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 team
I am disappointed for the pull back and I have held it for awile
wonder if it is a decent move to sell 50% and buy GSY
are they in the same risk category and both undervalued?
both pays a dividend which is nice

thanks
Michael
Read Answer Asked by Michael on October 02, 2023
Q: About 15 months ago I bought Telus in a none registered account. Sell it and take tax loss. Buy BCE or ENB or do nothing
Read Answer Asked by Robert on October 02, 2023
Q: Everyone, all three names have been weak for 2 years, + / -. When will the group, POS plus other services, see a better stock market for price gains? Clayton
Read Answer Asked by Clayton on September 29, 2023
Q: Hi there, with all the buzz about fixed income, Gics, bonds etc. I feel like maybe I should be increasing my exposure in my RRSP. I am retired and definitely have a diversified portfolio more slanted toward div paying solid equity companies.

I know you can’t give personal advice but what might be a good way to tweak my portfolio to increase fixed income exposure for 5-10 years ie gic or bond ladder, ETFs, individual bonds or?

Or should I stay in dividends and forget about it?

Ok thank you!
Read Answer Asked by Robert on September 29, 2023
Q: What do you think of Khols investment in Sephora ? With the big spend mostly behind them now. Koyfin shows EPS $2.93 in 2025, and $3.54 in 2026. Is there to much competition out there in what they sell ?
Trading at 0.6x book, cant be any worse on a Risk/Reward basis than the high growth tech stocks have been, knowing all along the repercussions on the price of those stocks, when it seemed logical that rates would continue to rise.
Gord
Read Answer Asked by Gordon on September 29, 2023
Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.

RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.

There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.

I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.

Read Answer Asked by Dave on September 29, 2023
Q: If you were to put odds on ATZ recovery to say $35 stock price (my average cost) what would that be?
I am not impressed at all on their 'missed opportunities in the level of new styles' and this worries me the most actually. This is fashion; they ought to know this.

My daughter and her friends in a large high school still think ATZ is THE store to shop for clothes so at least this gives me some comfort.
Read Answer Asked by JR on September 29, 2023
Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
Read Answer Asked by Dave on September 29, 2023
Q: Hi Team,
In regards to Well health; why is there such a disconnect between the share price and the analysts target prices at the moment? Other than current market weakness that is? My qtrade account shows 8 analysts with a average target price of $9/ share, all of which are current targets within the last couple months. One guy even has target of $12 that was reitterated on Aug. 10th. You would think if its institutional investors trading most of these shares that if the consensus is so great that they would not be selling, and would support the share price? Is Well currently this undervalued? If so would make it a compelling buy at the current $4 and change. Thanks,

Shane.
Read Answer Asked by Shane on September 29, 2023
Q: Follow up to question and response about providing reports at least every 12 months on companies that are in your portfolios. TFII was last formally reported upon back in April 2022. You responded it was 'flash' reported in February 2023. When I search reports for TFII, all that comes up is April 2022. Where is the flash report hiding? It should appear when a search is done. I'm sure customers would appreciate having all reports in one area.
Read Answer Asked on September 29, 2023
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!