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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
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits

what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector

Michael
Read Answer Asked by Michael on March 27, 2023
Q: Peter, What are your thoughts regarding the run up in Topicus. What is EV/EBITDA and how do you compare its valuation to CSU and Lumine. Is it getting expensive or do you think there still is value.
Thanks
Read Answer Asked by Frank on March 27, 2023
Q: Which do you think have the most potential in the current environment in an RRSP? Currently own TCN at a loss and wonder if I shouldn't switch. Also own DIR.

Thx

Yves
Read Answer Asked by Yves on March 24, 2023
Q: Hi Team,
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks

Shane.
Read Answer Asked by Shane on March 24, 2023
Q: A number of precious metals companies have exposure to copper as well. Which ones in your opinion (large cap, mid-cap & small cap) are best positioned to benefit from a rise in copper demand?
Read Answer Asked by Brian on March 23, 2023
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don
Read Answer Asked by Don on March 22, 2023
Q: Dear 5i,
In regards to the March 21, article written by Michael Huynh titled Canadian Financial Companies with Robust Balance Sheets. I believe the GICS sub-industry classification for GSY is "Consumer Finance". Assuming GSY was included in the screening process. Can you help explain where GSY did not meet your screening criteria. I believe in general your team likes this stock.
thanks
Read Answer Asked by Ian on March 22, 2023
Q: Hi

In our cash accounts we sold energy stocks at the start of the year and have a large capital gains

Would be wise to sell BN for the loss and buy BRK.B?

Then get into BN later

Thank you

Mike

Read Answer Asked by Mike on March 21, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
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