Investment Q&A

Q: Retired investor with a long term view. I will need to take some money from that account for living expenses. Holding both stocks sitting at a 4% weighting in a taxable account with 180-300% profit. Industrials are my largest holdings. I would like to take one down to 3% and reap some profit on the way. Which would you sell first or would you scrape a little bit of both?
Thank you for your invaluable service.
Yves

Q: Gentlemen;

Any news out that would explain the sell off yesterday? The stock has been on a tear so normal profit taking?

Q: Aritzia stock was done close to 4 per cent today. I read an article that looks like it came out today that exposed problems with the work place culture and complaints from employees. I didn’t see other news. Do you think this is the reason to the Stock decline and do you think this will have a material impact on the stock short and long term based on similar past situations a companies

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Q: with so much extra copper needed in the future ,because of EV and clean energy what are your thoughts going forward on the copper price in the future?
It seems to me a no brainer as building a mine will not happen overnight either.
How would you play this as an investor?

Q: Good morning,

A follow-up question to Angus’ question from yesterday about the P/E and PEG of these three companies…

As I understand the PEG ratio, a PEG under 1 suggests the stock is undervalued for its expected level of growth and over 1 suggests overvalued. So would you interpret these three PEG ratios that WSP is currently overvalued? If you were adding to these three, all other things being equal, would you be least likely to add to WSP, adding to the other two first as they have a a better current value?

Thank you for your insights in these early learning days of my investing journey…

Doris

Q: I hold EQB in my income portion of the total portfolio. Where as 5iR allocates EQB to the Growth Portfolio which I don't have as a portion of my total portfolio. After reading the recent flash report of EQB, I'm inclined to now hold it in my Balance portion of the total portfolio. What do say you about this EQB transfer in my portfolio portions??? Also, I hold TRI that is now in the income portfolio. What do you say about transferring it to the Balance portion of the overall portfolio??? Thanks for the guidance......as I like to hold 20% in Income, 40% in Balance that is all Cdn and 40% in US stocks with more of a stronger tilt to growth that includes technology and healthcare........Tom 

Q: Would you be able to tell me the adjusted cost base of the shares when the dividend from Constellation Software was declared?

Thanks for your great service!!

Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?

Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks

Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.

Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on

Q: I am a little bit puzzled. On a previous question, you stated PEG of .6 for ATS. From TD, I see earnings estmated for '24 being $2.66 (growth of 12%). To get your PEG, we need $3.39 for earnings estimated next year (growth of 43%). Could you explain the discrepancy please.
Thanks

Q: Why did NVEI go down 10% on July 20th? Is it worth investing in this company now?

Q: In the next 2 to 3 quarterly reports, what do you wish to see for confirmation of your long view?
Thanks

Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek

Q: down significantly from recent highs and continues to drift lower; is it worth holding? your thoughts please.

Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.

Please provide your thoughts on these two events.

Thx.

Q: Can you please give me forward P/E and PEG ratios for these three stocks and can you please rank them in order of your preference for a long term hold? Thanks

Q: If you had to invest today with a 3 - 5 year horizon in the consumer discretionary space which one are you taking? Its also ok to say either or if that how you feel - I can buy both.

I just need a little more weighting in this sector and am waiting for your response!

Thanks for the many years of guidance! Member since the beginning!