Investment Q&A

Q: Hello All. I'm 70 and a newby to the 5i service. My plan is to buy all 3 portfolios as I have a 300K in hand after the meltdown. How would you recommend going about this? Buy all at once? buy those most recently added? Buy on any dips? Buy those with positive momentum? Buy those taht haven't been doing so well?

Q: I've held BNS for 7 years now, and it's barely moved in that time. What is your rationale on continuing to hold this bank in the BE profile? At what point would you consider a switch?

Q: Could you suggest a diversified mini portfolio of Cdn stocks from your BE portfolio? The portfolio is too small to accommodate the full BE set of stocks. Thank you and happy new year.

Q: I’ve held PBH through thick and thin for over 5 years waiting for the “growth” to materialize and yet after this time I’m down nearly 20%. How long do you give a company to perform before moving on? Even if I was just breaking even I’d have some more patience with this but the opportunity cost of 5 lost years and a 20% loss is telling me it’s time to find something else. Your perspective would be appreciated. Thanks.

Q: Why has the last year been so tough for SLF? Shouldn't they benefit from higher interest rates?

Q: Is EGLX still a good bet in my TFSA? What are the analysts saying?

Q: Hello 5i team,
Just a few questions on FSZ. It seems that the stock has been in a holding pattern for the past 2.5 years. Where is the payout ratio at these days with the stock? Has the AUM increased or decreased in the last few quarters?

Are you still confident of this stock in the income portfolio?

Andrew

Q: Can you please rank these 5 stocks in which are in your growth portfolio i terms
of capital appreciation for the next year please.

I know some may be riskier than others.

Thanks

Q: Hi Team,
Can I get your take on NVEI 's aquisiton of Paya? Thanks

Shane

Q: Hi 5i,
Currently hold AT, but beaten up pretty good. Would you recommend holding or selling or replacing it? Thanks,
Keith

Q: Hi , so at earnings release one year ago share price jumped 20 percent. Seems to be unusual in that the market wouldn’t anticipate this when there seems to be a lot of clarity in the company’s updates and outlook. Is the the current situation the same as last year and should we assume a similar outcome after earnings release on 11 Jan. Seems quite interesting as to how this will play out. Have a good un dudes.

Q: For a long term hold within a TFSA, if you were to choose just one, which would it be and why? Thanks.

Q: MG data on your website:
1. are the numbers shown in $U.S. ?

2. Price to Cash flow seems to be at about 8. However, FREE cash shows as negative Can you explain the difference?

3. Graph seems to show consensus 2023 earnings at $8 / share
Is that in USD? Wouldn’t this mean stock is trading at about 8x 2023 earnings? Seems pretty cheap

Q: which of these stocks has the most growth potential in the coming year. I need to sell one. Thanks

Q: I would like to add to my existing positions. Is it too early for KXS and GSY? Is it too late for the TRI (just reached a new high today).
What is your opinion.
Thank you for your help
Regards
Albert

Q: Happy 2023 after learning the hard way in 2022 that growth is not always the best rewarded investments. Anyway this shall pass too. My question is about the impact from the interest raise that may potentially slow down buying new cars. It seems to me that the car parts retailers such as Carparts.com that sells “aftermarket auto parts and accessories” may be a good bet for 2023.

Most people in the U.S. simply don’t have a reason to spend money on a new car during the current, uncertain macro environment. Consequently, they will repair their current vehicles if they have problems.

What do you think of my theory? Are there any public Canadian company doing the same as PRTS? Please be free to suggest any other way to play the theme and place your suggestions in your preferred order and your rational.

Thanks a Million$

Yves

Q: What are some REITS that aren't in the heavily leveraged area ?

Q: You recently Initiated a position in Acadian Timber (ADN). You state It pays slightly more than its annual free cash flows in the form of dividends.
1] Why do you think this is good to pay more than its annual free cash flow in the form of dividends?
2] How does the company make a profit after paying dividends?
Thank you.

Q: With the economy slowing down would you trim cyclical stocks like TFII? I have a 6% position at this time, well into profit. I may use some dry powder later if the market keeps on getting hammered. My current cash position is about 10%.

Thank you

Q: How much runway does Goeasy have? Has it much business internationally? Will it need to expand internationally to keep up the high growth rates?