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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: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Read Answer Asked by Terry on July 17, 2023
Q: The share price has been drifting down since early 2022 and is now just above a 2.5 year low. Sales growth has been ok but EPS has been drifting down. I bought it around $50 and am becoming impatient with it. Is there another stock in the same industry you would recommend as a substitute?
Read Answer Asked by John on June 29, 2023
Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.
Read Answer Asked by Les on June 06, 2023
Q: What are your thoughts on GDI? I know you still hold it in your growth portfolio but the stock has pretty much traded in a flat range for the last 2.5 years. Up 32% but only around a 1% position. I'm patient but thinking of selling and adding to other names with more growth potential, names like LMN, KXS, ATZ, CROX, WELL, NVEI, TOI, SHOP, etc.... What are the catalysts to move this stock and what do you still like/dislike about the fundamentals? Thanks!
Read Answer Asked by Keith on May 30, 2023
Q: Hi Peter and Team,

I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.

Thanks.
Read Answer Asked by Marvin on May 19, 2023
Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!
Read Answer Asked by Keith on May 13, 2023
Q: I am looking for your best small-cap value stock ideas. I'm hoping for three in Canada, and three in the U.S. Thank you!
Read Answer Asked by Andrew on May 02, 2023
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
Read Answer Asked by Brenda on April 18, 2023
Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Dave
Read Answer Asked by Dave on March 27, 2023
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.
Read Answer Asked by Rob on March 03, 2023
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching

Raouf
Read Answer Asked by Raoul on February 28, 2023
Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek
Read Answer Asked by Derek on January 27, 2023
Q: In which order would you initiate positions in these stocks?
Read Answer Asked by Gary on January 25, 2023
Q: What would be your top 10 Canadian and US value equities for 2023? Appreciate the work you do. Thanks. Rick
Read Answer Asked by Rick on January 20, 2023
Q: Can you recommend 3-5 choices for an RRSP investment. Can you confirm that one would generally choose less speculative investments or less risky investments within an RRSP, as one can not "harvest" a tax loss within an RRSP
Read Answer Asked by Mark on January 20, 2023
Q: Hi 5i Team,

Do you see any small cap names that are looking especially attractive at the moment?

Thanks!
Read Answer Asked by Evan on January 17, 2023
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