Investment Q&A

Q: What are your thoughts on GDI? I've been holding in my TFSA for around 3 years and up 12%. They made a purchase last week which looks good. Its more or less been flat and slightly down for the last little while. I know you like it and still hold but I'm looking to high grade this stock for a better alternative if there is one.  Looking at total return 5+ yrs, what small/mid cap stocks would you rank above this one currently that I could swap with? Some names that come to mind are TVK (not held) and HPS.A (holding already).  So I would sell GDI and buy one of the others, which do you like currently that have greater growth potential? If any others in Cad or US, please offer your suggestions.

Also quick thoughts on NVEI (held in TFSA), time to cut it loose? Thanks!

Q: I own both and looking to add only to one at this time. Which to add for total return over 3-5 years? Yield on BNS is enticing currently, but exposure to Central America economies leaves me feeling it's riskier than TD with US exposure. What say you guys?

Q: i owned some glxy and it was nice to see 5i increasing their position.
do you like btcc, or do you recommend another and if you do like btcc ,is it the one hedged to cdn dollar dave

Q: Hi, SHOP had a really bad day Today and traded really poorly, sinking almost 7%, perhaps influenced by Alphabet's results and major large techs like META, AMZN etc, pulling the Nasdaq sharply lower. Shopify stock also broke the $68 support level today, which it has held, in the recent past. We added a little to our 6% holding, with a long term belief in company's strong fundamentals.

Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?

Thank You

Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?

Q: I'm wondering whether you think ATS is a good investment now seeing its price has come down?

Thank you

Q: Good evening.

On several recent occasions 5i has recommended BEP.UN for income investors.

Today’s report on the same company was downgraded be two letter grades.

I find this a little contradictory.

Please comment. I was thinking of topping up my current position.

Q: What does the market expect from Savaria this quarter?

Thx

Q: Hi,
I'm puzzled by the recent drop in price - is it something of a concern? Any thoughts or news you might have would be appreciated.
Thanks for all you hard work!
Dawn

Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.

I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.

Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer

Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……

Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?

Q: Your comments and analysis on the recently announced earnings please. Where do you see the stock going from here?

Q: Hi, What are your thoughts on owning Stantec, with respect to its current valuation and future growth vis a vis its competitors ? We have a small position and looking to add, to increase our exposure to Industrial sector. Is it prudent to wait for the quarterly results, due in a couple of weeks or take advantage of current weakness due to markets ? What would be a reasonable price range to buy ? Thank You

Q: Please comment on just released Q results .Timely to buy/add after big drop.Txs for U usual great services & views

Q: I am considering taking a position in this company. Your overall thoughts on the company would be appreciated and as well is this a good time to start a position? Thank You.

Q: What do you think of the offer to exchange BN shares for Brookfield Reinsurance?
John

Q: Good morning, Parkland is hitting fifty-two week highs lately. Do you think it might be too late to buy in for about a three year period, thanks.

Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?

Q: Like most, I'm down on TIXT - time to average down or switch to something like ATS which is off about 20% from its high? Looking long-term on this...thanks

Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?

Thx