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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: Hi 5i, the following is paraphrased from a BNN Market Call guest: "...1,000 clients, 15M users, in 40 countries. Combination of at-home, in-class, and mobile learning experiences that can be personalized. Long-term contracts, great revenue visibility. 90% recurring SaaS revenue, growing at over 20% per year. Trades at 3.7x forward sales. High quality, fast growing world leader at a discounted price."

Can get any comparisons to other companies in the space and whether the numbers above make sense.

Thx
Read Answer Asked by Christopher on November 11, 2021
Q: Stephen Takazy a solid value manager had positive comments on few namely
MDF SIA(6.5div)cloudmd tecsys (5i recom )D2l /
PL rank them
Read Answer Asked by thambirajah on November 11, 2021
Q: Hello Peter,
CAn you comment on Auto Canada's results and whether you think it is worth holding? Also, if not, what is a better stock to buy to replace it.. ATS automation, Aritzia or CareRx Corp. Lastly what is the best site to get estimates? I use Yahoo but i dont find it matches up to what you provide.. Can you please point to a link that would have correct estimates, and lastly when estimates are provided, is it assumed they are adjusted EPS? Thanks for the service.
Read Answer Asked by umedali on November 11, 2021
Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!
Read Answer Asked by Best on November 10, 2021
Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?
Read Answer Asked by Domenic on November 09, 2021
Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.
Read Answer Asked by umedali on November 09, 2021
Q: Can you list, in order of preference, the top 10 Canadian companies for pure growth over the next year.
As well, can you list the 5 growth companies that you feel are most over-rated and should be sold if owned.
Read Answer Asked on November 09, 2021
Q: with the infrastructure bill passing what companies would you recommend as being in the best position to benefit.

Do you feel it might be better to be in infrastructure companies or stay with high growth companies in technologies.

Thank you.

Donna
Read Answer Asked by Donna on November 08, 2021
Q: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks
Read Answer Asked by Gordon on November 08, 2021
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Read Answer Asked by kevin on November 06, 2021
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