skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i Team,

Happy Thanksgiving! I am looking for 'sleeper' picks to tuck away and look at again 3-5 years from now. Other than GUD which you have been vocal about it being that kind of stock, could you recommend two of your favourites in each of the small, mid, and large cap segments of the market. They don't need to be new, they could just be unloved, unfollowed, or under appreciated. Thanks!
Read Answer Asked by Derek on October 10, 2017
Q: I recently ignored my logic in staying away from "new" listings and invested in IBAT. In essence, I went with my gut based on my research and more than doubled my investment within a few days.

IBAT acquired technology in extracting lithium from brine, effectively reducing the process time from 24 months to 24 hours. No earnings ... It was previously operated as Rheingold. Has this been on your radar? Perhaps I should consider myself fortunate and bank my gains or hold on. May I have your opinion? Thank you.
Read Answer Asked by Martin on October 10, 2017
Q: I am holding a full position (5%+) in each of ALA in a non registered account, PPL in a RRIF account, and ENF in a TFSA. I have decided that I am overexposed to the sector and
must reduce my positions. In your opinion which companies should be held for the long term and which should be sold? I also hold ALA.R in my RRIF as per your suggested opportunity, should the pending transaction be consummated.
Thank you for considering my question.
Read Answer Asked by Gail on October 10, 2017
Q: From the recent 5i report on Stantec: "Out of STN’s direct peers of WSP and SNC, we would
view Stantec shares as the cheapest of the group while offering
similar growth potential relative to competitors."

Comparing STN with WSP, which I hold, I see one cheaper on 3 metrics (STN - PE &
EV/EBITDA - by a whisker- & forward EV/EBITDA) and the other
cheaper on 3 metrics (WSP - P/B, PSR & Forward PSR)

The dividend at STN is half that at WSP. The 3 year performance at WSP is 50%
better. Would you endorse a switch from WSP to STN or if light on
WSP just direct new sector $$$ to STN? I wonder, too, if this is a cyclical industry that
would suffer with a real estate correction or business slump, say, or are there
enough government contacts which definitely are not cyclical?
Read Answer Asked by Jeff on October 10, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!