skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,

Looking to rebalance my industrials listed above. Before asking my question a little background info: Sitting at 10% sector weight with each of the listed stocks at equal weight. I would like companies with manageable debt, conservative growth and mid-large cap, with growing dividends. Shareholder friendly companies are also a nice to have. I also have a 10+ investment horizon.

Questions base on above, and please deduct as needed:

1) Would you continue to hold these stocks?
2) Which ones would have major issues if and when a slow down occurs?
3) Given answers to above, which new industrials would you recommend to replace the above?

Thanks,
Chris


Read Answer Asked by Christopher on July 17, 2019
Q: Before market open today,it announced that it obtained 2 licences for outdoor growing operations.Around 9.55amPT, Fabrice Taylor made it a Top Pick @ $5.71 on BNN resulting in $6.10 c up 0.50($6.26H/560L).Last week the weed sector was devastated by TRST non compliance.Your view of CLIQ & is it ok to add to my current position of 2%(p/p $6.61) Txs for u usual great services & views
Read Answer Asked by Peter on July 16, 2019
Q: Taking a bit of a blood bath on Canntrust (-68%) and NVDA (-24%) watching Aurora Cannabis plummet and have some of that too. Get out now, buy or hold? Recommendations for alternatives with growth potential appreciated depending on your thoughts on the above 3.
Thanks.
Read Answer Asked by Wendy on July 15, 2019
Q: Quite a smackdown on these stocks today. I'm still not in this group, but wondering if I shouldn't dip into them a bit. In what order would you rate these, in terms of (potential) viability?

I notice that Hexo's company profile states it's a "consumer packaged goods cannabis company" ... which suggests, then, that they don't grow their own. Is it better, in this industry, to grow your own ... or to be at arm's length, and be more of a repackager and distributor?

Even with the smackdown, would you (Peter or Ryan) get into the sector at all?
Read Answer Asked by Sylvia on July 15, 2019
Q: Do you think this is a good time to buy back in to the marijuana sector? Or should I wait ~6 months to see more steady revenue streams and see if some of the better known names can reach profitability next year? I did well selling aphria prior to legalization date. If you would buy now, what would be your recommended Canadian listed stocks?
Read Answer Asked by Gregory on July 15, 2019
Q: You mention you like companies that don't issue lots of shares, therefore not leading to share dilution. Examples would be Constellation Software and Alimentation Couche-Tard. Are there other companies on the Canadian exchange that you favour that are also not serial stock issuers?
Read Answer Asked by Dennis on July 12, 2019
Q: What are your current top 10 recommendations for long-term (20+ year) hold, industry agnostic, and for RESP accounts for my kids.
Read Answer Asked by Shyam on July 12, 2019
Q: These 4 equities are my top 4 poor performers with a 50-57% unrealized loss. CFP is a 1% position, TSGI is 2%, WCP is 0.5%, COV also 0.5%. I am debating going to a half position on TSGI and pick up AQN. Or maybe dump TSGI all together. I'm not sure what to do with the rest to try and regain some losses here. That said, it seems COV and TSGI have potential as a long term holding but for me it would be to recover losses. Anything you guys can recommend? Thanks
Read Answer Asked by Brad on July 11, 2019
Q: How would you proportion a long term investment of $20,000. Among the above 3
Read Answer Asked by Terry on July 10, 2019
Q: HI 5i team, recently you mentioned couple companies with a growth rate of 50%. Do you mean revenue or earning or some measure ? Will you please list top 20 Canadian companies with such growth prospect. Thanks.
Read Answer Asked by victor on July 09, 2019
Q: Any thoughts on PLTH as a high risk investment?
Read Answer Asked by Jamie on July 09, 2019
Q: What are your views on this USA cannabis company listed only in Canada it seems...
Read Answer Asked by William Ross on July 08, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!