Investment Q&A

Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.

I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service

Q: Hi 5I Team
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards

Q: which small and midcap robotic companies stand out for future growth

Tx Dick

Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Q: Are the CJT results today as bad as the market reactions so far? CJT is a thinly traded stock and SP over reaction to any news is the norm. What's your take on the results? Thanks.

Q: Good morning and happy Friday.

Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.

I realize this is just for fun and not financial advice. Thank you for the years of great service.

Q: Hello 5i,
Could you please rank these companies from a growth perspective for a higher risk portion of my portfolio? Also maybe brief comments on the four highest ranked?
Thank you
Dave

Q: I just read your January comments on this company and wonder if you are feeling any more positive about this company now.
Thanks for your response. Lesley

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]

Q: I have small holdings in the above three stocks, all at substantial losses. Are any of them worth holding in your view?

Q: Good morning. Could i have your views on this co.

Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?

Thanks!!

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: Would you have better stocks
ATZ,CGY,JWEL ,HORIZON ETF
to buy now?
Thanks

Q: Hi team,

Can you please comment on the current valuation of this company and it's long term potential? Looking to initiate a position in it.

Thank you,

Q: What are you thoughts on the most recent MTY fiscal quarter and year?

Q: What are some "swing for the fences", i.e. high risk but potentially high reward, ideas on your radar at the moment. Looking for U.S./Canada ideas regardless of sector. Thank you!

Q: Hello 5i, I am retired and am looking at PWI for income and growth could you comment on the company Sustainable Power.

Q: Hello 5i Team,

Considering the recent rise of VMD share value, would you endorse a switch to the other former PHM spinout, QIPT. How do you rank them in comparison? I see that you are feeling more confident about VMD recently, but recognize that it's considerably more expensive. Thanks, Brad

Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.