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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: Hello Team,
I a significant amount of cash to deploy in my RRSP and also in my TFSA.

I would like to build a mixed portfolio (50% income/50% growth) and would like to know what would your best 4 picks from each categories (income portfolio/growth portfolio) at this moment.

Would you have the same picks for the RRSP and the TFSA.

Thanks in advance!

Michel

Read Answer Asked by Michel on March 12, 2019
Q: hello 5i:
Long time holders of both of the above companies and intend to add to one. Have read the questions submitted in the past, but am wondering which of these companies would you favour:
A.) as far as total returns are concerned
B.) as far as safety is concerned
C.) as far as present valuations are concerned, adding in future growth possibilities

thanks, and deduct as many credits as necessary.
ps. Bought these companies YEARS ago, based on 5i recommendation. While they haven't quite been CSUs - what has? - my only regret is that we didn't buy more. Kudos to you Peter, as Ryan wasn't around back then.
Read Answer Asked by Paul on March 12, 2019
Q: In a post last week you noted that OTEX insiders own 2.2% of the company. This does not appear to be a significant amount. Thus, I was a little concerned to see that OTEX made the top 5 list for net insider selling on the Canadian Insider website, with over 200,000 shares sold. Do you think there is reason to be concerned?
Read Answer Asked by Ken on March 11, 2019
Q: January 8 Parkland completedthe purchase of 75% of the shares of Sol Investments Limited, the largest independent marketer and supplier of petroleum products in the Caribbean. The CEO calls this: "...an opportunity to expand to a new geography and market through a strong business platform like Sol is an exciting time for Parkland. The assets and infrastructure we have acquired are proven, well known, and will enable Parkland to extend its supply advantage into a new region..." . Do you feel this is true, or is it reckless expanding into this region which, since I can remember, is a graveyard of investment capital.
Read Answer Asked by Mark on March 11, 2019
Q: Hi Guys,

Of the picks in this folio, which ones do you consider the most likely to break out, all things being equal, and which do you like to be a candidate to be bought out?

I'm looking to deploy a little cash in a growthy pick, and would appreciate your opinion based on today's valuation and prospects. Or would you recommend holding until better signals become apparent?

KC
Read Answer Asked by Kelly on March 11, 2019
Q: Just a comment based on Darcy’s question on March 7.

While anyone who is invested in stocks based on the balanced equity portfolio, which I suspect is plenty, my own experience is to recommend patience.

Remember when GC was recommenced and then shortly thereafter the news came out about the money laundering. Stock tanks and the natural reaction was panick. Thanks to 5I I held firm and am looking at 60% gain.

I buy the dips, and for the most part, am very pleased, with the BEP.

Thanks team!
Read Answer Asked by Kelly on March 09, 2019
Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.
Read Answer Asked by Dennis on March 09, 2019
Q: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
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