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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: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality
Read Answer Asked by James on November 29, 2024
Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: From previous responses I am assuming you would buy BN over EQB for a long term hold.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.

Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.
Read Answer Asked by Andrew on November 28, 2024
Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike
Read Answer Asked by michael on November 26, 2024
Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim
Read Answer Asked by jim on November 20, 2024
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim
Read Answer Asked by Timothy on November 12, 2024
Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you
Read Answer Asked by Lyle on November 11, 2024
Q: Hi Team,
Two part question. If not already discussed can I have your take on earnings for both Gsy and Ttd and the outlook for each company. Thanks ,

Shane
Read Answer Asked by Shane on November 08, 2024
Q: Hi there. A question regarding Go Easy GSY. We have been fortunate to be in a profit position above 30% in this company. With 6 recent revisions to the downside and a 6 month performance of -1.7 versus the 10.51% in SPTSX would you hold into earnings considering this could be quite a volatile week? or take some profit? We hold a sizable amount in our TFSA so capital gains is a non-issue. Thanks!
Read Answer Asked by Lesley on November 05, 2024
Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?
Read Answer Asked by Ron on October 30, 2024
Q: Hi team;
Any reason for the weakness in Canadian names today ? Namely the mentioned names for example, especially Gsy? Gsy down 10% in 2 days seems a bit drastic. Is there concern here or a bit the dip opportunity?

Thanks ,
Shane
Read Answer Asked by Shane on October 22, 2024
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