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: Hi 5i,

Thank for your previous answer to my question on potential US stocks to look at for potential investment.

Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU

In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.

Thank you,

Greg C.
Read Answer Asked by GREGORY on September 26, 2024
Q: Hello Team,

Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
Read Answer Asked by Kevin on August 21, 2024
Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave
Read Answer Asked by Dave on August 19, 2024
Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?
Read Answer Asked by Nizar on August 12, 2024
Q: Hi wonder team!

Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)

Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?

Thanks so much to all of you for your guidance!
Read Answer Asked by Josh on July 26, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.

Thank you.
Read Answer Asked by Karim on July 19, 2024
Q: I am currently only hold MG in the consumer discretionary sector and need to increase my exposure to the sector. MCD, SBUX and LULU have all dropped over the last few quarters with worry of the US consumer pulling back their purse strings. What are your thoughts on those three and what Canadian stock in the consumer discretionary sector interests you today? Long term buy and hold investor.
Read Answer Asked by eric on July 18, 2024
Q: Hi Group can you please rate in order of your preference for short term trading not to buy and hold . Give me the ones with the most potential to grow. Most of the ones I have identified have been in the tank lately and should be ripe for some sort of recovery. Also if you have any good ideas that fit the criteria please feel free to add/rate the opportunity as you see it.
Read Answer Asked by Terence on July 15, 2024
Q: I was in a Lululemon store in Tokyo (Roppongi neighbourhood) last month. It was a smaller store but very busy and the staff were great...

I have a full position in SHOP. This stock is more expensive than LULU but the growth is also much higher.

Could you compare the growth and opportunity potential for these two consumer companies both short and long term.

As of today and from a strictly growth perspective would you overweight one over the other?
Read Answer Asked by Mark on July 15, 2024
Q: I also like LULU for the longer term growth potential and the fact they seem to executing well on their plan to get to $12B in revenue by 2026. I'm optimistic about the Chinese growth opportunity, but I did see an interesting WSJ video this week in which they reported that young Chinese have less reverence for Western brands than previous generations. Sharing a bear case perspective for others to consider in their analysis: https://youtu.be/hHOSEFRtaNc?si=biHglaJfBs0yuJ_c
Read Answer Asked by Michael on July 15, 2024
Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!
Read Answer Asked by Kevin on July 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
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!