Investment Q&A

Q: Simply Wall Street has GSY undervalued by 49.4% with earnings forecast to grow by 17.09% per year. Whereas they have PRL overvalued by 54.4% with earnings forecast to grow by 38.3% per year. They also have GLXY at 78.9% undervalued and earnings forecast to grow by 14.66% per year ......First question. Do you concur with these numbers ? Second question. Which one do you prefer and why ? Also please rank from first choice to third choice ......Thanks for your terrific service Garth ......

Q: Good day, Your humble opinion on this CDN. bank etf. Thanks again

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you

Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?

Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks

Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: It can be irritating to see bought deals but in this case it seems to be immediately accretive
What is your take on the deal

Propel to Accelerate Global Expansion with the Acquisition of QuidMarket for US$71 Million and Announces Concurrent C$100 Million Bought Deal Offering of Subscription Receipts

Q: Hi Team,
Prior to the CEO departure announcement in early July GSY was in a nice uptrend. Since then the stock has struggled gaining any ground; even though last earnings were record as usual and outlook looks fantastic. Do you see the CEO leaving and lack of replacement thus far as the main overhang in the stock performance recently? Any rumors swirling about who might be available to take the job?

Q: Hello

Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?

Thanks

Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!

Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve

Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?

Q: Hi 5i,

What would be your current top 5 Canadian value stocks with a safe dividend and why?

Thanks!

Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!

Q: Do you expect better results going forward with the changes being implemented? What would be a good entry point? Do you foresee any significant headwinds?

Q: What are your comments for current new money in these small caps