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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 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.
Read Answer Asked by Ahmed on September 30, 2021
Q: Hello,
Is Cielo Waste Solutions headed for bankruptcy? I know this is a hypothetical question but should one bail completely? Any idea why ATS automation is declining and do you think it is worth starting a position in Fobi AI? They seem to come out with good news regularly but unsure how it will be translated to revenues and profits.. Thanks for your reply.
Read Answer Asked by umedali on September 28, 2021
Q: Morning Peter & Team,

I know your long term outlook for CAE is positive. Have held it for some time and although technically it has shown higher lows and high highs over the past year, gains in the last 10 months have been moderate. Especially when compared to some of it's industrial sector piers such as ATA & TFII the later of which has a dividend as well.

I am thinking of switching up to one of your other (previous) recommendations. Would you consider this a good idea? Or would you suggest I continue with my patient hold of CAE?

Thanks for all you do.

gm
Read Answer Asked by Gord on September 24, 2021
Q: For Telus International, why would current shareholders sell their 12M shares (in this case decent percentage of outstanding) and could this imply to the market lack of confidence? Also, in this instances, what price would they be sold at? Do you still see ATS Automation as a buy and why is Nuvei taking small hits everyday? Could this be that it went up quite fast after their earnings.. Thanks very much.
Read Answer Asked by umedali on September 23, 2021
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!
Read Answer Asked by Peter on September 13, 2021
Q: The other day Bruce asked about buying ATA at the current price. The answer concluded with " it remains fine to buy, but it should not be a 'buy and forget' name".
I am pretty much a buy and hold investor. What can a retail investor with limited access to research and market information (and limited wherewithal to understand the market) do to assess when if might be time to sell this stock?
Thank you for your excellent service.
Read Answer Asked by Leonard on September 03, 2021
Q: I have about 10k$ to invest. For a 3 year hold, would you rather own 5 shares of shop, 200 shares of Ata, or 200 shares of and. Or would you suggest something else. Thanks
Read Answer Asked by Charles on August 25, 2021
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Read Answer Asked by Peter on August 24, 2021
Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!
Read Answer Asked by Peter on August 19, 2021
Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.
JaneN
Read Answer Asked by JANE on August 13, 2021
Q: Looking to use 5% of my portfolio for momentum plays. What would you pick today? I prefer Canadian but US is fine too.

Thanks. Nick.
Read Answer Asked by Nicholas on August 12, 2021