Investment Q&A

Q: Could you comment on the Q2 results. Would you move to a full position based on results?

Q: Descartes just reported Q2 earnings. They have made 85 cents (US) for the 1st half of the year. Given that earnings are creeping up, maybe they make $1.75 or $1.80 this year. That would be about $2.40, $2.45 Cdn, something like that. The stock price is about 55 times that, giving it a very high p/e. I know it has always had a very high p/e. Earnings growth for the 1st half is only about 6%. I know DSG is a highly regarded business, they are pretty consistent, etc. but I am finding it hard to see the value of holding this stock with such sluggish growth compared to the very high p/e ratio. Seems it would be tough to see much price appreciation when the p/e is already so high and the growth is minimal. Is there reason to think the growth might be high enough in the next 2 -3 years to justify not only the current stock price, but a significantly higher price? I'm finding it difficult to justify continuing to hold a stock with a PEG ratio of about 9.

Q: I bought a large amount of PSI because it’s listed in a 5i model. I don’t follow Canadian markets, so I buy 5i-recommended Canadian businesses without much checking. PSI shares have only sunk in value. Why is PSI in your model (other than for dividend) ? Is it worth holding ? Is it an attractive takeover target ?

My question (admittedly a leading question from one who is weary of these losses in tax-deferred accounts): is it not better to shoot this thing and be done with it? You are still holding PSI which makes me think I must be wrong. Am I ?

Is PSI's *business model* viable, really sustainable ?

Sometimes a business I hold does nothing for long periods and just sits idle, or still. Then, suddenly it jumps like a rabbit, and the share price jumps and away we go. A forced metaphor perhaps but intended to to illustrate the sell-indecision. BNS is an example of such ‘rabbit’ — but it’s only after years that I am finally now breaking even, showing a small loss. The long wait is often not worth the opportunity costs.
I am baffled why PSI is favored at 5i.
:ao:

Q: Hi 5i
Current thoughts on PRL? Your report was done March 2024 and it has almost doubled. Update soon?

Q: Just a follow-up to Les’ question about finding total returns for a company. Doesn’t the 5i interactive graph just show the percentage increase in share price, not total returns including dividends?

Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you

Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: Everyone, I understand that you do not invest in Canadian stocks, but if could give one Canadian stock to your grandchild what would it be? Clayton

Q: hi 5i
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx

Q: Which might you recommend of these 2 for a 2 to 3 year hold and an entry price? Thanx.

Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!

Q: Which one of PNG,Vnp,Zdc do you think would provide the best return over the next 5 years?

Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)

Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you

Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.

Also please recommend ETFs that mainly invest in companies with the above criteria?

Thank you

Q: Hi there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!

Q: Could you please supply your analysis of Kraken Robotics reported this morning. Buy sell or hold.

Thanks Dave

Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?

Much thanks
Stuart

Q: Hi Folks,
I currently hold GWO in my RRSP account. Thinking of switching it with SLF after it's recent drop. May I have your opinion?
Thanks