Investment Q&A

Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?

Q: Not a question but just a comment that companies like Aritzia First Service and Go Easy would never have been on my radar without 5i. I’ve held all three for a number of years in my portfolio and they’ve done well. It’s also heartening and reinforcing to hear the “experts” on BNN Market Call selecting these names as Top Picks or strong recommendations. I appreciate your sound advice and recommendations. No doubt I can also mention losers that I’ve followed from 5i but my take is that it’s up to us to decide when to sell and what to buy based on your data and your informed advice. Thanks

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Hi Peter, could you list 5 Canadian and 5 US growth stocks with solid fundamentals that you consider the most unjustly oversold and that represent great buying opportunities at these levels?

Thanks for your great service,

David

Q: I crystallized tax loss on LSPD & GSY over 30 days ago. Is it worthwhile buying them back? Thank you, Fooklin

Q: A bit of a timely question here but GSY has pulled back a fair bit today. Obviously due to the 100bp rate hikes which directly affects their business. At what point are rate hikes so high that GSY is no longer a good buy? Would you add on this pullback? Thx

Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.

Q: Hi Gang

What would be your top 5 Canadian growth stocks for next five yrs

Thanks Mike B

Q: Can you please compare GSY from the Growth Portfolio and BNS from the Income Portfolio. I believe that 5i continues to be very positive about GSY, but in this present economy, BNS looks like a much safer bet to me. GSY seems have about $1.7B in debt, whereas BNS has about 198B in cash or $348 per share. BNS has a forward dividend of about 5.4% and GSY is 3.7%. If you could only invest in either BNS or GSY today, what would you choose for a 5 year hold?
Thanks!!

Q: As a follow up to your answer to Shane, when you say 'turn off investors' do you mean that many people consider its general business practices unethical? Or is it something else?

Thank-you.

Q: Hi Team,
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!

Shane.

Q: Can you speak to GSY financial stability and how a struggling economy could effect them / how much of a concern is defaults.

Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.

Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom

Q: Hi 5iTeam,

Would you please recommended 3 beaten down stocks (regardless of sectors) in both Canadian and US markets with significant potential upside for a 3-year hold. Please rank them in order of buyability.

Cheers,
H

Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?

Would you buy now or wait until???

Thank you.

Q: What Canadian stocks would you be picking up today in this selloff?

Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated

Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.