Q: Can you provide comments after conference call. What do you see for the next year or so with the stock.
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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: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Q: Are you still comfortable with TOY?
Q: Earnings comment. Thanks.
Q: Currently have both these companies in an unregistered account. I’m at break even on Toy and down 25% on NFI.
I’d like to purchase one for my TFSA and sell it from the other account. Which one do you like for growth based on current valuations?
Thanks in advance,
KC
I’d like to purchase one for my TFSA and sell it from the other account. Which one do you like for growth based on current valuations?
Thanks in advance,
KC
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi Peter and 5i team,
Grant money for our grandsons (age 5) RESP came in . The lowest weighting’s of his portfolio is NFI, TSGI, and Toy. What stock would be your top choice in topping up?
Thank you .
Grant money for our grandsons (age 5) RESP came in . The lowest weighting’s of his portfolio is NFI, TSGI, and Toy. What stock would be your top choice in topping up?
Thank you .
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- AltaGas Ltd. (ALA)
- Methanex Corporation (MX)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- BMO Mid Corporate Bond Index ETF (ZCM)
- Vanguard Canadian Aggregate Bond Index ETF (VAB)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Vanguard Information Technology ETF (VGT)
Q: I own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?
Thanks for your help.
Thanks for your help.
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I like the behavior of the shares of this company and have considered a small position. Considering a partial sale of TOY (loss position) to purchase. Your thoughts please.
Thanks
Thanks
Q: Good morning 5i,
Could you comment on news out of TOY?
Thanks!
Could you comment on news out of TOY?
Thanks!
- Photon Control Inc. (PHO)
- Bank of Nova Scotia (The) (BNS)
- Stars Group Inc. (The) (TSGI)
- Boyd Group Income Fund (BYD.UN)
- Great Canadian Gaming Corporation (GC)
- Open Text Corporation (OTEX)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.
Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?
Thanks
Luigi
Thanks
Luigi
- People Corporation (PEO)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Great Canadian Gaming Corporation (GC)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris
Q: Can you please provide specific reasons why you like this stock? Starting to lose patience and believing I can reallocate it to more productive names. Thx
Q: I currently hold toy in an unregistered account and am down slightly. I would like to move it into my TFSA. What would you recommend?
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
- Dollarama Inc. (DOL)
- Swiss Water Decaffeinated Coffee Inc. (SWP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: i would like to invest in these companies in my rrif for 5 years or longer?
any other better choices.
thanks
any other better choices.
thanks
Q: Any good investments that u could give me for my TFSA for 2019. I own the following:
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.
- TFI International Inc. (TFII)
- Boyd Group Income Fund (BYD.UN)
- Western Forest Products Inc. (WEF)
- Alimentation Couche-Tard Inc. (ATD)
- Knight Therapeutics Inc. (GUD)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?
- Photon Control Inc. (PHO)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- First Quantum Minerals Ltd. (FM)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Balanced Equity Portfolio (BEPORT)
- goeasy Ltd. (GSY)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
- Stars Group Inc. (The) (TSGI)
- Great Canadian Gaming Corporation (GC)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I need to add to consumer discretionary, which companies are you recommending now?
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Bank of Nova Scotia (The) (BNS)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!