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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,
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter
Read Answer Asked by Peter on April 01, 2024
Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
Read Answer Asked by Chris on March 28, 2024
Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.


Read Answer Asked by Maureen on March 22, 2024
Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).

Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?

Thanks
Tim
Read Answer Asked by Timothy on March 20, 2024
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
Read Answer Asked by Alan on March 19, 2024
Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?
Read Answer Asked by Gerry on March 18, 2024
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
Read Answer Asked by Dan on March 08, 2024
Q: After reading you were disappointed with the results by Nuvei -- on top of your tepid reviews prior to this week's earnings results -- I'm thinking of replacing it.

Note, I don't use asset allocation, instead selecting stocks with the best overall potential for capital appreciation (in this case over the next 5 years).

With that in mind, please rank Celestica, Tecsys, Docebo, TFII and Terravest against Nuvei from 1 to 6, one being the best, 6 the least appealing.

Pete.
Read Answer Asked by Peter on March 07, 2024
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Read Answer Asked by Ben on March 04, 2024
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
Read Answer Asked by Peter on February 28, 2024
Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve
Read Answer Asked by Stephen on February 27, 2024
Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.
Read Answer Asked by Francise on February 27, 2024
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
Read Answer Asked by Marty on February 22, 2024
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
Read Answer Asked by Jerry on February 21, 2024
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