skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Read Answer Asked by Lai Kuen on June 28, 2021
Q: Hi 5i Team - In checking Ink Insider reports I've noticed that there's been a lot of selling by officers and directors in the past few months. Do you have any concerns about this and what percentage of shares are held by Insiders today. Also are there are any other fundamentals that you think are particularly important. Thanks.
Read Answer Asked by Rob on June 25, 2021
Q: Hi team,
In regards to TOI I am wondering how it is possible that there are no analysts covering this company? Given that it is tied to CSU as a spinout, which has been such a great success story I find this hard to picture? It must be known to analysts? Are they simply choosing not to follow it? Also, does this leave a big outstanding share price discovery catalyst if/ when analysts do start to follow the company and potentially start buying shares? Just curious about this situation with Topicus and would like your thoughts on the subject. Thanks
Read Answer Asked by Shane on June 24, 2021
Q: hi guys would you please explain what is going to happen at the end of the month to the shares of bam thanks as always
Read Answer Asked by michael on June 23, 2021
Q: Hi,
Currently both small weightings now in my portfolio because of the decline in stock price. Which do you think has higher growth potential long term? 3-5+ yrs. Looking to reduce XBC and pick up more AT. Or would you hold both equally between a 1-2% weight? I see you just added AT so I'm assuming you have more confidence in this name?

Thanks!
Read Answer Asked by Keith on June 23, 2021
Q: My ETF RRSP Portfolio is doing okay but when I compare to your Balanced Portfolio its return % is much less. I suspect that this is as expected because of the large number of stocks that make up ETFs and your experience is compiling the BE portfolio with a basket of about 25 5i-researched stocks.

1. If an investor was to implement your balanced portfolio should the initial % weightings be used or the current weighting %s? For example TFII is currently at about 8% but it has increased 140% since added.

2. Are there any holdings that you may be considering reducing or adding at the moment?

Thanks for the great service. Dan
Read Answer Asked by Danny-boy on June 22, 2021
Q: Shopify has crept up close to 10% of my portfolio. I have already taken back more than my original investment. I know that from a portfolio management position it should be trimmed, but is there any case to hold it long term, or is it best to trim and re-allocate.

My book value is low on it and it is in Non-taxable account.

My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.

Thanks again.
Read Answer Asked by Colin on June 22, 2021
Q: Hi,

If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.

Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.

Cheers,
SteveMc
Read Answer Asked by Stephen on June 22, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!