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: Interested in Aritzia, can you provide a good thesis as to why this investment is worthy of a buy or hold? Capital IQ estimates revenue growth for 2024 to be only 4.6%, how come this is so low? Is the increase SG&A expenses a result of the recent inventory surplus and do you think it will resolve itself within the next couple of months? Lastly, how many shares were issued after initial IPO offering compared to now and with low ownership from management, why do you like the company?

-Thanks
Read Answer Asked by Don on January 09, 2024
Q: Looking for investment ideas/opportunities for my TSFA account which already holds the following ( BAM, BN, GSY, LMN, NVEI, TOI, LIT:US). I am 68 years and have no plans to withdraw from the account for the next few years. Also, could you please suggest entry price points for said securities.
Much appreciated,
Francisco
Read Answer Asked by Francisco on January 09, 2024
Q: I'm a retired somewhat conservative investor content with slow steady growth and a dividend helps as well. I have been happy with my diversified portfolio but constantly struggle with should I or should I not make these changes;
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
Read Answer Asked by Lyle on January 08, 2024
Q: Since noting the increase in the holding of IFC in the 5i BEPORT I have compared it to my holding in DFY to see if I should switch, but what I see is that IFC trades for a much higher PE and that performance since Nov 2021 has been only 27% vs 73% for DFY.

I understand that IFC is the industry leader, much bigger market cap, higher dividend etc but what is the real attraction here or is it that DFY is too small for the BEPORT?
Read Answer Asked by Jeff on January 08, 2024
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Read Answer Asked by Paul on January 08, 2024
Q: I would like your opinion on Apellis Pharmaceuticals. I read Citron's research piece (was published in November) on this company new product -Syfovre- issues and make a little bit of research myself. Obviously Citron is mostly promotting its own short positions but this one seems a reasonnable bet considering the content of the report (see attached link). No warning letter yet by the FDA but it is surely a real possibility.


Thank you!

Michel C

https://citronresearch.com/wp-content/uploads/2023/11/Citron-Reports-on-Apellis-Pharmaceuticals.pdf
Read Answer Asked by Michel on January 08, 2024
Q: Good Morning,

Is there a user information sheet for the monthly model portfolio reports? I would like to understand if the portfolio return includes capital appreciation and dividends, the % for asset class benchmark and active, max. Drawdown, profitable and losing periods, upside and downside capture, etc. Thank you
Read Answer Asked by David on January 08, 2024
Q: These two have me scratching my head. I invested a few months back, believing that lower interest rates were likely ahead in 2024 and longer bonds would do well. After a decent start, they are drifting downwards which doesn't make much sense when no one seems to see higher rates headed our way. Is it de-risking going on, and other investments look better? Am I missing something here or is it just a case of having patience with the plan? Also, Happy New Year to all of you at 5i. al
Read Answer Asked by alex on January 08, 2024
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!