Investment Q&A

Q: If you were to rank ENGH BAD and CAE in terms of growth over the next 2-5 years, what would that be and why. Thanks Dennis

Q: Good evening, as 2020 comes to an end it has been an eventful year for stocks. Can you recommend 10 beaten down canadian stocks that are value companies that got the short end of the stick this year? Canadian stocks that have all the criteria you look for ( strong balance sheet, good management, low debt etc ) and will recover as Covid runs it course over the next 6 month or so. I am a more risk tolerant investor with over 25 years before retirement.

Jeremy

Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?

Q: It appears that in post Covid times, infrastructure money will be doled out to get the economy rolling again. It may be time to sell some tech or at least trim. I am currently over 40% in tech. It’s been great but I realize more diversification is important.
I know that you’ll recommend BAD and likely STN but what else may be on the horizon to consider?Thanks
Dennis

Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?

Q: Hi team

I have a small position, it was losing money (hoping to generate some dividends with hope of a small capital gain)
now
this stock is shooting up like a rocket
I am aware that in the last quarter
earnings beat expectations (was suppose to be a loss)

would you say there is enough momentum to keep on going for another 5-10%?
was there a tremendous amount of short position from those hedge fund managers?
looking for reasons to keep on holding it or sell to take a small profit

Buy more, hold or sell?

thanks !
Michael

Q: Your thoughts on their 1/4ly earnings, thanks.

Q: What are your favourite Canadian industrials stocks for growth and for stability (or maybe both) right now?

Thanks!

Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?

Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC

Q: Your thoughts on their earnings and prospects for the future. Thanks

Q: Hi,
Could you please comment on BAD’s earnings and it’s outlook? We are light in the industrial sector and planning to sell QST. Would you start a new position in BAD today?
Thank you,
Kerri

Q: comments please on the quarter.

Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.

Q: Your Flash Update review of BAD was on-the-whole encouraging, but when I look at price action over 2014 to 2019, I see a safe but essentially static business. Yes, its dividend is secure, but any Big 5 bank pays twice as much. Given the effects of the current shutdown on municipal budgets, and the carnage still underway in the oil patch, I have to wonder if its appreciation potential is now baked-in. What am I missing?

Q: I currently own these stocks and am unfortunately under water on all of them.
Am considering selling two of these to incur a capital loss. Which of the two do you suggest I should keep?
With the funds raised from the sale I am considering doubling down on the remaining two. Or, adding either a Canadian or U.S. bank as another alternative. Would appreciate you comments on this strategy. And which Canadian bank or U.S. bank would you prefer.

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: Hey guys , what’s your taught on BAD earnings ?

Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR

Q: I'm surprised that at 1 PM eastern time, that there have been no questions about BAD on a day the stock is up 4.2%. So here goes: the only news so far is of a dividend of 57 cents per share. No news of 4th quarter results yet. Is this enough to move the stock over 4%? According to Scotia iTrade, earnings are on a downward trend with 4th quarter expected at 29 cents and 1st quarter at 25 cents. I'm not sure why I would buy BAD at this point.

Many of the fundamentals are better than the industry but how important is that if there is still limited capital gains available for now. The stock is trying to break above the 20 day and 50 day MAs and is bouncing off a support established last February. But so far, momentum indicators lack enthusiasm.