Peter, Ryan, and Team,

Nice report on AND. Just wondering if TFII operates in the same space. We've done very well with TFII (thanks, 5i) but are a bit low in Healthcare. AND looks promising, but want to make sure that it's complementary to TFII.

Thanks for your insight.
Read Answer Asked by Jerry on September 01, 2021
Q: Does the Affirm/Amazon arrangement have any implications for GSY. I wonder if you could explain in a bit more detail the current relationship between GSY and Affirm, and add some colour to what the future might hold for these relationships.
Read Answer Asked by Gordon on August 31, 2021
Q: Hello Peter and 5i,

Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?


Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on August 31, 2021
Q: Hello, I am up 1000% in DSG and have clearly held it for a long time. I believe in holding my winners, while watching portfolio weightings...It was blind luck rather than skill. Question, how is DSG going forward...any other lucky names especially in the tech sector . I am woefully incompetent here.
Read Answer Asked by Deborah on August 30, 2021
Q: Good Morning,

I would like your opinion on when GSY might be considered an addition to the Balanced portfolio? Is it a matter of sector weighting that would preclude its inclusion? It seems to be a perfect stock for the folio. Growth and a growing dividend.

Sorry for putting the team on the spot!

It’s horrible having made so many prescient selections that subscribers are reduced to questions like this one. Lol
Read Answer Asked by Kelly on August 28, 2021
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
Read Answer Asked by Erna on August 27, 2021
Q: I keep watching GSY increasing and was looking for an entry position and it is currently around $191. I like the company and you can't argue with its performance over the index over the past 10 years. The EV/EBITDA is around 11.3 and Earnings Yield 7% but P/B is over 4 and P/CF is around 26 which is a bit high. Most of the analysts I've seen have it at an upper estimate of around $205 and Fair Value anywhere from $169 to $194. Still a good entry point and would you think that their historical performance would likely continue? Thanks for your input and just to say I find your site very informative and recommend it to others. Cheers.
Read Answer Asked by Kevin on August 26, 2021
Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: Hi Guys,

I own all of the above (Bam.a 2.55%, Bepc 1.7% , Bep.un 2.2% ), I was thinking of selling either Bepc and Bep.un and purchasing more Bam.a.

Does this make any sense inside a balance portfolio.

thanks

Jim
Read Answer Asked by jim on August 26, 2021
Q: Hi guys,

I own BAM.A (2.5%), BEPC (1.80%) & BEP.UN (2.2%) inside a "balance ish" portfolio. Your thoughts on selling one of BEPC or BEP.UN and adding to BAM.A, making it a full position (5%).
Thanks
Jim
Read Answer Asked by jim on August 26, 2021
Q: I'm down about 34% on REAL in a registered account. I initially bought with a 5 year time frame in mind. What catalysts can you think of that might be a positive for the stock price? How likely are these to occur over the next year or two? With my time frame in mind, would you advise selling and moving on?

Read Answer Asked by Robert on August 26, 2021
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