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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: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim
Read Answer Asked by James on August 12, 2024
Q: Long term holder of SIS and PBH, but would you endorse a switch to EIF over one of those two as part of a long term balanced portfolio?

I know there should be brighter days ahead for both SIS and PBH, but EIF looks appealing....
Read Answer Asked by Jeff on June 25, 2024
Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks
Read Answer Asked by Curtis on May 15, 2024
Q: How would you rate these stocks for maximum growth?
Thanks, Peter
Read Answer Asked by Peter on April 26, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: Good afternoon,

Long-term holder of SIS and barely above water. It seems like the potential has always been there, and decent div, but based off of some of your recent comments I'm wondering if a switch to ATS may make sense - both industrials, yes no Div (but growth trumps div's), and it actually appears ATS is cheaper than SIS on PE (though not on P:book).

3-5 years out, which do you feel has more potential to outperform the other? Thanks in advance. - Jeff
Read Answer Asked by Jeff on March 22, 2024
Q: SIS is down 6% after an earnings report that appears to be their best ever. Plus the following forward looking comments from Bourassa ..... " Our goal for the end of 2025 to reach approximately $1 billion of revenue and 20% adjusted EBITDA are well within our sight. " ...... Could 5i comment on the quarter and conference call with your analysis ? And possibly some insight into the stock reaction ? With optimistic forward looking statements I normally don't expect the stock price to go down ..... Thanks Garth ......
Read Answer Asked by Garth on March 07, 2024
Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
Read Answer Asked by Chris on March 04, 2024
Q: Good morning,
In the industrial holdings in my portfolio I hold SIS and WSP. I’ve held SIS for quite some time. SIS seems to be a bit stagnant so I’m thinking of replacing it with AXON for increased growth. What do you think of such a switch?
Read Answer Asked by Lois on February 27, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Read Answer Asked by Hali on January 29, 2024
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