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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: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.

We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.

Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?

Thank You
Read Answer Asked by rajeev on March 30, 2023
Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave
Read Answer Asked by Dave on March 27, 2023
Q: Hi Team,
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks

Shane.
Read Answer Asked by Shane on March 24, 2023
Q: Regardless of sector, in which order would you add for long term positions?
Read Answer Asked by Gary on March 22, 2023
Q: Good morning 5i
Yesterday i asked about a replacement for Magna and you kindly offered tfii and ats. I like these suggestions. But, the problem ( nice to have such a problem) is that i am already quite overweightin tfii and am also overweight inthe industrial sector. So, i am hesitant to buy ats. Do you have an equivalent for ats? Any other sector is ok, although my technology holdings are high. Also a US stock would be ok. It may not be the right mindset but i would like something with growth that can help recuperate some of my loses on mga
Thanks
Read Answer Asked by joseph on March 22, 2023
Q: Hi, Transports got hit hard ( Fedex results and general market sell off?) on Friday, pulling TFII and ATS with it, down 3% and 4%, respectively to $159 and $54. Do you continue to believe these two companies to be your favorites in the sector ( besides CNR/CP ) ? If so, is it a decent price level to accumulate/add to our very small 0.50% position in each company or you would prefer to wait ? Thank You
Read Answer Asked by rajeev on March 20, 2023
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hi Team,
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks

Shane.
Read Answer Asked by Shane on March 08, 2023
Q: which small and midcap robotic companies stand out for future growth

Tx Dick
Read Answer Asked by dick on March 07, 2023
Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You
Read Answer Asked by rajeev on March 01, 2023
Q: I have owned this stock for a very long time but its share price is the same as it was 6 years ago and the dividend is small. I would appreciate your opinion of the future of this company. It is one of the first stocks I purchased and I accept there is an emotional attachment which could be clouding my judgement as I think I should sell it.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 23, 2023
Q: In my TFSA, these are the stocks I would "like" to buy (CDR, NEO), probably in the order I have listed them, unless you have a suggestion: GOOG, NVDA, MSFT, AMZN, AAPL. But I will need to sell some positions to raise the cash to do so. These are my options to sell, probably in the order I have listed them, unless you have suggestions: EGLX, LSPD, TOI, NVEI, ATS. The goal is growth over a very long period (TFSA will go to my children). I am open to eliminating any from the buy list in order to keep any from the sell list. I just don't know how to compare the American names to the Canadian names. Thank you: I realize this may not be an easy question to answer, but it will help me a great deal.
Read Answer Asked by Gordon on February 17, 2023
Q: Please rank these companies on an expected total return basis for a 3 to 5 year hold. Some commentary would be appreciated. Thanks ram
Read Answer Asked by Ray on February 16, 2023
Q: Looking for two or three of your favourite industrial companies as I’m low in this sector.
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks
Read Answer Asked by Brad on February 16, 2023
Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.
Read Answer Asked by Regan on February 07, 2023
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