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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: Hello Peter,

At times you have stated "turnarounds seldom do" and I look at the future prospects of our Canadian economy thru that lens if the current gov't remains in power.
Could you list the sectors (and co's) that would be indifferent to and thrive in an imbecilic fiscal environment?

Thank you
Read Answer Asked by Delbert on November 29, 2024
Q: Hello:
Parkland- Up a little, down a little. Please give me your analysis. What could I replace it with? I already own Atd.
Thanks, Ben.
Read Answer Asked by BEN on November 29, 2024
Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim
Read Answer Asked by Timothy on November 29, 2024
Q: Good Day Team,

I am down 50% on LSPD at an average cost of 51CAD/share.

I figure if LSPD is sold today even at $30CAD/share, I would lose about 40% of the original investment which is about 2.25% of the total portfolio.

I can average down with enough funds to break even if the company is sold at $30 CAD. My hesitation is what if the company is NOT sold. I am sure the price will halve from where it is now. I am pretty sure you would hold and would suggest not to throw good money after bad.

Yet, I would like to ask for a high risk investor, would this be too risky a move?

Thanks as always!


Read Answer Asked by Saeed on November 28, 2024
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?
Read Answer Asked by Jim on November 28, 2024
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
Read Answer Asked by Andrew on November 28, 2024
Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?
Read Answer Asked by David on November 27, 2024
Q: Hi Gang
What are your 5 top Canadian income ETFs

Thanks Mike B
Read Answer Asked by Mike on November 26, 2024
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
Read Answer Asked by chris on November 26, 2024
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Read Answer Asked by Neil on November 26, 2024
Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike
Read Answer Asked by michael on November 26, 2024
Q: Another Canadian company (KUT.v) taken private.

Looking in to your crystal ball, over the next 1-3 years what are some other Canadian companies that you consider prime candidates to be acquired?
Read Answer Asked by Jeff on November 25, 2024
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Read Answer Asked by Neil on November 25, 2024
Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.
Read Answer Asked on November 25, 2024
Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.
Read Answer Asked by Keith on November 25, 2024
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