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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: Knowing the future is leaning more toward electric vehicles, can you give me some companies that might be worth looking at? Also can you put them in order of most likely to succeed? Thanks
Read Answer Asked by Ziaad on January 21, 2021
Q: Hi, could you please provide a list of your highest conviction Canadian growth stocks. Any sector will do but the stocks you feel most certain will deliver good growth in most market environments. Not necessarily looking to blow the lights out, steady growth will do. Thanks.
Read Answer Asked by Gary on January 19, 2021
Q: Some help for Paul asking for ideas to invest in his TFSA. In February (13)?, 2017, 5i answered a request for the top 10 picks harvested from the 5i portfolios. They were as follows: GSY, SHOP, SLF, WSP, GUD, OTEX, SIS, KXS, PBH, and one other I lost track of. Over the 4 years the return, if still held, would be +280%, but even without SHOP or GUD, the return is a respectable +96%. So for Paul and me would you do it again from current portfolio holdings. My New Years resolution is to pay more attention to your picks...........thx. Lionel
Read Answer Asked by Lionel on January 15, 2021
Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team

Read Answer Asked by Indra on December 31, 2020
Q: You mentioned several month's ago that Magna was a cheap stock to buy these days, would you say the same now after it's recent good run? Also, di u think Thompson Rueters is still trading at a good price and still buyable also, thanks?
Read Answer Asked by Pat on December 31, 2020
Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy
Read Answer Asked by Roy on December 10, 2020
Q: You thoughts on a portfolio rotation from car parts' distributor to car parts manufacturers strategy for 3 years hold. Thinking for selling out of PRTS & AAP moving in to Magna or Linamar.
Do you think that car part's manufacturers will perform better than distributors?
Carparts had a sudden pop in last 6 months may be time for me to cash out but debating about selling out of AAP.
Magna has its presence in the EV trend, would you prefer Magna over Linamar? Why?

Thank you!

Read Answer Asked by Nhung on December 07, 2020
Q: Hi There,
I am considering adding to my current position of either MG or BNS.
In the event of market pull back, which of these do you believe would be the most stable? The idea is, when there is a market pull back, sell the position and add a more growth oriented name.
Read Answer Asked by Kevin on December 07, 2020
Q: Good morning,

I believe 5i prefers Magna over Linamar, and you folks often go with favouring a bigger company over its competition. MG has a much larger market cap than LNR. Plse explain (if I am correct) why 5i prefers MG over LNR (management team, opportunities, contracts, balance sheet?). I wish to buy one of them for a long-term hold.
Read Answer Asked by Bob on December 02, 2020
Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.
Read Answer Asked by Rod on November 27, 2020
Q: Hi 5i team, do you have any recommendations on EV Canadian companies?
Read Answer Asked by victor on November 24, 2020
Q: Please provide suggestions and long term guidance on how to invest in the gradual switch to EV.

Read Answer Asked by Steve on November 24, 2020
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