skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello
If you had to chose between SIS and GDI to hold for the next three years, which would you prefer. They are close in market cap but SIS pays a monthly dividend and appears to be making a comeback. I currently hold GDI but am leaning toward switching back to SIS
Thanks for your great service
Clarence
Read Answer Asked by Clarence on February 09, 2021
Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!
Read Answer Asked by Keith on December 03, 2020
Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
Read Answer Asked by Dan on October 14, 2020
Q: I currently own CAE in my TFSA and considering buying GDI but then I would be over exposed in the industrial sector in my TFSA but not overall in my portfolio. Would it be ok to buy this stock in my TFSA or should purchased in a RRSP or non RRSP as I have cash in all 3 account?
Thanks
Read Answer Asked on May 11, 2020
Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
Read Answer Asked by Marty on May 04, 2020
Q: Good Morning
What companies do you recommend and see being active in this environment on acquisitions. Or do you forecast a slow down on acquiring because of all the uncertainty.

Thank you
Read Answer Asked by Marty on April 24, 2020
Q: Hello,
What are your thoughts on a comapny like GDI at a time like this? On an up market day like today the stock had no movement (which may be a good thing as it may not be correlated to the market). Do you think they could have liquidity issues? I am starting to buy this slowly. DO let me know your thoughts. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on April 08, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
Q: Hi 5i team,

Both GDI and FSV are in the building service industry. If I can only buy one, giving the growth and revenue projection, the balance sheets. the management, which would be your preference and why for a 3 years hold. Thanks.
Read Answer Asked by Willie on January 13, 2020
Q: I am thinking of replacing TOY with either PEO or GDI. What is your opinion on this idea? Do you prefer one over the other?
Thanks. Peter.
Read Answer Asked by Peter on January 10, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane
Read Answer Asked by Shane on December 30, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!