Investment Q&A

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: Hi 5i team,
I'm trying to decide between Go Easy (GSY) and ECN Capital, both of which have been on terrific runs. How do you view their current valuations, their prospects for further growth and risks involved with each and how will rising interest rates affect their businesses? Finally, which would prefer currently if you had to make a choice?
Thanks for your great service.
Bob

Q: Am considering selling my TFSA shares of DND and adding to the a small position of GSY and/or NVEI. Your thoughts on this or do you have another stock that might be added to my 2 choices.
I’m not too sure on their logic in going private, was it a way of testing the market to see if other companies were interested?
Thanks to 5i in keeping me on track and giving your great knowledgeable opinions. John

Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...

Q: In the Canadian stock universe, including the Canadian companies you follow, which would you say could be takeover candidates over the next year or two?

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

Q: How would you rate these companies for growth and safety.

Q: Hi Team,
Any comments on Lendcare (GSY), announcing point of sale financing for auto repairs? This seems significant to me, but the stock is not moving today. I have never heard of auto repair POS financing where I am. Seems like this could be a big thing if it takes hold.

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Hi 5i,
I want to deploy some funds into Financial Services in a registered account for a 3-5 year hold. I know that 5i is bullish on GSY, and I wonder if you would recommend it over BNS for a hold of that length. Today I can buy about 1.85 BNS shares for every GSY share bought, and would thereafter pocket (at present rates) approximately 2.5 times more dividend return from BNS than from GSY for every dollar spent buying in. With the goal being to relatively safely make money over the 3-5 years, and assuming COVID is under control, no other pandemic strikes during the period and only 'normal' market forces prevail, do you see the likely capital appreciation plus dividend of GSY over the period outperforming the likely capital appreciation and higher yield of BNS during that same time? I know that GSY has had a great run over the past year, but now that the world seems to be settling back down I'm having difficulty understanding why I might consider putting money there instead of into something that's many orders of magnitude larger and also less expensive to buy, both in absolute terms and (I think) on most 'price to' metrics .
Thanks for helping me out.
Peter

Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks

Shane

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: why would inflation take down gsy by 14 and doo by 10 as i write this.
in addition i thought gsys earnings were fantastic.
some inflation is good and year over year comparisons make no sense because of pandemic.
can you comment
dave

Q: Big drop in GSY.
Any reason for it?

Q: Hi,
GSY reported earning’s after market today (May 11). Could you please share your view on the earnings?
Thanks

Q: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks

Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).

Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.