Investment Q&A

Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?

Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?

Please deduct credits accordingly.

Q: I just read that Q4 IPO is on again. To me it seems that the company is operating in a fantastic market space, provided it can exploit all the segments. Do you think it has the potential or am I being over optimistic? Are there any other companies operating in this area? Thanks for your input.

Q: There is quite a rush of IPOs coming on the market. Can you please rank the potential of these IPOs and any financial details you may have
Q4 Corp
D2L Corp
Propel Holdings
Share through

Thanks

Q: As retirees with moderate risk tolerance, Telus is a 4% core holding in a mainly conservative dividend portfolio. We realize (and like) that Telus Health is a small part of the company. We are considering a 1% position in Well for diversification in Health sector, and would appreciate your thoughts on it. Is this an opportune time to buy, or does 5i expect tax loss selling to put more downward pressure as year-end approaches? Thank you. Edward

Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.

Q: Hi guys, got a nice profit in L in the last year. Thinking about a rotation in small cap like stc, exlc or mdf that are down significantly recently. Your thoughts and how do you rate the small cap stocks mentioned.
Thanks for your reply.

Q: Hello Team,
Could you please compare these three companies and rate them in order of preference.
Thank You,
Barry

Q: Hi Peter and Team

I am looking for a growth ETF, 80% stocks and 20% bonds, for my kids RESP, with a 10 year horizon.

Any suggestions?

Thanks,

Cam

Q: Hi Peter,

SKLZ has been on a freefall for some time now. Its starting to look interesting to me, but i could be totally incorrect.

Its trading at ~6.1x EV/sales, has no debt and has about $1.72 in cash per share. It seems to be growing revenue quite well each quarter and has a high GP Margin of 95%.

Is this a quality stock that is now at a decent price? May I please get your take?

Thanks,

Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).

My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Q: Hi 5i,

I'm considering adding to my EGLX position. Risk tolerance is high and time horizon is 3-5 years (+). I currently have a small position (430 shares with ACB of $6.9) held inside my TFSA. Would you consider this a good time to add to this position? Has your outlook / conviction changed towards EGLX in the past few months? Are there any other growth stocks that you consider a good buy right now (especially with the recent pullback of tech stocks)? The sector doesn't have to be tech.

Alternatively, I'm considering picking up more TOI or NVEI (I have a strong conviction in both these two and have small positions of each inside my TFSA).

Thanks - love the service and can't recommend it enough to friends and colleagues!

Rob

Q: With the recent recent drop in the market, can you please provide 5 US and 5 Canadian stocks which would be good buys at today’s prices. For holding 3-5 years.

Q: What are your top Canadian and US investment ideas foe times of rising inflation?

Q: Looking to invest in GFL,what are your thoughts on this CO for a 5 yr timeframe investment.Many thxs Joseph.

Q: Are you still positive on Stone and if yes,what is a good entry price?

Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

Q: ABCL is down sharply today. Is there any news? Is it a 'buy' at this price?
With appreciation.
Ed

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.