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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: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.

What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.

Thanks, your fan
Cathy

Read Answer Asked by Cathy on August 05, 2022

Q: I know you rate this stock as an A and according to your report, think quite highly of it.

Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.

Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.

Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.

If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.

If your answer is no, why?


Thanks


Sheldon

Read Answer Asked by Sheldon on May 26, 2022

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Read Answer Asked by Keith on May 11, 2022

Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).

Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.

Finally, if you could add one more Canadian company to the mix, what would it be?

Read Answer Asked by Peter on April 04, 2022

Q: Hi Peter and team, I don't hold any of the above stocks and they have done very well the last 2 years. I do own some of your favorites like BAM, TOI, CUS, SHOP and LSPD etc. How would you rank the above stocks and would they be good buy when the dust finally settles.

Regards
Anthony

Read Answer Asked by Anthony on February 25, 2022

Q: If you had a well balanced portfolio and were looking to add some medium to small sized companies that were involved in industrial activity of various types, how would you feel about each of these companies on a scale of 1 to 10, with a 10 being a stock you definitely want to add right now, a 1 being a stock you have absolutely no interest in, and a 5 being a stock you thought was not bad, but not good enough to want to buy it. Say you have a risk tolerance of about a 7, with 10 being high and 1 being low. Looking for long term total return. ANRG, DIR.UN, FTT, GDI, HDI, ITP, NOA, XTC.

Read Answer Asked by Dan on January 09, 2022

Q: Hi 5i,
GDI may be in falling knife mode right now but, looking ahead to when it finds support, do you think it will be an attractive add point, on a longer term view? Or would you say that recent results were related to issues in the business performance that are likely to persist and continue to be a drag going forward? Thanks!

Read Answer Asked by Lance on November 17, 2021

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: I am trying to grow a small position in GDI and have two options. As I add funds over the coming months I can just average in, or I could sell my position in QIPT and get a larger position right away.

I know the stocks aren't comparable, but what would your thoughts be on this move? I think QIPT has decent growth prospects but one thing this move would do is take remove some risk (from small-cap to GDI market cap over 1 billion. Thanks for your thoughts.

Read Answer Asked by Jeff on September 16, 2021

Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!

Read Answer Asked by Peter on September 13, 2021

Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!

Read Answer Asked by Peter on August 24, 2021

Q: I would like to add a new position in my TFSA. Please comment on the above equities. Outlook for the next 4 years. What would be your preference.
Thank you!

Read Answer Asked by Albert on August 09, 2021

Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?

Read Answer Asked by David on July 28, 2021

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff

Read Answer Asked by JEFF on July 07, 2021

Q: Thank you for providing such an unparalleled service. Your cost increases are minimal.

My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.

I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.

Many thanks

Read Answer Asked by Alka on June 29, 2021

Q: Hello Peter,
I have GDI in my TFSA account and have done well so far.
Thank you.
However, I feel there is not much growth in the future and am considering replacing it with either EGLX or AT. The hesitancy stems due to the old adage - don't fix if it ain't broken. From a reward perspective, is the increase in risk justified ? I would appreciate your selection amongst the three for the TFSA. Subsequently , a preference amongst the remaining two for a margin account.
Do you consider GDI a growthy stock with a dividend yield?
Regards
Rajiv

Read Answer Asked by Rajiv on June 29, 2021

Q: Hi , please rank their short and long term growth potential . thanks.

Read Answer Asked by victor on June 25, 2021