Investment Q&A

Q: WHat do you think of this company? Growth, valuation, buy/sell?
Thanks,

Q: Hello 5i,

Currently looking for additional US stock exposure and I am considering either FLGT or PERI as potential candidates. Sector allocation is not a factor.

Between these two companies which, in your opinion, has the best runway for growth over the next 5+years?

Thank you in advance,

Greg C.

Q: Hi Peter,

What is your current outlook for ZBRA? It has been drifting lower since the last earnings report. Their announcement yesterday of mobile pay system has not generated any enthusiasm.
Regards
Rajiv

Q: If you were to build a portfolio of just ETFs, what 6-8 would you select? Maybe ignore Canada for this scenario as I have plenty of individual positions I'm quite happy with.

Q: Hi team,

I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?

Thank you!

Q: I hold both these ETFs in my RRIF and am thinking of combining them into one holding. Do you see much duplication between the 2?
thanks

Q: What are your thoughts on this stock?

Q: I'm down on all three of these stocks in my TFSA. Do you see any upside to these companies, or should I bail on them?

thank you

Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.

Q: what are 3 key metrics used by 5i to value FTNT and how do these latest 3 key metrics compare to FTNTs 5 year averages? what would be a good entry point for FTNT thanks Richard

Q: May we please have your updated analysis on this company's future prospects in terms of runway for growth. Any concerns about the balance sheet? Would you continue to hold? Thank you.

Q: Hi 5i team,

Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?

thanks,

Q: I'm wondering about Dollarama compared to the US dollar stores. DOL is near a 52 week high and DLTR and DG are near 52 week lows. What difference(s) between this companies makes their recent performance so different? Do you think Dollarama going to follow the US companies performance in the near future?

Q: What are your thoughts on Uber shares and the prospects for the stock price over the next year? It looks to be a strong candidate for inclusion in the index, but aside from that are you fans of their fundamentals?
Thanks as always!

Q: I've enjoyed a little pop in the last month or two on a few coal stocks (ceix, amr). Do you think the demand for steel (arising from Biden's USA infrastructure builds) will continue to create demand for steel. I note that when you've been asked about Ceix in the past, you've pointed to coal being in secular decline, presumably referring to the heating-use application of coal. What do you think about the thesis that coal will enjoy a boom due to the anticipated demand for steel arising from the upcoming massive USA infrastructure projects? One must also assume that Ukraine will need some steel build out when the war ends.

I am trying decide whether to take profits or whether to let it roll.


Thank you,

Jason

Q: I am interested in taking a position in BKNG, but according to everything I have seen, there DEBT load has grown quite substantially this past quarter. There long term debt is high, am I just misreading there financials ?

Q: I realize DG has had a few underperforming quarters. I recognize the competitive landscape in the U.S. I have some questions on DG as an investment going forward.

- Is CAPEX the main reason for recent quarterly disappointments?

- Is debt manageable, and can they now improve their free cashflow going forward?

- Is there still growth available to them relative to the last couple of decades?

- Would you invest in this company today?

Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?

Q: Hello, may I please have your current thoughts on SEDG? The current price action is terrible. I understand from your August 17th response that recent guidance was weak. Just wondering where you see the stock bottoming and what catalysts may trigger a recovery.

Thank-you,

Stephen

Q: Hi 5i,

My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?

Many thanks