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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: Questions on Topicus:

What makes Topicus different from any other software company - i.e. what makes it more attractive relative to others?

Since it's operations are European, does it currently trade at comparable European valuations?

The economic outlook for Europe appears to be worse than North America. Is this not a concern over the short to medium term?

How do Topicus' current metrics compare to when it first traded?

If you were to choose 3 highest-conviction Canadian growth stocks with similar market cap / risk profile / management quality, would Topicus be one of them?

Read Answer Asked by James on September 21, 2022
Q: Morning 5i Team,

Can you please put the following in order of share price appreciation of outperforming in the next 3 years.
Also, would you recommend selling any of the above names and if so what would you replace them with.

Thanks
Joe
Read Answer Asked by Joe on September 20, 2022
Q: Do you feel the market is throwing out pitches that look attractive at this time? If so, what are a few of the growth-oriented names in Canada and the U.S you would be swinging for?
Read Answer Asked by Andrew on September 19, 2022
Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal
Read Answer Asked by cal on September 12, 2022
Q: Could I have your thoughts on JWEL please? Do expansion opportunities into the US (purchase of Nutrawise) change your previous coolness on the stock at all?

Are there other stocks in the sector you prefer?
Read Answer Asked by David on August 31, 2022
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Read Answer Asked by sam on August 31, 2022
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Read Answer Asked by Carlo on August 29, 2022
Q: I'm playing around with a screener and trying to find potential multibaggers. I've been screening for ROE and ROIC greater than 20%. What other metrics would you suggest for this screen that would include quality potential multibaggers but exclude the crappy companies that just show up due to 1 year of high ROIC & ROE. Thx
Read Answer Asked by Adam on August 25, 2022
Q: I would appreciate your comments on the 2nd q results. The company is small, but it has been around for a long time, so management know their business. For those who like to invest in small profitable,
well financed companies with big growth prospects, this one sounds promising.
Read Answer Asked by Murray on August 23, 2022
Q: Hi 5i,

I have small positions in each of these three travel businesses. I was thinking of selling one to add to the other two, in an effort to be more efficient in my holdings. Would this be a good idea or would the diversification of holding all three be worthwhile?

If selling one, which would be your choice and why? I know you have recommended BKNG in the past but I sometimes wonder whether the other two have a stronger moat?

Growth investor with a long-term time frame.

Thank you, Doris
Read Answer Asked by Doris on August 22, 2022
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