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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: I have had the impression rightly or wrongly that you arenít buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? Iíll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), itís always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.
Read Answer Asked by Stephen R. on August 23, 2023
Q: Going over some losers from 2022.


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Read Answer Asked by Gregory on January 18, 2023
Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).


Read Answer Asked by Saeed on November 17, 2021
Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Read Answer Asked by Alex on January 21, 2021
Q: I don't currently have any exposure to health care/pharma companies and would like to start building a position in 2 or 3 companies. Can you please provide me with some names that you would recommend in this area, and the reasons why you think they are good investments.

Read Answer Asked by Paula on July 23, 2020