Investment Q&A

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: I have done well with GSY ( thanks very much) and would like to add to my position. What in your opinion would be a good price to add new money?

Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.

Q: Hi
I've got a 3% position in CAE currently in my RRSP. It's done well for me over time, but I'm thinking about selling it. If I do, I'm considering TFII as a replacement, if I stay in the industrial sector. However, I'm also considering GSY as an alternative. I'd like more momentum and a bit of a dividend, and without too much risk. What is your opinion on selling CAE and replacing it with either TFII or GSY? Which of TFII or GSY would you prefer at this time?
If you have another suggestion I'd appreciate hearing it. Thanks!

Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.

I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?

Q: I'm looking to start/add to two positions in a well diversified taxable account. The above list of stocks, from a review of the questions, are some of your current favourites. Would you please add two additional names to the above list that I have not listed and then provide me with your current ranking of the stocks for investment purposes in the next week or two.

Thanks,

Terry

Q: Good morning 5i
In my RRSP I have GOOGL and VOX, I thinking of selling them to buy GSY and TTD, would you be ok with this move for a 2-3 years horizon. Any suggestions or adjustments you would make
As always grateful !

Q: Hi 5i team,

On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?





Thank you

Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.

Q: Hi Team,

Can you comment on the Q?

Thanks!

Q: Good morning all, your thoughts on new tfsa money split into the above companies? Is it too late to get into them? Thanks again as always.

Q: What are the estimates for tonight’s earnings?

Q: Hi Team,
Yesterday I read a headline on bnn stating that Apple, Affirm to join to buy now, pay later for Canadian purchases. GSY is partnered with Affirm (the old paybright division). I thought it might be very bullish for business for GSY being partnered with affirm which is now teaming up with the giant Apple. Yet, there was no reaction today for GSY or affirm stock on the partnership today. Can you give your take on this, as to whether this is a potential catalyst for GSY or not? Thanks.

Shane.

Q: Do you think the recent Square Afterpay acquisition will have material impact on GSY over the long term? Or are they targeting different segments of the market.

Q: For the above stocks you tend to be positive on, over the next 3 years please rank them in order with the main goal being capital appreciation (regardless of risk, sector or diversification)

Would your ranking change at all if:

1. Covid is still affecting the world as it is today with international travel somewhat restricted and variants posing a potential problem.

2. Covid becomes more and more contained and the world is as “open for business” as it was pre covid.

Q: As well as Bns I also own Td and Royal..
As Bns Business in Latin America and Mexico is being effected by Covid and vaccines are not so readily available as they are in the U.S. and Canada I am thinking about selling Bns and using the proceeds to purchase Goeasy.what do you think of the idea?
Long term investor

Q: Could you please recommend a few stocks for two RESP accounts? First account for 4 years old grandchild. Second account for three grandchildren (4, 5, and 8 years old). Planning to contribute $2000 ($500 for each grandchild). The first account has already 26 ENB shares. The second account is a new account. Thanks in advance for your very valuable advice.

Q: I am considering GSY as a growth holding to augment my dividend growth heavy portfolio. I keep hearing that valuation matters. Is GSY today at a good entry price for a 3% slot in my portfolio?

Q: What would be your preference between holding on to REAL or adding to GSY?

Thanks.

Q: Hello,

Could you please recommend a few 'set and forget' high growth stocks which would be a good fit for a RESP for the next 15-ish years?

Thanks