Q: Hypothetically, a person has $100,000 to invest in a non-registered account. If this was you: a) currently, what would be your top stock/etf CDN picks? (technology excluded; Balanced/growth focus, not income); 5 year time frame b) how would you allocate the 100K? Thank you. 5iResearch has been fantastic!
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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.
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Booking Holdings Inc. (BKNG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Take-Two Interactive Software Inc. (TTWO)
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Aspen Aerogels Inc. (ASPN)
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Docebo Inc. (DCBO)
Q: With quarterly earnings winding down I'm curious to hear about about a couple of your biggest surprises. Are there a few outliers on the positive and negative side? Can be US or Canadian.
Q: Kindly contrast these two for growth, for a 12 month horizon, and on timing/price basis for a Buy.
I appreciate your diligence 5i. Thank you.
I appreciate your diligence 5i. Thank you.
Q: in the globe and mail this weekend ian mcgugan wrote about how dividend investing has lost its mojo. just wanted your take on this story.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.
Q: Which lumber stock on the tsx would you recommend.
Q: In your view, what are the 3 most "dislocated stocks in the market today, whereby you believe the market has it wrong and these stocks actually represent good value. please provide a bullish argument for each. thanks.
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Dollarama Inc. (DOL)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Capstone Copper Corp. (CS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Propel Holdings Inc. (PRL)
Q: Hi 5i, Reviewing some of your Growth portfolio holdings (as well as SHOP) for adding to our TFSA's for 2024..
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Of the above, could you please rank them for 3-5 yr purchase, with your reasoning for same.
Thanks for your input.
T.
Q: Hi, Thoughts on quarter - seems to be some profit taking. Results seem OK.
Cheers, Chris
Cheers, Chris
Q: I would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?
Q: Hello, wondering if you have any insight into this drama at GIL? Both sides seem to have very good arguments to support their side. On the company side, it appears that that the former CEO was acting in his own interests and diversions. On the Browning side, it seems this new GIL CEO has a poor track record. Any thoughts on this would be greatly appreciated. Thank you.
Q: So what should happen to the stock price after the bought deal? Will it slowly recover? Is there anything material that investors should be concerned with? The last earnings period was, I thought, quite solid.
Q: Could you please explain the CDPQ transaction ?
Thanks
Thanks
Q: I subscribe to your Portfolio Tracking and Analysis service and would like to suggest adding a feature to help clients such as myself who manage multiple accounts. (In my case, I manage registered and cash accounts for both myself and my husband,) It would be immensely useful to be able to track performance over time and compare it to the TSX, S&P and NASDAQ - both on an individual account basis and on a total account basis. Is this something 5i might be open to providing?
Q: Hello,
Would you add to MG at these level? As a long term hold, do you consider the stock relatively safe? Thank you.
Would you add to MG at these level? As a long term hold, do you consider the stock relatively safe? Thank you.
Q: Can you please comment on their recent quarter and news release to acquire the remaining 50% interest in its Middle East JV? How material is the acquisition?
Thanks.
Thanks.
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Royal Bank of Canada (RY)
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Canadian National Railway Company (CNR)
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Canadian Natural Resources Limited (CNQ)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hello Peter and team
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
Q: Hi, Could you please provide street estimates for the earnings release expected, tomorrow. Thank You
Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks
Thanks
Q: After holding for a few years, I am up on both these positions. P/E ratios for both still look very reasonable - I'm trying to decide if I should realize some of the gains, or let these winners ride. What are your views on these stocks?